Screener
BSR vs PGF
Beacon Selective Risk ETF vs Invesco Financial Preferred ETF
Key differences
Both BSR and PGF are fixed income ETFs. BSR charges 1.09% a year and PGF 0.55%. The main difference: BSR follows a active selection strategy; PGF uses index tracking.
- BSR follows a active selection strategy; PGF uses index tracking.
- PGF costs 0.54% less per year.
- PGF is much larger than BSR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BSR has delivered higher annualized returns.
- PGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSR | PGF | |
|---|---|---|
| Annual cost (TER) | 1.09% | 0.55% |
| Fund size (AUM) | $37M | $699M |
| Since | 2023 | 2006 |
| Dividend yield | 1.02% | 6.29% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +11.6% | +3.8% |
| CAGR 3Y | +7.8% | +4.2% |
| CAGR 5Y | N/A | -0.8% |
| Sharpe 3Y | 0.32 | 0.11 |
| Volatility 1Y | 8.78% | 6.26% |
| Max drawdown | -15.68% | -28.92% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.