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GARP vs PFXF

Comparison between ISHARES MSCI USA QUALITY GARP ETF (GARP, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).

5-Year PerformanceGARP has outperformed PFXF, delivering a return of +17.8% compared to +3.0%

GARP vs PFXF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GARP
$2.50B
Winner
PFXF
$2.60B
Expense Ratio
Winner
GARP
0.15%
PFXF
0.40%
Max Drawdown
Winner
GARP
31.34%
PFXF
37.25%
Sharpe Ratio
Winner
GARP
1.28
PFXF
0.28
5Y Beta
GARP
1.31
Winner
PFXF
0.41
P/E Ratio
GARP
33.86
PFXF
N/A
Forward P/E
GARP
20.70
PFXF
N/A
5Y Dividends CAGR
GARP
-2.13%
Winner
PFXF
2.96%
5Y EPS CAGR
GARP
30.79%
PFXF
N/A
Debt to Equity
GARP
-4.33%
PFXF
N/A
P/S Ratio
GARP
5.09
PFXF
N/A
P/B Ratio
GARP
9.96
PFXF
N/A

GARP vs PFXF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
GARP
-1.29%
PFXF
-3.41%
3M
Winner
GARP
+11.57%
PFXF
-2.96%
6M
Winner
GARP
+16.34%
PFXF
-2.23%
1Y
Winner
GARP
+30.83%
PFXF
+6.23%
5Y(CAGR)
Winner
GARP
+17.83%
PFXF
+3.00%
10Y(CAGR)
GARP
N/A
PFXF
+4.52%
Max(CAGR)
Winner
GARP
+20.33%
PFXF
+5.22%

GARP vs PFXF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearGARPPFXF
2026+17.11%+0.67%
2025+21.82%+8.88%
2024+39.76%+8.29%
2023+44.20%+10.52%
2022-26.95%-18.62%
2021+29.87%+12.47%
2020+26.51%+7.34%
2019N/A+19.71%
2018N/A-3.18%
2017N/A+7.69%
2016N/A+5.79%
2015N/A-2.03%
2014N/A+15.44%
2013N/A-2.29%
2012N/A+4.44%

GARP vs PFXF Drawdown Comparison

The maximum drawdown for GARP was -31.34%, occurring on Mar 23, 2020. Recovery took 76 trading sessions.

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

The current GARP drawdown is -3.50%. The current PFXF drawdown is -6.93%.

RankGARPPFXF
#1-31.34%
Feb 19, 2020 - Jun 8, 2020
-35.50%
Feb 5, 2020 - Nov 9, 2020
#2-30.61%
Dec 27, 2021 - Dec 1, 2023
-21.80%
Dec 31, 2021 - Sep 17, 2024
#3-23.73%
Feb 19, 2025 - Jun 25, 2025
-11.89%
Oct 16, 2024 - Jul 3, 2025
#4-13.69%
Jan 29, 2026 - Apr 16, 2026
-10.73%
Aug 29, 2018 - Feb 22, 2019
#5-13.45%
Jul 10, 2024 - Oct 14, 2024
-9.71%
May 21, 2013 - Feb 28, 2014
#6-9.86%
Sep 2, 2020 - Dec 1, 2020
-8.39%
Jul 29, 2016 - May 2, 2017
#7-9.27%
Feb 12, 2021 - Apr 9, 2021
-8.08%
May 18, 2015 - Mar 17, 2016
#8-8.66%
Oct 29, 2025 - Jan 6, 2026
-7.40%
Jun 2, 2026 - Jul 20, 2026
#9-8.34%
Sep 3, 2021 - Oct 28, 2021
-5.83%
Feb 25, 2026 - Apr 16, 2026
#10-7.37%
Mar 22, 2024 - May 14, 2024
-5.05%
Dec 11, 2017 - Jun 11, 2018
#11-7.07%
Jun 1, 2026 - Jun 10, 2026
-4.93%
Oct 27, 2025 - Dec 18, 2025
#12-6.13%
Apr 26, 2021 - Jun 10, 2021
-3.70%
Oct 18, 2012 - Dec 31, 2012
#13-5.55%
Jun 10, 2020 - Jun 23, 2020
-3.44%
May 11, 2026 - May 29, 2026
#14-5.41%
Nov 19, 2021 - Dec 27, 2021
-3.04%
Jan 20, 2021 - Mar 12, 2021
#15-4.99%
Dec 16, 2024 - Jan 22, 2025
-3.03%
Nov 5, 2021 - Dec 17, 2021

Correlation

Correlation between GARP and PFXF is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2012 - 2026)

GARP vs PFXF dividend yield comparison.

YearGARPPFXF
20260.12%2.80%
20250.31%6.72%
20240.38%7.82%
20230.75%7.88%
20221.85%6.74%
20210.67%4.66%
20200.75%5.19%
20190.00%5.35%
20180.00%6.56%
20170.00%5.93%
20160.00%5.81%
20150.00%5.99%
20140.00%5.91%
20130.00%6.51%
20120.00%2.56%

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