GUDB vs PFIG
Sage ESG Intermediate Term ETF vs Invesco Fundamental Investment Grade Corporate Bond ETF
Which is better, GUDB or PFIG?
Nearly the same fund. PFIG costs less.
PFIG has a lower expense ratio. GUDB led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | GUDB | PFIG |
|---|---|---|
| Expense Ratio | 0.35% | 0.22%Best |
| AUM | $7M | $127M |
| Dividend Yield | 7.52% | 4.56% |
| Holdings | 1 | 1,635 |
| Volatility (annualized) | 4.5%Tie | 4.5%Tie |
| Max Drawdown | -14.6%Tie | -14.6%Tie |
| $10,000 over 3.2 years | $11,520Best | $10,714 |
| Fund Family | Sage | Invesco (US) |
| Category | Fixed Income | Fixed Income |
| Inception | Oct 31, 2017 | Sep 15, 2011 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight, Style.
The two price series end 2116 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. GUDB has data through Dec 28, 2020 and PFIG through Oct 14, 2026.
Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Oct 31, 2017 to Dec 28, 2020 (3.2 years).
Risk: Volatility and Drawdowns
GUDB and PFIG have been equally volatile, both at 4.5% annualized.
The deepest peak-to-trough decline in our data was -14.6% for GUDB and -14.6% for PFIG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
GUDB charges 0.35% per year while PFIG charges 0.22%. On a $10,000 position that is $35 vs $22 annually, a gap of $13 per year that compounds over a long holding period. On income, GUDB currently yields 7.52% against 4.56% for PFIG.
You are not choosing between two funds in isolation.
Whichever of GUDB and PFIG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, GUDB or PFIG?
GUDB has an expense ratio of 0.35% while PFIG charges 0.22%. PFIG is the cheaper option, by $13 a year on a $10,000 investment.
Which is riskier, GUDB or PFIG?
GUDB and PFIG have been equally volatile, both at 4.5% annualized. Worst drawdown: GUDB -14.6% vs PFIG -14.6%.
Should I hold both GUDB and PFIG?
GUDB and PFIG have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, GUDB or PFIG?
GUDB yields 7.52% while PFIG yields 4.56%, so GUDB currently pays the higher dividend yield.
Is PFIG better than GUDB?
PFIG has a lower expense ratio. GUDB led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.98. Which one suits a particular account depends on what it is for. This is information, not a recommendation.