RWL vs SPY

RWL vs SPY
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Quick Verdict

SPY has a lower expense ratio. RWL delivered stronger 1-year returns. RWL offers more diversification with 507 holdings.

Lower Fees: SPYHigher Returns: RWLMore Diversified: RWL

Side-by-Side Comparison

MetricRWLSPYWinner
Expense Ratio0.39%0.09%
AUM$10.1B$821.1B
Dividend Yield1.23%1.01%
Holdings507505
YTD Return+16.15%+12.22%
1Y Return+26.23%+20.83%
3Y Return (annualized)+20.29%+21.70%
5Y Return (annualized)+13.89%+12.98%
Volatility (annualized)16.5%15.3%
Max Drawdown-55.3%-56.5%
Fund FamilyInvesco (US)State Street Investment Management
CategoryEquityEquity
InceptionFeb 19, 2008Jan 22, 1993

RWL vs SPY Performance

Invesco S&P 500 Revenue ETF (RWL) is a ETF from Invesco (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year RWL returned +26.23% while SPY returned +20.83%. Year to date, RWL is up 16.15% versus a gain of 12.22% for SPY.

Over three years, RWL compounded at +20.29% per year against +21.70% for SPY; over five years the annualized figures are +13.89% and +12.98% respectively. Across the full 19-year window we track, RWL has the edge at +10.02% annualized vs +8.79%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RWL has been the more volatile fund, with annualized monthly volatility of 16.5% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -55.3% for RWL and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

RWL charges 0.39% per year while SPY charges 0.09%. On a $10,000 position that is $39 vs $9 annually, a gap of $30 per year that compounds over a long holding period. On income, RWL currently yields 1.23% against 1.01% for SPY.

Holdings Overlap

54.3%overlap

RWL and SPY share 479 holdings out of 515 unique holdings combined, representing a 54.3% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in RWLWeight in SPYDifference
AAPL2.23%6.83%4.60%
NVDA1.26%7.71%6.45%
AMZN3.83%4.08%0.25%
MSFTProProPro
GOOGLProProPro
WMTProProPro
GOOGProProPro
AVGOProProPro
METAProProPro
JPMProProPro
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Frequently Asked Questions

Which is cheaper, RWL or SPY?

RWL has an expense ratio of 0.39% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

Which performed better, RWL or SPY?

Over the past year RWL returned +26.23% vs +20.83% for SPY, so RWL leads on 1-year performance. Over the longest common window we track (19 years), RWL annualized +10.02% vs +8.79% for SPY. Past performance does not guarantee future results.

Which is riskier, RWL or SPY?

RWL has been the more volatile fund at 16.5% annualized versus 15.3% for SPY. Worst drawdown: RWL -55.3% vs SPY -56.5%.

Should I hold both RWL and SPY?

RWL and SPY have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between RWL and SPY?

RWL and SPY share 479 common holdings with a 54.3% weight overlap. Combined, they hold 515 unique securities.

Which pays a higher dividend, RWL or SPY?

RWL yields 1.23% while SPY yields 1.01%, so RWL currently pays the higher dividend yield.

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