Screener
YFYA vs PEY
Yields for You Strategy A ETF vs Invesco High Yield Equity Dividend Achievers ETF
Key differences
Both YFYA and PEY are fixed income ETFs. YFYA charges 1.25% a year and PEY 0.54%. The main difference: YFYA follows a active selection strategy; PEY uses index tracking.
- YFYA follows a active selection strategy; PEY uses index tracking.
- PEY costs 0.71% less per year.
- PEY is much larger than YFYA. Larger funds are usually more liquid and less likely to close.
- PEY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| YFYA | PEY | |
|---|---|---|
| Annual cost (TER) | 1.25% | 0.54% |
| Fund size (AUM) | $23M | $1.1B |
| Since | 2025 | 2004 |
| Dividend yield | 5.17% | 4.46% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.2% | +19.7% |
| CAGR 3Y | N/A | +11.5% |
| CAGR 5Y | N/A | +6.5% |
| Sharpe 3Y | N/A | 0.54 |
| Volatility 1Y | 3.65% | 14.07% |
| Max drawdown | -2.29% | -41.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.