Screener
PGF vs VRIG
Invesco Financial Preferred ETF vs Invesco Variable Rate Investment Grade ETF
Key differences
- VRIG costs 0.25% less per year.
- PGF is classified as equity, while VRIG is fixed income — different risk/return profiles.
- PGF follows a index tracking strategy; VRIG uses active selection.
- PGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PGF | VRIG | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.30% |
| Fund size (AUM) | $719M | $1.5B |
| Since | 2006 | 2016 |
| Dividend yield | 6.24% | 4.86% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.8% | +5.1% |
| CAGR 3Y | +5.4% | +6.1% |
| CAGR 5Y | -0.5% | +4.4% |
| Sharpe 3Y | 0.23 | 2.90 |
| Volatility 1Y | 6.36% | 0.50% |
| Max drawdown | -28.92% | -13.04% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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