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PBTP vs PFIG

Invesco 0-5 Yr US TIPS ETF vs Invesco Fundamental Investment Grade Corporate Bond ETF

PBTP

Invesco 0-5 Yr US TIPS ETF

Annual cost

0.07%

Fund size

$68M

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Annual cost

0.22%

Fund size

$115M

Key differences

Both PBTP and PFIG are fixed income ETFs. PBTP charges 0.07% a year and PFIG 0.22%. The main difference: PBTP costs 0.15% less per year.

  • PBTP costs 0.15% less per year.
  • PFIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PBTPPFIG
Annual cost (TER)0.07%0.22%
Fund size (AUM)$68M$115M
Since20172011
Dividend yield3.11%4.39%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.6%+4.8%
CAGR 3Y+5.2%+5.5%
CAGR 5Y+3.3%+1.4%
Sharpe 3Y0.740.45
Volatility 1Y1.54%3.10%
Max drawdown-5.44%-15.73%

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

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