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RWL vs PGF

Invesco S&P 500 Revenue ETF vs Invesco Financial Preferred ETF

RWL

Invesco S&P 500 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$8.8B

PGF

Invesco Financial Preferred ETF

Invesco

Annual cost

0.55%

Fund size

$719M

Key differences

  • RWL costs 0.16% less per year.
  • RWL is significantly larger than PGF — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RWL has delivered higher annualized returns.

Side-by-side comparison

RWLPGF
Annual cost (TER)0.39%0.55%
Fund size (AUM)$8.8B$719M
Since20082006
Dividend yield1.28%6.24%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.1%+6.0%
CAGR 3Y+20.2%+5.6%
CAGR 5Y+13.3%-0.4%
Sharpe 3Y1.280.25
Volatility 1Y10.12%6.36%
Max drawdown-36.04%-28.92%

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

Similar to RWL and PGF