Screener
GTO vs PGF
Invesco Total Return Bond ETF vs Invesco Financial Preferred ETF
Key differences
- GTO costs 0.20% less per year.
- GTO is significantly larger than PGF — larger funds tend to be more liquid and less likely to close.
- GTO is classified as fixed income, while PGF is equity — different risk/return profiles.
- GTO follows a active selection strategy; PGF uses index tracking.
- PGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GTO | PGF | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.55% |
| Fund size (AUM) | $2.3B | $719M |
| Since | 2016 | 2006 |
| Dividend yield | 4.75% | 6.24% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +6.9% | +5.8% |
| CAGR 3Y | +4.7% | +5.4% |
| CAGR 5Y | +0.1% | -0.5% |
| Sharpe 3Y | 0.23 | 0.23 |
| Volatility 1Y | 3.47% | 6.36% |
| Max drawdown | -20.75% | -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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