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RWK vs RDIV

Invesco S&P MidCap 400 Revenue ETF vs Invesco S&P Ultra Dividend Revenue ETF

RWK

Invesco S&P MidCap 400 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.2B

RDIV

Invesco S&P Ultra Dividend Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.2B

Key differences

  • Over the last 3 years, RDIV has delivered higher annualized returns.
  • RWK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RWKRDIV
Annual cost (TER)0.39%0.39%
Fund size (AUM)$1.2B$1.2B
Since20082013
Dividend yield1.16%3.69%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.0%+31.1%
CAGR 3Y+17.5%+20.4%
CAGR 5Y+9.7%+10.3%
Sharpe 3Y0.760.99
Volatility 1Y16.84%13.26%
Max drawdown-46.20%-49.97%

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

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