Screener
MDIV vs PGX
Multi-Asset Diversified Income Index Fund vs Invesco Preferred ETF
Key differences
- PGX costs 0.21% less per year.
- PGX is significantly larger than MDIV — larger funds tend to be more liquid and less likely to close.
- MDIV is classified as mixed asset, while PGX is fixed income — different risk/return profiles.
- Over the last 3 years, MDIV has delivered higher annualized returns.
Side-by-side comparison
| MDIV | PGX | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.50% |
| Fund size (AUM) | $417M | $3.9B |
| Since | 2012 | 2008 |
| Dividend yield | 6.13% | 6.16% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +13.4% | +7.2% |
| CAGR 3Y | +12.3% | +5.8% |
| CAGR 5Y | +6.4% | -0.4% |
| Sharpe 3Y | 0.94 | 0.28 |
| Volatility 1Y | 6.70% | 6.15% |
| Max drawdown | -48.50% | -34.10% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MDIV and PGX
Explore further