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PFFR vs PGX

InfraCap REIT Preferred ETF vs Invesco Preferred ETF

PFFR

InfraCap REIT Preferred ETF

Virtus

Annual cost

0.45%

Fund size

$118M

PGX

Invesco Preferred ETF

Invesco

Annual cost

0.50%

Fund size

$3.9B

Key differences

  • PGX is significantly larger than PFFR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PFFR has delivered higher annualized returns.
  • PGX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFFRPGX
Annual cost (TER)0.45%0.50%
Fund size (AUM)$118M$3.9B
Since20172008
Dividend yield8.16%6.16%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.8%+7.3%
CAGR 3Y+10.5%+6.1%
CAGR 5Y+1.5%-0.3%
Sharpe 3Y0.740.31
Volatility 1Y8.00%6.14%
Max drawdown-53.02%-34.10%

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

Similar to PFFR and PGX