Screener
MDIV vs PGF
Multi-Asset Diversified Income Index Fund vs Invesco Financial Preferred ETF
Key differences
- PGF costs 0.16% less per year.
- MDIV is classified as mixed asset, while PGF is equity — different risk/return profiles.
- Over the last 3 years, MDIV has delivered higher annualized returns.
- PGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MDIV | PGF | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.55% |
| Fund size (AUM) | $417M | $719M |
| Since | 2012 | 2006 |
| Dividend yield | 6.13% | 6.24% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +13.4% | +5.8% |
| CAGR 3Y | +12.3% | +5.4% |
| CAGR 5Y | +6.4% | -0.5% |
| Sharpe 3Y | 0.94 | 0.23 |
| Volatility 1Y | 6.70% | 6.36% |
| Max drawdown | -48.50% | -28.92% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MDIV and PGF
Explore further