Screener
PBTP vs VRP
Invesco 0-5 Yr US TIPS ETF vs Invesco Variable Rate Preferred ETF
Key differences
Both PBTP and VRP are fixed income ETFs. PBTP charges 0.07% a year and VRP 0.50%. The main difference: PBTP costs 0.43% less per year.
- PBTP costs 0.43% less per year.
- VRP is much larger than PBTP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VRP has delivered higher annualized returns.
Side-by-side comparison
| PBTP | VRP | |
|---|---|---|
| Annual cost (TER) | 0.07% | 0.50% |
| Fund size (AUM) | $68M | $2.9B |
| Since | 2017 | 2014 |
| Dividend yield | 3.11% | 6.31% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.6% | +6.6% |
| CAGR 3Y | +5.2% | +9.6% |
| CAGR 5Y | +3.3% | +4.3% |
| Sharpe 3Y | 0.74 | 1.31 |
| Volatility 1Y | 1.54% | 2.89% |
| Max drawdown | -5.44% | -46.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.