Screener
PREF vs VRP
Principal Spectrum Preferred Securities Active ETF vs Invesco Variable Rate Preferred ETF
Key differences
- VRP costs 0.05% less per year.
- PREF covers global markets; VRP covers north america.
- PREF follows a active selection strategy; VRP uses index tracking.
Side-by-side comparison
| PREF | VRP | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.50% |
| Fund size (AUM) | $1.5B | $2.6B |
| Since | 2017 | 2014 |
| Dividend yield | 5.03% | 6.39% |
| Asset class | fixed income | fixed income |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.0% | +7.4% |
| CAGR 3Y | +9.8% | +10.3% |
| CAGR 5Y | +3.2% | +4.4% |
| Sharpe 3Y | 1.63 | 1.43 |
| Volatility 1Y | 3.08% | 2.88% |
| Max drawdown | -22.99% | -46.04% |
Similar to PREF and VRP
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