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PFF vs PGX

iShares Preferred and Income Securities ETF vs Invesco Preferred ETF

PFF

iShares Preferred and Income Securities ETF

iShares

Annual cost

0.45%

Fund size

$13.9B

PGX

Invesco Preferred ETF

Invesco

Annual cost

0.50%

Fund size

$3.9B

Key differences

  • PFF is significantly larger than PGX — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PFF has delivered higher annualized returns.

Side-by-side comparison

PFFPGX
Annual cost (TER)0.45%0.50%
Fund size (AUM)$13.9B$3.9B
Since20072008
Dividend yield5.65%6.16%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+10.2%+7.2%
CAGR 3Y+7.8%+5.8%
CAGR 5Y+1.8%-0.4%
Sharpe 3Y0.510.28
Volatility 1Y6.79%6.15%
Max drawdown-34.10%-34.10%

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

Similar to PFF and PGX