Screener
RWK vs XSHD
Invesco S&P MidCap 400 Revenue ETF vs Invesco S&P SmallCap High Dividend Low Volatility ETF
Key differences
- XSHD costs 0.09% less per year.
- RWK is significantly larger than XSHD — larger funds tend to be more liquid and less likely to close.
- Over the last 3 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 | XSHD | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.30% |
| Fund size (AUM) | $1.2B | $77M |
| Since | 2008 | 2016 |
| Dividend yield | 1.16% | 5.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +26.0% | +9.7% |
| CAGR 3Y | +17.5% | +2.6% |
| CAGR 5Y | +9.7% | -4.8% |
| Sharpe 3Y | 0.76 | 0.03 |
| Volatility 1Y | 16.84% | 14.91% |
| Max drawdown | -46.20% | -49.52% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to RWK and XSHD
Explore further