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PFIG vs LQDI

Invesco Fundamental Investment Grade Corporate Bond ETF vs iShares Inflation Hedged Corporate Bond ETF

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Annual cost

0.22%

Fund size

$115M

LQDI

iShares Inflation Hedged Corporate Bond ETF

Annual cost

0.18%

Fund size

$70M

Key differences

Both PFIG and LQDI are fixed income ETFs. PFIG charges 0.22% a year and LQDI 0.18%. The main difference: PFIG has a longer track record, which may reduce uncertainty around long-term behavior.

  • PFIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFIGLQDI
Annual cost (TER)0.22%0.18%
Fund size (AUM)$115M$70M
Since20112018
Dividend yield4.39%4.54%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.4%+6.5%
CAGR 3Y+5.1%+5.6%
CAGR 5Y+1.3%+1.9%
Sharpe 3Y0.340.33
Volatility 1Y3.11%4.99%
Max drawdown-15.73%-28.99%

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

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