Screener
EVIM vs PGF
Eaton Vance Intermediate Municipal Income ETF vs Invesco Financial Preferred ETF
Key differences
- EVIM costs 0.44% less per year.
- PGF is significantly larger than EVIM — larger funds tend to be more liquid and less likely to close.
- EVIM is classified as fixed income, while PGF is equity — different risk/return profiles.
- PGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EVIM | PGF | |
|---|---|---|
| Annual cost (TER) | 0.11% | 0.55% |
| Fund size (AUM) | $209M | $719M |
| Since | 2023 | 2006 |
| Dividend yield | 3.56% | 6.24% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.2% | +6.0% |
| CAGR 3Y | N/A | +5.6% |
| CAGR 5Y | N/A | -0.4% |
| Sharpe 3Y | N/A | 0.25 |
| Volatility 1Y | 2.81% | 6.36% |
| Max drawdown | -4.23% | -28.92% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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