Screener
PREF vs PRFD
Principal Spectrum Preferred Securities Active ETF vs PIMCO Preferred And Capital Securities Active Exchange-Traded Fund
Key differences
- PREF costs 0.18% less per year.
- PREF is significantly larger than PRFD — larger funds tend to be more liquid and less likely to close.
- PREF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PREF | PRFD | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.73% |
| Fund size (AUM) | $1.5B | $212M |
| Since | 2017 | 2023 |
| Dividend yield | 5.03% | 5.70% |
| Asset class | fixed income | fixed income |
| Region | global | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.0% | +8.5% |
| CAGR 3Y | +9.8% | +9.7% |
| CAGR 5Y | +3.2% | N/A |
| Sharpe 3Y | 1.63 | 1.52 |
| Volatility 1Y | 3.08% | 3.21% |
| Max drawdown | -22.99% | -11.93% |
Similar to PREF and PRFD
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