RFG vs JUNW

Comparison between INVESCO S&P MIDCAP 400 PURE GROWTH ETF (RFG, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF (JUNW, ETF).

RFG vs JUNW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RFG(ETF)	JUNW(ETF)
Net Assets	$359M	$359M
Expense Ratio	0.35%	0.74%
Max Drawdown	51.96%	8.57%
Sharpe Ratio	0.94	0.84
5Y Beta	1.12	0.41
P/E Ratio	32.25	N/A
Forward P/E	21.62	N/A
PEG Ratio	0.15	N/A
5Y Dividends CAGR	26.20%	N/A
5Y EPS CAGR	24.34%	N/A
Debt to Equity	63.47%	N/A
P/S Ratio	3.42	N/A
P/B Ratio	5.24	N/A

Net Assets

Winner

RFG

$359M

JUNW

$359M

Expense Ratio

Winner

RFG

0.35%

JUNW

0.74%

Max Drawdown

RFG

51.96%

Winner

JUNW

8.57%

Sharpe Ratio

Winner

RFG

0.94

JUNW

0.84

5Y Beta

RFG

1.12

Winner

JUNW

0.41

P/E Ratio

RFG

32.25

JUNW

N/A

Forward P/E

RFG

21.62

JUNW

N/A

PEG Ratio

RFG

0.15

JUNW

N/A

5Y Dividends CAGR

RFG

26.20%

JUNW

N/A

5Y EPS CAGR

RFG

24.34%

JUNW

N/A

Debt to Equity

RFG

63.47%

JUNW

N/A

P/S Ratio

RFG

3.42

JUNW

N/A

P/B Ratio

RFG

5.24

JUNW

N/A

RFG vs JUNW - Historical Returns

Returns include dividend reinvestment.

Period	RFG	JUNW
1 month	-5.62%	+0.32%
3 months	+1.81%	+0.76%
6 months	+7.15%	+2.66%
1 year	+23.95%	+7.38%
5 years(CAGR)	+6.98%	N/A
10 years(CAGR)	+9.81%	N/A
Max(CAGR)	+9.68%	+10.43%

RFG

-5.62%

Winner

JUNW

+0.32%

Winner

RFG

+1.81%

JUNW

+0.76%

Winner

RFG

+7.15%

JUNW

+2.66%

Winner

RFG

+23.95%

JUNW

+7.38%

5Y(CAGR)

RFG

+6.98%

JUNW

N/A

10Y(CAGR)

RFG

+9.81%

JUNW

N/A

Max(CAGR)

RFG

+9.68%

Winner

JUNW

+10.43%

RFG vs JUNW - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	RFG	JUNW
2026	+14.10%	+3.03%
2025	+8.30%	+11.29%
2024	+18.48%	+11.33%
2023	+18.52%	+7.28%
2022	-21.47%	N/A
2021	+15.20%	N/A
2020	+31.68%	N/A
2019	+17.67%	N/A
2018	-15.08%	N/A
2017	+20.18%	N/A
2016	+6.14%	N/A
2015	+2.94%	N/A
2014	+0.79%	N/A
2013	+32.41%	N/A
2012	+16.48%	N/A
2011	-0.82%	N/A
2010	+32.35%	N/A
2009	+53.86%	N/A
2008	-34.58%	N/A
2007	+10.30%	N/A
2006	+1.80%	N/A

RFG vs JUNW Drawdown Comparison

The maximum drawdown for RFG was -51.93%, occurring on Nov 20, 2008. Recovery took 548 trading sessions.

The maximum drawdown for JUNW was -8.57%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.

The current RFG drawdown is -5.62%. The current JUNW drawdown is -0.38%.

Rank	RFG	JUNW
#1	-51.93% Oct 31, 2007 - Jan 5, 2010	-8.57% Feb 19, 2025 - May 12, 2025
#2	-42.92% Sep 14, 2018 - Aug 5, 2020	-3.86% Sep 14, 2023 - Nov 14, 2023
#3	-35.15% Nov 16, 2021 - Mar 4, 2024	-3.54% Jul 16, 2024 - Aug 19, 2024
#4	-26.71% Nov 25, 2024 - Dec 11, 2025	-2.31% Feb 26, 2026 - Apr 8, 2026
#5	-25.03% Jul 7, 2011 - Dec 11, 2012	-1.92% Jun 2, 2026 - Jul 15, 2026
#6	-23.73% Aug 17, 2015 - Apr 25, 2017	-1.70% Aug 1, 2023 - Sep 14, 2023
#7	-18.66% Apr 23, 2010 - Oct 22, 2010	-1.69% Aug 30, 2024 - Sep 16, 2024
#8	-14.84% Apr 19, 2006 - Jan 24, 2007	-1.51% May 16, 2025 - May 27, 2025
#9	-12.98% Jul 16, 2007 - Oct 31, 2007	-1.13% Oct 28, 2025 - Nov 26, 2025
#10	-12.48% Sep 18, 2014 - Feb 17, 2015	-1.13% Dec 16, 2024 - Jan 15, 2025
#11	-12.01% Jul 16, 2024 - Nov 8, 2024	-0.74% Oct 29, 2024 - Nov 6, 2024
#12	-12.00% Feb 12, 2021 - Apr 23, 2021	-0.71% Oct 8, 2025 - Oct 20, 2025
#13	-10.41% Mar 2, 2026 - Apr 17, 2026	-0.66% Jul 15, 2026 - Jul 20, 2026
#14	-10.35% Apr 26, 2021 - Oct 25, 2021	-0.65% Jul 28, 2025 - Aug 8, 2025
#15	-10.02% Jan 23, 2018 - Jun 6, 2018	-0.62% Jun 15, 2023 - Jun 30, 2023