RWK vs. OSCV
Compare and contrast key facts about Invesco S&P MidCap 400 Revenue ETF (RWK) and Opus Small Cap Value Plus ETF (OSCV).
RWK and OSCV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. OSCV is an actively managed fund by Aptus Capital Advisors. It was launched on Jul 18, 2018.
Performance
RWK vs. OSCV - Performance Comparison
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RWK vs. OSCV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
RWK Invesco S&P MidCap 400 Revenue ETF | 2.68% | 10.27% | 11.94% | 23.76% | -8.19% | 34.31% | 11.06% | 28.20% | -17.62% |
OSCV Opus Small Cap Value Plus ETF | 6.86% | 1.35% | 11.66% | 10.14% | -11.41% | 27.69% | 4.94% | 27.51% | -13.52% |
Returns By Period
In the year-to-date period, RWK achieves a 2.68% return, which is significantly lower than OSCV's 6.86% return.
RWK
- 1D
- 0.91%
- 1M
- -3.93%
- YTD
- 2.68%
- 6M
- 3.96%
- 1Y
- 20.68%
- 3Y*
- 14.00%
- 5Y*
- 9.70%
- 10Y*
- 11.75%
OSCV
- 1D
- 0.18%
- 1M
- -3.42%
- YTD
- 6.86%
- 6M
- 4.09%
- 1Y
- 13.88%
- 3Y*
- 9.73%
- 5Y*
- 5.31%
- 10Y*
- —
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RWK vs. OSCV - Expense Ratio Comparison
RWK has a 0.39% expense ratio, which is lower than OSCV's 0.79% expense ratio.
Return for Risk
RWK vs. OSCV — Risk / Return Rank
RWK
OSCV
RWK vs. OSCV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P MidCap 400 Revenue ETF (RWK) and Opus Small Cap Value Plus ETF (OSCV). 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.
| RWK | OSCV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.82 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.26 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.17 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.26 | +0.26 |
Martin ratioReturn relative to average drawdown | 5.34 | 4.77 | +0.58 |
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
| RWK | OSCV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.82 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.31 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.36 | +0.10 |
Correlation
The correlation between RWK and OSCV is 0.91, 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
RWK vs. OSCV - Dividend Comparison
RWK's dividend yield for the trailing twelve months is around 1.24%, more than OSCV's 1.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWK Invesco S&P MidCap 400 Revenue ETF | 1.24% | 1.25% | 1.11% | 1.05% | 1.18% | 0.85% | 0.96% | 1.09% | 1.22% | 0.99% | 1.30% | 0.92% |
OSCV Opus Small Cap Value Plus ETF | 1.13% | 1.23% | 1.29% | 1.55% | 1.12% | 1.06% | 1.11% | 1.75% | 0.25% | 0.00% | 0.00% | 0.00% |
Drawdowns
RWK vs. OSCV - Drawdown Comparison
The maximum RWK drawdown since its inception was -56.49%, which is greater than OSCV's maximum drawdown of -42.40%. Use the drawdown chart below to compare losses from any high point for RWK and OSCV.
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Drawdown Indicators
| RWK | OSCV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.49% | -42.40% | -14.09% |
Max Drawdown (1Y)Largest decline over 1 year | -14.17% | -11.67% | -2.50% |
Max Drawdown (5Y)Largest decline over 5 years | -24.58% | -22.92% | -1.66% |
Max Drawdown (10Y)Largest decline over 10 years | -46.20% | — | — |
Current DrawdownCurrent decline from peak | -6.85% | -4.61% | -2.24% |
Average DrawdownAverage peak-to-trough decline | -7.60% | -7.73% | +0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.04% | 3.09% | +0.95% |
Volatility
RWK vs. OSCV - Volatility Comparison
Invesco S&P MidCap 400 Revenue ETF (RWK) has a higher volatility of 5.93% compared to Opus Small Cap Value Plus ETF (OSCV) at 4.67%. This indicates that RWK's price experiences larger fluctuations and is considered to be riskier than OSCV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWK | OSCV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.93% | 4.67% | +1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 12.15% | 9.52% | +2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.99% | 16.96% | +5.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.14% | 17.33% | +3.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.93% | 21.05% | +1.88% |