PFIG vs. GABF
Compare and contrast key facts about Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) and Gabelli Financial Services Opportunities ETF (GABF).
PFIG and GABF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PFIG is a passively managed fund by Invesco that tracks the performance of the RAFI Bonds US Investment Grade 1-10 Index. It was launched on Sep 15, 2011. GABF is an actively managed fund by Gabelli. It was launched on May 9, 2022.
Performance
PFIG vs. GABF - Performance Comparison
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PFIG vs. GABF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
PFIG Invesco Fundamental Investment Grade Corporate Bond ETF | -0.00% | 7.87% | 3.13% | 6.93% | -1.56% |
GABF Gabelli Financial Services Opportunities ETF | -9.92% | 3.60% | 44.38% | 38.92% | 0.40% |
Returns By Period
PFIG
- 1D
- 0.50%
- 1M
- -1.06%
- YTD
- -0.00%
- 6M
- 1.31%
- 1Y
- 5.40%
- 3Y*
- 4.99%
- 5Y*
- 1.56%
- 10Y*
- 2.58%
GABF
- 1D
- 2.41%
- 1M
- -3.92%
- YTD
- -9.92%
- 6M
- -12.00%
- 1Y
- -3.40%
- 3Y*
- 20.11%
- 5Y*
- —
- 10Y*
- —
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PFIG vs. GABF - Expense Ratio Comparison
PFIG has a 0.22% expense ratio, which is higher than GABF's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
PFIG vs. GABF — Risk / Return Rank
PFIG
GABF
PFIG vs. GABF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) and Gabelli Financial Services Opportunities ETF (GABF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PFIG | GABF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | -0.15 | +1.63 |
Sortino ratioReturn per unit of downside risk | 2.06 | -0.05 | +2.11 |
Omega ratioGain probability vs. loss probability | 1.29 | 0.99 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 2.59 | -0.18 | +2.77 |
Martin ratioReturn relative to average drawdown | 9.47 | -0.47 | +9.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PFIG | GABF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | -0.15 | +1.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.86 | -0.33 |
Correlation
The correlation between PFIG and GABF is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PFIG vs. GABF - Dividend Comparison
PFIG's dividend yield for the trailing twelve months is around 4.35%, more than GABF's 2.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFIG Invesco Fundamental Investment Grade Corporate Bond ETF | 4.35% | 4.15% | 4.12% | 3.54% | 2.58% | 3.34% | 2.81% | 2.92% | 2.88% | 2.54% | 2.58% | 2.57% |
GABF Gabelli Financial Services Opportunities ETF | 2.18% | 1.96% | 4.19% | 4.95% | 1.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PFIG vs. GABF - Drawdown Comparison
The maximum PFIG drawdown since its inception was -15.58%, smaller than the maximum GABF drawdown of -20.86%. Use the drawdown chart below to compare losses from any high point for PFIG and GABF.
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Drawdown Indicators
| PFIG | GABF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.58% | -20.86% | +5.28% |
Max Drawdown (1Y)Largest decline over 1 year | -2.03% | -17.16% | +15.13% |
Max Drawdown (5Y)Largest decline over 5 years | -15.58% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -15.58% | — | — |
Current DrawdownCurrent decline from peak | -1.16% | -14.35% | +13.19% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -4.63% | +2.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.56% | 6.43% | -5.87% |
Volatility
PFIG vs. GABF - Volatility Comparison
The current volatility for Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) is 1.42%, while Gabelli Financial Services Opportunities ETF (GABF) has a volatility of 5.73%. This indicates that PFIG experiences smaller price fluctuations and is considered to be less risky than GABF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFIG | GABF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | 5.73% | -4.31% |
Volatility (6M)Calculated over the trailing 6-month period | 2.19% | 13.63% | -11.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.66% | 22.80% | -19.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.91% | 20.70% | -15.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.25% | 20.70% | -15.45% |