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RWK vs SPHD

Invesco S&P MidCap 400 Revenue ETF vs Invesco S&P 500 High Dividend Low Volatility ETF

RWK

Invesco S&P MidCap 400 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.2B

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$3.3B

Key differences

  • SPHD costs 0.09% less per year.
  • Over the last 3 years, RWK has delivered higher annualized returns.

Side-by-side comparison

RWKSPHD
Annual cost (TER)0.39%0.30%
Fund size (AUM)$1.2B$3.3B
Since20082012
Dividend yield1.16%4.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.0%+12.6%
CAGR 3Y+17.5%+12.2%
CAGR 5Y+9.7%+6.2%
Sharpe 3Y0.760.69
Volatility 1Y16.84%11.06%
Max drawdown-46.20%-41.39%

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

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