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RWL vs PGX

Invesco S&P 500 Revenue ETF vs Invesco Preferred ETF

RWL

Invesco S&P 500 Revenue ETF

Invesco

Annual cost

0.39%

Fund size

$8.8B

PGX

Invesco Preferred ETF

Invesco

Annual cost

0.50%

Fund size

$3.9B

Key differences

  • RWL costs 0.11% less per year.
  • RWL is classified as equity, while PGX is fixed income — different risk/return profiles.
  • Over the last 3 years, RWL has delivered higher annualized returns.

Side-by-side comparison

RWLPGX
Annual cost (TER)0.39%0.50%
Fund size (AUM)$8.8B$3.9B
Since20082008
Dividend yield1.28%6.16%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.1%+7.3%
CAGR 3Y+20.2%+6.1%
CAGR 5Y+13.3%-0.3%
Sharpe 3Y1.280.31
Volatility 1Y10.12%6.14%
Max drawdown-36.04%-34.10%

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

Similar to RWL and PGX