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PFIG vs IGEB

Invesco Fundamental Investment Grade Corporate Bond ETF vs iShares Investment Grade Systematic Bond ETF

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Invesco

Annual cost

0.22%

Fund size

$113M

IGEB

iShares Investment Grade Systematic Bond ETF

iShares

Annual cost

0.18%

Fund size

$1.4B

Key differences

  • IGEB is significantly larger than PFIG — larger funds tend to be more liquid and less likely to close.
  • PFIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFIGIGEB
Annual cost (TER)0.22%0.18%
Fund size (AUM)$113M$1.4B
Since20112017
Dividend yield4.37%5.03%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+6.9%
CAGR 3Y+5.0%+5.8%
CAGR 5Y+1.4%+1.2%
Sharpe 3Y0.350.40
Volatility 1Y3.10%4.24%
Max drawdown-15.73%-21.13%

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

Similar to PFIG and IGEB