RWK vs IGPT
Comparison between INVESCO S&P MIDCAP 400 REVENUE ETF (RWK, ETF) and INVESCO AI AND NEXT GEN SOFTWARE ETF (IGPT, ETF).
5-Year PerformanceIGPT has outperformed RWK, delivering a return of +15.9% compared to +11.3%
RWK vs IGPT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWK
$1.20B
IGPT
$1.20B
Expense Ratio
Winner
RWK
0.39%
IGPT
0.56%
Max Drawdown
RWK
56.86%
Winner
IGPT
53.09%
Sharpe Ratio
RWK
1.39
Winner
IGPT
2.36
5Y Beta
Winner
RWK
0.97
IGPT
1.57
P/E Ratio
Winner
RWK
25.69
IGPT
47.47
Forward P/E
Winner
RWK
13.43
IGPT
19.54
5Y Dividends CAGR
Winner
RWK
18.52%
IGPT
-5.82%
5Y EPS CAGR
RWK
12.25%
Winner
IGPT
34.43%
Debt to Equity
Winner
RWK
17.69%
IGPT
36.26%
P/S Ratio
Winner
RWK
0.49
IGPT
9.44
P/B Ratio
Winner
RWK
2.25
IGPT
8.01
RWK vs IGPT - Holdings Comparison
RWK and IGPT have 14 common holdings. Overlap is 0.84%
RWK's top 25 holdings weight is 34.51%. IGPT's top 25 holdings weight is 87.12%.
| Rank | RWK | IGPT |
|---|---|---|
| #1 | TD SYNNEX CORP (SNX) - 4.07% | SK HYNIX INC (n/a) - 11.47% |
| #2 | PERFORMANCE FOOD GROUP CO (PFGC) - 2.82% | MICRON TECHNOLOGY INC (MU) - 11.22% |
| #3 | ALBERTSONS COMPANIES INC CLASS A (ACI) - 2.72% | INTEL CORP (INTC) - 7.42% |
| #4 | AMERICAN AIRLINES GROUP INC (AAL) - 2.63% | ADVANCED MICRO DEVICES INC (AMD) - 7.28% |
| #5 | FLEX LTD (FLEX) - 2.35% | ALPHABET INC CLASS A (GOOGL) - 6.50% |
| #6 | ARROW ELECTRONICS INC (ARW) - 1.80% | NVIDIA CORP (NVDA) - 5.95% |
| #7 | LITHIA MOTORS INC CLASS A (LAD) - 1.64% | META PLATFORMS INC CLASS A (META) - 4.87% |
| #8 | US FOODS HOLDING CORP (USFD) - 1.45% | QUALCOMM INC (QCOM) - 3.93% |
| #9 | PENSKE AUTOMOTIVE GROUP INC (PAG) - 1.39% | MEDIATEK INC (n/a) - 3.86% |
| #10 | HF SINCLAIR CORP (DINO) - 1.25% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 3.19% |
| #11 | AVNET INC (AVT) - 1.24% | WESTERN DIGITAL CORP (WDC) - 3.07% |
| #12 | WESCO INTERNATIONAL INC (WCC) - 1.19% | INTUITIVE SURGICAL INC (ISRG) - 2.60% |
| #13 | MACY'S INC (M) - 1.09% | EQUINIX INC (EQIX) - 1.83% |
| #14 | AUTONATION INC (AN) - 1.07% | KEYENCE CORP (n/a) - 1.74% |
| #15 | PBF ENERGY INC CLASS A (PBF) - 1.06% | ADOBE INC (ADBE) - 1.71% |
| #16 | LEAR CORP (LEA) - 1.06% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.56% |
| #17 | JONES LANG LASALLE INC (JLL) - 1.04% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.52% |
| #18 | CLEVELAND-CLIFFS INC (CLF) - 0.96% | SYNOPSYS INC (SNPS) - 1.17% |
| #19 | ARAMARK (ARMK) - 0.96% | DIGITAL REALTY TRUST INC (DLR) - 1.09% |
| #20 | MURPHY USA INC (MUSA) - 0.91% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.05% |
| #21 | SPROUTS FARMERS MARKET INC (SFM) - 0.37% | AUTODESK INC (ADSK) - 0.87% |
| #22 | TAYLOR MORRISON HOME CORP (TMHC) - 0.37% | STRATEGY INC CLASS A (MSTR) - 0.87% |
| #23 | NOV INC (NOV) - 0.36% | ASTERA LABS INC (ALAB) - 0.84% |
| #24 | XPO INC (XPO) - 0.36% | ARM HOLDINGS PLC ADR (ARM) - 0.77% |
| #25 | THOR INDUSTRIES INC (THO) - 0.35% | EMERSON ELECTRIC CO (EMR) - 0.74% |
| Total Holdings | 361 | 114 |
RWK vs IGPT - Historical Returns
Returns include dividend reinvestment.
1M
RWK
+7.29%
Winner
IGPT
+17.40%
3M
RWK
+15.56%
Winner
IGPT
+64.73%
6M
RWK
+13.69%
Winner
IGPT
+78.49%
1Y
RWK
+28.69%
Winner
IGPT
+118.83%
5Y(CAGR)
RWK
+11.34%
Winner
IGPT
+15.85%
10Y(CAGR)
RWK
+13.15%
Winner
IGPT
+22.49%
Max(CAGR)
RWK
+11.50%
Winner
IGPT
+15.89%
RWK vs IGPT - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | RWK | IGPT |
|---|---|---|
| 2026 | +14.24% | +68.78% |
| 2025 | +10.81% | +30.52% |
| 2024 | +12.34% | +20.71% |
| 2023 | +24.64% | +27.99% |
| 2022 | -8.33% | -26.94% |
| 2021 | +37.09% | -10.06% |
| 2020 | +10.96% | +53.11% |
| 2019 | +27.67% | +35.80% |
| 2018 | -15.60% | +15.43% |
| 2017 | +12.47% | +33.68% |
| 2016 | +22.86% | +15.04% |
| 2015 | -5.22% | +7.84% |
| 2014 | +10.62% | +11.44% |
| 2013 | +37.24% | +29.37% |
| 2012 | +14.53% | +15.69% |
| 2011 | -2.71% | -7.39% |
| 2010 | +21.37% | +17.40% |
| 2009 | +47.01% | +51.50% |
| 2008 | -34.94% | -32.06% |
| 2007 | N/A | +4.26% |
| 2006 | N/A | +8.83% |
| 2005 | N/A | +14.69% |
RWK vs IGPT Drawdown Comparison
The maximum drawdown for RWK was -56.48%, occurring on Mar 6, 2009. Recovery took 452 trading sessions.
The maximum drawdown for IGPT was -50.08%, occurring on Jun 16, 2022. Recovery took 1168 trading sessions.
The current RWK drawdown is -0.19%.
| Rank | RWK | IGPT |
|---|---|---|
| #1 | -56.48% Jun 5, 2008 - Mar 23, 2010 | -50.08% Feb 12, 2021 - Oct 8, 2025 |
| #2 | -46.19% Jan 16, 2020 - Nov 16, 2020 | -48.44% Oct 31, 2007 - Mar 5, 2010 |
| #3 | -28.25% Apr 28, 2011 - Feb 23, 2012 | -30.69% Feb 19, 2020 - May 22, 2020 |
| #4 | -25.24% Aug 29, 2018 - Dec 12, 2019 | -27.75% Jul 7, 2011 - Sep 6, 2012 |
| #5 | -24.59% Nov 25, 2024 - Aug 27, 2025 | -27.57% May 6, 2010 - Jul 7, 2011 |
| #6 | -22.05% Nov 16, 2021 - Jan 31, 2023 | -23.00% Sep 14, 2018 - Mar 1, 2019 |
| #7 | -22.00% Jun 23, 2015 - Aug 15, 2016 | -21.18% Jul 22, 2015 - Jun 7, 2016 |
| #8 | -20.17% Apr 23, 2010 - Dec 2, 2010 | -16.68% Jan 28, 2026 - Apr 14, 2026 |
| #9 | -13.54% Mar 15, 2012 - Dec 18, 2012 | -14.55% May 8, 2006 - Oct 5, 2006 |
| #10 | -13.24% Feb 2, 2023 - Jul 11, 2023 | -13.97% Mar 4, 2014 - Nov 10, 2014 |
| #11 | -13.10% Aug 1, 2023 - Dec 13, 2023 | -13.96% Jul 26, 2019 - Jan 16, 2020 |
| #12 | -12.51% Sep 2, 2014 - Nov 24, 2014 | -12.77% Jun 4, 2007 - Oct 9, 2007 |
| #13 | -11.14% Feb 6, 2026 - Apr 17, 2026 | -11.90% Oct 29, 2025 - Jan 6, 2026 |
| #14 | -10.83% Feb 26, 2008 - Apr 30, 2008 | -11.52% Jun 3, 2026 - Jun 15, 2026 |
| #15 | -10.68% Jan 22, 2018 - Aug 6, 2018 | -11.02% Sep 2, 2020 - Oct 12, 2020 |
Correlation
Correlation between RWK and IGPT is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2008 - 2026)
RWK vs IGPT dividend yield comparison.
| Year | RWK | IGPT |
|---|---|---|
| 2026 | 0.28% | 0.00% |
| 2025 | 1.25% | 0.04% |
| 2024 | 1.11% | 0.00% |
| 2023 | 1.05% | 0.00% |
| 2022 | 1.18% | 1.41% |
| 2021 | 0.85% | 6.21% |
| 2020 | 0.96% | 0.04% |
| 2019 | 1.09% | 0.05% |
| 2018 | 1.22% | 0.00% |
| 2017 | 0.99% | 0.00% |
| 2016 | 1.30% | 0.03% |
| 2015 | 0.92% | 0.15% |
| 2014 | 1.04% | 0.10% |
| 2013 | 1.29% | 0.00% |
| 2012 | 1.32% | 0.00% |
| 2011 | 3.10% | 0.00% |
| 2010 | 0.57% | 0.00% |
| 2009 | 0.63% | 0.00% |
| 2008 | 1.07% | 0.00% |
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