PABU vs PFXF

Comparison between ISHARES PARIS-ALIGNED CLIMATE MSCI USA ETF (PABU, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).

PABU vs PFXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PABU(ETF)	PFXF(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.10%	0.40%
Max Drawdown	23.23%	37.25%
Sharpe Ratio	1.51	1.84
5Y Beta	1.03	0.39
P/E Ratio	30.31	N/A
Forward P/E	24.00	N/A
PEG Ratio	0.60	N/A
5Y Dividends CAGR	N/A	5.74%
5Y EPS CAGR	27.21%	N/A
Debt to Equity	-8.67%	N/A
P/S Ratio	6.43	N/A
P/B Ratio	6.24	N/A

Net Assets

PABU

$2.20B

PFXF

$2.20B

Expense Ratio

Winner

PABU

0.10%

PFXF

0.40%

Max Drawdown

Winner

PABU

23.23%

PFXF

37.25%

Sharpe Ratio

PABU

1.51

Winner

PFXF

1.84

5Y Beta

PABU

1.03

Winner

PFXF

0.39

P/E Ratio

PABU

30.31

PFXF

N/A

Forward P/E

PABU

24.00

PFXF

N/A

PEG Ratio

PABU

0.60

PFXF

N/A

5Y Dividends CAGR

PABU

N/A

PFXF

5.74%

5Y EPS CAGR

PABU

27.21%

PFXF

N/A

Debt to Equity

PABU

-8.67%

PFXF

N/A

P/S Ratio

PABU

6.43

PFXF

N/A

P/B Ratio

PABU

6.24

PFXF

N/A

PABU vs PFXF - Historical Returns

Returns include dividend reinvestment.

Period	PABU	PFXF
1 month	+10.91%	+6.19%
3 months	+8.09%	+4.53%
6 months	+5.68%	+11.36%
1 year	+25.61%	+21.31%
5 years(CAGR)	+12.01%	+4.62%
10 years(CAGR)	N/A	+5.58%
Max(CAGR)	+12.01%	+5.78%

Winner

PABU

+10.91%

PFXF

+6.19%

Winner

PABU

+8.09%

PFXF

+4.53%

PABU

+5.68%

Winner

PFXF

+11.36%

Winner

PABU

+25.61%

PFXF

+21.31%

5Y(CAGR)

Winner

PABU

+12.01%

PFXF

+4.62%

10Y(CAGR)

PABU

N/A

PFXF

+5.58%

Max(CAGR)

Winner

PABU

+12.01%

PFXF

+5.78%

PABU vs PFXF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	PABU	PFXF
2026	+5.01%	+7.21%
2025	+13.73%	+8.88%
2024	+25.60%	+8.29%
2023	+30.10%	+10.52%
2022	-15.44%	-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%

PABU vs PFXF Drawdown Comparison

The maximum drawdown for PABU was -22.75%, occurring on Oct 14, 2022. Recovery took 312 trading sessions.

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

Rank	PABU	PFXF
#1	-22.75% Feb 14, 2022 - Jul 13, 2023	-35.50% Feb 5, 2020 - Nov 9, 2020
#2	-20.84% Dec 11, 2024 - Jul 3, 2025	-21.80% Dec 31, 2021 - Sep 17, 2024
#3	-13.40% Oct 28, 2025 - May 1, 2026	-11.89% Oct 16, 2024 - Jul 3, 2025
#4	-11.47% Jul 19, 2023 - Dec 1, 2023	-10.73% Aug 29, 2018 - Feb 22, 2019
#5	-8.30% Jul 16, 2024 - Aug 23, 2024	-9.71% May 21, 2013 - Feb 28, 2014
#6	-6.46% Mar 21, 2024 - May 15, 2024	-8.39% Jul 29, 2016 - May 2, 2017
#7	-3.96% Aug 23, 2024 - Sep 13, 2024	-8.08% May 18, 2015 - Mar 17, 2016
#8	-3.02% Oct 18, 2024 - Nov 6, 2024	-5.83% Feb 25, 2026 - Apr 16, 2026
#9	-2.87% Oct 8, 2025 - Oct 24, 2025	-5.05% Dec 11, 2017 - Jun 11, 2018
#10	-2.80% Dec 28, 2023 - Jan 19, 2024	-4.93% Oct 27, 2025 - Dec 18, 2025
#11	-2.42% Nov 8, 2024 - Nov 26, 2024	-3.70% Oct 18, 2012 - Dec 31, 2012
#12	-2.38% Jul 28, 2025 - Aug 8, 2025	-3.04% Jan 20, 2021 - Mar 12, 2021
#13	-1.96% Feb 9, 2024 - Feb 22, 2024	-3.03% Nov 5, 2021 - Dec 17, 2021
#14	-1.92% Jan 29, 2024 - Feb 2, 2024	-2.72% Jul 28, 2014 - Aug 20, 2014
#15	-1.87% Aug 28, 2025 - Sep 10, 2025	-2.70% Sep 2, 2021 - Oct 20, 2021

Correlation

Correlation between PABU 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)

PABU vs PFXF dividend yield comparison.

Year	PABU	PFXF
2026	0.18%	1.73%
2025	0.90%	6.72%
2024	1.00%	7.82%
2023	1.06%	7.88%
2022	1.00%	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%