Screener
PGX vs PREF
Invesco Preferred ETF vs Principal Spectrum Preferred Securities Active ETF
Key differences
- PGX costs 0.05% less per year.
- PGX covers north america markets; PREF covers global.
- PGX follows a index tracking strategy; PREF uses active selection.
- Over the last 3 years, PREF has delivered higher annualized returns.
- PGX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PGX | PREF | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.55% |
| Fund size (AUM) | $3.9B | $1.5B |
| Since | 2008 | 2017 |
| Dividend yield | 6.16% | 5.03% |
| Asset class | fixed income | fixed income |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.9% | +7.0% |
| CAGR 3Y | +5.9% | +9.8% |
| CAGR 5Y | -0.4% | +3.2% |
| Sharpe 3Y | 0.29 | 1.63 |
| Volatility 1Y | 6.09% | 3.08% |
| Max drawdown | -34.10% | -22.99% |
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