Screener
RWJ vs SPSM
Invesco S&P SmallCap 600 Revenue ETF vs State Street SPDR Portfolio S&P 600 Small Cap ETF
Key differences
- SPSM costs 0.36% less per year.
- SPSM is significantly larger than RWJ — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, RWJ has delivered higher annualized returns.
- RWJ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RWJ | SPSM | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.03% |
| Fund size (AUM) | $1.8B | $15.4B |
| Since | 2008 | 2013 |
| Dividend yield | 1.02% | 1.44% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +37.3% | +33.1% |
| CAGR 3Y | +16.6% | +15.4% |
| CAGR 5Y | +7.8% | +6.0% |
| Sharpe 3Y | 0.64 | 0.63 |
| Volatility 1Y | 19.60% | 17.58% |
| Max drawdown | -51.33% | -42.89% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to RWJ and SPSM
Explore further