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PGX vs KMAR

Invesco Preferred ETF vs Innovator U.S. Small Cap Power Buffer ETF - March

PGX

Invesco Preferred ETF

Invesco

Annual cost

0.50%

Fund size

$3.9B

KMAR

Innovator U.S. Small Cap Power Buffer ETF - March

Innovator ETFs

Annual cost

0.79%

Fund size

$35M

Key differences

  • PGX costs 0.29% less per year.
  • PGX is significantly larger than KMAR — larger funds tend to be more liquid and less likely to close.
  • PGX is classified as fixed income, while KMAR is alternative — different risk/return profiles.
  • PGX follows a index tracking strategy; KMAR uses structured outcome.
  • PGX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PGXKMAR
Annual cost (TER)0.50%0.79%
Fund size (AUM)$3.9B$35M
Since20082025
Dividend yield6.16%0.00%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyindex trackingstructured outcome
CAGR 1Y+7.3%+26.0%
CAGR 3Y+6.1%N/A
CAGR 5Y-0.3%N/A
Sharpe 3Y0.31N/A
Volatility 1Y6.14%9.38%
Max drawdown-34.10%-10.06%

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

Similar to PGX and KMAR