Screener
RWK vs MDY
Invesco S&P MidCap 400 Revenue ETF vs State Street SPDR S&P MIDCAP 400 ETF Trust
Key differences
- MDY costs 0.16% less per year.
- MDY 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.
- MDY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RWK | MDY | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.23% |
| Fund size (AUM) | $1.2B | $26.0B |
| Since | 2008 | 1995 |
| Dividend yield | 1.16% | 1.07% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +26.0% | +24.3% |
| CAGR 3Y | +17.5% | +15.7% |
| CAGR 5Y | +9.7% | +7.5% |
| Sharpe 3Y | 0.76 | 0.70 |
| Volatility 1Y | 16.84% | 15.61% |
| Max drawdown | -46.20% | -42.22% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to RWK and MDY
Explore further