Screener
FPE vs PGF
First Trust Preferred Securities and Income ETF vs Invesco Financial Preferred ETF
Key differences
- PGF costs 0.28% less per year.
- FPE is significantly larger than PGF — larger funds tend to be more liquid and less likely to close.
- FPE is classified as fixed income, while PGF is equity — different risk/return profiles.
- Over the last 3 years, FPE has delivered higher annualized returns.
- PGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FPE | PGF | |
|---|---|---|
| Annual cost (TER) | 0.83% | 0.55% |
| Fund size (AUM) | $6.4B | $719M |
| Since | 2013 | 2006 |
| Dividend yield | 5.83% | 6.24% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +9.3% | +5.8% |
| CAGR 3Y | +11.0% | +5.4% |
| CAGR 5Y | +3.2% | -0.5% |
| Sharpe 3Y | 1.43 | 0.23 |
| Volatility 1Y | 3.90% | 6.36% |
| Max drawdown | -33.35% | -28.92% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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