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PGF vs PFF

Invesco Financial Preferred ETF vs iShares Preferred and Income Securities ETF

PGF

Invesco Financial Preferred ETF

Invesco

Annual cost

0.55%

Fund size

$719M

PFF

iShares Preferred and Income Securities ETF

iShares

Annual cost

0.45%

Fund size

$13.9B

Key differences

  • PFF costs 0.10% less per year.
  • PFF is significantly larger than PGF — larger funds tend to be more liquid and less likely to close.
  • PGF is classified as equity, while PFF is fixed income — different risk/return profiles.
  • Over the last 3 years, PFF has delivered higher annualized returns.

Side-by-side comparison

PGFPFF
Annual cost (TER)0.55%0.45%
Fund size (AUM)$719M$13.9B
Since20062007
Dividend yield6.24%5.65%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.8%+10.2%
CAGR 3Y+5.4%+7.8%
CAGR 5Y-0.5%+1.8%
Sharpe 3Y0.230.51
Volatility 1Y6.36%6.79%
Max drawdown-28.92%-34.10%

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

Similar to PGF and PFF