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RWK vs PGF

Invesco S&P MidCap 400 Revenue ETF vs Invesco Financial Preferred ETF

RWK

Invesco S&P MidCap 400 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$1.2B

PGF

Invesco Financial Preferred ETF

Invesco

Annual cost

0.55%

Fund size

$719M

Key differences

  • RWK costs 0.16% less per year.
  • Over the last 3 years, RWK has delivered higher annualized returns.

Side-by-side comparison

RWKPGF
Annual cost (TER)0.39%0.55%
Fund size (AUM)$1.2B$719M
Since20082006
Dividend yield1.16%6.24%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.8%+6.0%
CAGR 3Y+18.4%+5.6%
CAGR 5Y+10.7%-0.4%
Sharpe 3Y0.800.25
Volatility 1Y16.91%6.36%
Max drawdown-46.20%-28.92%

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

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