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PFIG vs USIG

Invesco Fundamental Investment Grade Corporate Bond ETF vs iShares Broad USD Investment Grade Corporate Bond ETF

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Invesco

Annual cost

0.22%

Fund size

$113M

USIG

iShares Broad USD Investment Grade Corporate Bond ETF

iShares

Annual cost

0.04%

Fund size

$17.0B

Key differences

  • USIG costs 0.18% less per year.
  • USIG is significantly larger than PFIG — larger funds tend to be more liquid and less likely to close.
  • PFIG covers north america markets; USIG covers global.

Side-by-side comparison

PFIGUSIG
Annual cost (TER)0.22%0.04%
Fund size (AUM)$113M$17.0B
Since20112007
Dividend yield4.37%4.68%
Asset classfixed incomefixed income
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+5.5%+6.9%
CAGR 3Y+5.0%+5.3%
CAGR 5Y+1.4%+0.8%
Sharpe 3Y0.350.32
Volatility 1Y3.10%4.19%
Max drawdown-15.73%-21.45%

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

Similar to PFIG and USIG