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PRIZ vs PGX

Zacks Preferred Income ETF vs Invesco Preferred ETF

PRIZ

Zacks Preferred Income ETF

Annual cost

Fund size

PGX

Invesco Preferred ETF

Annual cost

0.50%

Fund size

$3.8B

Key differences

  • PRIZ follows a active selection strategy; PGX uses index tracking.

Side-by-side comparison

PRIZPGX
Annual cost (TER)0.50%
Fund size (AUM)$3.8B
Since2008
Dividend yield6.21%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+5.0%
CAGR 3YN/A+5.1%
CAGR 5YN/A-0.7%
Sharpe 3YN/A0.20
Volatility 1Y6.10%
Max drawdown-34.10%

Similar to PRIZ and PGX