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