Invesco S&P MidCap 400® Equal Weight ETF (EWMC)
EWMC is a passive ETF by Invesco tracking the investment results of the S&P MidCap 400 Equal Weight Index. EWMC launched on Dec 8, 2010 and has a 0.40% expense ratio.
ETF Info
US46137V2253
46137V225
Dec 8, 2010
North America (U.S.)
1x
S&P MidCap 400 Equal Weight Index
Small-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Invesco S&P MidCap 400® Equal Weight ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
EWMC
N/A
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^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of EWMC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.62% | 0.00% | 1.62% | ||||||||||
| 2023 | 10.21% | -1.78% | -3.65% | -0.81% | -2.92% | 9.02% | 4.43% | -2.53% | -5.74% | -4.55% | 8.95% | 8.36% | 18.36% |
| 2022 | -5.88% | 0.86% | 1.42% | -7.22% | 1.19% | -9.57% | 10.95% | -3.51% | -9.69% | 11.45% | 6.20% | -5.53% | -11.63% |
| 2021 | 2.35% | 7.65% | 5.73% | 3.49% | 1.27% | -1.50% | -0.17% | 1.75% | -3.29% | 5.11% | -3.29% | 5.21% | 26.35% |
| 2020 | -3.80% | -10.24% | -22.20% | 17.92% | 7.48% | 2.02% | 3.43% | 4.53% | -4.01% | 2.74% | 16.82% | 6.83% | 15.60% |
| 2019 | 11.96% | 4.09% | -1.28% | 3.86% | -9.21% | 7.83% | 0.36% | -5.97% | 4.28% | 0.90% | 2.82% | 3.03% | 23.05% |
| 2018 | 2.40% | -5.04% | 1.08% | 0.42% | 4.18% | 1.13% | 1.62% | 2.39% | -1.05% | -9.33% | 2.56% | -12.05% | -12.45% |
| 2017 | 1.27% | 1.83% | -0.24% | 0.73% | -0.99% | 1.64% | 0.71% | -2.57% | 5.01% | 1.08% | 3.34% | 0.74% | 13.05% |
| 2016 | -7.43% | 1.87% | 9.29% | 2.05% | 1.69% | 0.03% | 4.75% | 0.89% | -0.11% | -3.46% | 9.71% | 2.44% | 22.52% |
| 2015 | -2.00% | 5.68% | 0.13% | 0.15% | 0.79% | -2.56% | -0.71% | -4.95% | -4.61% | 6.72% | 0.17% | -3.17% | -4.96% |
| 2014 | -1.29% | 5.54% | 0.28% | -0.56% | 1.93% | 4.30% | -4.11% | 4.79% | -3.74% | 2.06% | 1.54% | -0.47% | 10.20% |
| 2013 | 7.10% | 0.98% | 4.44% | 0.68% | 2.78% | -1.49% | 6.55% | -2.68% | 4.66% | 4.05% | 0.93% | 2.87% | 34.98% |
Expense Ratio
EWMC features an expense ratio of 0.40%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of EWMC is 84, placing it in the top 16% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco S&P MidCap 400® Equal Weight ETF (EWMC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Invesco S&P MidCap 400® Equal Weight ETF provided a 0.76% dividend yield over the last twelve months, with an annual payout of $0.76 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.76 | $0.94 | $0.09 | $0.88 | $0.89 | $0.84 | $0.42 | $0.73 | $0.02 | $0.68 | $0.65 | $0.47 |
Dividend yield | 0.76% | 0.96% | 0.11% | 0.92% | 1.16% | 1.25% | 0.75% | 1.14% | 0.03% | 1.43% | 1.28% | 1.01% |
Monthly Dividends
The table displays the monthly dividend distributions for Invesco S&P MidCap 400® Equal Weight ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.28 | $0.30 | $0.57 | |||||||||
| 2023 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.19 | $0.94 |
| 2022 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.02 | $0.09 |
| 2021 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.20 | $0.88 |
| 2020 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.89 |
| 2019 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.19 | $0.84 |
| 2018 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.19 | $0.42 |
| 2017 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.23 | $0.73 |
| 2016 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.02 |
| 2015 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.16 | $0.68 |
| 2014 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.18 | $0.65 |
| 2013 | $0.09 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.47 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco S&P MidCap 400® Equal Weight ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Invesco S&P MidCap 400® Equal Weight ETF was 43.12%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.12% | Jan 17, 2020 | 45 | Mar 23, 2020 | 161 | Nov 9, 2020 | 206 |
| -25.45% | Jul 8, 2011 | 62 | Oct 4, 2011 | 113 | Mar 16, 2012 | 175 |
| -23.84% | Sep 21, 2018 | 65 | Dec 24, 2018 | 267 | Jan 16, 2020 | 332 |
| -23.01% | Nov 8, 2021 | 226 | Sep 30, 2022 | 303 | Dec 14, 2023 | 529 |
| -21.52% | May 22, 2015 | 183 | Feb 11, 2016 | 114 | Jul 26, 2016 | 297 |
Volatility
Volatility Chart
The current Invesco S&P MidCap 400® Equal Weight ETF volatility is 1.24%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.