Screener
PGHY vs PEY
Invesco Global ex-US High Yield Corporate Bond ETF vs Invesco High Yield Equity Dividend Achievers ETF
Key differences
PGHY is a fixed income ETF, while PEY is an equity ETF. PGHY charges 0.35% a year and PEY 0.54%.
- PGHY is a fixed income fund, while PEY is an equity fund. They carry different risk/return profiles.
- PGHY covers global markets excluding the US; PEY covers North America.
- PGHY costs 0.19% less per year.
- PEY is much larger than PGHY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PEY has delivered higher annualized returns.
- PEY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PGHY | PEY | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.54% |
| Fund size (AUM) | $215M | $1.1B |
| Since | 2013 | 2004 |
| Dividend yield | 7.11% | 4.46% |
| Asset class | fixed income | equity |
| Region | global ex us | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.9% | +18.6% |
| CAGR 3Y | +8.5% | +12.5% |
| CAGR 5Y | +4.4% | +6.2% |
| Sharpe 3Y | 0.86 | 0.58 |
| Volatility 1Y | 5.08% | 14.08% |
| Max drawdown | -20.50% | -41.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.