VRIG vs EPS
Comparison between INVESCO VARIABLE RATE INVESTMENT GRADE ETF (VRIG, ETF) and WISDOMTREE U.S. LARGECAP FUND (EPS, ETF).
5-Year PerformanceEPS has outperformed VRIG, delivering a return of +12.9% compared to +4.4%
VRIG vs EPS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VRIG
$1.50B
EPS
$1.50B
Expense Ratio
VRIG
0.30%
Winner
EPS
0.08%
Max Drawdown
Winner
VRIG
14.33%
EPS
55.60%
Sharpe Ratio
Winner
VRIG
3.03
EPS
2.11
5Y Beta
Winner
VRIG
0.01
EPS
0.90
P/E Ratio
VRIG
N/A
EPS
25.47
Forward P/E
VRIG
N/A
EPS
20.25
5Y Dividends CAGR
Winner
VRIG
33.90%
EPS
8.33%
5Y EPS CAGR
VRIG
N/A
EPS
27.20%
Debt to Equity
VRIG
N/A
EPS
30.07%
P/S Ratio
VRIG
N/A
EPS
3.20
P/B Ratio
VRIG
N/A
EPS
4.74
VRIG vs EPS - Historical Returns
Returns include dividend reinvestment.
1M
VRIG
+0.47%
Winner
EPS
+8.13%
3M
VRIG
+0.91%
Winner
EPS
+7.14%
6M
VRIG
+2.22%
Winner
EPS
+9.39%
1Y
VRIG
+5.16%
Winner
EPS
+28.27%
5Y(CAGR)
VRIG
+4.38%
Winner
EPS
+12.90%
10Y(CAGR)
VRIG
+3.44%
Winner
EPS
+14.83%
Max(CAGR)
VRIG
+3.44%
Winner
EPS
+10.35%
VRIG vs EPS - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | VRIG | EPS |
|---|---|---|
| 2026 | +1.51% | +8.63% |
| 2025 | +5.03% | +17.52% |
| 2024 | +6.81% | +24.38% |
| 2023 | +7.30% | +23.19% |
| 2022 | +0.99% | -16.52% |
| 2021 | +1.14% | +29.19% |
| 2020 | +1.63% | +11.09% |
| 2019 | +4.52% | +32.16% |
| 2018 | +0.43% | -7.91% |
| 2017 | +3.19% | +22.21% |
| 2016 | +0.56% | +15.33% |
| 2015 | N/A | -1.36% |
| 2014 | N/A | +14.27% |
| 2013 | N/A | +29.44% |
| 2012 | N/A | +12.80% |
| 2011 | N/A | +2.58% |
| 2010 | N/A | +11.74% |
| 2009 | N/A | +23.43% |
| 2008 | N/A | -35.92% |
| 2007 | N/A | +2.94% |
VRIG vs EPS Drawdown Comparison
The maximum drawdown for VRIG was -13.04%, occurring on Mar 26, 2020. Recovery took 129 trading sessions.
The maximum drawdown for EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 1115 trading sessions.
| Rank | VRIG | EPS |
|---|---|---|
| #1 | -13.04% Feb 19, 2020 - Aug 21, 2020 | -54.41% Oct 10, 2007 - Mar 14, 2012 |
| #2 | -2.28% Jan 21, 2022 - Sep 22, 2022 | -35.79% Feb 12, 2020 - Sep 2, 2020 |
| #3 | -1.40% Mar 6, 2023 - Apr 18, 2023 | -23.56% Jan 4, 2022 - Dec 13, 2023 |
| #4 | -1.38% Nov 14, 2018 - Feb 20, 2019 | -18.98% Sep 20, 2018 - Apr 8, 2019 |
| #5 | -0.78% Mar 31, 2025 - Apr 29, 2025 | -17.65% Feb 19, 2025 - Jun 27, 2025 |
| #6 | -0.73% Sep 22, 2022 - Dec 5, 2022 | -15.09% May 21, 2015 - Jul 14, 2016 |
| #7 | -0.47% May 5, 2017 - Jul 14, 2017 | -10.72% Apr 2, 2012 - Aug 21, 2012 |
| #8 | -0.44% Jan 26, 2018 - Feb 23, 2018 | -10.31% Jul 13, 2007 - Oct 9, 2007 |
| #9 | -0.36% Apr 18, 2018 - May 29, 2018 | -10.19% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -0.31% Mar 14, 2018 - Apr 3, 2018 | -8.98% Sep 2, 2020 - Nov 9, 2020 |
| #11 | -0.29% Sep 18, 2020 - Nov 9, 2020 | -8.39% Feb 2, 2026 - Apr 14, 2026 |
| #12 | -0.28% Jan 13, 2017 - Feb 13, 2017 | -7.84% May 3, 2019 - Jul 1, 2019 |
| #13 | -0.26% Nov 14, 2017 - Dec 21, 2017 | -7.82% Jul 16, 2024 - Aug 30, 2024 |
| #14 | -0.24% Dec 6, 2019 - Dec 11, 2019 | -7.47% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -0.22% Oct 18, 2017 - Nov 1, 2017 | -7.30% Sep 14, 2012 - Jan 2, 2013 |
Correlation
Correlation between VRIG and EPS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2007 - 2026)
VRIG vs EPS dividend yield comparison.
| Year | VRIG | EPS |
|---|---|---|
| 2026 | 1.50% | 0.26% |
| 2025 | 4.99% | 1.26% |
| 2024 | 6.09% | 1.47% |
| 2023 | 5.97% | 1.73% |
| 2022 | 2.39% | 1.95% |
| 2021 | 0.78% | 1.51% |
| 2020 | 1.57% | 1.85% |
| 2019 | 3.13% | 1.70% |
| 2018 | 2.89% | 2.02% |
| 2017 | 2.31% | 1.59% |
| 2016 | 0.60% | 1.99% |
| 2015 | 0.00% | 2.15% |
| 2014 | 0.00% | 1.66% |
| 2013 | 0.00% | 1.63% |
| 2012 | 0.00% | 2.17% |
| 2011 | 0.00% | 1.95% |
| 2010 | 0.00% | 1.70% |
| 2009 | 0.00% | 1.93% |
| 2008 | 0.00% | 2.73% |
| 2007 | 0.00% | 1.41% |
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