Screener
PGF vs FPFD
Invesco Financial Preferred ETF vs Fidelity Preferred Securities & Income ETF
Key differences
Both PGF and FPFD are fixed income ETFs. PGF charges 0.55% a year and FPFD 0.59%. The main difference: PGF follows a index tracking strategy; FPFD uses active selection.
- PGF follows a index tracking strategy; FPFD uses active selection.
- PGF is much larger than FPFD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FPFD has delivered higher annualized returns.
- PGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PGF | FPFD | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.59% |
| Fund size (AUM) | $699M | $83M |
| Since | 2006 | 2021 |
| Dividend yield | 6.29% | 5.14% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +3.8% | +5.8% |
| CAGR 3Y | +4.2% | +7.5% |
| CAGR 5Y | -0.8% | N/A |
| Sharpe 3Y | 0.11 | 0.95 |
| Volatility 1Y | 6.26% | 2.98% |
| Max drawdown | -28.92% | -20.83% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.