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PFIG vs AVSF

Invesco Fundamental Investment Grade Corporate Bond ETF vs Avantis Short-Term Fixed Income ETF

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Invesco

Annual cost

0.22%

Fund size

$113M

AVSF

Avantis Short-Term Fixed Income ETF

Avantis Investors

Annual cost

0.15%

Fund size

$678M

Key differences

  • AVSF costs 0.07% less per year.
  • AVSF is significantly larger than PFIG — larger funds tend to be more liquid and less likely to close.
  • PFIG covers north america markets; AVSF covers global.
  • PFIG follows a index tracking strategy; AVSF uses active selection.
  • PFIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFIGAVSF
Annual cost (TER)0.22%0.15%
Fund size (AUM)$113M$678M
Since20112020
Dividend yield4.37%4.43%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+5.5%+4.4%
CAGR 3Y+5.3%+4.8%
CAGR 5Y+1.5%+1.9%
Sharpe 3Y0.400.52
Volatility 1Y3.09%1.89%
Max drawdown-15.73%-8.85%

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

Similar to PFIG and AVSF