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PGX vs PFF

Invesco Preferred ETF vs iShares Preferred and Income Securities ETF

PGX

Invesco Preferred ETF

Invesco

Annual cost

0.50%

Fund size

$3.9B

PFF

iShares Preferred and Income Securities ETF

iShares

Annual cost

0.45%

Fund size

$13.9B

Key differences

  • PFF is significantly larger than PGX — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PFF has delivered higher annualized returns.

Side-by-side comparison

PGXPFF
Annual cost (TER)0.50%0.45%
Fund size (AUM)$3.9B$13.9B
Since20082007
Dividend yield6.16%5.65%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.2%+10.2%
CAGR 3Y+5.8%+7.8%
CAGR 5Y-0.4%+1.8%
Sharpe 3Y0.280.51
Volatility 1Y6.15%6.79%
Max drawdown-34.10%-34.10%

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

Similar to PGX and PFF