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WCPB vs PFIG

Weitz Core Plus Bond ETF vs Invesco Fundamental Investment Grade Corporate Bond ETF

WCPB

Weitz Core Plus Bond ETF

Weitz

Annual cost

0.45%

Fund size

$162M

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Invesco

Annual cost

0.22%

Fund size

$113M

Key differences

  • PFIG costs 0.23% less per year.
  • PFIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WCPBPFIG
Annual cost (TER)0.45%0.22%
Fund size (AUM)$162M$113M
Since20252011
Dividend yield4.37%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+5.5%
CAGR 3YN/A+5.0%
CAGR 5YN/A+1.4%
Sharpe 3YN/A0.35
Volatility 1Y3.10%
Max drawdown-2.64%-15.73%

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

Similar to WCPB and PFIG