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SOXX vs PGF

iShares Semiconductor ETF vs Invesco Financial Preferred ETF

SOXX

iShares Semiconductor ETF

iShares

Annual cost

0.34%

Fund size

$29.6B

PGF

Invesco Financial Preferred ETF

Invesco

Annual cost

0.55%

Fund size

$719M

Key differences

  • SOXX costs 0.21% less per year.
  • SOXX is significantly larger than PGF — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SOXX has delivered higher annualized returns.
  • SOXX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SOXXPGF
Annual cost (TER)0.34%0.55%
Fund size (AUM)$29.6B$719M
Since20012006
Dividend yield0.36%6.24%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+178.8%+6.0%
CAGR 3Y+57.7%+5.6%
CAGR 5Y+34.9%-0.4%
Sharpe 3Y1.350.25
Volatility 1Y33.99%6.36%
Max drawdown-45.75%-28.92%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SOXX and PGF