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RWJ vs SLYV

Invesco S&P SmallCap 600 Revenue ETF vs State Street SPDR S&P 600 Small Cap Value ETF

RWJ

Invesco S&P SmallCap 600 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.8B

SLYV

State Street SPDR S&P 600 Small Cap Value ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$4.6B

Key differences

  • SLYV costs 0.24% less per year.
  • Over the last 3 years, RWJ has delivered higher annualized returns.
  • SLYV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RWJSLYV
Annual cost (TER)0.39%0.15%
Fund size (AUM)$1.8B$4.6B
Since20082000
Dividend yield1.02%1.84%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+37.3%+38.7%
CAGR 3Y+16.6%+14.8%
CAGR 5Y+7.8%+5.8%
Sharpe 3Y0.640.59
Volatility 1Y19.60%18.43%
Max drawdown-51.33%-47.73%

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

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