RPV vs WCMI
Comparison between INVESCO S&P 500 PURE VALUE ETF (RPV, ETF) and FIRST TRUST WCM INTERNATIONAL EQUITY ETF (WCMI, ETF).
RPV vs WCMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RPV
$1.70B
Winner
WCMI
$1.80B
Expense Ratio
Winner
RPV
0.35%
WCMI
0.85%
Max Drawdown
RPV
76.75%
Winner
WCMI
20.16%
Sharpe Ratio
Winner
RPV
2.14
WCMI
1.13
5Y Beta
Winner
RPV
0.61
WCMI
0.82
P/E Ratio
RPV
23.35
WCMI
N/A
Forward P/E
RPV
12.10
WCMI
N/A
PEG Ratio
RPV
-0.10
WCMI
N/A
5Y Dividends CAGR
RPV
16.38%
WCMI
N/A
5Y EPS CAGR
RPV
6.14%
WCMI
N/A
Debt to Equity
RPV
-1.47%
WCMI
N/A
P/S Ratio
RPV
0.62
WCMI
N/A
P/B Ratio
RPV
1.61
WCMI
N/A
RPV vs WCMI - Holdings Comparison
RPV and WCMI have 4 common holdings. Overlap is 2.63%
RPV's top 25 holdings weight is 42.34%. WCMI's top 25 holdings weight is 75.13%.
| Rank | RPV | WCMI |
|---|---|---|
| #1 | CENTENE CORP (CNC) - 2.75% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 7.12% |
| #2 | HUMANA INC (HUM) - 2.46% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 6.35% |
| #3 | BUNGE GLOBAL SA (BG) - 2.31% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 5.08% |
| #4 | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.31% | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 3.98% |
| #5 | CVS HEALTH CORP (CVS) - 2.12% | MIZUHO FINANCIAL GROUP INC (n/a) - 3.31% |
| #6 | FORD MOTOR CO (F) - 1.98% | CONSTELLATION SOFTWARE INC (CNSWF) - 3.31% |
| #7 | DOW INC (DOW) - 1.87% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 3.10% |
| #8 | THE CIGNA GROUP (CI) - 1.74% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 3.04% |
| #9 | TARGET CORP (TGT) - 1.71% | LOTTOMATICA GROUP SPA (n/a) - 3.01% |
| #10 | GENERAL MOTORS CO (GM) - 1.67% | TESCO PLC (n/a) - 2.87% |
| #11 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.66% | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 2.85% |
| #12 | THE MOSAIC CO (MOS) - 1.65% | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 2.78% |
| #13 | TYSON FOODS INC CLASS A (TSN) - 1.61% | SOCIETE GENERALE SA (n/a) - 2.70% |
| #14 | VALERO ENERGY CORP (VLO) - 1.56% | SONY GROUP CORP ADR (SONY) - 2.67% |
| #15 | ELEVANCE HEALTH INC (ELV) - 1.54% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 2.36% |
| #16 | PHILLIPS 66 (PSX) - 1.51% | JAPAN EXCHANGE GROUP INC (n/a) - 2.34% |
| #17 | SMURFIT WESTROCK PLC (SW) - 1.51% | KB FINANCIAL GROUP INC (n/a) - 2.32% |
| #18 | EVEREST GROUP LTD (EG) - 1.50% | SK HYNIX INC ADR (SKHY) - 2.27% |
| #19 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.49% | UBS GROUP AG REGISTERED SHARES (n/a) - 2.14% |
| #20 | MARATHON PETROLEUM CORP (MPC) - 1.37% | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 2.08% |
| #21 | DUPONT DE NEMOURS INC (DD) - 1.35% | WUXI BIOLOGICS (CAYMAN) INC (n/a) - 2.00% |
| #22 | FRANKLIN RESOURCES INC (BEN) - 1.26% | SLB LTD (SLB) - 1.89% |
| #23 | VIATRIS INC (VTRS) - 1.18% | NOVO NORDISK AS ADR (NVO) - 1.87% |
| #24 | STANLEY BLACK & DECKER INC (SWK) - 1.13% | RENTOKIL INITIAL PLC (n/a) - 1.86% |
| #25 | PRUDENTIAL FINANCIAL INC (PRU) - 1.10% | BAYER AG (n/a) - 1.83% |
| Total Holdings | 123 | 52 |
RPV vs WCMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RPV
+3.49%
WCMI
+1.60%
3M
Winner
RPV
+9.73%
WCMI
+4.44%
6M
RPV
+8.97%
Winner
WCMI
+10.42%
1Y
Winner
RPV
+34.17%
WCMI
+26.72%
5Y(CAGR)
RPV
+12.12%
WCMI
N/A
10Y(CAGR)
RPV
+11.06%
WCMI
N/A
Max(CAGR)
RPV
+9.52%
Winner
WCMI
+21.67%
RPV vs WCMI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | RPV | WCMI |
|---|---|---|
| 2026 | +16.49% | +13.60% |
| 2025 | +18.12% | +30.97% |
| 2024 | +11.26% | -5.05% |
| 2023 | +7.46% | N/A |
| 2022 | -2.57% | N/A |
| 2021 | +35.97% | N/A |
| 2020 | -8.87% | N/A |
| 2019 | +23.40% | N/A |
| 2018 | -13.25% | N/A |
| 2017 | +15.53% | N/A |
| 2016 | +20.09% | N/A |
| 2015 | -8.27% | N/A |
| 2014 | +13.54% | N/A |
| 2013 | +43.93% | N/A |
| 2012 | +22.39% | N/A |
| 2011 | -2.49% | N/A |
| 2010 | +19.72% | N/A |
| 2009 | +47.56% | N/A |
| 2008 | -46.93% | N/A |
| 2007 | -4.51% | N/A |
| 2006 | +16.73% | N/A |
RPV vs WCMI Drawdown Comparison
The maximum drawdown for RPV was -75.35%, occurring on Mar 6, 2009. Recovery took 1304 trading sessions.
The maximum drawdown for WCMI was -12.79%, occurring on Apr 8, 2025. Recovery took 30 trading sessions.
The current RPV drawdown is -0.78%. The current WCMI drawdown is -1.12%.
| Rank | RPV | WCMI |
|---|---|---|
| #1 | -75.35% Jul 16, 2007 - Sep 14, 2012 | -12.79% Mar 17, 2025 - Apr 29, 2025 |
| #2 | -50.63% Jan 17, 2020 - Feb 10, 2021 | -12.49% Jan 27, 2026 - Apr 14, 2026 |
| #3 | -22.85% May 21, 2015 - Nov 10, 2016 | -8.03% Oct 6, 2025 - Dec 26, 2025 |
| #4 | -22.64% Feb 2, 2023 - Mar 21, 2024 | -7.18% Oct 18, 2024 - Jan 28, 2025 |
| #5 | -22.56% Jan 26, 2018 - Nov 15, 2019 | -6.81% Jun 22, 2026 - Jul 29, 2026 |
| #6 | -19.81% Apr 20, 2022 - Jan 31, 2023 | -5.05% Jun 4, 2026 - Jun 15, 2026 |
| #7 | -14.91% Nov 25, 2024 - Jul 1, 2025 | -4.56% May 6, 2026 - Jun 1, 2026 |
| #8 | -11.60% Jun 4, 2021 - Nov 3, 2021 | -3.85% Apr 17, 2026 - May 5, 2026 |
| #9 | -8.84% Sep 5, 2014 - Nov 18, 2014 | -3.29% Jun 12, 2025 - Jun 26, 2025 |
| #10 | -8.39% Dec 29, 2014 - Feb 13, 2015 | -3.22% Mar 5, 2025 - Mar 17, 2025 |
| #11 | -8.05% Nov 15, 2021 - Jan 3, 2022 | -3.08% Jun 30, 2025 - Sep 8, 2025 |
| #12 | -7.74% Feb 18, 2026 - May 22, 2026 | -2.49% Feb 18, 2025 - Mar 5, 2025 |
| #13 | -7.53% Jul 30, 2024 - Aug 30, 2024 | -1.99% Jan 12, 2026 - Jan 23, 2026 |
| #14 | -7.33% May 10, 2006 - Sep 13, 2006 | -1.83% Jan 30, 2025 - Feb 12, 2025 |
| #15 | -7.08% Mar 28, 2024 - Jul 17, 2024 | -1.33% May 2, 2025 - May 12, 2025 |
Correlation
Correlation between RPV and WCMI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2006 - 2026)
RPV vs WCMI dividend yield comparison.
| Year | RPV | WCMI |
|---|---|---|
| 2026 | 1.12% | 0.24% |
| 2025 | 2.50% | 0.78% |
| 2024 | 2.16% | 15.26% |
| 2023 | 2.38% | 0.00% |
| 2022 | 2.29% | 0.00% |
| 2021 | 1.92% | 0.00% |
| 2020 | 2.11% | 0.00% |
| 2019 | 2.28% | 0.00% |
| 2018 | 2.49% | 0.00% |
| 2017 | 1.73% | 0.00% |
| 2016 | 1.73% | 0.00% |
| 2015 | 2.39% | 0.00% |
| 2014 | 1.57% | 0.00% |
| 2013 | 1.13% | 0.00% |
| 2012 | 1.49% | 0.00% |
| 2011 | 1.63% | 0.00% |
| 2010 | 1.21% | 0.00% |
| 2009 | 1.86% | 0.00% |
| 2008 | 5.66% | 0.00% |
| 2007 | 2.78% | 0.00% |
| 2006 | 1.40% | 0.00% |
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