PFIG vs SPY
Comparison between INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETF (PFIG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PFIG, delivering a return of +13.3% compared to +1.3%
PFIG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PFIG vs SPY - Historical Returns
Returns include dividend reinvestment.
PFIG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PFIG | SPY |
|---|---|---|
| 2026 | -0.07% | +8.26% |
| 2025 | +7.73% | +18.00% |
| 2024 | +3.68% | +25.59% |
| 2023 | +6.70% | +26.72% |
| 2022 | -9.69% | -18.64% |
| 2021 | -1.30% | +30.52% |
| 2020 | +7.50% | +17.28% |
| 2019 | +9.72% | +31.09% |
| 2018 | -0.66% | -5.24% |
| 2017 | +3.47% | +20.78% |
| 2016 | +3.40% | +13.59% |
| 2015 | +0.95% | +1.31% |
| 2014 | +4.60% | +14.56% |
| 2013 | -1.16% | +29.00% |
| 2012 | +5.60% | +14.17% |
| 2011 | +1.99% | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
PFIG vs SPY Drawdown Comparison
The maximum drawdown for PFIG was -15.58%, occurring on Oct 20, 2022. Recovery took 921 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PFIG drawdown is -1.22%. The current SPY drawdown is -2.90%.
| Rank | PFIG | SPY |
|---|---|---|
| #1 | -15.58% Aug 3, 2021 - Apr 3, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -14.64% Mar 3, 2020 - May 29, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -5.24% May 1, 2013 - Apr 11, 2014 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -4.08% Nov 1, 2011 - May 7, 2012 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -3.65% Sep 27, 2016 - Jun 2, 2017 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -3.41% Sep 5, 2017 - Jan 30, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -2.89% Dec 30, 2020 - Jul 19, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -2.48% Sep 22, 2011 - Oct 19, 2011 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -2.32% Apr 1, 2015 - Mar 16, 2016 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.03% Apr 4, 2025 - May 30, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.95% Feb 23, 2026 - Mar 26, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.76% Oct 15, 2014 - Jan 12, 2015 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.55% Sep 4, 2019 - Oct 3, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.38% May 18, 2012 - Jun 18, 2012 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.37% Dec 5, 2012 - Apr 4, 2013 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PFIG and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
PFIG vs SPY dividend yield comparison.
| Year | PFIG | SPY |
|---|---|---|
| 2026 | 1.81% | 0.24% |
| 2025 | 4.15% | 1.07% |
| 2024 | 4.12% | 1.21% |
| 2023 | 3.54% | 1.40% |
| 2022 | 2.58% | 1.65% |
| 2021 | 3.34% | 1.20% |
| 2020 | 2.81% | 1.52% |
| 2019 | 2.92% | 1.75% |
| 2018 | 2.88% | 2.04% |
| 2017 | 2.54% | 1.80% |
| 2016 | 2.58% | 2.03% |
| 2015 | 2.57% | 2.06% |
| 2014 | 2.39% | 1.87% |
| 2013 | 2.19% | 1.81% |
| 2012 | 2.30% | 2.18% |
| 2011 | 0.64% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks