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RIFR vs PHO

Russell Investments Global Infrastructure ETF vs Invesco Water Resources ETF

RIFR

Russell Investments Global Infrastructure ETF

Russell Investment Management Limited

Annual cost

0.59%

Fund size

$42M

PHO

Invesco Water Resources ETF

Invesco

Annual cost

0.59%

Fund size

$2.1B

Key differences

  • PHO is significantly larger than RIFR — larger funds tend to be more liquid and less likely to close.
  • RIFR covers global markets; PHO covers north america.
  • RIFR follows a active selection strategy; PHO uses index tracking.
  • PHO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RIFRPHO
Annual cost (TER)0.59%0.59%
Fund size (AUM)$42M$2.1B
Since20252005
Dividend yield0.56%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+16.1%-1.6%
CAGR 3YN/A+7.9%
CAGR 5YN/A+5.6%
Sharpe 3YN/A0.33
Volatility 1Y10.40%15.23%
Max drawdown-6.80%-34.92%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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