Screener
XFLX vs PGF
FundX Flexible ETF vs Invesco Financial Preferred ETF
Key differences
Both XFLX and PGF are fixed income ETFs. XFLX charges 0.97% a year and PGF 0.55%. The main difference: XFLX follows a active selection strategy; PGF uses index tracking.
- XFLX follows a active selection strategy; PGF uses index tracking.
- PGF costs 0.42% less per year.
- PGF is much larger than XFLX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| XFLX | PGF | |
|---|---|---|
| Annual cost (TER) | 0.97% | 0.55% |
| Fund size (AUM) | $50M | $699M |
| Since | 2002 | 2006 |
| Dividend yield | 9.67% | 6.29% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.7% | +3.5% |
| CAGR 3Y | N/A | +4.0% |
| CAGR 5Y | N/A | -1.0% |
| Sharpe 3Y | N/A | 0.09 |
| Volatility 1Y | 3.57% | 6.24% |
| Max drawdown | -6.54% | -28.92% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.