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EWMC vs. RB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EWMC vs. RB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P MidCap 400 GARP ETF (EWMC) and ProShares Russell 2000 Dynamic Daily Buffer ETF (RB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with EWMC having a 7.11% return and RB slightly lower at 6.76%.


EWMC

1D
-0.11%
1M
2.30%
YTD
7.11%
6M
6.51%
1Y
21.90%
3Y*
14.94%
5Y*
7.66%
10Y*
10.99%

RB

1D
-0.17%
1M
1.63%
YTD
6.76%
6M
8.48%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EWMC vs. RB - Yearly Performance Comparison


Correlation

The correlation between EWMC and RB is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jun 27, 2025

0.67

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Return for Risk

EWMC vs. RB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EWMC
EWMC Risk / Return Rank: 4444
Overall Rank
EWMC Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
EWMC Sortino Ratio Rank: 3939
Sortino Ratio Rank
EWMC Omega Ratio Rank: 3636
Omega Ratio Rank
EWMC Calmar Ratio Rank: 5858
Calmar Ratio Rank
EWMC Martin Ratio Rank: 5151
Martin Ratio Rank

RB
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EWMC vs. RB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P MidCap 400 GARP ETF (EWMC) and ProShares Russell 2000 Dynamic Daily Buffer ETF (RB). 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.


EWMCRBDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.24

Calmar ratioReturn relative to maximum drawdown

2.89

Martin ratioReturn relative to average drawdown

8.54

EWMC vs. RB - Sharpe Ratio Comparison


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Sharpe Ratios by Period


EWMCRBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

3.15

-2.60

Drawdowns

EWMC vs. RB - Drawdown Comparison

The maximum EWMC drawdown since its inception was -43.12%, which is greater than RB's maximum drawdown of -1.70%. Use the drawdown chart below to compare losses from any high point for EWMC and RB.


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Drawdown Indicators


EWMCRBDifference

Max Drawdown

Largest peak-to-trough decline

-43.12%

-1.70%

-41.42%

Max Drawdown (1Y)

Largest decline over 1 year

-7.62%

Max Drawdown (3Y)

Largest decline over 3 years

-28.09%

Max Drawdown (5Y)

Largest decline over 5 years

-28.09%

Max Drawdown (10Y)

Largest decline over 10 years

-43.12%

Current Drawdown

Current decline from peak

-0.11%

-0.47%

+0.36%

Average Drawdown

Average peak-to-trough decline

-5.71%

-0.41%

-5.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.57%

Volatility

EWMC vs. RB - Volatility Comparison


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Volatility by Period


EWMCRBDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.82%

Volatility (6M)

Calculated over the trailing 6-month period

10.44%

Volatility (1Y)

Calculated over the trailing 1-year period

16.13%

6.21%

+9.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.90%

6.21%

+14.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.25%

6.21%

+16.04%

EWMC vs. RB - Expense Ratio Comparison

EWMC has a 0.35% expense ratio, which is lower than RB's 0.58% expense ratio.


Dividends

EWMC vs. RB - Dividend Comparison

EWMC's dividend yield for the trailing twelve months is around 0.96%, less than RB's 2.00% yield.


PositionTTM20252024202320222021202020192018201720162015
EWMC
Invesco S&P MidCap 400 GARP ETF
0.96%1.19%0.95%0.96%1.28%0.92%1.16%1.25%1.50%1.14%1.00%1.43%
RB
ProShares Russell 2000 Dynamic Daily Buffer ETF
2.00%1.78%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


EWMC and RB have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EWMC is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EWMC is cheaper with a 0.35% expense ratio, compared with 0.58% for RB.

RB has the higher dividend yield at 2.00%, compared with 0.96% for EWMC.

EWMC is categorized as Small Cap Blend Equities, while RB is Defined Outcome. EWMC tracks S&P MidCap 400 GARP Index, while RB tracks Russell 2000. They also come from different issuers: Invesco and ProShares. Their fees differ too: 0.35% for EWMC and 0.58% for RB.

Portfolio Optimizer

Find the right allocation for EWMC and RB

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