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PGX vs BKLN

Invesco Preferred ETF vs Invesco Senior Loan ETF

PGX

Invesco Preferred ETF

Invesco

Annual cost

0.50%

Fund size

$3.9B

BKLN

Invesco Senior Loan ETF

Invesco

Annual cost

0.65%

Fund size

$6.8B

Key differences

  • PGX costs 0.15% less per year.
  • Over the last 3 years, BKLN has delivered higher annualized returns.

Side-by-side comparison

PGXBKLN
Annual cost (TER)0.50%0.65%
Fund size (AUM)$3.9B$6.8B
Since20082011
Dividend yield6.16%6.91%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.3%+5.3%
CAGR 3Y+6.1%+7.8%
CAGR 5Y-0.3%+5.3%
Sharpe 3Y0.311.29
Volatility 1Y6.14%2.75%
Max drawdown-34.10%-24.17%

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

Similar to PGX and BKLN