BOSOX vs. RWK
Compare and contrast key facts about Boston Trust Small Cap Fund (BOSOX) and Invesco S&P MidCap 400 Revenue ETF (RWK).
BOSOX is managed by Boston Trust Walden. RWK is a passively managed fund by Invesco that tracks the performance of the S&P MidCap 400 Revenue-Weighted Index. It was launched on Feb 22, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BOSOX or RWK.
Correlation
The correlation between BOSOX and RWK is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BOSOX vs. RWK - Performance Comparison
Key characteristics
BOSOX:
0.50
RWK:
0.88
BOSOX:
0.83
RWK:
1.36
BOSOX:
1.10
RWK:
1.16
BOSOX:
0.52
RWK:
1.68
BOSOX:
1.46
RWK:
3.82
BOSOX:
5.85%
RWK:
3.77%
BOSOX:
17.05%
RWK:
16.34%
BOSOX:
-53.78%
RWK:
-56.49%
BOSOX:
-12.06%
RWK:
-5.35%
Returns By Period
In the year-to-date period, BOSOX achieves a 1.83% return, which is significantly lower than RWK's 2.71% return. Over the past 10 years, BOSOX has underperformed RWK with an annualized return of 2.48%, while RWK has yielded a comparatively higher 10.25% annualized return.
BOSOX
1.83%
-2.13%
1.95%
9.59%
5.25%
2.48%
RWK
2.71%
-3.17%
6.32%
14.99%
14.79%
10.25%
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BOSOX vs. RWK - Expense Ratio Comparison
BOSOX has a 1.00% expense ratio, which is higher than RWK's 0.39% expense ratio.
Risk-Adjusted Performance
BOSOX vs. RWK — Risk-Adjusted Performance Rank
BOSOX
RWK
BOSOX vs. RWK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Boston Trust Small Cap Fund (BOSOX) and Invesco S&P MidCap 400 Revenue ETF (RWK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BOSOX vs. RWK - Dividend Comparison
BOSOX's dividend yield for the trailing twelve months is around 0.50%, less than RWK's 1.08% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BOSOX Boston Trust Small Cap Fund | 0.50% | 0.51% | 0.46% | 0.35% | 0.28% | 0.50% | 0.46% | 0.56% | 0.55% | 0.96% | 0.48% | 0.09% |
RWK Invesco S&P MidCap 400 Revenue ETF | 1.08% | 1.11% | 1.05% | 1.18% | 0.85% | 0.96% | 1.09% | 1.22% | 0.74% | 1.30% | 0.92% | 1.03% |
Drawdowns
BOSOX vs. RWK - Drawdown Comparison
The maximum BOSOX drawdown since its inception was -53.78%, roughly equal to the maximum RWK drawdown of -56.49%. Use the drawdown chart below to compare losses from any high point for BOSOX and RWK. For additional features, visit the drawdowns tool.
Volatility
BOSOX vs. RWK - Volatility Comparison
Boston Trust Small Cap Fund (BOSOX) and Invesco S&P MidCap 400 Revenue ETF (RWK) have volatilities of 3.50% and 3.68%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.