RIGS vs IWFG

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

RIGS vs IWFG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

RIGS

$64M

IWFG

$63M

Expense Ratio

Winner

RIGS

0.45%

IWFG

0.46%

Max Drawdown

Winner

RIGS

18.27%

IWFG

25.60%

Sharpe Ratio

RIGS

0.12

Winner

IWFG

0.28

5Y Beta

Winner

RIGS

0.08

IWFG

1.21

P/E Ratio

RIGS

N/A

IWFG

34.58

Forward P/E

RIGS

N/A

IWFG

28.05

PEG Ratio

RIGS

N/A

IWFG

0.45

5Y Dividends CAGR

RIGS

6.50%

IWFG

N/A

5Y EPS CAGR

RIGS

N/A

IWFG

36.35%

Debt to Equity

RIGS

N/A

IWFG

25.05%

P/S Ratio

RIGS

N/A

IWFG

8.26

P/B Ratio

RIGS

N/A

IWFG

12.76

RIGS vs IWFG - Historical Returns

Returns include dividend reinvestment.

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

Winner

RIGS

+0.58%

IWFG

-0.70%

RIGS

+0.85%

Winner

IWFG

+9.63%

Winner

RIGS

+1.42%

IWFG

+0.03%

RIGS

+4.36%

Winner

IWFG

+6.86%

5Y(CAGR)

RIGS

+2.10%

IWFG

N/A

10Y(CAGR)

RIGS

+3.18%

IWFG

N/A

Max(CAGR)

RIGS

+3.31%

Winner

IWFG

+22.52%

RIGS vs IWFG - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

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

RIGS vs IWFG Drawdown Comparison

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

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

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

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

Correlation

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

0.96

-101

Dividend Comparison (2013 - 2026)

RIGS vs IWFG dividend yield comparison.

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