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RWJ vs SMMD

Invesco S&P SmallCap 600 Revenue ETF vs iShares Russell 2500 ETF

RWJ

Invesco S&P SmallCap 600 Revenue ETF

Annual cost

0.39%

Fund size

$1.9B

SMMD

iShares Russell 2500 ETF

Annual cost

0.15%

Fund size

$3.4B

Key differences

Both RWJ and SMMD are equity ETFs. RWJ charges 0.39% a year and SMMD 0.15%. The main difference: SMMD costs 0.24% less per year.

  • SMMD costs 0.24% less per year.
  • RWJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RWJSMMD
Annual cost (TER)0.39%0.15%
Fund size (AUM)$1.9B$3.4B
Since20082017
Dividend yield1.01%1.05%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+37.6%+32.9%
CAGR 3Y+18.6%+19.1%
CAGR 5Y+8.0%+7.2%
Sharpe 3Y0.710.82
Volatility 1Y19.42%17.44%
Max drawdown-51.33%-41.06%

Similar to RWJ and SMMD