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SPYM vs RWL

State Street SPDR Portfolio S&P 500 ETF vs Invesco S&P 500 Revenue ETF

SPYM

State Street SPDR Portfolio S&P 500 ETF

State Street Investment Management

Annual cost

0.02%

Fund size

$137.6B

RWL

Invesco S&P 500 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$8.8B

Key differences

  • SPYM costs 0.37% less per year.
  • SPYM is significantly larger than RWL — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPYM has delivered higher annualized returns.

Side-by-side comparison

SPYMRWL
Annual cost (TER)0.02%0.39%
Fund size (AUM)$137.6B$8.8B
Since20052008
Dividend yield1.05%1.28%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.4%+27.9%
CAGR 3Y+23.2%+20.3%
CAGR 5Y+14.0%+12.9%
Sharpe 3Y1.251.28
Volatility 1Y11.96%10.14%
Max drawdown-33.87%-36.04%

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

Similar to SPYM and RWL