Screener
SPXN vs RWJ
ProShares S&P 500 ex-Financials ETF vs Invesco S&P SmallCap 600 Revenue ETF
Key differences
- SPXN costs 0.30% less per year.
- RWJ is significantly larger than SPXN — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SPXN has delivered higher annualized returns.
- RWJ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPXN | RWJ | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.39% |
| Fund size (AUM) | $74M | $1.8B |
| Since | 2015 | 2008 |
| Dividend yield | 0.93% | 1.02% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +33.8% | +37.3% |
| CAGR 3Y | +24.0% | +16.6% |
| CAGR 5Y | +14.9% | +7.8% |
| Sharpe 3Y | 1.24 | 0.64 |
| Volatility 1Y | 12.83% | 19.60% |
| Max drawdown | -32.10% | -51.33% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SPXN and RWJ
Explore further