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PQDIPrincipal Spectrum Preferred and Income ETF

Get income#1067 of 1640 for Get income

Seeks to provide current income.

Principal Funds · Since 2020 (5 years)

Annual Cost

0.60%

#2918 out of 5,332 ETFs

Fund Size

$67M

#3094 out of 5,332 ETFs

Dividend Yield

5.20%

Track Record

5 years

#2172 out of 5,332 ETFs

Performance

1 Year

+8.6%

3 Years

+9.0%

5 Years

+3.3%

What's inside

Asset class
Strategy
option income
Focus
CoCo Bonds

Asset allocation

Preferred
50.1%
Bonds
48.4%
Cash
0.9%
Convertible
0.6%

Risk profile

Volatility (1Y)

3.2%

Moderate

Max drawdown

-17.4%

Worst peak-to-trough loss

Sharpe (3Y)

1.52

Excellent risk-adjusted returns

Sortino (3Y)

2.19

Good downside protection

Similar ETFs

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Covered call
Warning

Covered call ETF — yield ≠ total return

The high distribution yield is not free income — it comes from selling upside via call options. Research finds these strategies systematically underperform their underlying index over full cycles, typically by 100–300 basis points per year depending on the option-overlay design. The monthly distributions make the shortfall hard to see in return summaries.

Source: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)

Why we flagged this: strategy=option_income + option_income_strategy

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

Data updated on 2026-05-05