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GSY vs RFG

Invesco Ultra Short Duration ETF vs Invesco S&P MidCap 400 Pure Growth ETF

GSY

Invesco Ultra Short Duration ETF

Annual cost

0.22%

Fund size

$3.5B

RFG

Invesco S&P MidCap 400 Pure Growth ETF

Annual cost

0.35%

Fund size

$355M

Key differences

GSY is a fixed income ETF, while RFG is an equity ETF. GSY charges 0.22% a year and RFG 0.35%.

  • GSY is a fixed income fund, while RFG is an equity fund. They carry different risk/return profiles.
  • GSY costs 0.13% less per year.
  • GSY is much larger than RFG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, RFG has delivered higher annualized returns.

Side-by-side comparison

GSYRFG
Annual cost (TER)0.22%0.35%
Fund size (AUM)$3.5B$355M
Since20082006
Dividend yield4.34%0.32%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+29.0%
CAGR 3Y+5.5%+21.0%
CAGR 5Y+3.6%+7.6%
Sharpe 3Y3.340.86
Volatility 1Y0.40%18.82%
Max drawdown-5.25%-42.92%

Similar to GSY and RFG