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ZTWO vs PFIG

F/M 2-Year Investment Grade Corporate Bond ETF vs Invesco Fundamental Investment Grade Corporate Bond ETF

ZTWO

F/M 2-Year Investment Grade Corporate Bond ETF

F/m investments, LLC

Annual cost

0.15%

Fund size

$18M

PFIG

Invesco Fundamental Investment Grade Corporate Bond ETF

Invesco

Annual cost

0.22%

Fund size

$113M

Key differences

  • ZTWO costs 0.07% less per year.
  • PFIG is significantly larger than ZTWO — larger funds tend to be more liquid and less likely to close.
  • ZTWO covers global markets; PFIG covers north america.
  • PFIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ZTWOPFIG
Annual cost (TER)0.15%0.22%
Fund size (AUM)$18M$113M
Since20242011
Dividend yield4.55%4.37%
Asset classfixed incomefixed income
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.1%+5.5%
CAGR 3YN/A+5.0%
CAGR 5YN/A+1.4%
Sharpe 3YN/A0.35
Volatility 1Y1.31%3.10%
Max drawdown-0.93%-15.73%

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

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