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PGX vs EPRF
Invesco Preferred ETF vs Innovator S&P Investment Grade Preferred ETF
Key differences
- PGX is significantly larger than EPRF — larger funds tend to be more liquid and less likely to close.
- PGX is classified as fixed income, while EPRF is alternative — different risk/return profiles.
- PGX follows a index tracking strategy; EPRF uses structured outcome.
- Over the last 3 years, PGX has delivered higher annualized returns.
- PGX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PGX | EPRF | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.47% |
| Fund size (AUM) | $3.9B | $72M |
| Since | 2008 | 2016 |
| Dividend yield | 6.16% | 6.08% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | index tracking | structured outcome |
| CAGR 1Y | +7.3% | +4.0% |
| CAGR 3Y | +6.1% | +4.0% |
| CAGR 5Y | -0.3% | -1.5% |
| Sharpe 3Y | 0.31 | 0.09 |
| Volatility 1Y | 6.14% | 7.59% |
| Max drawdown | -34.10% | -26.82% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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