Screener
FPFD vs PGF
Fidelity Preferred Securities & Income ETF vs Invesco Financial Preferred ETF
Key differences
Both FPFD and PGF are fixed income ETFs. FPFD charges 0.59% a year and PGF 0.55%. The main difference: PGF is much larger than FPFD. Larger funds are usually more liquid and less likely to close.
- PGF is much larger than FPFD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FPFD has delivered higher annualized returns.
- PGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FPFD | PGF | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.55% |
| Fund size (AUM) | $83M | $699M |
| Since | 2021 | 2006 |
| Dividend yield | 5.14% | 6.29% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.5% | +3.4% |
| CAGR 3Y | +7.7% | +4.5% |
| CAGR 5Y | N/A | -0.8% |
| Sharpe 3Y | 0.98 | 0.14 |
| Volatility 1Y | 2.95% | 6.26% |
| Max drawdown | -20.83% | -28.92% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.