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RWK vs XSHQ

Invesco S&P MidCap 400 Revenue ETF vs Invesco S&P SmallCap Quality ETF

RWK

Invesco S&P MidCap 400 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.2B

XSHQ

Invesco S&P SmallCap Quality ETF

Invesco

Annual cost

0.29%

Fund size

$246M

Key differences

  • XSHQ costs 0.10% less per year.
  • RWK is significantly larger than XSHQ — 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

RWKXSHQ
Annual cost (TER)0.39%0.29%
Fund size (AUM)$1.2B$246M
Since20082017
Dividend yield1.16%1.39%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.0%+16.2%
CAGR 3Y+17.5%+12.9%
CAGR 5Y+9.7%+6.1%
Sharpe 3Y0.760.53
Volatility 1Y16.84%17.54%
Max drawdown-46.20%-38.33%

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

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