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PFIG vs AVMU

Invesco Fundamental Investment Grade Corporate Bond ETF vs Avantis Core Municipal Fixed Income ETF

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Invesco

Annual cost

0.22%

Fund size

$113M

AVMU

Avantis Core Municipal Fixed Income ETF

Avantis Investors

Annual cost

0.15%

Fund size

$159M

Key differences

  • AVMU costs 0.07% less per year.
  • PFIG follows a index tracking strategy; AVMU uses active selection.
  • Over the last 3 years, PFIG has delivered higher annualized returns.
  • PFIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFIGAVMU
Annual cost (TER)0.22%0.15%
Fund size (AUM)$113M$159M
Since20112020
Dividend yield4.37%3.57%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.5%+7.5%
CAGR 3Y+5.3%+3.6%
CAGR 5Y+1.5%+0.9%
Sharpe 3Y0.400.02
Volatility 1Y3.09%3.29%
Max drawdown-15.73%-12.41%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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