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RWL vs SPY

Invesco S&P 500 Revenue ETF vs State Street SPDR S&P 500 ETF Trust

RWL

Invesco S&P 500 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$8.8B

SPY

State Street SPDR S&P 500 ETF Trust

State Street Investment Management

Annual cost

0.09%

Fund size

$735.1B

Key differences

  • SPY costs 0.30% less per year.
  • SPY is significantly larger than RWL — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPY has delivered higher annualized returns.
  • SPY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RWLSPY
Annual cost (TER)0.39%0.09%
Fund size (AUM)$8.8B$735.1B
Since20081993
Dividend yield1.28%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.9%+29.4%
CAGR 3Y+20.3%+23.1%
CAGR 5Y+12.9%+14.0%
Sharpe 3Y1.281.22
Volatility 1Y10.14%12.00%
Max drawdown-36.04%-33.72%

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

Similar to RWL and SPY