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RZV vs SPYV

Invesco S&P SmallCap 600 Pure Value ETF vs State Street SPDR Portfolio S&P 500 Value ETF

RZV

Invesco S&P SmallCap 600 Pure Value ETF

Invesco

Annual cost

0.35%

Fund size

$265M

SPYV

State Street SPDR Portfolio S&P 500 Value ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$33.7B

Key differences

  • SPYV costs 0.31% less per year.
  • SPYV is significantly larger than RZV — larger funds tend to be more liquid and less likely to close.
  • SPYV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RZVSPYV
Annual cost (TER)0.35%0.04%
Fund size (AUM)$265M$33.7B
Since20062000
Dividend yield1.36%1.72%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+42.5%+23.4%
CAGR 3Y+17.5%+16.6%
CAGR 5Y+8.9%+11.0%
Sharpe 3Y0.651.01
Volatility 1Y20.84%10.00%
Max drawdown-60.42%-36.89%

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

Similar to RZV and SPYV