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PGX vs PFIG

Invesco Preferred ETF vs Invesco Fundamental Investment Grade Corporate Bond ETF

PGX

Invesco Preferred ETF

Invesco

Annual cost

0.50%

Fund size

$3.9B

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Invesco

Annual cost

0.22%

Fund size

$113M

Key differences

  • PFIG costs 0.28% less per year.
  • PGX is significantly larger than PFIG — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

PGXPFIG
Annual cost (TER)0.50%0.22%
Fund size (AUM)$3.9B$113M
Since20082011
Dividend yield6.16%4.37%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.2%+5.5%
CAGR 3Y+5.8%+5.0%
CAGR 5Y-0.4%+1.4%
Sharpe 3Y0.280.35
Volatility 1Y6.15%3.10%
Max drawdown-34.10%-15.73%

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

Similar to PGX and PFIG