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PGX vs PFXF

Invesco Preferred ETF vs VanEck Preferred Securities ex Financials ETF

PGX

Invesco Preferred ETF

Invesco

Annual cost

0.50%

Fund size

$3.9B

PFXF

VanEck Preferred Securities ex Financials ETF

VanEck

Annual cost

0.40%

Fund size

$2.3B

Key differences

  • PFXF costs 0.10% less per year.
  • Over the last 3 years, PFXF has delivered higher annualized returns.

Side-by-side comparison

PGXPFXF
Annual cost (TER)0.50%0.40%
Fund size (AUM)$3.9B$2.3B
Since20082012
Dividend yield6.16%6.31%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.2%+18.2%
CAGR 3Y+5.8%+10.5%
CAGR 5Y-0.4%+4.4%
Sharpe 3Y0.280.72
Volatility 1Y6.15%8.86%
Max drawdown-34.10%-35.49%

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

Similar to PGX and PFXF