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DIVG vs PGX

Invesco S&P 500 High Dividend Growers ETF vs Invesco Preferred ETF

DIVG

Invesco S&P 500 High Dividend Growers ETF

Annual cost

0.39%

Fund size

$10M

PGX

Invesco Preferred ETF

Annual cost

0.50%

Fund size

$3.9B

Key differences

  • DIVG costs 0.11% less per year.
  • PGX is significantly larger than DIVG — larger funds tend to be more liquid and less likely to close.
  • DIVG is classified as equity, while PGX is fixed income — different risk/return profiles.
  • PGX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVGPGX
Annual cost (TER)0.39%0.50%
Fund size (AUM)$10M$3.9B
Since20232008
Dividend yield3.01%6.16%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.4%+7.3%
CAGR 3YN/A+6.1%
CAGR 5YN/A-0.3%
Sharpe 3YN/A0.31
Volatility 1Y10.81%6.14%
Max drawdown-14.94%-34.10%

Similar to DIVG and PGX