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RWL vs XMLV

Invesco S&P 500 Revenue ETF vs Invesco S&P MidCap Low Volatility ETF

RWL

Invesco S&P 500 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$8.8B

XMLV

Invesco S&P MidCap Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$750M

Key differences

  • XMLV costs 0.14% less per year.
  • RWL is significantly larger than XMLV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RWL has delivered higher annualized returns.
  • RWL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RWLXMLV
Annual cost (TER)0.39%0.25%
Fund size (AUM)$8.8B$750M
Since20082013
Dividend yield1.28%2.80%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.9%+10.0%
CAGR 3Y+20.3%+11.5%
CAGR 5Y+12.9%+6.1%
Sharpe 3Y1.280.63
Volatility 1Y10.14%10.30%
Max drawdown-36.04%-39.86%

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

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