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LQDI vs PFIG

iShares Inflation Hedged Corporate Bond ETF vs Invesco Fundamental Investment Grade Corporate Bond ETF

LQDI

iShares Inflation Hedged Corporate Bond ETF

Annual cost

0.18%

Fund size

$70M

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Annual cost

0.22%

Fund size

$115M

Key differences

Both LQDI and PFIG are fixed income ETFs. LQDI charges 0.18% a year and PFIG 0.22%. The main difference: PFIG has a longer track record, which may reduce uncertainty around long-term behavior.

  • PFIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LQDIPFIG
Annual cost (TER)0.18%0.22%
Fund size (AUM)$70M$115M
Since20182011
Dividend yield4.54%4.39%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.5%+4.4%
CAGR 3Y+5.6%+5.1%
CAGR 5Y+1.9%+1.3%
Sharpe 3Y0.330.34
Volatility 1Y4.99%3.11%
Max drawdown-28.99%-15.73%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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