RPG vs IYG
Comparison between INVESCO S&P 500 PURE GROWTH ETF (RPG, ETF) and ISHARES U.S. FINANCIAL SERVICES ETF (IYG, ETF).
5-Year PerformanceIYG has outperformed RPG, delivering a return of +10.4% compared to +8.8%
RPG vs IYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RPG
$2B
IYG
$2B
Expense Ratio
Winner
RPG
0.35%
IYG
0.38%
Max Drawdown
Winner
RPG
53.68%
IYG
82.89%
Sharpe Ratio
Winner
RPG
0.87
IYG
0.66
5Y Beta
RPG
1.35
Winner
IYG
0.89
P/E Ratio
RPG
27.40
Winner
IYG
18.54
Forward P/E
RPG
22.00
Winner
IYG
16.97
PEG Ratio
Winner
RPG
0.57
IYG
0.74
5Y Dividends CAGR
RPG
5.57%
Winner
IYG
5.68%
5Y EPS CAGR
Winner
RPG
24.30%
IYG
9.62%
Debt to Equity
RPG
390.75%
Winner
IYG
89.03%
P/S Ratio
Winner
RPG
2.96
IYG
4.34
P/B Ratio
RPG
7.24
Winner
IYG
2.47
RPG vs IYG - Holdings Comparison
RPG and IYG have 8 common holdings. Overlap is 4.90%
RPG's top 25 holdings weight is 44.33%. IYG's top 25 holdings weight is 83.97%.
| Rank | RPG | IYG |
|---|---|---|
| #1 | n/a (PLTR) - 2.76% | JPMORGAN CHASE & CO (JPM) - 12.83% |
| #2 | NVIDIA CORP (NVDA) - 2.26% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 12.57% |
| #3 | HOWMET AEROSPACE INC (HWM) - 2.18% | VISA INC CLASS A (V) - 8.25% |
| #4 | VISTRA CORP (VST) - 2.15% | MASTERCARD INC CLASS A (MA) - 6.06% |
| #5 | ROYAL CARIBBEAN GROUP (RCL) - 2.11% | BANK OF AMERICA CORP (BAC) - 5.53% |
| #6 | UNITED AIRLINES HOLDINGS INC (UAL) - 2.03% | THE GOLDMAN SACHS GROUP INC (GS) - 4.70% |
| #7 | BROADCOM INC (AVGO) - 2.00% | MORGAN STANLEY (MS) - 3.81% |
| #8 | QUANTA SERVICES INC (PWR) - 1.98% | WELLS FARGO & CO (WFC) - 3.64% |
| #9 | CARNIVAL CORP (CCL) - 1.97% | CITIGROUP INC (C) - 3.17% |
| #10 | ARISTA NETWORKS INC (ANET) - 1.93% | AMERICAN EXPRESS CO (AXP) - 2.64% |
| #11 | NRG ENERGY INC (NRG) - 1.79% | CHARLES SCHWAB CORP (SCHW) - 2.31% |
| #12 | TKO GROUP HOLDINGS INC (TKO) - 1.76% | BLACKROCK INC (BLK) - 2.07% |
| #13 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.69% | S&P GLOBAL INC (SPGI) - 1.86% |
| #14 | DELTA AIR LINES INC (DAL) - 1.65% | CAPITAL ONE FINANCIAL CORP (COF) - 1.78% |
| #15 | TAPESTRY INC (TPR) - 1.64% | BANK OF NEW YORK MELLON CORP (BNY) - 1.48% |
| #16 | EXPEDIA GROUP INC (EXPE) - 1.59% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.41% |
| #17 | EMCOR GROUP INC (EME) - 1.52% | U.S. BANCORP (USB) - 1.35% |
| #18 | NORWEGIAN CRUISE LINE HOLDINGS LTD (NCLH) - 1.51% | BLACKSTONE INC (BX) - 1.29% |
| #19 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 1.44% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.25% |
| #20 | UBER TECHNOLOGIES INC (UBER) - 1.41% | CME GROUP INC CLASS A (CME) - 1.23% |
| #21 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.41% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.09% |
| #22 | LIVE NATION ENTERTAINMENT INC (LYV) - 1.40% | MOODYS CORP (MCO) - 1.04% |
| #23 | WYNN RESORTS LTD (WYNN) - 1.39% | KKR & CO INC ORDINARY SHARES (KKR) - 0.94% |
| #24 | AXON ENTERPRISE INC (AXON) - 1.38% | TRUIST FINANCIAL CORP (TFC) - 0.90% |
| #25 | UNITED RENTALS INC (URI) - 1.38% | APOLLO GLOBAL MANAGEMENT INC (APO) - 0.77% |
| Total Holdings | 96 | 102 |
RPG vs IYG - Historical Returns
Returns include dividend reinvestment.
1M
RPG
-0.97%
Winner
IYG
+2.90%
3M
RPG
+3.80%
Winner
IYG
+11.39%
6M
Winner
RPG
+19.65%
IYG
+5.89%
1Y
Winner
RPG
+26.16%
IYG
+14.99%
5Y(CAGR)
RPG
+8.81%
Winner
IYG
+10.41%
10Y(CAGR)
RPG
+13.82%
Winner
IYG
+14.59%
Max(CAGR)
Winner
RPG
+11.77%
IYG
+6.74%
RPG vs IYG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | RPG | IYG |
|---|---|---|
| 2026 | +23.44% | +4.88% |
| 2025 | +13.11% | +20.13% |
| 2024 | +31.07% | +31.89% |
| 2023 | +10.28% | +15.79% |
| 2022 | -27.02% | -18.13% |
| 2021 | +31.12% | +31.77% |
| 2020 | +27.91% | -0.12% |
| 2019 | +28.95% | +35.87% |
| 2018 | -5.49% | -12.80% |
| 2017 | +25.62% | +23.00% |
| 2016 | +6.19% | +22.73% |
| 2015 | +2.24% | -0.58% |
| 2014 | +14.76% | +11.36% |
| 2013 | +39.72% | +38.64% |
| 2012 | +13.50% | +28.84% |
| 2011 | -0.92% | -22.19% |
| 2010 | +24.74% | +5.43% |
| 2009 | +43.08% | +14.50% |
| 2008 | -37.90% | -51.24% |
| 2007 | +6.90% | -22.14% |
| 2006 | +6.07% | +17.48% |
| 2005 | N/A | +4.15% |
| 2004 | N/A | +12.79% |
| 2003 | N/A | +29.90% |
| 2002 | N/A | -11.95% |
| 2001 | N/A | -2.76% |
| 2000 | N/A | +22.75% |
RPG vs IYG Drawdown Comparison
The maximum drawdown for RPG was -53.28%, occurring on Mar 9, 2009. Recovery took 758 trading sessions.
The maximum drawdown for IYG was -81.83%, occurring on Mar 6, 2009. Recovery took 2665 trading sessions.
The current RPG drawdown is -8.50%. The current IYG drawdown is -0.76%.
| Rank | RPG | IYG |
|---|---|---|
| #1 | -53.28% Oct 10, 2007 - Oct 13, 2010 | -81.83% Feb 20, 2007 - Sep 19, 2017 |
| #2 | -36.57% Feb 19, 2020 - Jul 20, 2020 | -44.32% Feb 19, 2020 - Jan 6, 2021 |
| #3 | -35.59% Nov 19, 2021 - Dec 2, 2024 | -34.95% Jan 30, 2001 - Oct 13, 2003 |
| #4 | -24.75% Feb 18, 2025 - Jun 26, 2025 | -29.60% Jan 12, 2022 - Mar 20, 2024 |
| #5 | -23.02% Aug 29, 2018 - Jul 3, 2019 | -24.55% Jan 26, 2018 - Jul 23, 2019 |
| #6 | -22.51% Jul 7, 2011 - Mar 26, 2012 | -18.53% Feb 18, 2025 - Jun 26, 2025 |
| #7 | -19.30% Mar 20, 2015 - Jul 22, 2016 | -15.90% Jan 6, 2026 - Jul 15, 2026 |
| #8 | -16.84% Jun 30, 2026 - Jul 29, 2026 | -14.55% Sep 12, 2000 - Dec 28, 2000 |
| #9 | -13.85% Feb 12, 2021 - Apr 23, 2021 | -11.56% Mar 5, 2004 - Nov 4, 2004 |
| #10 | -11.08% Feb 20, 2026 - Apr 8, 2026 | -9.60% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -10.96% Apr 2, 2012 - Sep 14, 2012 | -9.25% Dec 31, 2004 - Nov 10, 2005 |
| #12 | -10.32% Jan 26, 2018 - Mar 9, 2018 | -8.91% Oct 25, 2021 - Jan 12, 2022 |
| #13 | -10.25% Aug 26, 2014 - Nov 18, 2014 | -8.50% Jan 12, 2021 - Feb 12, 2021 |
| #14 | -10.20% Apr 5, 2006 - Oct 5, 2006 | -8.25% May 5, 2006 - Sep 15, 2006 |
| #15 | -10.06% Jul 19, 2007 - Oct 9, 2007 | -8.01% Jul 17, 2024 - Aug 23, 2024 |
Correlation
Correlation between RPG and IYG is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2000 - 2026)
RPG vs IYG dividend yield comparison.
| Year | RPG | IYG |
|---|---|---|
| 2026 | 0.07% | 0.51% |
| 2025 | 0.24% | 1.00% |
| 2024 | 0.25% | 1.16% |
| 2023 | 1.44% | 1.77% |
| 2022 | 0.74% | 2.07% |
| 2021 | 0.00% | 1.25% |
| 2020 | 0.46% | 1.71% |
| 2019 | 0.83% | 1.59% |
| 2018 | 0.47% | 1.81% |
| 2017 | 0.56% | 1.24% |
| 2016 | 0.43% | 1.28% |
| 2015 | 0.73% | 1.33% |
| 2014 | 0.67% | 1.14% |
| 2013 | 0.56% | 1.04% |
| 2012 | 0.79% | 1.40% |
| 2011 | 0.45% | 1.19% |
| 2010 | 0.38% | 0.46% |
| 2009 | 0.49% | 1.14% |
| 2008 | 0.92% | 5.34% |
| 2007 | 0.62% | 2.72% |
| 2006 | 0.32% | 1.88% |
| 2005 | 0.00% | 2.05% |
| 2004 | 0.00% | 1.92% |
| 2003 | 0.00% | 1.67% |
| 2002 | 0.00% | 1.87% |
| 2001 | 0.00% | 1.24% |
| 2000 | 0.00% | 1.07% |
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