PFIG vs VOO
Invesco Fundamental Investment Grade Corporate Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. PFIG offers more diversification with 733 holdings.
Side-by-Side Comparison
| Metric | PFIG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.22% | 0.03% | |
| AUM | $116M | $979.0B | |
| Dividend Yield | 4.41% | 1.09% | |
| Holdings | 803 | 509 | |
| YTD Return | +0.25% | +13.80% | |
| 1Y Return | +2.70% | +23.71% | |
| 3Y Return (annualized) | +5.19% | +21.50% | |
| 5Y Return (annualized) | +1.24% | +13.44% | |
| Volatility (annualized) | 4.3% | 14.1% | |
| Max Drawdown | -15.6% | -34.3% | |
| Fund Family | Invesco (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 15, 2011 | Sep 7, 2010 |
PFIG vs VOO Performance
Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year PFIG returned +2.70% while VOO returned +23.71%. Year to date, PFIG is up 0.25% versus a gain of 13.80% for VOO.
Over three years, PFIG compounded at +5.19% per year against +21.50% for VOO; over five years the annualized figures are +1.24% and +13.44% respectively. Across the full 15-year window we track, VOO has the edge at +13.58% annualized vs +1.09%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 4.3% for PFIG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -15.6% for PFIG and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
PFIG charges 0.22% per year while VOO charges 0.03%. On a $10,000 position that is $22 vs $3 annually, a gap of $19 per year that compounds over a long holding period. On income, PFIG currently yields 4.41% against 1.09% for VOO.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, PFIG or VOO?
PFIG has an expense ratio of 0.22% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $19 per year of difference.
Which performed better, PFIG or VOO?
Over the past year PFIG returned +2.70% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (15 years), PFIG annualized +1.09% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, PFIG or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 4.3% for PFIG. Worst drawdown: PFIG -15.6% vs VOO -34.3%.
Should I hold both PFIG and VOO?
PFIG and VOO have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between PFIG and VOO?
PFIG and VOO share 2 common holdings with a 0.2% weight overlap. Combined, they hold 1236 unique securities.
Which pays a higher dividend, PFIG or VOO?
PFIG yields 4.41% while VOO yields 1.09%, so PFIG currently pays the higher dividend yield.
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