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PFIG vs IG

Invesco Fundamental Investment Grade Corporate Bond ETF vs Principal Investment Grade Corporate ETF

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Annual cost

0.22%

Fund size

$115M

IG

Principal Investment Grade Corporate ETF

Annual cost

0.19%

Fund size

$180M

Key differences

Both PFIG and IG are fixed income ETFs. PFIG charges 0.22% a year and IG 0.19%. The main difference: PFIG follows a index tracking strategy; IG uses active selection.

  • PFIG follows a index tracking strategy; IG uses active selection.
  • PFIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFIGIG
Annual cost (TER)0.22%0.19%
Fund size (AUM)$115M$180M
Since20112018
Dividend yield4.39%5.04%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+4.4%+5.3%
CAGR 3Y+5.1%+5.0%
CAGR 5Y+1.3%+0.1%
Sharpe 3Y0.340.24
Volatility 1Y3.11%4.67%
Max drawdown-15.73%-23.17%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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