Screener
SSPY vs RWL
Stratified LargeCap Index ETF vs Invesco S&P 500 Revenue ETF
Key differences
Both SSPY and RWL are equity ETFs. SSPY charges 0.45% a year and RWL 0.39%. The main difference: SSPY follows a index tracking strategy; RWL uses index enhanced.
- SSPY follows a index tracking strategy; RWL uses index enhanced.
- RWL costs 0.06% less per year.
- RWL is much larger than SSPY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RWL has delivered higher annualized returns.
- RWL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SSPY | RWL | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.39% |
| Fund size (AUM) | $125M | $9.1B |
| Since | 2019 | 2008 |
| Dividend yield | 1.26% | 1.24% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +21.3% | +28.2% |
| CAGR 3Y | +14.9% | +20.3% |
| CAGR 5Y | +9.2% | +13.2% |
| Sharpe 3Y | 0.84 | 1.28 |
| Volatility 1Y | 10.78% | 10.16% |
| Max drawdown | -36.67% | -36.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.