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RMIF vs VRP

LHA Risk-Managed Income ETF vs Invesco Variable Rate Preferred ETF

RMIF

LHA Risk-Managed Income ETF

Annual cost

1.55%

Fund size

$26M

VRP

Invesco Variable Rate Preferred ETF

Annual cost

0.50%

Fund size

$2.9B

Key differences

Both RMIF and VRP are fixed income ETFs. RMIF charges 1.55% a year and VRP 0.50%. The main difference: RMIF follows a active selection strategy; VRP uses index tracking.

  • RMIF follows a active selection strategy; VRP uses index tracking.
  • VRP costs 1.05% less per year.
  • VRP is much larger than RMIF. Larger funds are usually more liquid and less likely to close.
  • VRP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RMIFVRP
Annual cost (TER)1.55%0.50%
Fund size (AUM)$26M$2.9B
Since20232014
Dividend yield5.29%6.31%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+3.0%+6.6%
CAGR 3YN/A+9.6%
CAGR 5YN/A+4.3%
Sharpe 3YN/A1.31
Volatility 1Y2.65%2.89%
Max drawdown-3.01%-46.04%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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