Screener
PGF vs XAGG
Invesco Financial Preferred ETF vs Eaton Vance Income Opportunities ETF
Key differences
- XAGG costs 0.05% less per year.
- PGF is classified as equity, while XAGG is fixed income — different risk/return profiles.
- PGF follows a index tracking strategy; XAGG uses active selection.
- XAGG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PGF | XAGG | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.50% |
| Fund size (AUM) | $719M | $963M |
| Since | 2006 | 1997 |
| Dividend yield | 6.24% | 6.36% |
| Asset class | equity | fixed income |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.0% | N/A |
| CAGR 3Y | +5.6% | N/A |
| CAGR 5Y | -0.4% | N/A |
| Sharpe 3Y | 0.25 | N/A |
| Volatility 1Y | 6.36% | — |
| Max drawdown | -28.92% | -2.88% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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