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 0.82, 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:
0.05
RWK:
0.07
BOSOX:
0.22
RWK:
0.27
BOSOX:
1.03
RWK:
1.03
BOSOX:
0.04
RWK:
0.07
BOSOX:
0.10
RWK:
0.22
BOSOX:
10.19%
RWK:
7.57%
BOSOX:
20.75%
RWK:
22.41%
BOSOX:
-53.78%
RWK:
-56.49%
BOSOX:
-18.62%
RWK:
-13.88%
Returns By Period
In the year-to-date period, BOSOX achieves a -5.77% return, which is significantly higher than RWK's -6.54% return. Over the past 10 years, BOSOX has underperformed RWK with an annualized return of 1.85%, while RWK has yielded a comparatively higher 9.32% annualized return.
BOSOX
-5.77%
-2.47%
-9.99%
-0.49%
8.88%
1.85%
RWK
-6.54%
-1.99%
-5.62%
0.32%
20.02%
9.32%
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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 0.54%, less than RWK's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOSOX Boston Trust Small Cap Fund | 0.54% | 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 | 1.25% | 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
The current volatility for Boston Trust Small Cap Fund (BOSOX) is 11.73%, while Invesco S&P MidCap 400 Revenue ETF (RWK) has a volatility of 14.92%. This indicates that BOSOX experiences smaller price fluctuations and is considered to be less risky than RWK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.