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RWJ vs ISPY
Invesco S&P SmallCap 600 Revenue ETF vs ProShares S&P 500 High Income ETF
Key differences
RWJ is an equity ETF, while ISPY is an alternative ETF. RWJ charges 0.39% a year and ISPY 0.56%.
- RWJ is an equity fund, while ISPY is an alternative fund. They carry different risk/return profiles.
- RWJ follows a index tracking strategy; ISPY uses option income.
- RWJ costs 0.17% less per year.
- RWJ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RWJ | ISPY | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.56% |
| Fund size (AUM) | $1.9B | $1.3B |
| Since | 2008 | 2023 |
| Dividend yield | 1.01% | 4.62% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +37.6% | +22.3% |
| CAGR 3Y | +18.6% | N/A |
| CAGR 5Y | +8.0% | N/A |
| Sharpe 3Y | 0.71 | N/A |
| Volatility 1Y | 19.42% | 11.84% |
| Max drawdown | -51.33% | -16.88% |
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