PFIG vs MKTN
Comparison between INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETF (PFIG, ETF) and FEDERATED HERMES MDT MARKET NEUTRAL ETF (MKTN, ETF).
PFIG vs MKTN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PFIG
$117M
Winner
MKTN
$118M
Expense Ratio
Winner
PFIG
0.22%
MKTN
1.94%
Max Drawdown
PFIG
19.63%
Winner
MKTN
4.13%
Sharpe Ratio
PFIG
-0.36
Winner
MKTN
1.09
5Y Beta
PFIG
0.05
Winner
MKTN
0.01
5Y Dividends CAGR
PFIG
6.94%
MKTN
N/A
PFIG vs MKTN - Historical Returns
Returns include dividend reinvestment.
1M
PFIG
+0.76%
Winner
MKTN
+2.49%
3M
PFIG
+0.45%
Winner
MKTN
+6.67%
6M
PFIG
-0.42%
Winner
MKTN
+6.23%
1Y
PFIG
+2.84%
Winner
MKTN
+10.68%
5Y(CAGR)
PFIG
+1.27%
MKTN
N/A
10Y(CAGR)
PFIG
+2.34%
MKTN
N/A
Max(CAGR)
PFIG
+2.76%
Winner
MKTN
+11.74%
PFIG vs MKTN - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | PFIG | MKTN |
|---|---|---|
| 2026 | +0.59% | +7.59% |
| 2025 | +7.73% | +3.53% |
| 2024 | +3.68% | N/A |
| 2023 | +6.70% | N/A |
| 2022 | -9.69% | N/A |
| 2021 | -1.30% | N/A |
| 2020 | +7.50% | N/A |
| 2019 | +9.72% | N/A |
| 2018 | -0.66% | N/A |
| 2017 | +3.47% | N/A |
| 2016 | +3.40% | N/A |
| 2015 | +0.95% | N/A |
| 2014 | +4.60% | N/A |
| 2013 | -1.16% | N/A |
| 2012 | +5.60% | N/A |
| 2011 | +1.99% | N/A |
PFIG vs MKTN Drawdown Comparison
The maximum drawdown for PFIG was -15.58%, occurring on Oct 20, 2022. Recovery took 921 trading sessions.
The maximum drawdown for MKTN was -4.13%, occurring on Apr 21, 2026. Recovery took 64 trading sessions.
The current PFIG drawdown is -0.57%. The current MKTN drawdown is -1.24%.
| Rank | PFIG | MKTN |
|---|---|---|
| #1 | -15.58% Aug 3, 2021 - Apr 3, 2025 | -4.13% Apr 1, 2026 - Jul 6, 2026 |
| #2 | -14.64% Mar 3, 2020 - May 29, 2020 | -3.26% Dec 19, 2025 - Feb 11, 2026 |
| #3 | -5.24% May 1, 2013 - Apr 11, 2014 | -2.78% Sep 30, 2025 - Oct 30, 2025 |
| #4 | -4.08% Nov 1, 2011 - May 7, 2012 | -1.91% Aug 19, 2026 - Aug 21, 2026 |
| #5 | -3.65% Sep 27, 2016 - Jun 2, 2017 | -1.11% Aug 10, 2026 - Aug 18, 2026 |
| #6 | -3.41% Sep 5, 2017 - Jan 30, 2019 | -1.07% Feb 17, 2026 - Mar 25, 2026 |
| #7 | -2.89% Dec 30, 2020 - Jul 19, 2021 | -0.90% Jul 20, 2026 - Jul 28, 2026 |
| #8 | -2.48% Sep 22, 2011 - Oct 19, 2011 | -0.86% Nov 11, 2025 - Dec 5, 2025 |
| #9 | -2.32% Apr 1, 2015 - Mar 16, 2016 | -0.78% Oct 30, 2025 - Nov 7, 2025 |
| #10 | -2.03% Apr 4, 2025 - May 30, 2025 | -0.65% Mar 25, 2026 - Apr 1, 2026 |
| #11 | -1.95% Feb 23, 2026 - Mar 26, 2026 | -0.59% Jul 31, 2026 - Aug 5, 2026 |
| #12 | -1.76% Oct 15, 2014 - Jan 12, 2015 | -0.35% Dec 15, 2025 - Dec 19, 2025 |
| #13 | -1.55% Sep 4, 2019 - Oct 3, 2019 | -0.29% Aug 5, 2026 - Aug 10, 2026 |
| #14 | -1.38% May 18, 2012 - Jun 18, 2012 | -0.23% Jul 13, 2026 - Jul 16, 2026 |
| #15 | -1.37% Dec 5, 2012 - Apr 4, 2013 | -0.15% Jul 9, 2026 - Jul 13, 2026 |
Correlation
Correlation between PFIG and MKTN 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)
PFIG vs MKTN dividend yield comparison.
| Year | PFIG | MKTN |
|---|---|---|
| 2026 | 2.95% | 0.00% |
| 2025 | 4.15% | 0.51% |
| 2024 | 4.12% | 0.00% |
| 2023 | 3.54% | 0.00% |
| 2022 | 2.58% | 0.00% |
| 2021 | 3.34% | 0.00% |
| 2020 | 2.81% | 0.00% |
| 2019 | 2.92% | 0.00% |
| 2018 | 2.88% | 0.00% |
| 2017 | 2.54% | 0.00% |
| 2016 | 2.58% | 0.00% |
| 2015 | 2.57% | 0.00% |
| 2014 | 2.39% | 0.00% |
| 2013 | 2.19% | 0.00% |
| 2012 | 2.30% | 0.00% |
| 2011 | 0.64% | 0.00% |
Select Stocks to Compare
Popular: PFIG vs SPYMKTN vs SPY
More Comparisons
Compare with similar stocks