Screener
JPLD vs PGF
Limited Duration Bond ETF vs Invesco Financial Preferred ETF
Key differences
Both JPLD and PGF are fixed income ETFs. JPLD charges 0.24% a year and PGF 0.55%. The main difference: JPLD costs 0.31% less per year.
- JPLD costs 0.31% less per year.
- JPLD is much larger than PGF. Larger funds are usually more liquid and less likely to close.
- JPLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPLD | PGF | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.55% |
| Fund size (AUM) | $3.8B | $699M |
| Since | 1993 | 2006 |
| Dividend yield | 4.21% | 6.29% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.9% | +3.8% |
| CAGR 3Y | N/A | +4.2% |
| CAGR 5Y | N/A | -0.8% |
| Sharpe 3Y | N/A | 0.11 |
| Volatility 1Y | 1.46% | 6.26% |
| Max drawdown | -1.17% | -28.92% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.