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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RIGS or RFG.
Correlation
The correlation between RIGS and RFG is 0.34, 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.
Performance
RIGS vs. RFG - Performance Comparison
Key characteristics
RIGS:
0.74
RFG:
-0.38
RIGS:
1.16
RFG:
-0.40
RIGS:
1.15
RFG:
0.95
RIGS:
1.31
RFG:
-0.35
RIGS:
4.46
RFG:
-1.04
RIGS:
1.52%
RFG:
9.03%
RIGS:
9.18%
RFG:
24.50%
RIGS:
-15.31%
RFG:
-51.93%
RIGS:
-1.58%
RFG:
-18.30%
Returns By Period
In the year-to-date period, RIGS achieves a 0.82% return, which is significantly higher than RFG's -9.97% return. Over the past 10 years, RIGS has underperformed RFG with an annualized return of 2.86%, while RFG has yielded a comparatively higher 5.74% annualized return.
RIGS
0.82%
0.41%
1.99%
7.24%
3.24%
2.86%
RFG
-9.97%
-3.59%
-10.14%
-9.20%
12.36%
5.74%
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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.
Risk-Adjusted Performance
RIGS vs. RFG — Risk-Adjusted Performance Rank
RIGS
RFG
RIGS vs. RFG - Risk-Adjusted Performance 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.
Dividends
RIGS vs. RFG - Dividend Comparison
RIGS's dividend yield for the trailing twelve months is around 4.70%, more than RFG's 0.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RIGS RiverFront Strategic Income Fund | 4.70% | 4.49% | 3.48% | 2.71% | 2.47% | 3.44% | 3.87% | 4.54% | 4.45% | 4.46% | 3.61% | 3.31% |
RFG Invesco S&P MidCap 400® Pure Growth ETF | 0.34% | 0.38% | 0.99% | 0.78% | 0.26% | 0.27% | 0.64% | 0.76% | 0.66% | 0.35% | 0.61% | 0.60% |
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. For additional features, visit the drawdowns tool.
Volatility
RIGS vs. RFG - Volatility Comparison
The current volatility for RiverFront Strategic Income Fund (RIGS) is 4.51%, while Invesco S&P MidCap 400® Pure Growth ETF (RFG) has a volatility of 15.57%. 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.