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PGX vs PFFR

Invesco Preferred ETF vs InfraCap REIT Preferred ETF

PGX

Invesco Preferred ETF

Invesco

Annual cost

0.50%

Fund size

$3.9B

PFFR

InfraCap REIT Preferred ETF

Virtus

Annual cost

0.45%

Fund size

$118M

Key differences

  • PGX is significantly larger than PFFR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PFFR has delivered higher annualized returns.
  • PGX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PGXPFFR
Annual cost (TER)0.50%0.45%
Fund size (AUM)$3.9B$118M
Since20082017
Dividend yield6.16%8.16%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.3%+6.8%
CAGR 3Y+6.1%+10.5%
CAGR 5Y-0.3%+1.5%
Sharpe 3Y0.310.74
Volatility 1Y6.14%8.00%
Max drawdown-34.10%-53.02%

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

Similar to PGX and PFFR