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ISBG vs PGX

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF vs Invesco Preferred ETF

ISBG

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF

Annual cost

1.14%

Fund size

$5M

PGX

Invesco Preferred ETF

Annual cost

0.50%

Fund size

$3.8B

Key differences

ISBG is an alternative ETF, while PGX is a fixed income ETF. ISBG charges 1.14% a year and PGX 0.50%.

  • ISBG is an alternative fund, while PGX is a fixed income fund. They carry different risk/return profiles.
  • ISBG follows a active selection strategy; PGX uses index tracking.
  • PGX costs 0.64% less per year.
  • PGX is much larger than ISBG. Larger funds are usually more liquid and less likely to close.
  • PGX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ISBGPGX
Annual cost (TER)1.14%0.50%
Fund size (AUM)$5M$3.8B
Since20262008
Dividend yield6.21%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.4%
CAGR 3YN/A+4.6%
CAGR 5YN/A-0.9%
Sharpe 3YN/A0.14
Volatility 1Y6.11%
Max drawdown-49.42%-34.10%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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