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RFV vs XSVM

Invesco S&P MidCap 400 Pure Value ETF vs Invesco S&P SmallCap Value with Momentum ETF

RFV

Invesco S&P MidCap 400 Pure Value ETF

Invesco

Annual cost

0.35%

Fund size

$313M

XSVM

Invesco S&P SmallCap Value with Momentum ETF

Invesco

Annual cost

0.37%

Fund size

$613M

Key differences

  • Over the last 3 years, XSVM has delivered higher annualized returns.

Side-by-side comparison

RFVXSVM
Annual cost (TER)0.35%0.37%
Fund size (AUM)$313M$613M
Since20062005
Dividend yield1.88%1.82%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.6%+36.9%
CAGR 3Y+15.7%+17.0%
CAGR 5Y+9.0%+7.1%
Sharpe 3Y0.630.68
Volatility 1Y18.24%18.66%
Max drawdown-52.24%-49.02%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to RFV and XSVM