Screener
PBTP vs PGF
Invesco 0-5 Yr US TIPS ETF vs Invesco Financial Preferred ETF
Key differences
Both PBTP and PGF are fixed income ETFs. PBTP charges 0.07% a year and PGF 0.55%. The main difference: PBTP costs 0.48% less per year.
- PBTP costs 0.48% less per year.
- PGF is much larger than PBTP. Larger funds are usually more liquid and less likely to close.
- PGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PBTP | PGF | |
|---|---|---|
| Annual cost (TER) | 0.07% | 0.55% |
| Fund size (AUM) | $68M | $699M |
| Since | 2017 | 2006 |
| Dividend yield | 3.11% | 6.29% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.6% | +3.8% |
| CAGR 3Y | +5.2% | +4.2% |
| CAGR 5Y | +3.3% | -0.8% |
| Sharpe 3Y | 0.74 | 0.11 |
| Volatility 1Y | 1.54% | 6.26% |
| Max drawdown | -5.44% | -28.92% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.