Screener
PQDI vs PREF
Principal Spectrum Preferred and Income ETF vs Principal Spectrum Preferred Securities Active ETF
Key differences
- PREF is significantly larger than PQDI — larger funds tend to be more liquid and less likely to close.
- PQDI is classified as alternative, while PREF is fixed income — different risk/return profiles.
- PQDI covers north america markets; PREF covers global.
- PQDI follows a option income strategy; PREF uses active selection.
Side-by-side comparison
| PQDI | PREF | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.55% |
| Fund size (AUM) | $69M | $1.5B |
| Since | 2020 | 2017 |
| Dividend yield | 5.17% | 5.03% |
| Asset class | alternative | fixed income |
| Region | north america | global |
| Strategy | option income | active selection |
| CAGR 1Y | +7.8% | +7.0% |
| CAGR 3Y | +9.7% | +9.8% |
| CAGR 5Y | +3.4% | +3.2% |
| Sharpe 3Y | 1.81 | 1.63 |
| Volatility 1Y | 3.21% | 3.08% |
| Max drawdown | -17.42% | -22.99% |
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