Screener
PRFD vs PGF
PIMCO Preferred And Capital Securities Active Exchange-Traded Fund vs Invesco Financial Preferred ETF
Key differences
- PGF costs 0.18% less per year.
- PGF is significantly larger than PRFD — larger funds tend to be more liquid and less likely to close.
- PRFD is classified as fixed income, while PGF is equity — different risk/return profiles.
- PRFD covers global markets; PGF covers north america.
- PRFD follows a active selection strategy; PGF uses index tracking.
- Over the last 3 years, PRFD has delivered higher annualized returns.
- PGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PRFD | PGF | |
|---|---|---|
| Annual cost (TER) | 0.73% | 0.55% |
| Fund size (AUM) | $212M | $719M |
| Since | 2023 | 2006 |
| Dividend yield | 5.70% | 6.24% |
| Asset class | fixed income | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.5% | +5.6% |
| CAGR 3Y | +9.7% | +5.4% |
| CAGR 5Y | N/A | -0.5% |
| Sharpe 3Y | 1.52 | 0.24 |
| Volatility 1Y | 3.21% | 6.28% |
| Max drawdown | -11.93% | -28.92% |
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