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PCR vs PGX

Simplify VettaFi Private Credit Strategy ETF vs Invesco Preferred ETF

PCR

Simplify VettaFi Private Credit Strategy ETF

Annual cost

Fund size

PGX

Invesco Preferred ETF

Invesco

Annual cost

0.50%

Fund size

$3.9B

Key differences

  • PCR is classified as alternative, while PGX is fixed income — different risk/return profiles.
  • PCR follows a active selection strategy; PGX uses index tracking.

Side-by-side comparison

PCRPGX
Annual cost (TER)0.50%
Fund size (AUM)$3.9B
Since2008
Dividend yield6.16%
Asset classalternativefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+7.3%
CAGR 3YN/A+6.1%
CAGR 5YN/A-0.3%
Sharpe 3YN/A0.31
Volatility 1Y6.14%
Max drawdown-20.07%-34.10%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PCR and PGX