IWFG vs RIGS

Comparison between NYLI WINSLOW FOCUSED LARGE CAP GROWTH ETF (IWFG, ETF) and RIVERFRONT STRATEGIC INCOME FUND (RIGS, ETF).

IWFG vs RIGS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWFG(ETF)	RIGS(ETF)
Net Assets	$63M	$64M
Expense Ratio	0.46%	0.45%
Max Drawdown	25.60%	18.27%
Sharpe Ratio	0.28	0.12
5Y Beta	1.21	0.08
P/E Ratio	34.58	N/A
Forward P/E	28.05	N/A
PEG Ratio	0.45	N/A
5Y Dividends CAGR	N/A	6.50%
5Y EPS CAGR	36.35%	N/A
Debt to Equity	25.05%	N/A
P/S Ratio	8.26	N/A
P/B Ratio	12.76	N/A

Net Assets

IWFG

$63M

Winner

RIGS

$64M

Expense Ratio

IWFG

0.46%

Winner

RIGS

0.45%

Max Drawdown

IWFG

25.60%

Winner

RIGS

18.27%

Sharpe Ratio

Winner

IWFG

0.28

RIGS

0.12

5Y Beta

IWFG

1.21

Winner

RIGS

0.08

P/E Ratio

IWFG

34.58

RIGS

N/A

Forward P/E

IWFG

28.05

RIGS

N/A

PEG Ratio

IWFG

0.45

RIGS

N/A

5Y Dividends CAGR

IWFG

N/A

RIGS

6.50%

5Y EPS CAGR

IWFG

36.35%

RIGS

N/A

Debt to Equity

IWFG

25.05%

RIGS

N/A

P/S Ratio

IWFG

8.26

RIGS

N/A

P/B Ratio

IWFG

12.76

RIGS

N/A

IWFG vs RIGS - Historical Returns

Returns include dividend reinvestment.

Period	IWFG	RIGS
1 month	-0.70%	+0.58%
3 months	+9.63%	+0.85%
6 months	+0.03%	+1.42%
1 year	+6.86%	+4.36%
5 years(CAGR)	N/A	+2.10%
10 years(CAGR)	N/A	+3.18%
Max(CAGR)	+22.52%	+3.31%

IWFG

-0.70%

Winner

RIGS

+0.58%

Winner

IWFG

+9.63%

RIGS

+0.85%

IWFG

+0.03%

Winner

RIGS

+1.42%

Winner

IWFG

+6.86%

RIGS

+4.36%

5Y(CAGR)

IWFG

N/A

RIGS

+2.10%

10Y(CAGR)

IWFG

N/A

RIGS

+3.18%

Max(CAGR)

Winner

IWFG

+22.52%

RIGS

+3.31%

IWFG vs RIGS - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	IWFG	RIGS
2026	-0.10%	+1.06%
2025	+14.28%	+5.94%
2024	+39.97%	+5.48%
2023	+39.37%	+6.00%
2022	+3.75%	-5.44%
2021	N/A	+1.67%
2020	N/A	+3.32%
2019	N/A	+7.56%
2018	N/A	-0.27%
2017	N/A	+4.32%
2016	N/A	+8.78%
2015	N/A	+0.62%
2014	N/A	+2.04%
2013	N/A	+2.53%

IWFG vs RIGS Drawdown Comparison

The maximum drawdown for IWFG was -21.97%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.

The maximum drawdown for RIGS was -15.31%, occurring on Mar 23, 2020. Recovery took 98 trading sessions.

The current IWFG drawdown is -5.51%. The current RIGS drawdown is -1.38%.

Rank	IWFG	RIGS
#1	-21.97% Jan 23, 2025 - Jun 6, 2025	-15.31% Jan 16, 2020 - Jun 8, 2020
#2	-20.20% Oct 29, 2025 - Mar 30, 2026	-9.03% Aug 20, 2021 - Jun 13, 2024
#3	-17.45% Aug 15, 2022 - Feb 2, 2023	-5.18% Apr 3, 2025 - Jun 30, 2025
#4	-12.99% Jul 10, 2024 - Oct 11, 2024	-4.79% Jun 1, 2015 - Mar 1, 2016
#5	-9.95% Jul 18, 2023 - Nov 14, 2023	-4.55% Sep 22, 2025 - Oct 1, 2025
#6	-6.80% Mar 22, 2024 - May 15, 2024	-3.86% Jul 8, 2014 - Jan 29, 2015
#7	-6.35% Feb 2, 2023 - Mar 31, 2023	-3.48% Jul 24, 2025 - Sep 2, 2025
#8	-5.69% Dec 16, 2024 - Jan 23, 2025	-3.33% Sep 17, 2024 - Feb 28, 2025
#9	-4.22% Jun 24, 2022 - Jul 19, 2022	-2.89% Jun 8, 2020 - Jul 16, 2020
#10	-3.61% Sep 22, 2025 - Oct 24, 2025	-2.85% Feb 28, 2025 - Mar 28, 2025
#11	-3.30% Dec 19, 2023 - Jan 10, 2024	-2.56% Oct 19, 2016 - Jan 4, 2017
#12	-3.11% Oct 29, 2024 - Nov 6, 2024	-2.39% Jan 4, 2018 - Aug 20, 2018
#13	-3.11% Jul 21, 2022 - Jul 27, 2022	-1.93% Mar 1, 2017 - Apr 18, 2017
#14	-3.04% May 18, 2023 - May 26, 2023	-1.85% Jun 23, 2016 - Jul 1, 2016
#15	-2.75% Jul 28, 2025 - Aug 28, 2025	-1.75% Jun 25, 2024 - Jul 11, 2024

Correlation

Correlation between IWFG and RIGS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2013 - 2026)

IWFG vs RIGS dividend yield comparison.

Year	IWFG	RIGS
2026	0.00%	1.97%
2025	0.00%	4.84%
2024	5.44%	4.48%
2023	1.01%	3.48%
2022	0.05%	2.71%
2021	0.00%	2.47%
2020	0.00%	3.77%
2019	0.00%	3.87%
2018	0.00%	4.54%
2017	0.00%	4.45%
2016	0.00%	4.46%
2015	0.00%	3.61%
2014	0.00%	3.31%
2013	0.00%	0.46%