Skip to content
Beacon
Screener

PFXF vs XAGG

VanEck Preferred Securities ex Financials ETF vs Eaton Vance Income Opportunities ETF

PFXF

VanEck Preferred Securities ex Financials ETF

VanEck

Annual cost

0.40%

Fund size

$2.3B

XAGG

Eaton Vance Income Opportunities ETF

Eaton Vance ETFs

Annual cost

0.50%

Fund size

$963M

Key differences

  • PFXF costs 0.10% less per year.
  • PFXF follows a index tracking strategy; XAGG uses active selection.
  • XAGG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFXFXAGG
Annual cost (TER)0.40%0.50%
Fund size (AUM)$2.3B$963M
Since20121997
Dividend yield6.31%6.36%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+18.2%N/A
CAGR 3Y+10.7%N/A
CAGR 5Y+4.6%N/A
Sharpe 3Y0.73N/A
Volatility 1Y8.86%
Max drawdown-35.49%-2.88%

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

Similar to PFXF and XAGG