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PGF vs PREF
Invesco Financial Preferred ETF vs Principal Spectrum Preferred Securities Active ETF
Key differences
- PGF is classified as equity, while PREF is fixed income — different risk/return profiles.
- PGF covers north america markets; PREF covers global.
- PGF follows a index tracking strategy; PREF uses active selection.
- Over the last 3 years, PREF has delivered higher annualized returns.
- PGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PGF | PREF | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.55% |
| Fund size (AUM) | $719M | $1.5B |
| Since | 2006 | 2017 |
| Dividend yield | 6.24% | 5.03% |
| Asset class | equity | fixed income |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +5.6% | +7.0% |
| CAGR 3Y | +5.4% | +9.8% |
| CAGR 5Y | -0.5% | +3.2% |
| Sharpe 3Y | 0.24 | 1.63 |
| Volatility 1Y | 6.28% | 3.08% |
| Max drawdown | -28.92% | -22.99% |
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