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PWB vs. RPG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PWB vs. RPG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Dynamic Large Cap Growth ETF (PWB) and Invesco S&P 500 Pure Growth ETF (RPG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PWB achieves a 26.79% return, which is significantly lower than RPG's 30.31% return. Over the past 10 years, PWB has outperformed RPG with an annualized return of 18.61%, while RPG has yielded a comparatively lower 15.14% annualized return.


PWB

1D
-4.36%
1M
4.17%
YTD
26.79%
6M
24.81%
1Y
42.75%
3Y*
32.92%
5Y*
17.17%
10Y*
18.61%

RPG

1D
-4.60%
1M
5.48%
YTD
30.31%
6M
27.62%
1Y
38.51%
3Y*
27.72%
5Y*
11.59%
10Y*
15.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PWB vs. RPG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PWB
Invesco Dynamic Large Cap Growth ETF
26.79%24.94%31.04%30.61%-25.81%19.58%31.89%24.68%0.88%30.71%
RPG
Invesco S&P 500 Pure Growth ETF
30.31%13.41%28.23%8.04%-27.55%29.40%29.34%28.34%-4.53%26.20%

Correlation

The correlation between PWB and RPG is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.90

Correlation (3Y)
Calculated over the trailing 3-year period

0.88

Correlation (5Y)
Calculated over the trailing 5-year period

0.91

Correlation (10Y)
Calculated over the trailing 10-year period

0.92

Correlation (All Time)
Calculated using the full available price history since Mar 7, 2006

0.90

The correlation between PWB and RPG has been stable across timeframes, ranging from 0.88 to 0.92 - a consistent structural relationship.

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Return for Risk

PWB vs. RPG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PWB
PWB Risk / Return Rank: 6868
Overall Rank
PWB Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
PWB Sortino Ratio Rank: 6060
Sortino Ratio Rank
PWB Omega Ratio Rank: 6262
Omega Ratio Rank
PWB Calmar Ratio Rank: 7373
Calmar Ratio Rank
PWB Martin Ratio Rank: 7979
Martin Ratio Rank

RPG
RPG Risk / Return Rank: 6161
Overall Rank
RPG Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
RPG Sortino Ratio Rank: 5252
Sortino Ratio Rank
RPG Omega Ratio Rank: 5353
Omega Ratio Rank
RPG Calmar Ratio Rank: 7272
Calmar Ratio Rank
RPG Martin Ratio Rank: 7373
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PWB vs. RPG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Dynamic Large Cap Growth ETF (PWB) and Invesco S&P 500 Pure Growth ETF (RPG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PWBRPGDifference
Sharpe ratioReturn per unit of total volatility

+0.32

Sortino ratioReturn per unit of downside risk

+0.30

Omega ratioGain probability vs. loss probability

1.36

1.31

+0.05

Calmar ratioReturn relative to maximum drawdown

3.55

3.49

+0.05

Martin ratioReturn relative to average drawdown

14.75

13.16

+1.58

PWB vs. RPG - Sharpe Ratio Comparison

The current PWB Sharpe Ratio is 2.08, which is comparable to the RPG Sharpe Ratio of 1.75. The chart below compares the historical Sharpe Ratios of PWB and RPG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

PWB vs. RPG - Drawdown Comparison

The maximum PWB drawdown since its inception was -52.58%, roughly equal to the maximum RPG drawdown of -53.27%. Use the drawdown chart below to compare losses from any high point for PWB and RPG.


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Drawdown Indicators


PWBRPGDifference

Max Drawdown

Largest peak-to-trough decline

-52.58%

-53.27%

+0.69%

Max Drawdown (1Y)

Largest decline over 1 year

-12.11%

-11.08%

-1.03%

Max Drawdown (3Y)

Largest decline over 3 years

-22.10%

-24.75%

+2.65%

Max Drawdown (5Y)

Largest decline over 5 years

-31.41%

-35.59%

+4.18%

Max Drawdown (10Y)

Largest decline over 10 years

-32.36%

-36.58%

+4.22%

Current Drawdown

Current decline from peak

-4.36%

-4.60%

+0.24%

Average Drawdown

Average peak-to-trough decline

-8.22%

-8.83%

+0.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.91%

2.93%

-0.02%

Volatility

PWB vs. RPG - Volatility Comparison

The current volatility for Invesco Dynamic Large Cap Growth ETF (PWB) is 10.34%, while Invesco S&P 500 Pure Growth ETF (RPG) has a volatility of 11.10%. This indicates that PWB experiences smaller price fluctuations and is considered to be less risky than RPG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PWBRPGDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.34%

11.10%

-0.76%

Volatility (6M)

Calculated over the trailing 6-month period

17.43%

19.02%

-1.59%

Volatility (1Y)

Calculated over the trailing 1-year period

20.72%

22.09%

-1.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.41%

23.86%

-2.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.91%

22.90%

-1.99%

PWB vs. RPG - Expense Ratio Comparison

PWB has a 0.56% expense ratio, which is higher than RPG's 0.35% expense ratio.


Dividends

PWB vs. RPG - Dividend Comparison

PWB has not paid dividends to shareholders, while RPG's dividend yield for the trailing twelve months is around 0.15%.


PositionTTM20252024202320222021202020192018201720162015
PWB
Invesco Dynamic Large Cap Growth ETF
0.00%0.00%0.08%0.37%0.31%0.04%0.21%0.58%0.97%0.54%0.82%0.67%
RPG
Invesco S&P 500 Pure Growth ETF
0.15%0.24%0.25%1.44%0.74%0.00%0.46%0.83%0.47%0.56%0.43%0.73%

Frequently Asked Questions


With a correlation of 0.90, PWB and RPG move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

RPG has higher volatility (11.10%) compared to PWB (10.34%). In terms of maximum drawdown, PWB dropped -52.58% vs RPG's -53.27%.

On 10-year performance, PWB leads with 18.61% vs 15.14% for RPG. On fees, RPG is cheaper at 0.35% per year. On volatility, PWB has been the lower-risk option at 10.34%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, PWB has performed better with a 18.61% return vs 15.14%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

RPG is cheaper with a 0.35% expense ratio, compared with 0.56% for PWB.

RPG has the higher dividend yield at 0.15%, compared with 0.00% for PWB.

PWB tracks Dynamic Large Cap Growth Intellidex Index, while RPG tracks S&P 500/Citigroup Pure Growth Index. Their fees differ too: 0.56% for PWB and 0.35% for RPG.

PWB currently has the higher Sharpe Ratio (2.08 vs 1.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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