Screener
BKLN vs PGF
Invesco Senior Loan ETF vs Invesco Financial Preferred ETF
Key differences
- PGF costs 0.10% less per year.
- BKLN is significantly larger than PGF — larger funds tend to be more liquid and less likely to close.
- BKLN is classified as fixed income, while PGF is equity — different risk/return profiles.
- Over the last 3 years, BKLN has delivered higher annualized returns.
- PGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BKLN | PGF | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.55% |
| Fund size (AUM) | $6.8B | $719M |
| Since | 2011 | 2006 |
| Dividend yield | 6.91% | 6.24% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.3% | +6.0% |
| CAGR 3Y | +7.8% | +5.6% |
| CAGR 5Y | +5.3% | -0.4% |
| Sharpe 3Y | 1.29 | 0.25 |
| Volatility 1Y | 2.75% | 6.36% |
| Max drawdown | -24.17% | -28.92% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to BKLN and PGF
Explore further