Screener
PBTP vs PGX
Invesco 0-5 Yr US TIPS ETF vs Invesco Preferred ETF
Key differences
Both PBTP and PGX are fixed income ETFs. PBTP charges 0.07% a year and PGX 0.50%. The main difference: PBTP costs 0.43% less per year.
- PBTP costs 0.43% less per year.
- PGX is much larger than PBTP. Larger funds are usually more liquid and less likely to close.
- PGX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PBTP | PGX | |
|---|---|---|
| Annual cost (TER) | 0.07% | 0.50% |
| Fund size (AUM) | $68M | $3.8B |
| Since | 2017 | 2008 |
| Dividend yield | 3.11% | 6.21% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.6% | +5.1% |
| CAGR 3Y | +5.2% | +4.4% |
| CAGR 5Y | +3.3% | -0.9% |
| Sharpe 3Y | 0.74 | 0.12 |
| Volatility 1Y | 1.54% | 6.12% |
| Max drawdown | -5.44% | -34.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.