Screener
PREF vs VRIG
Principal Spectrum Preferred Securities Active ETF vs Invesco Variable Rate Investment Grade ETF
Key differences
- VRIG costs 0.25% less per year.
- PREF covers global markets; VRIG covers north america.
- Over the last 3 years, PREF has delivered higher annualized returns.
Side-by-side comparison
| PREF | VRIG | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.30% |
| Fund size (AUM) | $1.5B | $1.5B |
| Since | 2017 | 2016 |
| Dividend yield | 5.03% | 4.86% |
| Asset class | fixed income | fixed income |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.0% | +5.0% |
| CAGR 3Y | +9.8% | +6.0% |
| CAGR 5Y | +3.2% | +4.4% |
| Sharpe 3Y | 1.63 | 2.87 |
| Volatility 1Y | 3.08% | 0.50% |
| Max drawdown | -22.99% | -13.04% |
Similar to PREF and VRIG
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