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XSHD vs RWL

Invesco S&P SmallCap High Dividend Low Volatility ETF vs Invesco S&P 500 Revenue ETF

XSHD

Invesco S&P SmallCap High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$77M

RWL

Invesco S&P 500 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$8.8B

Key differences

  • XSHD costs 0.09% less per year.
  • RWL is significantly larger than XSHD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 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

XSHDRWL
Annual cost (TER)0.30%0.39%
Fund size (AUM)$77M$8.8B
Since20162008
Dividend yield5.33%1.28%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+9.7%+27.9%
CAGR 3Y+2.6%+20.3%
CAGR 5Y-4.8%+12.9%
Sharpe 3Y0.031.28
Volatility 1Y14.91%10.14%
Max drawdown-49.52%-36.04%

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

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