MKTN vs PFIG
Comparison between FEDERATED HERMES MDT MARKET NEUTRAL ETF (MKTN, ETF) and INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETF (PFIG, ETF).
MKTN vs PFIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MKTN
$118M
PFIG
$117M
Expense Ratio
MKTN
1.94%
Winner
PFIG
0.22%
Max Drawdown
Winner
MKTN
4.13%
PFIG
19.63%
Sharpe Ratio
Winner
MKTN
1.09
PFIG
-0.36
5Y Beta
Winner
MKTN
0.01
PFIG
0.05
5Y Dividends CAGR
MKTN
N/A
PFIG
6.94%
MKTN vs PFIG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MKTN
+2.49%
PFIG
+0.76%
3M
Winner
MKTN
+6.67%
PFIG
+0.45%
6M
Winner
MKTN
+6.23%
PFIG
-0.42%
1Y
Winner
MKTN
+10.68%
PFIG
+2.84%
5Y(CAGR)
MKTN
N/A
PFIG
+1.27%
10Y(CAGR)
MKTN
N/A
PFIG
+2.34%
Max(CAGR)
Winner
MKTN
+11.74%
PFIG
+2.76%
MKTN vs PFIG - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | MKTN | PFIG |
|---|---|---|
| 2026 | +7.59% | +0.59% |
| 2025 | +3.53% | +7.73% |
| 2024 | N/A | +3.68% |
| 2023 | N/A | +6.70% |
| 2022 | N/A | -9.69% |
| 2021 | N/A | -1.30% |
| 2020 | N/A | +7.50% |
| 2019 | N/A | +9.72% |
| 2018 | N/A | -0.66% |
| 2017 | N/A | +3.47% |
| 2016 | N/A | +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% |
MKTN vs PFIG Drawdown Comparison
The maximum drawdown for MKTN was -4.13%, occurring on Apr 21, 2026. Recovery took 64 trading sessions.
The maximum drawdown for PFIG was -15.58%, occurring on Oct 20, 2022. Recovery took 921 trading sessions.
The current MKTN drawdown is -1.24%. The current PFIG drawdown is -0.57%.
| Rank | MKTN | PFIG |
|---|---|---|
| #1 | -4.13% Apr 1, 2026 - Jul 6, 2026 | -15.58% Aug 3, 2021 - Apr 3, 2025 |
| #2 | -3.26% Dec 19, 2025 - Feb 11, 2026 | -14.64% Mar 3, 2020 - May 29, 2020 |
| #3 | -2.78% Sep 30, 2025 - Oct 30, 2025 | -5.24% May 1, 2013 - Apr 11, 2014 |
| #4 | -1.91% Aug 19, 2026 - Aug 21, 2026 | -4.08% Nov 1, 2011 - May 7, 2012 |
| #5 | -1.11% Aug 10, 2026 - Aug 18, 2026 | -3.65% Sep 27, 2016 - Jun 2, 2017 |
| #6 | -1.07% Feb 17, 2026 - Mar 25, 2026 | -3.41% Sep 5, 2017 - Jan 30, 2019 |
| #7 | -0.90% Jul 20, 2026 - Jul 28, 2026 | -2.89% Dec 30, 2020 - Jul 19, 2021 |
| #8 | -0.86% Nov 11, 2025 - Dec 5, 2025 | -2.48% Sep 22, 2011 - Oct 19, 2011 |
| #9 | -0.78% Oct 30, 2025 - Nov 7, 2025 | -2.32% Apr 1, 2015 - Mar 16, 2016 |
| #10 | -0.65% Mar 25, 2026 - Apr 1, 2026 | -2.03% Apr 4, 2025 - May 30, 2025 |
| #11 | -0.59% Jul 31, 2026 - Aug 5, 2026 | -1.95% Feb 23, 2026 - Mar 26, 2026 |
| #12 | -0.35% Dec 15, 2025 - Dec 19, 2025 | -1.76% Oct 15, 2014 - Jan 12, 2015 |
| #13 | -0.29% Aug 5, 2026 - Aug 10, 2026 | -1.55% Sep 4, 2019 - Oct 3, 2019 |
| #14 | -0.23% Jul 13, 2026 - Jul 16, 2026 | -1.38% May 18, 2012 - Jun 18, 2012 |
| #15 | -0.15% Jul 9, 2026 - Jul 13, 2026 | -1.37% Dec 5, 2012 - Apr 4, 2013 |
Correlation
Correlation between MKTN and PFIG is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.51
-101
Dividend Comparison (2011 - 2026)
MKTN vs PFIG dividend yield comparison.
| Year | MKTN | PFIG |
|---|---|---|
| 2026 | 0.00% | 2.95% |
| 2025 | 0.51% | 4.15% |
| 2024 | 0.00% | 4.12% |
| 2023 | 0.00% | 3.54% |
| 2022 | 0.00% | 2.58% |
| 2021 | 0.00% | 3.34% |
| 2020 | 0.00% | 2.81% |
| 2019 | 0.00% | 2.92% |
| 2018 | 0.00% | 2.88% |
| 2017 | 0.00% | 2.54% |
| 2016 | 0.00% | 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% |
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