Screener
PEY vs VRIG
Invesco High Yield Equity Dividend Achievers ETF vs Invesco Variable Rate Investment Grade ETF
Key differences
Both PEY and VRIG are fixed income ETFs. PEY charges 0.54% a year and VRIG 0.30%. The main difference: PEY follows a index tracking strategy; VRIG uses active selection.
- PEY follows a index tracking strategy; VRIG uses active selection.
- VRIG costs 0.24% less per year.
- Over the last three years, PEY has delivered higher annualized returns.
- PEY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PEY | VRIG | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.30% |
| Fund size (AUM) | $1.1B | $1.5B |
| Since | 2004 | 2016 |
| Dividend yield | 4.46% | 4.80% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +19.7% | +5.0% |
| CAGR 3Y | +11.5% | +6.0% |
| CAGR 5Y | +6.5% | +4.4% |
| Sharpe 3Y | 0.54 | 2.84 |
| Volatility 1Y | 14.07% | 0.50% |
| Max drawdown | -41.55% | -13.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.