Screener
JPIE vs PGHY
JPMorgan Income ETF vs Invesco Global ex-US High Yield Corporate Bond ETF
Key differences
Both JPIE and PGHY are fixed income ETFs. JPIE charges 0.39% a year and PGHY 0.35%. The main difference: JPIE follows a active selection strategy; PGHY uses index tracking.
- JPIE follows a active selection strategy; PGHY uses index tracking.
- JPIE is much larger than PGHY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PGHY has delivered higher annualized returns.
- PGHY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPIE | PGHY | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.35% |
| Fund size (AUM) | $9.1B | $215M |
| Since | 2021 | 2013 |
| Dividend yield | 5.60% | 7.11% |
| Asset class | fixed income | fixed income |
| Region | — | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.7% | +7.6% |
| CAGR 3Y | +6.4% | +8.9% |
| CAGR 5Y | N/A | +4.4% |
| Sharpe 3Y | 1.00 | 0.93 |
| Volatility 1Y | 1.60% | 5.07% |
| Max drawdown | -9.96% | -20.50% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.