Screener
PQDI vs PGF
Principal Spectrum Preferred and Income ETF vs Invesco Financial Preferred ETF
Key differences
- PGF is significantly larger than PQDI — larger funds tend to be more liquid and less likely to close.
- PQDI is classified as alternative, while PGF is equity — different risk/return profiles.
- PQDI follows a option income strategy; PGF uses index tracking.
- Over the last 3 years, PQDI has delivered higher annualized returns.
- PGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PQDI | PGF | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.55% |
| Fund size (AUM) | $69M | $719M |
| Since | 2020 | 2006 |
| Dividend yield | 5.17% | 6.24% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +7.8% | +5.6% |
| CAGR 3Y | +9.7% | +5.4% |
| CAGR 5Y | +3.4% | -0.5% |
| Sharpe 3Y | 1.81 | 0.24 |
| Volatility 1Y | 3.21% | 6.28% |
| Max drawdown | -17.42% | -28.92% |
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