Screener
PEY vs PGX
Invesco High Yield Equity Dividend Achievers ETF vs Invesco Preferred ETF
Key differences
Both PEY and PGX are fixed income ETFs. PEY charges 0.54% a year and PGX 0.50%. The main difference: PGX is much larger than PEY. Larger funds are usually more liquid and less likely to close.
- PGX is much larger than PEY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PEY has delivered higher annualized returns.
Side-by-side comparison
| PEY | PGX | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.50% |
| Fund size (AUM) | $1.1B | $3.8B |
| Since | 2004 | 2008 |
| Dividend yield | 4.46% | 6.21% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +19.7% | +5.1% |
| CAGR 3Y | +11.5% | +4.4% |
| CAGR 5Y | +6.5% | -0.9% |
| Sharpe 3Y | 0.54 | 0.12 |
| Volatility 1Y | 14.07% | 6.12% |
| Max drawdown | -41.55% | -34.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.