Screener
IVOL vs VRIG
Quadratic Interest Rate Volatility and Inflation Hedge ETF New vs Invesco Variable Rate Investment Grade ETF
Key differences
Both IVOL and VRIG are fixed income ETFs. IVOL charges 0.98% a year and VRIG 0.30%. The main difference: IVOL follows a multi strategy strategy; VRIG uses active selection.
- IVOL follows a multi strategy strategy; VRIG uses active selection.
- VRIG costs 0.68% less per year.
- VRIG is much larger than IVOL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VRIG has delivered higher annualized returns.
Side-by-side comparison
| IVOL | VRIG | |
|---|---|---|
| Annual cost (TER) | 0.98% | 0.30% |
| Fund size (AUM) | $314M | $1.5B |
| Since | 2019 | 2016 |
| Dividend yield | 3.86% | 4.80% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | active selection |
| CAGR 1Y | -4.4% | +5.0% |
| CAGR 3Y | -3.1% | +6.0% |
| CAGR 5Y | -5.8% | +4.4% |
| Sharpe 3Y | -0.60 | 2.84 |
| Volatility 1Y | 6.74% | 0.50% |
| Max drawdown | -31.16% | -13.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.