Screener
RWK vs FMCX
Invesco S&P MidCap 400 Revenue ETF vs FM Focus Equity ETF
Key differences
Both RWK and FMCX are equity ETFs. RWK charges 0.39% a year and FMCX 0.71%. The main difference: RWK follows a index enhanced strategy; FMCX uses active selection.
- RWK follows a index enhanced strategy; FMCX uses active selection.
- RWK costs 0.32% less per year.
- RWK is much larger than FMCX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RWK has delivered higher annualized returns.
- RWK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RWK | FMCX | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.71% |
| Fund size (AUM) | $1.2B | $118M |
| Since | 2008 | 2022 |
| Dividend yield | 1.14% | 0.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | active selection |
| CAGR 1Y | +29.4% | +14.1% |
| CAGR 3Y | +17.7% | +15.8% |
| CAGR 5Y | +11.1% | N/A |
| Sharpe 3Y | 0.78 | 0.86 |
| Volatility 1Y | 16.90% | 13.13% |
| Max drawdown | -46.20% | -17.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.