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PEY vs PGF

Invesco High Yield Equity Dividend Achievers ETF vs Invesco Financial Preferred ETF

PEY

Invesco High Yield Equity Dividend Achievers ETF

Annual cost

0.54%

Fund size

$1.1B

PGF

Invesco Financial Preferred ETF

Annual cost

0.55%

Fund size

$699M

Key differences

Both PEY and PGF are fixed income ETFs. PEY charges 0.54% a year and PGF 0.55%. The main difference: Over the last three years, PEY has delivered higher annualized returns.

  • Over the last three years, PEY has delivered higher annualized returns.

Side-by-side comparison

PEYPGF
Annual cost (TER)0.54%0.55%
Fund size (AUM)$1.1B$699M
Since20042006
Dividend yield4.46%6.29%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.7%+3.8%
CAGR 3Y+11.5%+4.2%
CAGR 5Y+6.5%-0.8%
Sharpe 3Y0.540.11
Volatility 1Y14.07%6.26%
Max drawdown-41.55%-28.92%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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