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CFIT vs PFIG

Cambria Fixed Income Trend ETF vs Invesco Fundamental Investment Grade Corporate Bond ETF

CFIT

Cambria Fixed Income Trend ETF

Cambria Investment Management

Annual cost

0.50%

Fund size

$21M

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Invesco

Annual cost

0.22%

Fund size

$113M

Key differences

  • PFIG costs 0.28% less per year.
  • PFIG is significantly larger than CFIT — larger funds tend to be more liquid and less likely to close.
  • CFIT follows a active selection strategy; PFIG uses index tracking.
  • PFIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CFITPFIG
Annual cost (TER)0.50%0.22%
Fund size (AUM)$21M$113M
Since20252011
Dividend yield4.18%4.37%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+12.5%+5.5%
CAGR 3YN/A+5.3%
CAGR 5YN/A+1.5%
Sharpe 3YN/A0.40
Volatility 1Y5.49%3.09%
Max drawdown-4.23%-15.73%

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

Similar to CFIT and PFIG