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IMTG vs PVI

Invesco Agency MBS ETF vs Invesco Floating Rate Municipal Income ETF

IMTG

Invesco Agency MBS ETF

Invesco

Annual cost

0.22%

Fund size

$15M

PVI

Invesco Floating Rate Municipal Income ETF

Invesco

Annual cost

0.25%

Fund size

$31M

Key differences

  • IMTG follows a active selection strategy; PVI uses index tracking.
  • PVI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IMTGPVI
Annual cost (TER)0.22%0.25%
Fund size (AUM)$15M$31M
Since20262007
Dividend yield2.16%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+2.3%
CAGR 3YN/A+2.7%
CAGR 5YN/A+1.9%
Sharpe 3YN/A-0.34
Volatility 1Y2.61%
Max drawdown-2.86%-1.16%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IMTG and PVI