Screener
PBTP vs VRIG
Invesco 0-5 Yr US TIPS ETF vs Invesco Variable Rate Investment Grade ETF
Key differences
Both PBTP and VRIG are fixed income ETFs. PBTP charges 0.07% a year and VRIG 0.30%. The main difference: PBTP follows a index tracking strategy; VRIG uses active selection.
- PBTP follows a index tracking strategy; VRIG uses active selection.
- PBTP costs 0.23% less per year.
- VRIG is much larger than PBTP. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PBTP | VRIG | |
|---|---|---|
| Annual cost (TER) | 0.07% | 0.30% |
| Fund size (AUM) | $68M | $1.5B |
| Since | 2017 | 2016 |
| Dividend yield | 3.11% | 4.80% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.6% | +5.0% |
| CAGR 3Y | +5.2% | +6.0% |
| CAGR 5Y | +3.3% | +4.4% |
| Sharpe 3Y | 0.74 | 2.84 |
| Volatility 1Y | 1.54% | 0.50% |
| Max drawdown | -5.44% | -13.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.