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VRIG vs PGX

Invesco Variable Rate Investment Grade ETF vs Invesco Preferred ETF

VRIG

Invesco Variable Rate Investment Grade ETF

Invesco

Annual cost

0.30%

Fund size

$1.5B

PGX

Invesco Preferred ETF

Invesco

Annual cost

0.50%

Fund size

$3.9B

Key differences

  • VRIG costs 0.20% less per year.
  • VRIG follows a active selection strategy; PGX uses index tracking.
  • PGX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VRIGPGX
Annual cost (TER)0.30%0.50%
Fund size (AUM)$1.5B$3.9B
Since20162008
Dividend yield4.86%6.16%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.1%+7.2%
CAGR 3Y+6.1%+5.8%
CAGR 5Y+4.4%-0.4%
Sharpe 3Y2.900.28
Volatility 1Y0.50%6.15%
Max drawdown-13.04%-34.10%

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

Similar to VRIG and PGX