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The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is composed of a subset of securities from the S&P SmallCap 600® Index that exhibit strong growth characteristics.
Is RZG's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
The Vanguard Morningstar Growth ETF offers a significantly lower expense ratio of 0.03% compared to the 0.35% charged by the Invesco S&P SmallCap 600 Revenue ETF. The Invesco S&P SmallCap 600 Revenue ETF has outperformed over the last year, but the Vanguard Morningstar Growth ETF has delivered higher total returns over the last five years.
Small-cap stocks are surging, but how you own them matters more than most investors realize.
Vanguard's tech-heavy portfolio delivered stronger five-year returns despite higher volatility, while Invesco's small-cap approach offers broader sector diversification.
The State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) charges a lower expense ratio than the Invesco S&P SmallCap 600 Revenue ETF (RZG). RZG has delivered higher 1-year returns than SLYG, but also experienced a worse 5-year maximum drawdown.
ISCG offers lower fees and broader diversification, while RZG's portfolio strategy has outperformed over the past five years