Screener
IRVH vs VRIG
Global X Interest Rate Volatility & Inflation Hedge ETF vs Invesco Variable Rate Investment Grade ETF
Key differences
Both IRVH and VRIG are fixed income ETFs. IRVH charges 0.45% a year and VRIG 0.30%. The main difference: IRVH follows a multi strategy strategy; VRIG uses active selection.
- IRVH follows a multi strategy strategy; VRIG uses active selection.
- VRIG costs 0.15% less per year.
- VRIG is much larger than IRVH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VRIG has delivered higher annualized returns.
- VRIG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IRVH | VRIG | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.30% |
| Fund size (AUM) | $1M | $1.5B |
| Since | 2022 | 2016 |
| Dividend yield | 5.50% | 4.80% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | active selection |
| CAGR 1Y | -0.8% | +5.0% |
| CAGR 3Y | -0.5% | +6.0% |
| CAGR 5Y | N/A | +4.4% |
| Sharpe 3Y | -0.61 | 2.84 |
| Volatility 1Y | 4.87% | 0.50% |
| Max drawdown | -14.97% | -13.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.