Screener
XLG vs RFV
Invesco S&P 500 Top 50 ETF vs Invesco S&P MidCap 400 Pure Value ETF
Key differences
- XLG costs 0.15% less per year.
- XLG is significantly larger than RFV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, XLG has delivered higher annualized returns.
Side-by-side comparison
| XLG | RFV | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.35% |
| Fund size (AUM) | $10.7B | $313M |
| Since | 2005 | 2006 |
| Dividend yield | 0.63% | 1.88% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +31.7% | +23.6% |
| CAGR 3Y | +26.4% | +15.7% |
| CAGR 5Y | +16.5% | +9.0% |
| Sharpe 3Y | 1.26 | 0.63 |
| Volatility 1Y | 13.50% | 18.24% |
| Max drawdown | -30.46% | -52.24% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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