Screener
NPFI vs PGX
Nuveen Preferred And Income ETF vs Invesco Preferred ETF
Key differences
- PGX costs 0.06% less per year.
- PGX is significantly larger than NPFI — larger funds tend to be more liquid and less likely to close.
- NPFI follows a active selection strategy; PGX uses index tracking.
- PGX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NPFI | PGX | |
|---|---|---|
| Annual cost (TER) | 0.56% | 0.50% |
| Fund size (AUM) | $154M | $3.9B |
| Since | 2024 | 2008 |
| Dividend yield | 6.37% | 6.16% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.2% | +6.9% |
| CAGR 3Y | N/A | +5.9% |
| CAGR 5Y | N/A | -0.4% |
| Sharpe 3Y | N/A | 0.29 |
| Volatility 1Y | 2.91% | 6.09% |
| Max drawdown | -3.18% | -34.10% |
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