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KAUG vs PGF

Innovator U.S. Small Cap Power Buffer ETF - August vs Invesco Financial Preferred ETF

KAUG

Innovator U.S. Small Cap Power Buffer ETF - August

Annual cost

0.79%

Fund size

$75M

PGF

Invesco Financial Preferred ETF

Annual cost

0.55%

Fund size

$699M

Key differences

KAUG is an alternative ETF, while PGF is a fixed income ETF. KAUG charges 0.79% a year and PGF 0.55%.

  • KAUG is an alternative fund, while PGF is a fixed income fund. They carry different risk/return profiles.
  • KAUG follows a structured outcome strategy; PGF uses index tracking.
  • PGF costs 0.24% less per year.
  • PGF is much larger than KAUG. Larger funds are usually more liquid and less likely to close.
  • PGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KAUGPGF
Annual cost (TER)0.79%0.55%
Fund size (AUM)$75M$699M
Since20242006
Dividend yield0.00%6.29%
Asset classalternativefixed income
Regionnorth americanorth america
Strategystructured outcomeindex tracking
CAGR 1Y+15.5%+3.7%
CAGR 3YN/A+4.8%
CAGR 5YN/A-0.8%
Sharpe 3YN/A0.17
Volatility 1Y8.03%6.26%
Max drawdown-15.66%-28.92%

Similar to KAUG and PGF