Screener
PGF vs PGX
Invesco Financial Preferred ETF vs Invesco Preferred ETF
Key differences
- PGX costs 0.05% less per year.
- PGX is significantly larger than PGF — larger funds tend to be more liquid and less likely to close.
- PGF is classified as equity, while PGX is fixed income — different risk/return profiles.
Side-by-side comparison
| PGF | PGX | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.50% |
| Fund size (AUM) | $719M | $3.9B |
| Since | 2006 | 2008 |
| Dividend yield | 6.24% | 6.16% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.8% | +7.2% |
| CAGR 3Y | +5.4% | +5.8% |
| CAGR 5Y | -0.5% | -0.4% |
| Sharpe 3Y | 0.23 | 0.28 |
| Volatility 1Y | 6.36% | 6.15% |
| 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.
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