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PBUS vs PFIG

Invesco MSCI USA ETF vs Invesco Fundamental Investment Grade Corporate Bond ETF

PBUS

Invesco MSCI USA ETF

Annual cost

0.04%

Fund size

$11.4B

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Annual cost

0.22%

Fund size

$115M

Key differences

  • PBUS costs 0.18% less per year.
  • PBUS is significantly larger than PFIG — larger funds tend to be more liquid and less likely to close.
  • PBUS is classified as equity, while PFIG is fixed income — different risk/return profiles.
  • Over the last 3 years, PBUS has delivered higher annualized returns.
  • PFIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PBUSPFIG
Annual cost (TER)0.04%0.22%
Fund size (AUM)$11.4B$115M
Since20172011
Dividend yield0.98%4.39%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.6%+4.3%
CAGR 3Y+22.6%+5.1%
CAGR 5Y+13.1%+1.3%
Sharpe 3Y1.190.35
Volatility 1Y12.39%3.11%
Max drawdown-33.15%-15.73%

Similar to PBUS and PFIG