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TAN vs RFV

Invesco Solar ETF vs Invesco S&P MidCap 400 Pure Value ETF

TAN

Invesco Solar ETF

Invesco

Annual cost

0.70%

Fund size

$1.6B

RFV

Invesco S&P MidCap 400 Pure Value ETF

Invesco

Annual cost

0.35%

Fund size

$313M

Key differences

  • RFV costs 0.35% less per year.
  • TAN is significantly larger than RFV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RFV has delivered higher annualized returns.

Side-by-side comparison

TANRFV
Annual cost (TER)0.70%0.35%
Fund size (AUM)$1.6B$313M
Since20082006
Dividend yield0.00%1.88%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+94.1%+23.6%
CAGR 3Y-2.5%+15.7%
CAGR 5Y-1.4%+9.0%
Sharpe 3Y0.030.63
Volatility 1Y37.40%18.24%
Max drawdown-78.53%-52.24%

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

Similar to TAN and RFV