Screener
RWK vs IG
Invesco S&P MidCap 400 Revenue ETF vs Principal Investment Grade Corporate ETF
Key differences
RWK is an equity ETF, while IG is a fixed income ETF. RWK charges 0.39% a year and IG 0.19%.
- RWK is an equity fund, while IG is a fixed income fund. They carry different risk/return profiles.
- RWK follows a index tracking strategy; IG uses active selection.
- IG costs 0.20% less per year.
- RWK is much larger than IG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RWK has delivered higher annualized returns.
- RWK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RWK | IG | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.19% |
| Fund size (AUM) | $1.2B | $180M |
| Since | 2008 | 2018 |
| Dividend yield | 1.14% | 5.04% |
| Asset class | equity | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +27.3% | +5.0% |
| CAGR 3Y | +19.3% | +5.1% |
| CAGR 5Y | +10.5% | +0.1% |
| Sharpe 3Y | 0.84 | 0.26 |
| Volatility 1Y | 16.68% | 4.68% |
| Max drawdown | -46.20% | -23.17% |
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