EQAL vs RGEF
Comparison between INVESCO RUSSELL 1000 EQUAL WEIGHT ETF (EQAL, ETF) and ROCKEFELLER GLOBAL EQUITY ETF (RGEF, ETF).
EQAL vs RGEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EQAL
$815M
RGEF
$815M
Expense Ratio
Winner
EQAL
0.20%
RGEF
0.55%
Max Drawdown
EQAL
40.90%
Winner
RGEF
16.30%
Sharpe Ratio
Winner
EQAL
1.55
RGEF
1.25
5Y Beta
Winner
EQAL
0.80
RGEF
0.93
P/E Ratio
EQAL
24.40
Winner
RGEF
20.48
Forward P/E
Winner
EQAL
17.08
RGEF
17.94
PEG Ratio
EQAL
N/A
RGEF
0.22
5Y Dividends CAGR
EQAL
7.82%
RGEF
N/A
5Y EPS CAGR
EQAL
12.23%
Winner
RGEF
27.49%
Debt to Equity
EQAL
88.70%
Winner
RGEF
52.67%
P/S Ratio
EQAL
1.59
Winner
RGEF
0.02
P/B Ratio
Winner
EQAL
2.80
RGEF
3.91
EQAL vs RGEF - Holdings Comparison
EQAL and RGEF have 32 common holdings. Overlap is 2.97%
EQAL's top 25 holdings weight is 9.30%. RGEF's top 25 holdings weight is 60.84%.
| Rank | EQAL | RGEF |
|---|---|---|
| #1 | ARISTA NETWORKS INC (ANET) - 0.46% | ALPHABET INC CLASS A (GOOGL) - 5.62% |
| #2 | COMCAST CORP CLASS A (CMCSA) - 0.46% | ADVANCED MICRO DEVICES INC (AMD) - 4.41% |
| #3 | MOTOROLA SOLUTIONS INC (MSI) - 0.46% | MICROSOFT CORP (MSFT) - 3.82% |
| #4 | ROKU INC CLASS A (ROKU) - 0.45% | NVIDIA CORP (NVDA) - 3.77% |
| #5 | n/a (LBRDK) - 0.45% | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.62% |
| #6 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 0.45% | AMAZON.COM INC (AMZN) - 3.38% |
| #7 | AT&T INC (T) - 0.44% | META PLATFORMS INC CLASS A (META) - 3.17% |
| #8 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.43% | APPLIED MATERIALS INC (AMAT) - 2.79% |
| #9 | VERIZON COMMUNICATIONS INC (VZ) - 0.42% | n/a (SHEL) - 2.48% |
| #10 | GLOBALSTAR INC (GSAT) - 0.41% | APPLE INC (AAPL) - 2.32% |
| #11 | UBIQUITI INC (UI) - 0.41% | REINSURANCE GROUP OF AMERICA INC (RGA) - 2.03% |
| #12 | T-MOBILE US INC (TMUS) - 0.40% | n/a (TSM) - 1.96% |
| #13 | LUMENTUM HOLDINGS INC (LITE) - 0.40% | GE AEROSPACE (GE) - 1.95% |
| #14 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.39% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.92% |
| #15 | CISCO SYSTEMS INC (CSCO) - 0.38% | GE VERNOVA INC (GEV) - 1.80% |
| #16 | CIENA CORP (CIEN) - 0.37% | JPMORGAN CHASE & CO (JPM) - 1.80% |
| #17 | n/a (LBTYA) - 0.36% | VISA INC CLASS A (V) - 1.69% |
| #18 | VIAVI SOLUTIONS INC (VIAV) - 0.34% | AERCAP HOLDINGS NV (AER) - 1.65% |
| #19 | MARATHON PETROLEUM CORP (MPC) - 0.33% | TOTALENERGIES SE (TTE) - 1.59% |
| #20 | HF SINCLAIR CORP (DINO) - 0.32% | KINDER MORGAN INC CLASS P (KMI) - 1.57% |
| #21 | ANGLOGOLD ASHANTI PLC (AU) - 0.24% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.56% |
| #22 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 0.24% | ELI LILLY AND CO (LLY) - 1.52% |
| #23 | RELIANCE INC (RS) - 0.23% | LLOYDS BANKING GROUP PLC (n/a) - 1.51% |
| #24 | EQT CORP (EQT) - 0.23% | LINDE PLC (LIN) - 1.47% |
| #25 | KINDER MORGAN INC CLASS P (KMI) - 0.23% | MURATA MANUFACTURING CO LTD (n/a) - 1.44% |
| Total Holdings | 973 | 71 |
EQAL vs RGEF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EQAL
+4.27%
RGEF
+2.55%
3M
Winner
EQAL
+5.87%
RGEF
+2.54%
6M
EQAL
+8.62%
Winner
RGEF
+9.08%
1Y
EQAL
+21.97%
Winner
RGEF
+23.44%
5Y(CAGR)
EQAL
+7.98%
RGEF
N/A
10Y(CAGR)
EQAL
+10.81%
RGEF
N/A
Max(CAGR)
EQAL
+9.73%
Winner
RGEF
+21.19%
EQAL vs RGEF - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | EQAL | RGEF |
|---|---|---|
| 2026 | +17.05% | +13.75% |
| 2025 | +10.92% | +25.16% |
| 2024 | +11.35% | -1.24% |
| 2023 | +12.68% | N/A |
| 2022 | -13.79% | N/A |
| 2021 | +25.06% | N/A |
| 2020 | +16.63% | N/A |
| 2019 | +24.49% | N/A |
| 2018 | -9.84% | N/A |
| 2017 | +16.44% | N/A |
| 2016 | +17.29% | N/A |
| 2015 | -3.68% | N/A |
| 2014 | -0.55% | N/A |
EQAL vs RGEF Drawdown Comparison
The maximum drawdown for EQAL was -40.42%, occurring on Mar 23, 2020. Recovery took 186 trading sessions.
The maximum drawdown for RGEF was -16.00%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.
The current EQAL drawdown is -0.40%. The current RGEF drawdown is -2.49%.
| Rank | EQAL | RGEF |
|---|---|---|
| #1 | -40.42% Jan 16, 2020 - Oct 12, 2020 | -16.00% Feb 19, 2025 - May 16, 2025 |
| #2 | -21.80% Nov 15, 2021 - Mar 27, 2024 | -9.95% Feb 25, 2026 - Apr 14, 2026 |
| #3 | -21.01% Sep 21, 2018 - Jul 24, 2019 | -5.01% Jun 2, 2026 - Jun 18, 2026 |
| #4 | -20.41% May 21, 2015 - Jul 12, 2016 | -4.95% Jun 18, 2026 - Aug 3, 2026 |
| #5 | -19.63% Nov 29, 2024 - Aug 22, 2025 | -4.81% Nov 12, 2025 - Dec 11, 2025 |
| #6 | -10.08% Jan 26, 2018 - Jul 9, 2018 | -3.80% Jan 27, 2026 - Feb 25, 2026 |
| #7 | -7.42% Jul 24, 2019 - Nov 15, 2019 | -3.70% Dec 6, 2024 - Jan 21, 2025 |
| #8 | -6.67% Mar 2, 2026 - Apr 16, 2026 | -3.44% Oct 6, 2025 - Oct 24, 2025 |
| #9 | -6.35% Oct 12, 2020 - Nov 5, 2020 | -2.87% Nov 7, 2024 - Dec 3, 2024 |
| #10 | -6.19% Mar 28, 2024 - Jul 16, 2024 | -2.49% Aug 14, 2026 - Aug 24, 2026 |
| #11 | -6.04% Aug 23, 2016 - Nov 21, 2016 | -2.46% Jul 25, 2025 - Aug 8, 2025 |
| #12 | -5.79% Oct 27, 2025 - Dec 10, 2025 | -2.41% Dec 11, 2025 - Dec 23, 2025 |
| #13 | -5.66% Jul 31, 2024 - Aug 23, 2024 | -2.27% Oct 28, 2025 - Nov 12, 2025 |
| #14 | -5.51% Jun 11, 2021 - Aug 27, 2021 | -1.92% May 14, 2026 - May 26, 2026 |
| #15 | -5.04% Dec 29, 2014 - Feb 12, 2015 | -1.91% Jun 12, 2025 - Jun 24, 2025 |
Correlation
Correlation between EQAL and RGEF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2015 - 2026)
EQAL vs RGEF dividend yield comparison.
| Year | EQAL | RGEF |
|---|---|---|
| 2026 | 0.80% | 0.69% |
| 2025 | 1.79% | 0.92% |
| 2024 | 1.62% | 0.29% |
| 2023 | 1.88% | 0.00% |
| 2022 | 1.95% | 0.00% |
| 2021 | 1.32% | 0.00% |
| 2020 | 1.63% | 0.00% |
| 2019 | 1.61% | 0.00% |
| 2018 | 1.63% | 0.00% |
| 2017 | 1.18% | 0.00% |
| 2016 | 1.57% | 0.00% |
| 2015 | 1.64% | 0.00% |
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