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SPHQ vs RZV
Invesco S&P 500 Quality ETF vs Invesco S&P SmallCap 600 Pure Value ETF
Key differences
- SPHQ costs 0.20% less per year.
- SPHQ is significantly larger than RZV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SPHQ has delivered higher annualized returns.
Side-by-side comparison
| SPHQ | RZV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.35% |
| Fund size (AUM) | $17.3B | $265M |
| Since | 2005 | 2006 |
| Dividend yield | 1.11% | 1.36% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +24.7% | +42.5% |
| CAGR 3Y | +22.7% | +17.5% |
| CAGR 5Y | +15.0% | +8.9% |
| Sharpe 3Y | 1.27 | 0.65 |
| Volatility 1Y | 12.73% | 20.84% |
| Max drawdown | -31.59% | -60.42% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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