Screener
IVOL vs PGX
Quadratic Interest Rate Volatility and Inflation Hedge ETF New vs Invesco Preferred ETF
Key differences
Both IVOL and PGX are fixed income ETFs. IVOL charges 0.98% a year and PGX 0.50%. The main difference: IVOL follows a multi strategy strategy; PGX uses index tracking.
- IVOL follows a multi strategy strategy; PGX uses index tracking.
- PGX costs 0.48% less per year.
- PGX is much larger than IVOL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PGX has delivered higher annualized returns.
- PGX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVOL | PGX | |
|---|---|---|
| Annual cost (TER) | 0.98% | 0.50% |
| Fund size (AUM) | $314M | $3.8B |
| Since | 2019 | 2008 |
| Dividend yield | 3.86% | 6.21% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | index tracking |
| CAGR 1Y | -4.4% | +5.1% |
| CAGR 3Y | -3.1% | +4.4% |
| CAGR 5Y | -5.8% | -0.9% |
| Sharpe 3Y | -0.60 | 0.12 |
| Volatility 1Y | 6.74% | 6.12% |
| Max drawdown | -31.16% | -34.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.