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IYT vs PFXF

Comparison between ISHARES U.S. TRANSPORTATION ETF (IYT, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).

5-Year PerformanceIYT has outperformed PFXF, delivering a return of +7.0% compared to +3.3%

IYT vs PFXF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYT
$2.40B
Winner
PFXF
$2.50B
Expense Ratio
Winner
IYT
0.38%
PFXF
0.40%
Max Drawdown
IYT
60.74%
Winner
PFXF
37.25%
Sharpe Ratio
Winner
IYT
1.15
PFXF
0.84
5Y Beta
IYT
1.02
Winner
PFXF
0.40
P/E Ratio
IYT
26.41
PFXF
N/A
Forward P/E
IYT
20.46
PFXF
N/A
PEG Ratio
IYT
3.88
PFXF
N/A
5Y Dividends CAGR
Winner
IYT
10.91%
PFXF
2.89%
5Y EPS CAGR
IYT
4.83%
PFXF
N/A
Debt to Equity
IYT
14.88%
PFXF
N/A
P/S Ratio
IYT
1.32
PFXF
N/A
P/B Ratio
IYT
4.07
PFXF
N/A

IYT vs PFXF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IYT
+4.57%
PFXF
-3.64%
3M
Winner
IYT
+16.16%
PFXF
+1.94%
6M
Winner
IYT
+15.26%
PFXF
+2.43%
1Y
Winner
IYT
+30.28%
PFXF
+12.34%
5Y(CAGR)
Winner
IYT
+7.05%
PFXF
+3.34%
10Y(CAGR)
Winner
IYT
+11.48%
PFXF
+4.90%
Max(CAGR)
Winner
IYT
+10.06%
PFXF
+5.33%

IYT vs PFXF - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearIYTPFXF
2026+15.64%+1.83%
2025+11.31%+8.88%
2024+5.73%+8.29%
2023+24.39%+10.52%
2022-21.53%-18.62%
2021+29.04%+12.47%
2020+13.28%+7.34%
2019+19.79%+19.71%
2018-14.39%-3.18%
2017+19.19%+7.69%
2016+24.73%+5.79%
2015-16.53%-2.03%
2014+27.11%+15.44%
2013+37.81%-2.29%
2012+5.62%+4.44%
2011-2.74%N/A
2010+25.96%N/A
2009+15.30%N/A
2008-19.47%N/A
2007-1.63%N/A
2006+8.95%N/A
2005+12.25%N/A
2004+26.77%N/A
2003+6.74%N/A

IYT vs PFXF Drawdown Comparison

The maximum drawdown for IYT was -60.39%, occurring on Mar 9, 2009. Recovery took 658 trading sessions.

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

The current PFXF drawdown is -5.86%.

RankIYTPFXF
#1-60.39%
Jun 5, 2008 - Jan 13, 2011
-35.50%
Feb 5, 2020 - Nov 9, 2020
#2-41.27%
Sep 14, 2018 - Sep 2, 2020
-21.80%
Dec 31, 2021 - Sep 17, 2024
#3-29.15%
Jan 4, 2022 - Feb 8, 2024
-11.89%
Oct 16, 2024 - Jul 3, 2025
#4-28.16%
Jul 7, 2011 - Jan 10, 2013
-10.73%
Aug 29, 2018 - Feb 22, 2019
#5-27.26%
Dec 29, 2014 - Nov 23, 2016
-9.71%
May 21, 2013 - Feb 28, 2014
#6-26.35%
Nov 25, 2024 - Dec 3, 2025
-8.39%
Jul 29, 2016 - May 2, 2017
#7-23.74%
Jul 19, 2007 - May 30, 2008
-8.08%
May 18, 2015 - Mar 17, 2016
#8-17.06%
May 9, 2006 - Feb 1, 2007
-5.86%
Jun 2, 2026 - Jun 25, 2026
#9-12.87%
Mar 21, 2024 - Oct 11, 2024
-5.83%
Feb 25, 2026 - Apr 16, 2026
#10-12.43%
Mar 7, 2005 - Nov 2, 2005
-5.05%
Dec 11, 2017 - Jun 11, 2018
#11-12.42%
May 7, 2021 - Nov 5, 2021
-4.93%
Oct 27, 2025 - Dec 18, 2025
#12-12.09%
Feb 20, 2026 - Apr 20, 2026
-3.70%
Oct 18, 2012 - Dec 31, 2012
#13-11.10%
Sep 18, 2014 - Oct 28, 2014
-3.44%
May 11, 2026 - May 29, 2026
#14-11.08%
Jan 12, 2018 - Aug 20, 2018
-3.04%
Jan 20, 2021 - Mar 12, 2021
#15-10.49%
Jan 22, 2004 - Jun 8, 2004
-3.03%
Nov 5, 2021 - Dec 17, 2021

Correlation

Correlation between IYT and PFXF is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2003 - 2026)

IYT vs PFXF dividend yield comparison.

YearIYTPFXF
20260.49%2.14%
20251.00%6.72%
20241.08%7.82%
20231.26%7.88%
20221.40%6.74%
20210.77%4.66%
20200.93%5.19%
20191.29%5.35%
20181.35%6.56%
20170.92%5.93%
20160.96%5.81%
20151.28%5.99%
20140.70%5.91%
20130.86%6.51%
20121.11%2.56%
20111.52%0.00%
20101.16%0.00%
20091.53%0.00%
20081.32%0.00%
20071.12%0.00%
20060.50%0.00%
20050.58%0.00%
20040.42%0.00%
20030.70%0.00%

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