Screener
NPFI vs PGF
Nuveen Preferred And Income ETF vs Invesco Financial Preferred ETF
Key differences
- PGF is significantly larger than NPFI — larger funds tend to be more liquid and less likely to close.
- NPFI is classified as fixed income, while PGF is equity — different risk/return profiles.
- NPFI follows a active selection strategy; PGF uses index tracking.
- PGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NPFI | PGF | |
|---|---|---|
| Annual cost (TER) | 0.56% | 0.55% |
| Fund size (AUM) | $154M | $719M |
| Since | 2024 | 2006 |
| Dividend yield | 6.37% | 6.24% |
| Asset class | fixed income | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.2% | +5.6% |
| CAGR 3Y | N/A | +5.4% |
| CAGR 5Y | N/A | -0.5% |
| Sharpe 3Y | N/A | 0.24 |
| Volatility 1Y | 2.91% | 6.28% |
| Max drawdown | -3.18% | -28.92% |
Similar to NPFI and PGF
Explore further