Correlation
The correlation between RFG and IVOG is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
RFG vs. IVOG
Compare and contrast key facts about Invesco S&P MidCap 400® Pure Growth ETF (RFG) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG).
RFG and IVOG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RFG is a passively managed fund by Invesco that tracks the performance of the S&P Mid Cap 400 Pure Growth. It was launched on Mar 1, 2006. IVOG is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Growth Index. It was launched on Sep 7, 2010. Both RFG and IVOG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RFG or IVOG.
Performance
RFG vs. IVOG - Performance Comparison
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Key characteristics
RFG:
-0.10
IVOG:
0.02
RFG:
-0.01
IVOG:
0.17
RFG:
1.00
IVOG:
1.02
RFG:
-0.12
IVOG:
-0.00
RFG:
-0.33
IVOG:
-0.00
RFG:
9.78%
IVOG:
8.70%
RFG:
24.71%
IVOG:
23.29%
RFG:
-51.93%
IVOG:
-39.32%
RFG:
-10.52%
IVOG:
-10.73%
Returns By Period
In the year-to-date period, RFG achieves a -1.39% return, which is significantly higher than IVOG's -2.56% return. Over the past 10 years, RFG has underperformed IVOG with an annualized return of 6.60%, while IVOG has yielded a comparatively higher 8.60% annualized return.
RFG
-1.39%
6.69%
-10.00%
-3.22%
9.22%
10.97%
6.60%
IVOG
-2.56%
6.02%
-10.18%
-0.48%
8.70%
10.75%
8.60%
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RFG vs. IVOG - Expense Ratio Comparison
RFG has a 0.35% expense ratio, which is higher than IVOG's 0.15% expense ratio.
Risk-Adjusted Performance
RFG vs. IVOG — Risk-Adjusted Performance Rank
RFG
IVOG
RFG vs. IVOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P MidCap 400® Pure Growth ETF (RFG) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG). 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.
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Dividends
RFG vs. IVOG - Dividend Comparison
RFG's dividend yield for the trailing twelve months is around 0.31%, less than IVOG's 0.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RFG Invesco S&P MidCap 400® Pure Growth ETF | 0.31% | 0.38% | 0.99% | 0.78% | 0.26% | 0.27% | 0.64% | 0.76% | 0.66% | 0.35% | 0.61% | 0.60% |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 0.81% | 0.79% | 1.15% | 1.05% | 0.47% | 0.74% | 1.17% | 1.01% | 0.93% | 1.03% | 1.04% | 0.81% |
Drawdowns
RFG vs. IVOG - Drawdown Comparison
The maximum RFG drawdown since its inception was -51.93%, which is greater than IVOG's maximum drawdown of -39.32%. Use the drawdown chart below to compare losses from any high point for RFG and IVOG.
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Volatility
RFG vs. IVOG - Volatility Comparison
Invesco S&P MidCap 400® Pure Growth ETF (RFG) and Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) have volatilities of 5.91% and 6.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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