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
$797M
RGEF
$795M
Expense Ratio
Winner
EQAL
0.20%
RGEF
0.55%
Max Drawdown
EQAL
40.90%
Winner
RGEF
16.30%
Sharpe Ratio
EQAL
1.46
Winner
RGEF
1.48
5Y Beta
Winner
EQAL
0.82
RGEF
0.91
P/E Ratio
EQAL
28.98
Winner
RGEF
24.92
Forward P/E
Winner
EQAL
15.99
RGEF
21.40
PEG Ratio
EQAL
N/A
RGEF
0.36
5Y Dividends CAGR
EQAL
7.46%
RGEF
N/A
5Y EPS CAGR
EQAL
11.67%
Winner
RGEF
24.97%
Debt to Equity
EQAL
54.69%
RGEF
N/A
P/S Ratio
EQAL
1.56
Winner
RGEF
0.02
P/B Ratio
Winner
EQAL
2.63
RGEF
4.69
EQAL vs RGEF - Holdings Comparison
EQAL and RGEF have 32 common holdings. Overlap is 3.20%
EQAL's top 25 holdings weight is 12.09%. RGEF's top 25 holdings weight is 60.96%.
| Rank | EQAL | RGEF |
|---|---|---|
| #1 | CIENA CORP (CIEN) - 0.83% | ALPHABET INC CLASS A (GOOGL) - 6.32% |
| #2 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.81% | ADVANCED MICRO DEVICES INC (AMD) - 4.09% |
| #3 | LUMENTUM HOLDINGS INC (LITE) - 0.78% | SAMSUNG ELECTRONICS CO LTD (n/a) - 4.09% |
| #4 | ROKU INC CLASS A (ROKU) - 0.65% | MICROSOFT CORP (MSFT) - 4.00% |
| #5 | CISCO SYSTEMS INC (CSCO) - 0.62% | NVIDIA CORP (NVDA) - 3.92% |
| #6 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.55% | AMAZON.COM INC (AMZN) - 3.64% |
| #7 | ARISTA NETWORKS INC (ANET) - 0.51% | META PLATFORMS INC CLASS A (META) - 3.02% |
| #8 | VALERO ENERGY CORP (VLO) - 0.48% | n/a (SHEL) - 2.42% |
| #9 | LINDE PLC (LIN) - 0.48% | APPLIED MATERIALS INC (AMAT) - 2.26% |
| #10 | DEVON ENERGY CORP (DVN) - 0.47% | APPLE INC (AAPL) - 2.18% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 0.46% | MURATA MANUFACTURING CO LTD (n/a) - 2.01% |
| #12 | UBIQUITI INC (UI) - 0.45% | n/a (TSM) - 1.91% |
| #13 | AT&T INC (T) - 0.45% | GE AEROSPACE (GE) - 1.81% |
| #14 | n/a (LBTYA) - 0.45% | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.80% |
| #15 | T-MOBILE US INC (TMUS) - 0.44% | GE VERNOVA INC (GEV) - 1.79% |
| #16 | MOTOROLA SOLUTIONS INC (MSI) - 0.41% | TOTALENERGIES SE (TTE) - 1.72% |
| #17 | COMCAST CORP CLASS A (CMCSA) - 0.40% | JPMORGAN CHASE & CO (JPM) - 1.60% |
| #18 | n/a (ASTS) - 0.40% | KINDER MORGAN INC CLASS P (KMI) - 1.60% |
| #19 | APELLIS PHARMACEUTICALS INC (n/a) - 0.38% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.59% |
| #20 | SOUTHERN CO (SO) - 0.38% | AIA GROUP LTD (n/a) - 1.57% |
| #21 | n/a (GLIBK) - 0.37% | BROADCOM INC (AVGO) - 1.55% |
| #22 | ELEMENT SOLUTIONS INC (ESI) - 0.34% | VISA INC CLASS A (V) - 1.55% |
| #23 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 0.33% | AERCAP HOLDINGS NV (AER) - 1.52% |
| #24 | n/a (LBRDK) - 0.33% | LINDE PLC (LIN) - 1.50% |
| #25 | NUCOR CORP (NUE) - 0.32% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.50% |
| Total Holdings | 989 | 72 |
EQAL vs RGEF - Historical Returns
Returns include dividend reinvestment.
1M
EQAL
+0.02%
Winner
RGEF
+1.21%
3M
EQAL
+3.17%
Winner
RGEF
+9.35%
6M
Winner
EQAL
+11.06%
RGEF
+10.99%
1Y
EQAL
+23.48%
Winner
RGEF
+26.62%
5Y(CAGR)
EQAL
+6.60%
RGEF
N/A
10Y(CAGR)
EQAL
+10.42%
RGEF
N/A
Max(CAGR)
EQAL
+9.33%
Winner
RGEF
+21.57%
EQAL vs RGEF - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | EQAL | RGEF |
|---|---|---|
| 2026 | +10.06% | +9.61% |
| 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 -1.89%. The current RGEF drawdown is -3.51%.
| 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 | -4.81% Nov 12, 2025 - Dec 11, 2025 |
| #4 | -20.41% May 21, 2015 - Jul 12, 2016 | -3.80% Jan 27, 2026 - Feb 25, 2026 |
| #5 | -19.63% Nov 29, 2024 - Aug 22, 2025 | -3.70% Dec 6, 2024 - Jan 21, 2025 |
| #6 | -10.08% Jan 26, 2018 - Jul 9, 2018 | -3.51% Jun 2, 2026 - Jun 5, 2026 |
| #7 | -7.42% Jul 24, 2019 - Nov 15, 2019 | -3.44% Oct 6, 2025 - Oct 24, 2025 |
| #8 | -6.67% Mar 2, 2026 - Apr 16, 2026 | -2.87% Nov 7, 2024 - Dec 3, 2024 |
| #9 | -6.35% Oct 12, 2020 - Nov 5, 2020 | -2.46% Jul 25, 2025 - Aug 8, 2025 |
| #10 | -6.19% Mar 28, 2024 - Jul 16, 2024 | -2.41% Dec 11, 2025 - Dec 23, 2025 |
| #11 | -6.04% Aug 23, 2016 - Nov 21, 2016 | -2.27% Oct 28, 2025 - Nov 12, 2025 |
| #12 | -5.79% Oct 27, 2025 - Dec 10, 2025 | -1.92% May 14, 2026 - May 26, 2026 |
| #13 | -5.66% Jul 31, 2024 - Aug 23, 2024 | -1.91% Jun 12, 2025 - Jun 24, 2025 |
| #14 | -5.51% Jun 11, 2021 - Aug 27, 2021 | -1.84% Oct 29, 2024 - Nov 6, 2024 |
| #15 | -5.04% Dec 29, 2014 - Feb 12, 2015 | -1.80% Jan 16, 2026 - Jan 23, 2026 |
Correlation
Correlation between EQAL and RGEF is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2015 - 2026)
EQAL vs RGEF dividend yield comparison.
| Year | EQAL | RGEF |
|---|---|---|
| 2026 | 0.43% | 0.34% |
| 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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