Screener
FXED vs PFIG
Sound Enhanced Fixed Income ETF vs Invesco Fundamental Investment Grade Corporate Bond ETF
Key differences
Both FXED and PFIG are fixed income ETFs. FXED charges 1.89% a year and PFIG 0.22%. The main difference: FXED follows a active selection strategy; PFIG uses index tracking.
- FXED follows a active selection strategy; PFIG uses index tracking.
- PFIG costs 1.67% less per year.
- Over the last three years, FXED has delivered higher annualized returns.
- PFIG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FXED | PFIG | |
|---|---|---|
| Annual cost (TER) | 1.89% | 0.22% |
| Fund size (AUM) | $40M | $115M |
| Since | 2020 | 2011 |
| Dividend yield | 7.10% | 4.39% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.5% | +4.8% |
| CAGR 3Y | +6.6% | +5.5% |
| CAGR 5Y | +2.3% | +1.4% |
| Sharpe 3Y | 0.38 | 0.45 |
| Volatility 1Y | 6.85% | 3.10% |
| Max drawdown | -20.07% | -15.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.