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BFIX vs PGF

Build Bond Innovation ETF vs Invesco Financial Preferred ETF

BFIX

Build Bond Innovation ETF

Annual cost

0.45%

Fund size

$13M

PGF

Invesco Financial Preferred ETF

Annual cost

0.55%

Fund size

$719M

Key differences

  • BFIX costs 0.10% less per year.
  • PGF is significantly larger than BFIX — larger funds tend to be more liquid and less likely to close.
  • BFIX is classified as alternative, while PGF is equity — different risk/return profiles.
  • BFIX follows a option income strategy; PGF uses index tracking.
  • Over the last 3 years, BFIX has delivered higher annualized returns.
  • PGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BFIXPGF
Annual cost (TER)0.45%0.55%
Fund size (AUM)$13M$719M
Since20222006
Dividend yield3.60%6.24%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+4.7%+6.0%
CAGR 3Y+7.8%+5.6%
CAGR 5YN/A-0.4%
Sharpe 3Y0.820.25
Volatility 1Y2.91%6.36%
Max drawdown-8.03%-28.92%

Similar to BFIX and PGF