RIGS vs. RFG
Compare and contrast key facts about RiverFront Strategic Income Fund (RIGS) and Invesco S&P MidCap 400® Pure Growth ETF (RFG).
RIGS and RFG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RIGS is an actively managed fund by SS&C. It was launched on Oct 9, 2013. 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.
Performance
RIGS vs. RFG - Performance Comparison
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RIGS vs. RFG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RIGS RiverFront Strategic Income Fund | 0.28% | 4.63% | 4.45% | 6.07% | -5.72% | 1.93% | 3.58% | 7.60% | -0.11% | 4.48% |
RFG Invesco S&P MidCap 400® Pure Growth ETF | 5.89% | 8.80% | 17.80% | 16.42% | -21.70% | 13.81% | 32.86% | 17.09% | -13.98% | 20.46% |
Returns By Period
In the year-to-date period, RIGS achieves a 0.28% return, which is significantly lower than RFG's 5.89% return. Over the past 10 years, RIGS has underperformed RFG with an annualized return of 3.30%, while RFG has yielded a comparatively higher 9.17% annualized return.
RIGS
- 1D
- -0.01%
- 1M
- -0.27%
- YTD
- 0.28%
- 6M
- 2.52%
- 1Y
- 3.77%
- 3Y*
- 4.32%
- 5Y*
- 2.17%
- 10Y*
- 3.30%
RFG
- 1D
- 1.27%
- 1M
- -5.93%
- YTD
- 5.89%
- 6M
- 8.54%
- 1Y
- 26.07%
- 3Y*
- 15.48%
- 5Y*
- 5.10%
- 10Y*
- 9.17%
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RIGS vs. RFG - Expense Ratio Comparison
RIGS has a 0.48% expense ratio, which is higher than RFG's 0.35% expense ratio.
Return for Risk
RIGS vs. RFG — Risk / Return Rank
RIGS
RFG
RIGS vs. RFG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverFront Strategic Income Fund (RIGS) and Invesco S&P MidCap 400® Pure Growth ETF (RFG). 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.
| RIGS | RFG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 1.13 | -0.75 |
Sortino ratioReturn per unit of downside risk | 0.60 | 1.71 | -1.11 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.23 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 2.02 | -1.28 |
Martin ratioReturn relative to average drawdown | 1.87 | 8.69 | -6.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RIGS | RFG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 1.13 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.23 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.40 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.40 | +0.05 |
Correlation
The correlation between RIGS and RFG is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
RIGS vs. RFG - Dividend Comparison
RIGS's dividend yield for the trailing twelve months is around 4.84%, more than RFG's 0.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RIGS RiverFront Strategic Income Fund | 4.84% | 4.84% | 4.49% | 3.48% | 2.71% | 2.47% | 3.77% | 3.87% | 4.54% | 4.45% | 4.46% | 3.61% |
RFG Invesco S&P MidCap 400® Pure Growth ETF | 0.36% | 0.43% | 0.38% | 0.99% | 0.78% | 0.05% | 0.27% | 0.64% | 0.76% | 0.66% | 0.35% | 0.61% |
Drawdowns
RIGS vs. RFG - Drawdown Comparison
The maximum RIGS drawdown since its inception was -15.31%, smaller than the maximum RFG drawdown of -51.93%. Use the drawdown chart below to compare losses from any high point for RIGS and RFG.
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Drawdown Indicators
| RIGS | RFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.31% | -51.93% | +36.62% |
Max Drawdown (1Y)Largest decline over 1 year | -5.18% | -13.44% | +8.26% |
Max Drawdown (5Y)Largest decline over 5 years | -9.03% | -35.16% | +26.13% |
Max Drawdown (10Y)Largest decline over 10 years | -15.31% | -42.92% | +27.61% |
Current DrawdownCurrent decline from peak | -2.15% | -5.93% | +3.78% |
Average DrawdownAverage peak-to-trough decline | -1.60% | -9.03% | +7.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 3.13% | -1.08% |
Volatility
RIGS vs. RFG - Volatility Comparison
The current volatility for RiverFront Strategic Income Fund (RIGS) is 2.20%, while Invesco S&P MidCap 400® Pure Growth ETF (RFG) has a volatility of 8.51%. This indicates that RIGS experiences smaller price fluctuations and is considered to be less risky than RFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RIGS | RFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.20% | 8.51% | -6.31% |
Volatility (6M)Calculated over the trailing 6-month period | 6.17% | 14.24% | -8.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.15% | 23.28% | -13.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.47% | 22.73% | -15.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.74% | 22.98% | -15.24% |