Screener
PFIG vs FXED
Invesco Fundamental Investment Grade Corporate Bond ETF vs Sound Enhanced Fixed Income ETF
Key differences
Both PFIG and FXED are fixed income ETFs. PFIG charges 0.22% a year and FXED 1.89%. The main difference: PFIG follows a index tracking strategy; FXED uses active selection.
- PFIG follows a index tracking strategy; FXED uses active selection.
- PFIG costs 1.67% less per year.
- Over the last three years, FXED has delivered higher annualized returns.
- PFIG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PFIG | FXED | |
|---|---|---|
| Annual cost (TER) | 0.22% | 1.89% |
| Fund size (AUM) | $115M | $40M |
| Since | 2011 | 2020 |
| Dividend yield | 4.39% | 7.10% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.8% | +4.5% |
| CAGR 3Y | +5.5% | +6.6% |
| CAGR 5Y | +1.4% | +2.3% |
| Sharpe 3Y | 0.45 | 0.38 |
| Volatility 1Y | 3.10% | 6.85% |
| Max drawdown | -15.73% | -20.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.