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PGX vs PFFA

Invesco Preferred ETF vs Virtus InfraCap U.S. Preferred Stock ETF

PGX

Invesco Preferred ETF

Invesco

Annual cost

0.50%

Fund size

$3.9B

PFFA

Virtus InfraCap U.S. Preferred Stock ETF

Virtus

Annual cost

2.11%

Fund size

$2.3B

Key differences

  • PGX costs 1.61% less per year.
  • PGX follows a index tracking strategy; PFFA uses active selection.
  • Over the last 3 years, PFFA has delivered higher annualized returns.
  • PGX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PGXPFFA
Annual cost (TER)0.50%2.11%
Fund size (AUM)$3.9B$2.3B
Since20082018
Dividend yield6.16%9.57%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+7.3%+15.0%
CAGR 3Y+6.1%+16.0%
CAGR 5Y-0.3%+7.1%
Sharpe 3Y0.311.22
Volatility 1Y6.14%7.07%
Max drawdown-34.10%-70.52%

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

Similar to PGX and PFFA