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RWK vs IVOO

Invesco S&P MidCap 400 Revenue ETF vs Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

RWK

Invesco S&P MidCap 400 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.2B

IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$5.4B

Key differences

  • IVOO costs 0.32% less per year.
  • IVOO is significantly larger than RWK — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RWK has delivered higher annualized returns.

Side-by-side comparison

RWKIVOO
Annual cost (TER)0.39%0.07%
Fund size (AUM)$1.2B$5.4B
Since20082010
Dividend yield1.16%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.0%+24.7%
CAGR 3Y+17.5%+16.1%
CAGR 5Y+9.7%+7.8%
Sharpe 3Y0.760.72
Volatility 1Y16.84%15.69%
Max drawdown-46.20%-42.33%

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

Similar to RWK and IVOO