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SPVM vs RWL

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

SPVM

Invesco S&P 500 Value with Momentum ETF

Invesco

Annual cost

0.39%

Fund size

$120M

RWL

Invesco S&P 500 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$8.8B

Key differences

  • RWL is significantly larger than SPVM — 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

SPVMRWL
Annual cost (TER)0.39%0.39%
Fund size (AUM)$120M$8.8B
Since20112008
Dividend yield1.95%1.28%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.0%+27.9%
CAGR 3Y+18.7%+20.3%
CAGR 5Y+9.9%+12.9%
Sharpe 3Y1.031.28
Volatility 1Y11.79%10.14%
Max drawdown-45.35%-36.04%

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

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