VRIG vs PWV

Comparison between INVESCO VARIABLE RATE INVESTMENT GRADE ETF (VRIG, ETF) and INVESCO LARGE CAP VALUE ETF (PWV, ETF).

5-Year PerformancePWV has outperformed VRIG, delivering a return of +12.4% compared to +4.4%

VRIG vs PWV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VRIG(ETF)	PWV(ETF)
Net Assets	$1.50B	$1.50B
Expense Ratio	0.30%	0.55%
Max Drawdown	14.33%	50.70%
Sharpe Ratio	3.03	2.09
5Y Beta	0.01	0.64
P/E Ratio	N/A	16.19
Forward P/E	N/A	13.39
PEG Ratio	N/A	0.28
5Y Dividends CAGR	33.90%	7.51%
5Y EPS CAGR	N/A	10.49%
Debt to Equity	N/A	57.25%
P/S Ratio	N/A	1.39
P/B Ratio	N/A	2.27

Net Assets

VRIG

$1.50B

PWV

$1.50B

Expense Ratio

Winner

VRIG

0.30%

PWV

0.55%

Max Drawdown

Winner

VRIG

14.33%

PWV

50.70%

Sharpe Ratio

Winner

VRIG

3.03

PWV

2.09

5Y Beta

Winner

VRIG

0.01

PWV

0.64

P/E Ratio

VRIG

N/A

PWV

16.19

Forward P/E

VRIG

N/A

PWV

13.39

PEG Ratio

VRIG

N/A

PWV

0.28

5Y Dividends CAGR

Winner

VRIG

33.90%

PWV

7.51%

5Y EPS CAGR

VRIG

N/A

PWV

10.49%

Debt to Equity

VRIG

N/A

PWV

57.25%

P/S Ratio

VRIG

N/A

PWV

1.39

P/B Ratio

VRIG

N/A

PWV

2.27

VRIG vs PWV - Historical Returns

Returns include dividend reinvestment.

Period	VRIG	PWV
1 month	+0.47%	+1.84%
3 months	+0.91%	+3.18%
6 months	+2.22%	+10.37%
1 year	+5.16%	+23.89%
5 years(CAGR)	+4.38%	+12.40%
10 years(CAGR)	+3.44%	+11.79%
Max(CAGR)	+3.44%	+10.10%

VRIG

+0.47%

Winner

PWV

+1.84%

VRIG

+0.91%

Winner

PWV

+3.18%

VRIG

+2.22%

Winner

PWV

+10.37%

VRIG

+5.16%

Winner

PWV

+23.89%

5Y(CAGR)

VRIG

+4.38%

Winner

PWV

+12.40%

10Y(CAGR)

VRIG

+3.44%

Winner

PWV

+11.79%

Max(CAGR)

VRIG

+3.44%

Winner

PWV

+10.10%

VRIG vs PWV - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	VRIG	PWV
2026	+1.51%	+8.78%
2025	+5.03%	+19.47%
2024	+6.81%	+13.95%
2023	+7.30%	+10.50%
2022	+0.99%	-1.98%
2021	+1.14%	+30.66%
2020	+1.63%	-4.55%
2019	+4.52%	+29.16%
2018	+0.43%	-14.36%
2017	+3.19%	+16.04%
2016	+0.56%	+20.43%
2015	N/A	-4.84%
2014	N/A	+13.32%
2013	N/A	+29.72%
2012	N/A	+14.97%
2011	N/A	+5.30%
2010	N/A	+12.02%
2009	N/A	+15.26%
2008	N/A	-26.06%
2007	N/A	+5.32%
2006	N/A	+22.45%
2005	N/A	+8.65%

VRIG vs PWV Drawdown Comparison

The maximum drawdown for VRIG was -13.04%, occurring on Mar 26, 2020. Recovery took 129 trading sessions.

The maximum drawdown for PWV was -49.06%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.

The current PWV drawdown is -1.47%.

Rank	VRIG	PWV
#1	-13.04% Feb 19, 2020 - Aug 21, 2020	-49.06% Oct 9, 2007 - May 6, 2010
#2	-2.28% Jan 21, 2022 - Sep 22, 2022	-45.10% May 6, 2010 - Jul 18, 2013
#3	-1.40% Mar 6, 2023 - Apr 18, 2023	-37.64% Feb 12, 2020 - Feb 23, 2021
#4	-1.38% Nov 14, 2018 - Feb 20, 2019	-22.24% Jan 26, 2018 - Oct 25, 2019
#5	-0.78% Mar 31, 2025 - Apr 29, 2025	-16.38% Jan 11, 2022 - Jul 31, 2023
#6	-0.73% Sep 22, 2022 - Dec 5, 2022	-15.12% May 21, 2015 - Jul 8, 2016
#7	-0.47% May 5, 2017 - Jul 14, 2017	-14.32% Nov 29, 2024 - Jun 23, 2025
#8	-0.44% Jan 26, 2018 - Feb 23, 2018	-10.45% Jun 4, 2007 - Oct 5, 2007
#9	-0.36% Apr 18, 2018 - May 29, 2018	-9.27% Jul 31, 2023 - Dec 1, 2023
#10	-0.31% Mar 14, 2018 - Apr 3, 2018	-8.72% Sep 19, 2014 - Nov 18, 2014
#11	-0.29% Sep 18, 2020 - Nov 9, 2020	-6.53% Jan 15, 2014 - Mar 6, 2014
#12	-0.28% Jan 13, 2017 - Feb 13, 2017	-6.46% May 5, 2006 - Jul 28, 2006
#13	-0.26% Nov 14, 2017 - Dec 21, 2017	-6.25% Jun 4, 2021 - Aug 12, 2021
#14	-0.24% Dec 6, 2019 - Dec 11, 2019	-6.24% Feb 15, 2007 - Apr 16, 2007
#15	-0.22% Oct 18, 2017 - Nov 1, 2017	-6.21% Jul 17, 2024 - Aug 23, 2024

Correlation

Correlation between VRIG and PWV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2005 - 2026)

VRIG vs PWV dividend yield comparison.

Year	VRIG	PWV
2026	1.50%	0.47%
2025	4.99%	2.12%
2024	6.09%	2.08%
2023	5.97%	2.16%
2022	2.39%	2.29%
2021	0.78%	1.89%
2020	1.57%	2.66%
2019	3.13%	2.24%
2018	2.89%	2.34%
2017	2.31%	1.55%
2016	0.60%	2.35%
2015	0.00%	2.42%
2014	0.00%	1.93%
2013	0.00%	1.82%
2012	0.00%	2.41%
2011	0.00%	2.21%
2010	0.00%	2.24%
2009	0.00%	2.19%
2008	0.00%	2.81%
2007	0.00%	2.28%
2006	0.00%	1.35%
2005	0.00%	1.28%