HDEF vs PFXF

Comparison between XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF (HDEF, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).

5-Year PerformanceHDEF has outperformed PFXF, delivering a return of +10.2% compared to +4.6%

HDEF vs PFXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HDEF(ETF)	PFXF(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.09%	0.40%
Max Drawdown	38.17%	37.25%
Sharpe Ratio	1.32	1.84
5Y Beta	0.43	0.39
5Y Dividends CAGR	2.87%	5.74%

Net Assets

HDEF

$2.20B

PFXF

$2.20B

Expense Ratio

Winner

HDEF

0.09%

PFXF

0.40%

Max Drawdown

HDEF

38.17%

Winner

PFXF

37.25%

Sharpe Ratio

HDEF

1.32

Winner

PFXF

1.84

5Y Beta

HDEF

0.43

Winner

PFXF

0.39

5Y Dividends CAGR

HDEF

2.87%

Winner

PFXF

5.74%

HDEF vs PFXF - Historical Returns

Returns include dividend reinvestment.

Period	HDEF	PFXF
1 month	-1.03%	+6.19%
3 months	-1.16%	+4.53%
6 months	+10.66%	+11.36%
1 year	+21.39%	+21.31%
5 years(CAGR)	+10.24%	+4.62%
10 years(CAGR)	+8.88%	+5.58%
Max(CAGR)	+7.70%	+5.78%

HDEF

-1.03%

Winner

PFXF

+6.19%

HDEF

-1.16%

Winner

PFXF

+4.53%

HDEF

+10.66%

Winner

PFXF

+11.36%

Winner

HDEF

+21.39%

PFXF

+21.31%

5Y(CAGR)

Winner

HDEF

+10.24%

PFXF

+4.62%

10Y(CAGR)

Winner

HDEF

+8.88%

PFXF

+5.58%

Max(CAGR)

Winner

HDEF

+7.70%

PFXF

+5.78%

HDEF vs PFXF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	HDEF	PFXF
2026	+5.46%	+7.21%
2025	+33.36%	+8.88%
2024	+3.36%	+8.29%
2023	+17.51%	+10.52%
2022	-3.03%	-18.62%
2021	+6.01%	+12.47%
2020	-2.76%	+7.34%
2019	+25.44%	+19.71%
2018	-13.77%	-3.18%
2017	+9.90%	+7.69%
2016	+13.43%	+5.79%
2015	-4.66%	-2.03%
2014	N/A	+15.44%
2013	N/A	-2.29%
2012	N/A	+4.44%

HDEF vs PFXF Drawdown Comparison

The maximum drawdown for HDEF was -36.42%, occurring on Mar 23, 2020. Recovery took 255 trading sessions.

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

The current HDEF drawdown is -3.74%.

Rank	HDEF	PFXF
#1	-36.42% Jan 2, 2020 - Jan 6, 2021	-35.50% Feb 5, 2020 - Nov 9, 2020
#2	-23.69% Feb 9, 2022 - Apr 6, 2023	-21.80% Dec 31, 2021 - Sep 17, 2024
#3	-17.55% Jan 22, 2018 - Oct 24, 2019	-11.89% Oct 16, 2024 - Jul 3, 2025
#4	-14.95% Aug 18, 2015 - Aug 10, 2016	-10.73% Aug 29, 2018 - Feb 22, 2019
#5	-11.15% Sep 26, 2024 - Mar 5, 2025	-9.71% May 21, 2013 - Feb 28, 2014
#6	-10.60% Mar 18, 2025 - Apr 22, 2025	-8.39% Jul 29, 2016 - May 2, 2017
#7	-9.31% Jun 15, 2021 - Jan 12, 2022	-8.08% May 18, 2015 - Mar 17, 2016
#8	-8.79% Jul 26, 2023 - Dec 13, 2023	-5.83% Feb 25, 2026 - Apr 16, 2026
#9	-8.02% Feb 27, 2026 - Mar 20, 2026	-5.05% Dec 11, 2017 - Jun 11, 2018
#10	-6.39% May 8, 2023 - Jun 15, 2023	-4.93% Oct 27, 2025 - Dec 18, 2025
#11	-5.63% Dec 9, 2016 - Jan 10, 2017	-3.70% Oct 18, 2012 - Dec 31, 2012
#12	-5.46% Dec 27, 2023 - Mar 20, 2024	-3.04% Jan 20, 2021 - Mar 12, 2021
#13	-4.72% Jan 8, 2021 - Mar 16, 2021	-3.03% Nov 5, 2021 - Dec 17, 2021
#14	-4.35% Nov 2, 2017 - Jan 9, 2018	-2.72% Jul 28, 2014 - Aug 20, 2014
#15	-4.24% May 17, 2024 - Jul 12, 2024	-2.70% Sep 2, 2021 - Oct 20, 2021

Correlation

Correlation between HDEF and PFXF is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2012 - 2026)

HDEF vs PFXF dividend yield comparison.

Year	HDEF	PFXF
2026	0.45%	1.73%
2025	3.88%	6.72%
2024	4.53%	7.82%
2023	4.38%	7.88%
2022	5.41%	6.74%
2021	4.76%	4.66%
2020	3.93%	5.19%
2019	4.20%	5.35%
2018	3.55%	6.56%
2017	3.38%	5.93%
2016	9.52%	5.81%
2015	1.87%	5.99%
2014	0.00%	5.91%
2013	0.00%	6.51%
2012	0.00%	2.56%