Skip to content
Beacon
Screener

ZTRE vs PFIG

F/M 3-Year Investment Grade Corporate Bond ETF vs Invesco Fundamental Investment Grade Corporate Bond ETF

ZTRE

F/M 3-Year Investment Grade Corporate Bond ETF

Annual cost

0.15%

Fund size

$41M

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Annual cost

0.22%

Fund size

$113M

Key differences

  • ZTRE costs 0.07% less per year.
  • PFIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ZTREPFIG
Annual cost (TER)0.15%0.22%
Fund size (AUM)$41M$113M
Since20242011
Dividend yield4.63%4.37%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+5.5%
CAGR 3YN/A+5.3%
CAGR 5YN/A+1.5%
Sharpe 3YN/A0.40
Volatility 1Y1.90%3.09%
Max drawdown-1.45%-15.73%

Similar to ZTRE and PFIG