Screener
IVOL vs PGF
Quadratic Interest Rate Volatility and Inflation Hedge ETF New vs Invesco Financial Preferred ETF
Key differences
Both IVOL and PGF are fixed income ETFs. IVOL charges 0.98% a year and PGF 0.55%. The main difference: IVOL follows a multi strategy strategy; PGF uses index tracking.
- IVOL follows a multi strategy strategy; PGF uses index tracking.
- PGF costs 0.43% less per year.
- Over the last three years, PGF has delivered higher annualized returns.
- PGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVOL | PGF | |
|---|---|---|
| Annual cost (TER) | 0.98% | 0.55% |
| Fund size (AUM) | $314M | $699M |
| Since | 2019 | 2006 |
| Dividend yield | 3.86% | 6.29% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | -4.4% | +3.8% |
| CAGR 3Y | -3.1% | +4.2% |
| CAGR 5Y | -5.8% | -0.8% |
| Sharpe 3Y | -0.60 | 0.11 |
| Volatility 1Y | 6.74% | 6.26% |
| Max drawdown | -31.16% | -28.92% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.