RZG vs ERH
Comparison between INVESCO S&P SMALLCAP 600 PURE GROWTH ETF (RZG, ETF) and Allspring Utilities and High Income Fund (ERH, ETF).
5-Year PerformanceRZG has outperformed ERH, delivering a return of +4.9% compared to +4.1%
RZG vs ERH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RZG vs ERH - Historical Returns
Returns include dividend reinvestment.
RZG vs ERH - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | RZG | ERH |
|---|---|---|
| 2026 | +17.53% | +3.54% |
| 2025 | +9.93% | +19.30% |
| 2024 | +10.78% | +24.86% |
| 2023 | +20.08% | -11.14% |
| 2022 | -29.35% | -18.66% |
| 2021 | +22.10% | +24.09% |
| 2020 | +17.56% | -2.29% |
| 2019 | +13.83% | +31.38% |
| 2018 | -8.42% | -8.20% |
| 2017 | +18.17% | +18.00% |
| 2016 | +24.57% | +15.44% |
| 2015 | +1.64% | -7.58% |
| 2014 | +3.49% | +16.65% |
| 2013 | +39.26% | +13.20% |
| 2012 | +11.64% | +9.30% |
| 2011 | +2.96% | +3.37% |
| 2010 | +25.79% | -17.01% |
| 2009 | +34.23% | +39.98% |
| 2008 | -33.03% | -51.44% |
| 2007 | +1.58% | +16.01% |
| 2006 | +6.18% | +63.33% |
| 2005 | N/A | +15.48% |
| 2004 | N/A | +9.31% |
RZG vs ERH Drawdown Comparison
The maximum drawdown for RZG was -58.52%, occurring on Mar 9, 2009. Recovery took 778 trading sessions.
The maximum drawdown for ERH was -69.81%, occurring on Mar 9, 2009. Recovery took 2326 trading sessions.
The current RZG drawdown is -1.65%. The current ERH drawdown is -6.31%.
| Rank | RZG | ERH |
|---|---|---|
| #1 | -58.52% Oct 5, 2007 - Nov 5, 2010 | -69.81% Jan 11, 2008 - Apr 7, 2017 |
| #2 | -54.02% Aug 31, 2018 - Dec 17, 2020 | -46.06% Feb 20, 2020 - Jun 10, 2021 |
| #3 | -38.33% Nov 8, 2021 - Dec 26, 2025 | -37.84% Dec 15, 2021 - Jun 3, 2025 |
| #4 | -26.30% Jun 23, 2015 - Nov 17, 2016 | -25.62% Apr 12, 2007 - Oct 23, 2007 |
| #5 | -25.50% Jul 7, 2011 - Feb 3, 2012 | -14.12% May 3, 2004 - Nov 4, 2004 |
| #6 | -14.30% Jul 3, 2014 - Feb 5, 2015 | -13.93% Dec 12, 2017 - Aug 10, 2018 |
| #7 | -14.29% Feb 9, 2021 - Nov 3, 2021 | -13.90% Nov 13, 2007 - Dec 31, 2007 |
| #8 | -14.14% May 8, 2006 - Feb 7, 2007 | -12.90% Sep 13, 2018 - Feb 4, 2019 |
| #9 | -11.54% Sep 14, 2012 - Jan 4, 2013 | -12.85% Sep 14, 2021 - Dec 6, 2021 |
| #10 | -11.01% Mar 26, 2012 - Sep 6, 2012 | -10.95% Jan 3, 2007 - Mar 21, 2007 |
| #11 | -10.23% Jan 23, 2018 - May 16, 2018 | -9.36% Oct 7, 2025 - Feb 25, 2026 |
| #12 | -9.65% Apr 29, 2011 - Jul 7, 2011 | -8.83% May 4, 2026 - May 18, 2026 |
| #13 | -9.45% Mar 4, 2014 - Jul 1, 2014 | -8.38% Feb 27, 2026 - May 1, 2026 |
| #14 | -9.02% Jul 16, 2007 - Oct 5, 2007 | -7.79% Oct 4, 2005 - Jan 18, 2006 |
| #15 | -8.62% Dec 26, 2013 - Mar 4, 2014 | -6.40% Mar 7, 2005 - Jun 7, 2005 |
Correlation
Correlation between RZG and ERH is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
RZG vs ERH dividend yield comparison.
| Year | RZG | ERH |
|---|---|---|
| 2026 | 0.18% | 3.58% |
| 2025 | 0.37% | 8.13% |
| 2024 | 0.95% | 7.15% |
| 2023 | 1.43% | 9.19% |
| 2022 | 1.59% | 8.09% |
| 2021 | 0.22% | 5.86% |
| 2020 | 0.49% | 7.20% |
| 2019 | 0.70% | 6.53% |
| 2018 | 0.45% | 8.06% |
| 2017 | 0.44% | 6.82% |
| 2016 | 0.65% | 7.53% |
| 2015 | 0.70% | 8.04% |
| 2014 | 0.36% | 7.03% |
| 2013 | 0.34% | 7.63% |
| 2012 | 1.04% | 8.05% |
| 2011 | 0.26% | 8.07% |
| 2010 | 0.31% | 8.67% |
| 2009 | 0.04% | 8.96% |
| 2008 | 0.96% | 23.94% |
| 2007 | 0.05% | 15.45% |
| 2006 | 0.00% | 12.10% |
| 2005 | 0.00% | 20.46% |
| 2004 | 0.00% | 5.12% |
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