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PGX vs XAGG

Invesco Preferred ETF vs Eaton Vance Income Opportunities ETF

PGX

Invesco Preferred ETF

Invesco

Annual cost

0.50%

Fund size

$3.9B

XAGG

Eaton Vance Income Opportunities ETF

Eaton Vance ETFs

Annual cost

0.50%

Fund size

$963M

Key differences

  • PGX is significantly larger than XAGG — larger funds tend to be more liquid and less likely to close.
  • PGX follows a index tracking strategy; XAGG uses active selection.
  • XAGG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PGXXAGG
Annual cost (TER)0.50%0.50%
Fund size (AUM)$3.9B$963M
Since20081997
Dividend yield6.16%6.36%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+7.3%N/A
CAGR 3Y+6.1%N/A
CAGR 5Y-0.3%N/A
Sharpe 3Y0.31N/A
Volatility 1Y6.14%
Max drawdown-34.10%-2.88%

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

Similar to PGX and XAGG