Invesco S&P MidCap 400® Pure Value ETF (RFV) belongs to the Small Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with RFV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RFV
RFV charges 0.35% annually. There are 16 ETFs in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Small-Cap Value ETF | 0.05% | 65.50B | Jan 2004 | RFV vs VBR | |
| iShares Morningstar Small Cap Value ETF | 0.06% | 736.19M | Jun 2004 | RFV vs ISCV | |
| Vanguard S&P Small-Cap 600 Value ETF | 0.10% | 1.90B | Sep 2010 | RFV vs VIOV | |
| Vanguard Russell 2000 Value ETF | 0.10% | 1.30B | Sep 2010 | RFV vs VTWV | |
| SPDR S&P 600 Small Cap Value ETF | 0.15% | 4.68B | Sep 2000 | RFV vs SLYV |
Best Risk-Adjusted Alternatives to RFV
RFV has a PortfoliosLab risk / return rank of 36. There are 34 ETFs in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor SMID Cap Value ETF | 86 | 6.12M | May 2025 | RFV vs EPSV | |
| EA Bridgeway Omni Small-Cap Value ETF | 81 | 1.71B | Dec 2010 | RFV vs BSVO | |
| iShares Russell 2000 Value ETF | 80 | 14.31B | Jul 2000 | RFV vs IWN | |
| Avantis US Small Cap Equity ETF | 80 | 2.67B | Jan 2022 | RFV vs AVSC | |
| Vanguard Russell 2000 Value ETF | 80 | 1.30B | Sep 2010 | RFV vs VTWV |
Top Performing RFV Alternatives (YTD)
RFV is at 12.16% YTD. There are 31 ETFs in the Small Cap Value Equities category with higher YTD returns, going as high as 27.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor SMID Cap Value ETF | 27.95% | 6.12M | May 2025 | RFV vs EPSV | |
| EA Bridgeway Omni Small-Cap Value ETF | 22.35% | 1.71B | Dec 2010 | RFV vs BSVO | |
| Avantis US Small Cap Equity ETF | 21.15% | 2.67B | Jan 2022 | RFV vs AVSC | |
| Invesco S&P SmallCap 600® Pure Value ETF | 21.03% | 276.01M | Mar 2006 | RFV vs RZV | |
| Invesco S&P SmallCap Value with Momentum ETF | 20.98% | 628.30M | Mar 2005 | RFV vs XSVM |
Lowest Volatility Alternatives to RFV
RFV has 18.02% 1-year volatility. There are 22 ETFs in the Small Cap Value Equities category with lower 1-year volatility, going as low as 12.05%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Bahl & Gaynor Small/Mid Cap Income Growth ETF | 12.05% | 1.13B | Aug 2021 | RFV vs SMIG | |
| Brandes U.S. Small-Mid Cap Value ETF | 14.63% | 161.61M | Oct 2023 | RFV vs BSMC | |
| EA Series Trust - Euclidean Fundamental Value ETF | 14.77% | 136.73M | May 2023 | RFV vs ECML | |
| iShares International Developed Small Cap Value Fa... | 14.82% | 315.70M | Mar 2021 | RFV vs ISVL | |
| VictoryShares US Small Mid Cap Value Momentum ETF | 14.96% | 1.68B | Oct 2017 | RFV vs USVM |
Lowest Drawdown Alternatives to RFV
RFV has a 1-year max drawdown of -12.51%. There are 33 ETFs in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -7.01%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| EA Series Trust - Euclidean Fundamental Value ETF | -7.01% | 136.73M | May 2023 | RFV vs ECML | |
| Themes US Small Cap Cash Flow Champions ETF | -7.13% | 3.04M | Dec 2023 | RFV vs SMCF | |
| Avantis US Small Cap Equity ETF | -7.89% | 2.67B | Jan 2022 | RFV vs AVSC | |
| Avantis US Small Cap Value ETF | -7.95% | 26.41B | Sep 2019 | RFV vs AVUV | |
| EA Bridgeway Omni Small-Cap Value ETF | -8.31% | 1.71B | Dec 2010 | RFV vs BSVO |
Other ETFs from Invesco
The 10 most viewed Invesco ETFs shown here include QQQ, SPMO, QQQM and span 12 categories. AUM among these funds goes as high as $493B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Nasdaq-100 | 59 | 16.45% | 493.17B | Mar 1999 | RFV vs QQQ | |
| Invesco S&P 500 Momentum ETF | Momentum, S&P 500 | 68 | 29.91% | 21.99B | Oct 2015 | RFV vs SPMO | |
| Invesco NASDAQ 100 ETF | Nasdaq-100 | 60 | 16.48% | 101.29B | Oct 2020 | RFV vs QQQM | |
| Invesco S&P 500 Equal Weight ETF | S&P 500, Equal Weight | 49 | 9.94% | 92.57B | Apr 2003 | RFV vs RSP | |
| Invesco PHLX Semiconductor ETF | Semiconductors, Technology Equities | 94 | 90.62% | 3.22B | Jun 2021 | RFV vs SOXQ | |
| Invesco S&P 500 Top 50 ETF | S&P 500 | 39 | 1.60% | 10.60B | May 2005 | RFV vs XLG | |
| Invesco S&P 500 Quality ETF | S&P 500, Large Cap Blend Equities | 61 | 16.54% | 21.05B | Dec 2005 | RFV vs SPHQ | |
| Invesco S&P 500® High Dividend Low Volatility ETF | Dividend, S&P 500, Large Cap Value Equities | 30 | 8.20% | 3.27B | Oct 2012 | RFV vs SPHD | |
| Invesco S&P MidCap Momentum ETF | Momentum, Mid Cap Growth Equities | 66 | 22.90% | 8.18B | Mar 2005 | RFV vs XMMO | |
| Invesco Aerospace & Defense ETF | Aerospace & Defense, Industrials Equities | 38 | 9.76% | 8.26B | Oct 2005 | RFV vs PPA |
Often Compared With RFV
Investors most often compare RFV with RPV, RFG, XMHQ. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare RFV with Any Fund or Stock
Compare RFV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RFV with funds that move differently
Invesco S&P MidCap 400® Pure Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RFV.
Explore RFV Diversifiers