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RWK vs PFIG

Invesco S&P MidCap 400 Revenue ETF vs Invesco Fundamental Investment Grade Corporate Bond ETF

RWK

Invesco S&P MidCap 400 Revenue ETF

Annual cost

0.39%

Fund size

$1.2B

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Annual cost

0.22%

Fund size

$115M

Key differences

RWK is an equity ETF, while PFIG is a fixed income ETF. RWK charges 0.39% a year and PFIG 0.22%.

  • RWK is an equity fund, while PFIG is a fixed income fund. They carry different risk/return profiles.
  • PFIG costs 0.17% less per year.
  • RWK is much larger than PFIG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, RWK has delivered higher annualized returns.

Side-by-side comparison

RWKPFIG
Annual cost (TER)0.39%0.22%
Fund size (AUM)$1.2B$115M
Since20082011
Dividend yield1.14%4.39%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.3%+4.3%
CAGR 3Y+19.3%+5.1%
CAGR 5Y+10.5%+1.3%
Sharpe 3Y0.840.35
Volatility 1Y16.68%3.11%
Max drawdown-46.20%-15.73%

Similar to RWK and PFIG