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BGRN vs PFIG

iShares USD Green Bond ETF vs Invesco Fundamental Investment Grade Corporate Bond ETF

BGRN

iShares USD Green Bond ETF

iShares

Annual cost

0.20%

Fund size

$470M

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Invesco

Annual cost

0.22%

Fund size

$113M

Key differences

  • BGRN is significantly larger than PFIG — larger funds tend to be more liquid and less likely to close.
  • BGRN covers global markets; PFIG covers north america.
  • PFIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BGRNPFIG
Annual cost (TER)0.20%0.22%
Fund size (AUM)$470M$113M
Since20182011
Dividend yield4.25%4.37%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.8%+5.5%
CAGR 3Y+4.5%+5.0%
CAGR 5Y+0.6%+1.4%
Sharpe 3Y0.230.35
Volatility 1Y3.04%3.10%
Max drawdown-19.16%-15.73%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BGRN and PFIG