IUSV vs. RWL
Compare and contrast key facts about iShares Core S&P U.S. Value ETF (IUSV) and Invesco S&P 500 Revenue ETF (RWL).
IUSV and RWL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IUSV is a passively managed fund by iShares that tracks the performance of the S&P 900 Value Index. It was launched on Jul 24, 2000. RWL is a passively managed fund by Invesco that tracks the performance of the S&P 500 Revenue-Weighted Index. It was launched on Feb 19, 2008. Both IUSV and RWL are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IUSV vs. RWL - Performance Comparison
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IUSV vs. RWL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSV iShares Core S&P U.S. Value ETF | 0.10% | 12.85% | 12.18% | 21.73% | -5.40% | 25.22% | 1.56% | 31.47% | -9.21% | 15.09% |
RWL Invesco S&P 500 Revenue ETF | 0.74% | 18.65% | 16.45% | 17.43% | -6.00% | 30.29% | 9.14% | 27.83% | -7.74% | 20.34% |
Returns By Period
In the year-to-date period, IUSV achieves a 0.10% return, which is significantly lower than RWL's 0.74% return. Over the past 10 years, IUSV has underperformed RWL with an annualized return of 11.59%, while RWL has yielded a comparatively higher 12.99% annualized return.
IUSV
- 1D
- 1.77%
- 1M
- -4.59%
- YTD
- 0.10%
- 6M
- 3.24%
- 1Y
- 12.87%
- 3Y*
- 13.69%
- 5Y*
- 10.25%
- 10Y*
- 11.59%
RWL
- 1D
- 2.04%
- 1M
- -4.73%
- YTD
- 0.74%
- 6M
- 4.59%
- 1Y
- 17.35%
- 3Y*
- 16.48%
- 5Y*
- 12.15%
- 10Y*
- 12.99%
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IUSV vs. RWL - Expense Ratio Comparison
IUSV has a 0.04% expense ratio, which is lower than RWL's 0.39% expense ratio.
Return for Risk
IUSV vs. RWL — Risk / Return Rank
IUSV
RWL
IUSV vs. RWL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P U.S. Value ETF (IUSV) and Invesco S&P 500 Revenue ETF (RWL). 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.
| IUSV | RWL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 1.15 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.68 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.25 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 1.64 | -0.49 |
Martin ratioReturn relative to average drawdown | 5.37 | 7.90 | -2.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IUSV | RWL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 1.15 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.84 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.77 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.55 | +0.04 |
Correlation
The correlation between IUSV and RWL is 0.94, 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.
Dividends
IUSV vs. RWL - Dividend Comparison
IUSV's dividend yield for the trailing twelve months is around 1.81%, more than RWL's 1.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSV iShares Core S&P U.S. Value ETF | 1.81% | 1.78% | 2.15% | 1.75% | 2.22% | 1.87% | 2.40% | 2.19% | 2.67% | 1.93% | 4.44% | 7.63% |
RWL Invesco S&P 500 Revenue ETF | 1.38% | 1.35% | 1.43% | 1.60% | 1.62% | 1.35% | 1.75% | 1.87% | 1.99% | 1.60% | 1.71% | 1.97% |
Drawdowns
IUSV vs. RWL - Drawdown Comparison
The maximum IUSV drawdown since its inception was -56.88%, roughly equal to the maximum RWL drawdown of -54.83%. Use the drawdown chart below to compare losses from any high point for IUSV and RWL.
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Drawdown Indicators
| IUSV | RWL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.88% | -54.83% | -2.05% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -11.26% | -0.87% |
Max Drawdown (5Y)Largest decline over 5 years | -17.95% | -17.49% | -0.46% |
Max Drawdown (10Y)Largest decline over 10 years | -37.54% | -36.04% | -1.50% |
Current DrawdownCurrent decline from peak | -4.64% | -4.73% | +0.09% |
Average DrawdownAverage peak-to-trough decline | -6.33% | -6.50% | +0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.33% | +0.27% |
Volatility
IUSV vs. RWL - Volatility Comparison
iShares Core S&P U.S. Value ETF (IUSV) and Invesco S&P 500 Revenue ETF (RWL) have volatilities of 3.92% and 3.96%, 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.
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Volatility by Period
| IUSV | RWL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.92% | 3.96% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 7.79% | 7.71% | +0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.70% | 15.13% | +0.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.60% | 14.55% | +0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.09% | 16.89% | +0.20% |