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XSHD vs RWK

Invesco S&P SmallCap High Dividend Low Volatility ETF vs Invesco S&P MidCap 400 Revenue ETF

XSHD

Invesco S&P SmallCap High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$77M

RWK

Invesco S&P MidCap 400 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.2B

Key differences

  • XSHD costs 0.09% less per year.
  • RWK is significantly larger than XSHD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RWK has delivered higher annualized returns.
  • RWK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XSHDRWK
Annual cost (TER)0.30%0.39%
Fund size (AUM)$77M$1.2B
Since20162008
Dividend yield5.33%1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.7%+26.0%
CAGR 3Y+2.6%+17.5%
CAGR 5Y-4.8%+9.7%
Sharpe 3Y0.030.76
Volatility 1Y14.91%16.84%
Max drawdown-49.52%-46.20%

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

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