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RPG vs. RISR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RPG vs. RISR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P 500 Pure Growth ETF (RPG) and FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RPG achieves a 22.47% return, which is significantly higher than RISR's 4.75% return.


RPG

1D
2.09%
1M
-4.47%
6M
15.17%
YTD
22.47%
1Y
24.43%
3Y*
22.95%
5Y*
8.30%
10Y*
13.52%
ALL TIME*
11.65%

RISR

1D
-0.15%
1M
1.47%
6M
4.83%
YTD
4.75%
1Y
6.29%
3Y*
10.07%
5Y*
10Y*
ALL TIME*
14.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$3.20M$3.07M$3.51M
$42.21M$42.12M$41.16M

RPG vs. RISR - Yearly Performance Comparison


2026 (YTD)20252024202320222021
RPG
Invesco S&P 500 Pure Growth ETF
22.47%13.41%28.23%8.04%-27.55%9.48%
RISR
FolioBeyond Alternative Income and Interest Rate Hedge ETF
4.75%4.63%24.20%7.02%31.98%-0.04%

Correlation

The correlation between RPG and RISR is -0.20, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.20

Correlation (3Y)
Balances recent behavior with more history.

-0.15

Correlation (All Time)
Calculated using the full available price history since Oct 1, 2021

-0.08

The correlation between RPG and RISR shifts across timeframes, from -0.20 (1 year) to -0.08 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

RPG vs. RISR — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

RPG
RPG Risk / Return Rank: 4141
Overall Rank
RPG Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
RPG Sortino Ratio Rank: 3939
Sortino Ratio Rank
RPG Omega Ratio Rank: 3838
Omega Ratio Rank
RPG Calmar Ratio Rank: 4040
Calmar Ratio Rank
RPG Martin Ratio Rank: 5050
Martin Ratio Rank

RISR
RISR Risk / Return Rank: 5151
Overall Rank
RISR Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
RISR Sortino Ratio Rank: 4747
Sortino Ratio Rank
RISR Omega Ratio Rank: 4646
Omega Ratio Rank
RISR Calmar Ratio Rank: 6767
Calmar Ratio Rank
RISR Martin Ratio Rank: 4949
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RPG vs. RISR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Pure Growth ETF (RPG) and FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR). 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.


RPGRISRDifference
Sharpe ratioReturn per unit of total volatility

-0.22

Sortino ratioReturn per unit of downside risk

-0.29

Omega ratioGain probability vs. loss probability

1.19

1.22

-0.03

Calmar ratioReturn relative to maximum drawdown

1.46

2.42

-0.97

Martin ratioReturn relative to average drawdown

5.95

5.79

+0.16

RPG vs. RISR - Sharpe Ratio Comparison

The current RPG Sharpe Ratio is 0.99, which is comparable to the RISR Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of RPG and RISR, 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

RPG vs. RISR - Drawdown Comparison

The maximum RPG drawdown since its inception was -53.27%, which is greater than RISR's maximum drawdown of -14.31%. Use the drawdown chart below to compare losses from any high point for RPG and RISR.


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Drawdown Indicators


RPGRISRDifference

Max Drawdown

Largest peak-to-trough decline

-53.27%

-14.31%

-38.96%

Max Drawdown (1Y)

Largest decline over 1 year

-16.84%

-2.61%

-14.23%

Max Drawdown (3Y)

Largest decline over 3 years

-24.75%

-8.07%

-16.68%

Max Drawdown (5Y)

Largest decline over 5 years

-35.59%

Max Drawdown (10Y)

Largest decline over 10 years

-36.58%

Current Drawdown

Current decline from peak

-10.54%

-0.15%

-10.39%

Average Drawdown

Average peak-to-trough decline

-8.82%

-2.12%

-6.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.12%

1.09%

+3.03%

Volatility

RPG vs. RISR - Volatility Comparison

Invesco S&P 500 Pure Growth ETF (RPG) has a higher volatility of 10.41% compared to FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) at 1.13%. This indicates that RPG's price experiences larger fluctuations and is considered to be riskier than RISR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RPGRISRDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.41%

1.13%

+9.28%

Volatility (6M)

Calculated over the trailing 6-month period

22.12%

3.57%

+18.55%

Volatility (1Y)

Calculated over the trailing 1-year period

24.92%

5.25%

+19.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.43%

11.67%

+12.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.18%

11.67%

+11.51%

RPG vs. RISR - Expense Ratio Comparison

RPG has a 0.35% expense ratio, which is lower than RISR's 1.13% expense ratio.


Dividends

RPG vs. RISR - Dividend Comparison

RPG's dividend yield for the trailing twelve months is around 0.16%, less than RISR's 5.88% yield.


PositionTTM20252024202320222021202020192018201720162015
RISR
FolioBeyond Alternative Income and Interest Rate Hedge ETF
5.88%5.95%5.67%7.96%4.26%0.30%0.00%0.00%0.00%0.00%0.00%0.00%
RPG
Invesco S&P 500 Pure Growth ETF
0.16%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


RPG and RISR have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RPG has higher volatility (10.41%) compared to RISR (1.13%). In terms of maximum drawdown, RPG dropped -53.27% vs RISR's -14.31%.

On 3-year performance, RPG leads with 22.95% vs 10.07% for RISR. On fees, RPG is cheaper at 0.35% per year. On volatility, RISR has been the lower-risk option at 1.13%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, RPG has performed better with a 22.95% return vs 10.07%. 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 1.13% for RISR.

RISR has the higher dividend yield at 5.88%, compared with 0.16% for RPG.

RPG is categorized as Large Cap Growth Equities, while RISR is Nontraditional Bonds. They also come from different issuers: Invesco and FolioBeyond. Their fees differ too: 0.35% for RPG and 1.13% for RISR.

RISR currently has the higher Sharpe Ratio (1.20 vs 0.99), 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

Find the right allocation for RPG and RISR

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