Skip to content
Beacon
Screener

TFLO vs PVI

iShares Treasury Floating Rate Bond ETF vs Invesco Floating Rate Municipal Income ETF

TFLO

iShares Treasury Floating Rate Bond ETF

iShares

Annual cost

0.15%

Fund size

$6.7B

PVI

Invesco Floating Rate Municipal Income ETF

Invesco

Annual cost

0.25%

Fund size

$31M

Key differences

  • TFLO costs 0.10% less per year.
  • TFLO is significantly larger than PVI — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, TFLO has delivered higher annualized returns.
  • PVI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TFLOPVI
Annual cost (TER)0.15%0.25%
Fund size (AUM)$6.7B$31M
Since20142007
Dividend yield3.99%2.16%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.1%+2.3%
CAGR 3Y+4.8%+2.7%
CAGR 5Y+3.6%+1.9%
Sharpe 3Y3.59-0.34
Volatility 1Y0.29%2.61%
Max drawdown-0.16%-1.16%

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

Similar to TFLO and PVI