Screener
PGX vs EVPF
Invesco Preferred ETF vs Eaton Vance Preferred Securities and Income ETF
Key differences
- EVPF costs 0.11% less per year.
- PGX is significantly larger than EVPF — larger funds tend to be more liquid and less likely to close.
- PGX covers north america markets; EVPF covers global ex us.
- PGX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PGX | EVPF | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.39% |
| Fund size (AUM) | $3.9B | $27M |
| Since | 2008 | 2026 |
| Dividend yield | 6.16% | — |
| Asset class | fixed income | fixed income |
| Region | north america | global ex us |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.3% | N/A |
| CAGR 3Y | +6.1% | N/A |
| CAGR 5Y | -0.3% | N/A |
| Sharpe 3Y | 0.31 | N/A |
| Volatility 1Y | 6.14% | — |
| Max drawdown | -34.10% | -2.37% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to PGX and EVPF
Explore further