Screener
MDIV vs PFIG
Multi-Asset Diversified Income Index Fund vs Invesco Fundamental Investment Grade Corporate Bond ETF
Key differences
- PFIG costs 0.49% less per year.
- MDIV is significantly larger than PFIG — larger funds tend to be more liquid and less likely to close.
- MDIV is classified as mixed asset, while PFIG is fixed income — different risk/return profiles.
- Over the last 3 years, MDIV has delivered higher annualized returns.
Side-by-side comparison
| MDIV | PFIG | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.22% |
| Fund size (AUM) | $417M | $113M |
| Since | 2012 | 2011 |
| Dividend yield | 6.13% | 4.37% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +13.4% | +5.5% |
| CAGR 3Y | +12.3% | +5.3% |
| CAGR 5Y | +6.4% | +1.5% |
| Sharpe 3Y | 0.94 | 0.40 |
| Volatility 1Y | 6.70% | 3.09% |
| Max drawdown | -48.50% | -15.73% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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