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PFXF vs PGX

VanEck Preferred Securities ex Financials ETF vs Invesco Preferred ETF

PFXF

VanEck Preferred Securities ex Financials ETF

VanEck

Annual cost

0.40%

Fund size

$2.3B

PGX

Invesco Preferred ETF

Invesco

Annual cost

0.50%

Fund size

$3.9B

Key differences

  • PFXF costs 0.10% less per year.
  • Over the last 3 years, PFXF has delivered higher annualized returns.

Side-by-side comparison

PFXFPGX
Annual cost (TER)0.40%0.50%
Fund size (AUM)$2.3B$3.9B
Since20122008
Dividend yield6.31%6.16%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+18.2%+7.2%
CAGR 3Y+10.5%+5.8%
CAGR 5Y+4.4%-0.4%
Sharpe 3Y0.720.28
Volatility 1Y8.86%6.15%
Max drawdown-35.49%-34.10%

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

Similar to PFXF and PGX