Screener
PQDI vs PGX
Principal Spectrum Preferred and Income ETF vs Invesco Preferred ETF
Key differences
- PGX costs 0.10% less per year.
- PGX is significantly larger than PQDI — larger funds tend to be more liquid and less likely to close.
- PQDI is classified as alternative, while PGX is fixed income — different risk/return profiles.
- PQDI follows a option income strategy; PGX uses index tracking.
- Over the last 3 years, PQDI has delivered higher annualized returns.
- PGX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PQDI | PGX | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.50% |
| Fund size (AUM) | $69M | $3.9B |
| Since | 2020 | 2008 |
| Dividend yield | 5.17% | 6.16% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +7.8% | +6.9% |
| CAGR 3Y | +9.7% | +5.9% |
| CAGR 5Y | +3.4% | -0.4% |
| Sharpe 3Y | 1.81 | 0.29 |
| Volatility 1Y | 3.21% | 6.09% |
| Max drawdown | -17.42% | -34.10% |
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