Screener
DIVY vs PFIG
Sound Equity Income ETF vs Invesco Fundamental Investment Grade Corporate Bond ETF
Key differences
DIVY is an equity ETF, while PFIG is a fixed income ETF. DIVY charges 0.45% a year and PFIG 0.22%.
- DIVY is an equity fund, while PFIG is a fixed income fund. They carry different risk/return profiles.
- DIVY follows a active selection strategy; PFIG uses index tracking.
- PFIG costs 0.23% less per year.
- PFIG is much larger than DIVY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DIVY has delivered higher annualized returns.
- PFIG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DIVY | PFIG | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.22% |
| Fund size (AUM) | $28M | $115M |
| Since | 2020 | 2011 |
| Dividend yield | 3.10% | 4.39% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +19.4% | +4.8% |
| CAGR 3Y | +9.4% | +5.5% |
| CAGR 5Y | +6.5% | +1.4% |
| Sharpe 3Y | 0.44 | 0.45 |
| Volatility 1Y | 13.06% | 3.10% |
| Max drawdown | -18.23% | -15.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.