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ODHY vs IIGD

Obra Defensive High Yield ETF vs Invesco Investment Grade Defensive ETF

ODHY

Obra Defensive High Yield ETF

Obra Fund Management, LLC

Annual cost

0.50%

Fund size

$5M

IIGD

Invesco Investment Grade Defensive ETF

Invesco

Annual cost

0.13%

Fund size

$31M

Key differences

  • IIGD costs 0.37% less per year.
  • IIGD is significantly larger than ODHY — larger funds tend to be more liquid and less likely to close.
  • ODHY follows a active selection strategy; IIGD uses index tracking.
  • IIGD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ODHYIIGD
Annual cost (TER)0.50%0.13%
Fund size (AUM)$5M$31M
Since20252018
Dividend yield4.27%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.6%
CAGR 3YN/A+4.8%
CAGR 5YN/A+1.6%
Sharpe 3YN/A0.39
Volatility 1Y2.33%
Max drawdown-1.96%-11.48%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to ODHY and IIGD