RWK vs IVES

Comparison between INVESCO S&P MIDCAP 400 REVENUE ETF (RWK, ETF) and Wedbush ETFMG Global Cloud Technology ETF (IVES, ETF).

RWK vs IVES - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RWK(ETF)	IVES(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	0.39%	0.75%
Max Drawdown	56.86%	22.95%
Sharpe Ratio	1.39	1.34
5Y Beta	0.97	1.78
P/E Ratio	25.69	86.13
Forward P/E	13.43	11.16
5Y Dividends CAGR	18.52%	N/A
5Y EPS CAGR	12.25%	N/A
Debt to Equity	17.69%	76.88%
P/S Ratio	0.49	1.50
P/B Ratio	2.25	3.80

Net Assets

RWK

$1.20B

IVES

$1.20B

Expense Ratio

Winner

RWK

0.39%

IVES

0.75%

Max Drawdown

RWK

56.86%

Winner

IVES

22.95%

Sharpe Ratio

Winner

RWK

1.39

IVES

1.34

5Y Beta

Winner

RWK

0.97

IVES

1.78

P/E Ratio

Winner

RWK

25.69

IVES

86.13

Forward P/E

RWK

13.43

Winner

IVES

11.16

5Y Dividends CAGR

RWK

18.52%

IVES

N/A

5Y EPS CAGR

RWK

12.25%

IVES

N/A

Debt to Equity

Winner

RWK

17.69%

IVES

76.88%

P/S Ratio

Winner

RWK

0.49

IVES

1.50

P/B Ratio

Winner

RWK

2.25

IVES

3.80

RWK vs IVES - Holdings Comparison

RWK and IVES have 7 common holdings. Overlap is 0.54%

RWK's top 25 holdings weight is 34.51%. IVES's top 25 holdings weight is 53.09%.

Rank	RWK	IVES
#1	TD SYNNEX CORP (SNX) - 4.07%	ELASTIC NV (ESTC) - 4.43%
#2	PERFORMANCE FOOD GROUP CO (PFGC) - 2.82%	GDS HOLDINGS LTD ADR (GDS) - 4.08%
#3	ALBERTSONS COMPANIES INC CLASS A (ACI) - 2.72%	MICROSTRATEGY INC CLASS A (MSTR) - 4.07%
#4	AMERICAN AIRLINES GROUP INC (AAL) - 2.63%	SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 3.22%
#5	FLEX LTD (FLEX) - 2.35%	SUPER MICRO COMPUTER INC (SMCI) - 3.01%
#6	ARROW ELECTRONICS INC (ARW) - 1.80%	DATADOG INC CLASS A (DDOG) - 2.91%
#7	LITHIA MOTORS INC CLASS A (LAD) - 1.64%	PURE STORAGE INC CLASS A (PSTG) - 2.86%
#8	US FOODS HOLDING CORP (USFD) - 1.45%	NETAPP INC (NTAP) - 2.77%
#9	PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.39%	CLOUDFLARE INC (NET) - 2.68%
#10	HF SINCLAIR CORP (DINO) - 1.25%	NUTANIX INC CLASS A (NTNX) - 2.51%
#11	AVNET INC (AVT) - 1.24%	MONGODB INC CLASS A (MDB) - 2.34%
#12	WESCO INTERNATIONAL INC (WCC) - 1.19%	OKTA INC CLASS A (OKTA) - 2.21%
#13	MACY'S INC (M) - 1.09%	DROPBOX INC CLASS A (DBX) - 1.49%
#14	AUTONATION INC (AN) - 1.07%	APPFOLIO INC CLASS A (APPF) - 1.47%
#15	PBF ENERGY INC CLASS A (PBF) - 1.06%	GITLAB INC CLASS A (GTLB) - 1.44%
#16	LEAR CORP (LEA) - 1.06%	SMARTSHEET INC CLASS A (SMAR) - 1.39%
#17	JONES LANG LASALLE INC (JLL) - 1.04%	INFORMATICA INC (INFA) - 1.38%
#18	CLEVELAND-CLIFFS INC (CLF) - 0.96%	HASHICORP INC ORDINARY SHARES CLASS A (HCP) - 1.25%
#19	ARAMARK (ARMK) - 0.96%	ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 1.21%
#20	MURPHY USA INC (MUSA) - 0.91%	COMMVAULT SYSTEMS INC (CVLT) - 1.21%
#21	SPROUTS FARMERS MARKET INC (SFM) - 0.37%	CONFLUENT INC CLASS A (CFLT) - 1.17%
#22	TAYLOR MORRISON HOME CORP (TMHC) - 0.37%	VNET GROUP INC ADR (VNET) - 1.11%
#23	NOV INC (NOV) - 0.36%	KINGSOFT CLOUD HOLDINGS LTD ADR (KC) - 1.08%
#24	XPO INC (XPO) - 0.36%	KYNDRYL HOLDINGS INC ORDINARY SHARES (KD) - 0.98%
#25	THOR INDUSTRIES INC (THO) - 0.35%	BOX INC CLASS A (BOX) - 0.82%
Total Holdings	361	46

RWK vs IVES - Historical Returns

Returns include dividend reinvestment.

Period	RWK	IVES
1 month	+6.02%	+2.84%
3 months	+16.45%	+22.94%
6 months	+13.48%	+16.43%
1 year	+29.52%	+41.88%
5 years(CAGR)	+11.09%	N/A
10 years(CAGR)	+13.16%	N/A
Max(CAGR)	+11.52%	+45.15%

Winner

RWK

+6.02%

IVES

+2.84%

RWK

+16.45%

Winner

IVES

+22.94%

RWK

+13.48%

Winner

IVES

+16.43%

RWK

+29.52%

Winner

IVES

+41.88%

5Y(CAGR)

RWK

+11.09%

IVES

N/A

10Y(CAGR)

RWK

+13.16%

IVES

N/A

Max(CAGR)

RWK

+11.52%

Winner

IVES

+45.15%

RWK vs IVES - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	RWK	IVES
2026	+14.46%	+15.56%
2025	+10.81%	+25.06%
2024	+12.34%	N/A
2023	+24.64%	N/A
2022	-8.33%	N/A
2021	+37.09%	N/A
2020	+10.96%	N/A
2019	+27.67%	N/A
2018	-15.60%	N/A
2017	+12.47%	N/A
2016	+22.86%	N/A
2015	-5.22%	N/A
2014	+10.62%	N/A
2013	+37.24%	N/A
2012	+14.53%	N/A
2011	-2.71%	N/A
2010	+21.37%	N/A
2009	+47.01%	N/A
2008	-34.94%	N/A

RWK vs IVES Drawdown Comparison

The maximum drawdown for RWK was -56.48%, occurring on Mar 6, 2009. Recovery took 452 trading sessions.

The maximum drawdown for IVES was -22.64%, occurring on Mar 30, 2026. Recovery took 129 trading sessions.

The current IVES drawdown is -11.38%.

Rank	RWK	IVES
#1	-56.48% Jun 5, 2008 - Mar 23, 2010	-22.64% Oct 29, 2025 - May 6, 2026
#2	-46.19% Jan 16, 2020 - Nov 16, 2020	-13.54% Jun 1, 2026 - Jun 10, 2026
#3	-28.25% Apr 28, 2011 - Feb 23, 2012	-4.63% Aug 13, 2025 - Aug 28, 2025
#4	-25.24% Aug 29, 2018 - Dec 12, 2019	-4.26% Jul 28, 2025 - Aug 13, 2025
#5	-24.59% Nov 25, 2024 - Aug 27, 2025	-4.20% Oct 8, 2025 - Oct 24, 2025
#6	-22.05% Nov 16, 2021 - Jan 31, 2023	-3.33% May 14, 2026 - May 21, 2026
#7	-22.00% Jun 23, 2015 - Aug 15, 2016	-2.61% Jul 3, 2025 - Jul 17, 2025
#8	-20.17% Apr 23, 2010 - Dec 2, 2010	-2.49% Sep 22, 2025 - Oct 1, 2025
#9	-13.54% Mar 15, 2012 - Dec 18, 2012	-1.81% Jun 30, 2025 - Jul 3, 2025
#10	-13.24% Feb 2, 2023 - Jul 11, 2023	-1.64% Jun 12, 2025 - Jun 16, 2025
#11	-13.10% Aug 1, 2023 - Dec 13, 2023	-1.61% May 11, 2026 - May 14, 2026
#12	-12.51% Sep 2, 2014 - Nov 24, 2014	-1.57% Aug 28, 2025 - Sep 5, 2025
#13	-11.14% Feb 6, 2026 - Apr 17, 2026	-1.41% Jun 16, 2025 - Jun 24, 2025
#14	-10.83% Feb 26, 2008 - Apr 30, 2008	-1.32% Oct 6, 2025 - Oct 8, 2025
#15	-10.68% Jan 22, 2018 - Aug 6, 2018	-1.04% Jul 18, 2025 - Jul 23, 2025

Correlation

Correlation between RWK and IVES is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73

-101

Dividend Comparison (2008 - 2026)

RWK vs IVES dividend yield comparison.

Year	RWK	IVES
2026	0.27%	0.00%
2025	1.25%	0.41%
2024	1.11%	0.00%
2023	1.05%	0.00%
2022	1.18%	0.00%
2021	0.85%	0.00%
2020	0.96%	0.00%
2019	1.09%	0.00%
2018	1.22%	0.00%
2017	0.99%	0.00%
2016	1.30%	0.00%
2015	0.92%	0.00%
2014	1.04%	0.00%
2013	1.29%	0.00%
2012	1.32%	0.00%
2011	3.10%	0.00%
2010	0.57%	0.00%
2009	0.63%	0.00%
2008	1.07%	0.00%