Screener
FPFD vs PGX
Fidelity Preferred Securities & Income ETF vs Invesco Preferred ETF
Key differences
Both FPFD and PGX are fixed income ETFs. FPFD charges 0.59% a year and PGX 0.50%. The main difference: PGX costs 0.09% less per year.
- PGX costs 0.09% less per year.
- PGX 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.
- PGX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FPFD | PGX | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.50% |
| Fund size (AUM) | $83M | $3.8B |
| Since | 2021 | 2008 |
| Dividend yield | 5.14% | 6.21% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.5% | +4.4% |
| CAGR 3Y | +7.7% | +4.6% |
| CAGR 5Y | N/A | -0.9% |
| Sharpe 3Y | 0.98 | 0.14 |
| Volatility 1Y | 2.95% | 6.11% |
| Max drawdown | -20.83% | -34.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.