ITM vs PFXF

Comparison between VANECK INTERMEDIATE MUNI ETF (ITM, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).

5-Year PerformancePFXF has outperformed ITM, delivering a return of +4.6% compared to +0.4%

ITM vs PFXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ITM(ETF)	PFXF(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.18%	0.40%
Max Drawdown	24.75%	37.25%
Sharpe Ratio	0.90	1.84
5Y Beta	0.02	0.39
5Y Dividends CAGR	7.01%	5.74%

Net Assets

ITM

$2.20B

PFXF

$2.20B

Expense Ratio

Winner

ITM

0.18%

PFXF

0.40%

Max Drawdown

Winner

ITM

24.75%

PFXF

37.25%

Sharpe Ratio

ITM

0.90

Winner

PFXF

1.84

5Y Beta

Winner

ITM

0.02

PFXF

0.39

5Y Dividends CAGR

Winner

ITM

7.01%

PFXF

5.74%

ITM vs PFXF - Historical Returns

Returns include dividend reinvestment.

Period	ITM	PFXF
1 month	+0.42%	+6.19%
3 months	-0.85%	+4.53%
6 months	+1.01%	+11.36%
1 year	+6.54%	+21.31%
5 years(CAGR)	+0.44%	+4.62%
10 years(CAGR)	+1.89%	+5.58%
Max(CAGR)	+3.32%	+5.78%

ITM

+0.42%

Winner

PFXF

+6.19%

ITM

-0.85%

Winner

PFXF

+4.53%

ITM

+1.01%

Winner

PFXF

+11.36%

ITM

+6.54%

Winner

PFXF

+21.31%

5Y(CAGR)

ITM

+0.44%

Winner

PFXF

+4.62%

10Y(CAGR)

ITM

+1.89%

Winner

PFXF

+5.58%

Max(CAGR)

ITM

+3.32%

Winner

PFXF

+5.78%

ITM vs PFXF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	ITM	PFXF
2026	+0.15%	+7.21%
2025	+4.97%	+8.88%
2024	+0.74%	+8.29%
2023	+5.53%	+10.52%
2022	-9.24%	-18.62%
2021	+0.24%	+12.47%
2020	+5.85%	+7.34%
2019	+8.25%	+19.71%
2018	+1.05%	-3.18%
2017	+6.27%	+7.69%
2016	-1.15%	+5.79%
2015	+3.64%	-2.03%
2014	+9.98%	+15.44%
2013	-4.24%	-2.29%
2012	+6.19%	+4.44%
2011	+12.58%	N/A
2010	+2.01%	N/A
2009	+10.40%	N/A
2008	-1.16%	N/A
2007	+0.84%	N/A

ITM vs PFXF Drawdown Comparison

The maximum drawdown for ITM was -24.75%, occurring on Mar 19, 2020. Recovery took 100 trading sessions.

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

The current ITM drawdown is -1.73%.

Rank	ITM	PFXF
#1	-24.75% Mar 9, 2020 - Jul 30, 2020	-35.50% Feb 5, 2020 - Nov 9, 2020
#2	-16.58% Sep 25, 2008 - May 19, 2009	-21.80% Dec 31, 2021 - Sep 17, 2024
#3	-15.11% Jul 20, 2021 - Nov 11, 2025	-11.89% Oct 16, 2024 - Jul 3, 2025
#4	-10.99% Nov 30, 2012 - May 16, 2014	-10.73% Aug 29, 2018 - Feb 22, 2019
#5	-8.90% Aug 26, 2010 - Aug 3, 2011	-9.71% May 21, 2013 - Feb 28, 2014
#6	-7.61% Jul 6, 2016 - Sep 5, 2017	-8.39% Jul 29, 2016 - May 2, 2017
#7	-4.05% Jan 30, 2015 - Nov 27, 2015	-8.08% May 18, 2015 - Mar 17, 2016
#8	-4.03% Sep 11, 2008 - Sep 25, 2008	-5.83% Feb 25, 2026 - Apr 16, 2026
#9	-3.91% May 21, 2009 - Aug 18, 2009	-5.05% Dec 11, 2017 - Jun 11, 2018
#10	-3.59% Jan 23, 2008 - Sep 11, 2008	-4.93% Oct 27, 2025 - Dec 18, 2025
#11	-3.43% Feb 27, 2026 - Mar 26, 2026	-3.70% Oct 18, 2012 - Dec 31, 2012
#12	-3.43% Oct 2, 2009 - Mar 2, 2010	-3.04% Jan 20, 2021 - Mar 12, 2021
#13	-3.39% Dec 6, 2017 - Dec 19, 2018	-3.03% Nov 5, 2021 - Dec 17, 2021
#14	-3.20% Feb 1, 2012 - May 4, 2012	-2.72% Jul 28, 2014 - Aug 20, 2014
#15	-2.97% Sep 23, 2011 - Dec 6, 2011	-2.70% Sep 2, 2021 - Oct 20, 2021

Correlation

Correlation between ITM and PFXF is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2007 - 2026)

ITM vs PFXF dividend yield comparison.

Year	ITM	PFXF
2026	1.00%	1.73%
2025	2.86%	6.72%
2024	2.73%	7.82%
2023	2.40%	7.88%
2022	1.92%	6.74%
2021	1.70%	4.66%
2020	2.13%	5.19%
2019	2.44%	5.35%
2018	2.33%	6.56%
2017	2.21%	5.93%
2016	2.29%	5.81%
2015	2.28%	5.99%
2014	2.42%	5.91%
2013	2.63%	6.51%
2012	2.63%	2.56%
2011	3.22%	0.00%
2010	3.64%	0.00%
2009	3.59%	0.00%
2008	3.75%	0.00%
2007	0.22%	0.00%