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PGX vs FPE

Invesco Preferred ETF vs First Trust Preferred Securities and Income ETF

PGX

Invesco Preferred ETF

Invesco

Annual cost

0.50%

Fund size

$3.9B

FPE

First Trust Preferred Securities and Income ETF

First Trust

Annual cost

0.83%

Fund size

$6.4B

Key differences

  • PGX costs 0.33% less per year.
  • Over the last 3 years, FPE has delivered higher annualized returns.
  • PGX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PGXFPE
Annual cost (TER)0.50%0.83%
Fund size (AUM)$3.9B$6.4B
Since20082013
Dividend yield6.16%5.83%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.2%+9.3%
CAGR 3Y+5.8%+11.0%
CAGR 5Y-0.4%+3.2%
Sharpe 3Y0.281.43
Volatility 1Y6.15%3.90%
Max drawdown-34.10%-33.35%

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

Similar to PGX and FPE