CGGE vs PFXF

Comparison between CAPITAL GROUP GLOBAL EQUITY ETF SHARE CLASS (CGGE, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).

CGGE vs PFXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGGE(ETF)	PFXF(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.47%	0.40%
Max Drawdown	14.44%	37.25%
Sharpe Ratio	1.53	1.84
5Y Beta	0.83	0.39
P/E Ratio	28.63	N/A
Forward P/E	22.66	N/A
PEG Ratio	0.56	N/A
5Y Dividends CAGR	N/A	5.74%
P/S Ratio	2.15	N/A
P/B Ratio	6.28	N/A

Net Assets

CGGE

$2.20B

PFXF

$2.20B

Expense Ratio

CGGE

0.47%

Winner

PFXF

0.40%

Max Drawdown

Winner

CGGE

14.44%

PFXF

37.25%

Sharpe Ratio

CGGE

1.53

Winner

PFXF

1.84

5Y Beta

CGGE

0.83

Winner

PFXF

0.39

P/E Ratio

CGGE

28.63

PFXF

N/A

Forward P/E

CGGE

22.66

PFXF

N/A

PEG Ratio

CGGE

0.56

PFXF

N/A

5Y Dividends CAGR

CGGE

N/A

PFXF

5.74%

P/S Ratio

CGGE

2.15

PFXF

N/A

P/B Ratio

CGGE

6.28

PFXF

N/A

CGGE vs PFXF - Historical Returns

Returns include dividend reinvestment.

Period	CGGE	PFXF
1 month	+5.26%	+6.19%
3 months	+2.86%	+4.53%
6 months	+9.50%	+11.36%
1 year	+26.58%	+21.31%
5 years(CAGR)	N/A	+4.62%
10 years(CAGR)	N/A	+5.58%
Max(CAGR)	+18.01%	+5.78%

CGGE

+5.26%

Winner

PFXF

+6.19%

CGGE

+2.86%

Winner

PFXF

+4.53%

CGGE

+9.50%

Winner

PFXF

+11.36%

Winner

CGGE

+26.58%

PFXF

+21.31%

5Y(CAGR)

CGGE

N/A

PFXF

+4.62%

10Y(CAGR)

CGGE

N/A

PFXF

+5.58%

Max(CAGR)

Winner

CGGE

+18.01%

PFXF

+5.78%

CGGE vs PFXF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	CGGE	PFXF
2026	+5.72%	+7.21%
2025	+24.46%	+8.88%
2024	+2.30%	+8.29%
2023	N/A	+10.52%
2022	N/A	-18.62%
2021	N/A	+12.47%
2020	N/A	+7.34%
2019	N/A	+19.71%
2018	N/A	-3.18%
2017	N/A	+7.69%
2016	N/A	+5.79%
2015	N/A	-2.03%
2014	N/A	+15.44%
2013	N/A	-2.29%
2012	N/A	+4.44%

CGGE vs PFXF Drawdown Comparison

The maximum drawdown for CGGE was -14.44%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.

The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The current CGGE drawdown is -0.59%.

Rank	CGGE	PFXF
#1	-14.44% Feb 18, 2025 - May 12, 2025	-35.50% Feb 5, 2020 - Nov 9, 2020
#2	-10.93% Feb 25, 2026 - Apr 17, 2026	-21.80% Dec 31, 2021 - Sep 17, 2024
#3	-5.79% Jul 16, 2024 - Aug 19, 2024	-11.89% Oct 16, 2024 - Jul 3, 2025
#4	-4.97% Oct 14, 2024 - Jan 24, 2025	-10.73% Aug 29, 2018 - Feb 22, 2019
#5	-4.64% Nov 12, 2025 - Dec 10, 2025	-9.71% May 21, 2013 - Feb 28, 2014
#6	-4.04% Aug 30, 2024 - Sep 19, 2024	-8.39% Jul 29, 2016 - May 2, 2017
#7	-3.25% Jan 27, 2026 - Feb 20, 2026	-8.08% May 18, 2015 - Mar 17, 2016
#8	-2.97% Oct 6, 2025 - Oct 27, 2025	-5.83% Feb 25, 2026 - Apr 16, 2026
#9	-2.76% Jul 25, 2025 - Aug 12, 2025	-5.05% Dec 11, 2017 - Jun 11, 2018
#10	-2.45% Dec 11, 2025 - Dec 23, 2025	-4.93% Oct 27, 2025 - Dec 18, 2025
#11	-2.35% Jan 12, 2026 - Jan 27, 2026	-3.70% Oct 18, 2012 - Dec 31, 2012
#12	-2.18% Jun 12, 2025 - Jun 26, 2025	-3.04% Jan 20, 2021 - Mar 12, 2021
#13	-2.14% Apr 17, 2026 - May 5, 2026	-3.03% Nov 5, 2021 - Dec 17, 2021
#14	-2.03% Oct 27, 2025 - Nov 12, 2025	-2.72% Jul 28, 2014 - Aug 20, 2014
#15	-1.65% Sep 22, 2025 - Oct 1, 2025	-2.70% Sep 2, 2021 - Oct 20, 2021

Correlation

Correlation between CGGE and PFXF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2012 - 2026)

CGGE vs PFXF dividend yield comparison.

Year	CGGE	PFXF
2026	0.00%	1.73%
2025	0.40%	6.72%
2024	0.35%	7.82%
2023	0.00%	7.88%
2022	0.00%	6.74%
2021	0.00%	4.66%
2020	0.00%	5.19%
2019	0.00%	5.35%
2018	0.00%	6.56%
2017	0.00%	5.93%
2016	0.00%	5.81%
2015	0.00%	5.99%
2014	0.00%	5.91%
2013	0.00%	6.51%
2012	0.00%	2.56%