Screener
IG vs RWL
Principal Investment Grade Corporate ETF vs Invesco S&P 500 Revenue ETF
Key differences
IG is a fixed income ETF, while RWL is an equity ETF. IG charges 0.19% a year and RWL 0.39%.
- IG is a fixed income fund, while RWL is an equity fund. They carry different risk/return profiles.
- IG follows a active selection strategy; RWL uses index tracking.
- IG costs 0.20% less per year.
- RWL is much larger than IG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RWL has delivered higher annualized returns.
- RWL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IG | RWL | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.39% |
| Fund size (AUM) | $180M | $9.1B |
| Since | 2018 | 2008 |
| Dividend yield | 5.04% | 1.24% |
| Asset class | fixed income | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.0% | +27.5% |
| CAGR 3Y | +5.1% | +21.1% |
| CAGR 5Y | +0.1% | +13.1% |
| Sharpe 3Y | 0.26 | 1.33 |
| Volatility 1Y | 4.68% | 10.11% |
| Max drawdown | -23.17% | -36.04% |
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