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RWL vs XSVM

Invesco S&P 500 Revenue ETF vs Invesco S&P SmallCap Value with Momentum ETF

RWL

Invesco S&P 500 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$8.8B

XSVM

Invesco S&P SmallCap Value with Momentum ETF

Invesco

Annual cost

0.37%

Fund size

$613M

Key differences

  • RWL is significantly larger than XSVM — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RWL has delivered higher annualized returns.

Side-by-side comparison

RWLXSVM
Annual cost (TER)0.39%0.37%
Fund size (AUM)$8.8B$613M
Since20082005
Dividend yield1.28%1.82%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.9%+36.9%
CAGR 3Y+20.3%+17.0%
CAGR 5Y+12.9%+7.1%
Sharpe 3Y1.280.68
Volatility 1Y10.14%18.66%
Max drawdown-36.04%-49.02%

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

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