Screener
PVI vs PGX
Invesco Floating Rate Municipal Income ETF vs Invesco Preferred ETF
Key differences
- PVI costs 0.25% less per year.
- PGX is significantly larger than PVI — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, PGX has delivered higher annualized returns.
Side-by-side comparison
| PVI | PGX | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.50% |
| Fund size (AUM) | $31M | $3.9B |
| Since | 2007 | 2008 |
| Dividend yield | 2.16% | 6.16% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +2.3% | +7.2% |
| CAGR 3Y | +2.7% | +5.8% |
| CAGR 5Y | +1.9% | -0.4% |
| Sharpe 3Y | -0.34 | 0.28 |
| Volatility 1Y | 2.61% | 6.15% |
| Max drawdown | -1.16% | -34.10% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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