KRMA vs PFIG

Comparison between GLOBAL X CONSCIOUS COMPANIES ETF (KRMA, ETF) and INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETF (PFIG, ETF).

5-Year PerformanceKRMA has outperformed PFIG, delivering a return of +9.9% compared to +1.1%

KRMA vs PFIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KRMA(ETF)	PFIG(ETF)
Net Assets	$116M	$116M
Expense Ratio	0.43%	0.22%
Max Drawdown	36.16%	19.63%
Sharpe Ratio	1.19	-0.11
5Y Beta	0.94	0.05
P/E Ratio	24.48	N/A
Forward P/E	18.11	N/A
PEG Ratio	0.42	N/A
5Y Dividends CAGR	24.01%	8.36%
5Y EPS CAGR	22.60%	N/A
Debt to Equity	38.19%	N/A

Net Assets

Winner

KRMA

$116M

PFIG

$116M

Expense Ratio

KRMA

0.43%

Winner

PFIG

0.22%

Max Drawdown

KRMA

36.16%

Winner

PFIG

19.63%

Sharpe Ratio

Winner

KRMA

1.19

PFIG

-0.11

5Y Beta

KRMA

0.94

Winner

PFIG

0.05

P/E Ratio

KRMA

24.48

PFIG

N/A

Forward P/E

KRMA

18.11

PFIG

N/A

PEG Ratio

KRMA

0.42

PFIG

N/A

5Y Dividends CAGR

Winner

KRMA

24.01%

PFIG

8.36%

5Y EPS CAGR

KRMA

22.60%

PFIG

N/A

Debt to Equity

KRMA

38.19%

PFIG

N/A

KRMA vs PFIG - Historical Returns

Returns include dividend reinvestment.

Period	KRMA	PFIG
1 month	+1.96%	-0.58%
3 months	+6.26%	-0.78%
6 months	+10.26%	-0.40%
1 year	+19.76%	+2.84%
5 years(CAGR)	+9.89%	+1.06%
10 years(CAGR)	+13.60%	+2.28%
Max(CAGR)	+13.58%	+2.71%

Winner

KRMA

+1.96%

PFIG

-0.58%

Winner

KRMA

+6.26%

PFIG

-0.78%

Winner

KRMA

+10.26%

PFIG

-0.40%

Winner

KRMA

+19.76%

PFIG

+2.84%

5Y(CAGR)

Winner

KRMA

+9.89%

PFIG

+1.06%

10Y(CAGR)

Winner

KRMA

+13.60%

PFIG

+2.28%

Max(CAGR)

Winner

KRMA

+13.58%

PFIG

+2.71%

KRMA vs PFIG - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	KRMA	PFIG
2026	+10.19%	-0.27%
2025	+14.39%	+7.73%
2024	+18.87%	+3.68%
2023	+22.70%	+6.70%
2022	-19.09%	-9.69%
2021	+29.42%	-1.30%
2020	+16.40%	+7.50%
2019	+30.21%	+9.72%
2018	-4.25%	-0.66%
2017	+22.74%	+3.47%
2016	+5.65%	+3.40%
2015	N/A	+0.95%
2014	N/A	+4.60%
2013	N/A	-1.16%
2012	N/A	+5.60%
2011	N/A	+1.99%

KRMA vs PFIG Drawdown Comparison

The maximum drawdown for KRMA was -36.16%, occurring on Mar 23, 2020. Recovery took 125 trading sessions.

The maximum drawdown for PFIG was -15.58%, occurring on Oct 20, 2022. Recovery took 921 trading sessions.

The current KRMA drawdown is -2.27%. The current PFIG drawdown is -1.42%.

Rank	KRMA	PFIG
#1	-36.16% Feb 19, 2020 - Aug 17, 2020	-15.58% Aug 3, 2021 - Apr 3, 2025
#2	-26.12% Dec 29, 2021 - Jan 25, 2024	-14.64% Mar 3, 2020 - May 29, 2020
#3	-19.41% Dec 4, 2024 - Jul 1, 2025	-5.24% May 1, 2013 - Apr 11, 2014
#4	-17.48% Sep 21, 2018 - Mar 19, 2019	-4.08% Nov 1, 2011 - May 7, 2012
#5	-9.59% Jan 26, 2018 - Jul 25, 2018	-3.65% Sep 27, 2016 - Jun 2, 2017
#6	-8.92% Sep 2, 2020 - Oct 12, 2020	-3.41% Sep 5, 2017 - Jan 30, 2019
#7	-8.62% Jan 6, 2026 - Apr 15, 2026	-2.89% Dec 30, 2020 - Jul 19, 2021
#8	-8.36% Jul 16, 2024 - Sep 19, 2024	-2.48% Sep 22, 2011 - Oct 19, 2011
#9	-7.02% Jul 26, 2019 - Oct 30, 2019	-2.32% Apr 1, 2015 - Mar 16, 2016
#10	-6.95% Oct 12, 2020 - Nov 6, 2020	-2.03% Apr 4, 2025 - May 30, 2025
#11	-6.30% May 3, 2019 - Jun 19, 2019	-1.95% Feb 23, 2026 - Mar 26, 2026
#12	-6.01% Dec 14, 2020 - Feb 8, 2021	-1.76% Oct 15, 2014 - Jan 12, 2015
#13	-5.90% Oct 28, 2025 - Dec 10, 2025	-1.55% Sep 4, 2019 - Oct 3, 2019
#14	-5.70% Sep 2, 2021 - Oct 26, 2021	-1.38% May 18, 2012 - Jun 18, 2012
#15	-5.65% Mar 27, 2024 - May 15, 2024	-1.37% Dec 5, 2012 - Apr 4, 2013

Correlation

Correlation between KRMA and PFIG is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2011 - 2026)

KRMA vs PFIG dividend yield comparison.

Year	KRMA	PFIG
2026	0.36%	2.58%
2025	2.59%	4.15%
2024	0.91%	4.12%
2023	1.16%	3.54%
2022	0.86%	2.58%
2021	1.07%	3.34%
2020	0.96%	2.81%
2019	1.52%	2.92%
2018	1.82%	2.88%
2017	1.21%	2.54%
2016	0.95%	2.58%
2015	0.00%	2.57%
2014	0.00%	2.39%
2013	0.00%	2.19%
2012	0.00%	2.30%
2011	0.00%	0.64%