Screener
PREF vs PGX
Principal Spectrum Preferred Securities Active ETF vs Invesco Preferred ETF
Key differences
- PGX costs 0.05% less per year.
- PREF covers global markets; PGX covers north america.
- PREF follows a active selection strategy; PGX uses index tracking.
- 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
| PREF | PGX | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.50% |
| Fund size (AUM) | $1.5B | $3.9B |
| Since | 2017 | 2008 |
| Dividend yield | 5.03% | 6.16% |
| Asset class | fixed income | fixed income |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.0% | +6.9% |
| CAGR 3Y | +9.8% | +5.9% |
| CAGR 5Y | +3.2% | -0.4% |
| Sharpe 3Y | 1.63 | 0.29 |
| Volatility 1Y | 3.08% | 6.09% |
| Max drawdown | -22.99% | -34.10% |
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