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RWJ vs IVV

Invesco S&P SmallCap 600 Revenue ETF vs iShares Core S&P 500 ETF

RWJ

Invesco S&P SmallCap 600 Revenue ETF

Annual cost

0.39%

Fund size

$1.9B

IVV

iShares Core S&P 500 ETF

Annual cost

0.03%

Fund size

$854.9B

Key differences

Both RWJ and IVV are equity ETFs. RWJ charges 0.39% a year and IVV 0.03%. The main difference: IVV costs 0.36% less per year.

  • IVV costs 0.36% less per year.
  • IVV is much larger than RWJ. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IVV has delivered higher annualized returns.
  • IVV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RWJIVV
Annual cost (TER)0.39%0.03%
Fund size (AUM)$1.9B$854.9B
Since20082000
Dividend yield1.01%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+37.6%+25.3%
CAGR 3Y+18.6%+22.5%
CAGR 5Y+8.0%+13.5%
Sharpe 3Y0.711.20
Volatility 1Y19.42%12.10%
Max drawdown-51.33%-33.90%

Similar to RWJ and IVV