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PFXF vs PGF
VanEck Preferred Securities ex Financials ETF vs Invesco Financial Preferred ETF
Key differences
- PFXF costs 0.15% less per year.
- PFXF is significantly larger than PGF — larger funds tend to be more liquid and less likely to close.
- PFXF is classified as fixed income, while PGF is equity — different risk/return profiles.
- Over the last 3 years, PFXF has delivered higher annualized returns.
- PGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PFXF | PGF | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.55% |
| Fund size (AUM) | $2.3B | $719M |
| Since | 2012 | 2006 |
| Dividend yield | 6.31% | 6.24% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +18.2% | +5.8% |
| CAGR 3Y | +10.5% | +5.4% |
| CAGR 5Y | +4.4% | -0.5% |
| Sharpe 3Y | 0.72 | 0.23 |
| Volatility 1Y | 8.86% | 6.36% |
| Max drawdown | -35.49% | -28.92% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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