PFXF vs APUE

Comparison between VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).

PFXF vs APUE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFXF(ETF)	APUE(ETF)
Net Assets	$2.30B	$2.40B
Expense Ratio	0.40%	0.31%
Max Drawdown	37.25%	19.07%
Sharpe Ratio	1.82	2.02
5Y Beta	0.39	0.95
P/E Ratio	N/A	27.08
Forward P/E	N/A	21.09
PEG Ratio	N/A	0.57
5Y Dividends CAGR	5.74%	N/A
5Y EPS CAGR	N/A	26.95%
Debt to Equity	N/A	31.14%
P/S Ratio	N/A	3.45
P/B Ratio	N/A	5.31

Net Assets

PFXF

$2.30B

Winner

APUE

$2.40B

Expense Ratio

PFXF

0.40%

Winner

APUE

0.31%

Max Drawdown

PFXF

37.25%

Winner

APUE

19.07%

Sharpe Ratio

PFXF

1.82

Winner

APUE

2.02

5Y Beta

Winner

PFXF

0.39

APUE

0.95

P/E Ratio

PFXF

N/A

APUE

27.08

Forward P/E

PFXF

N/A

APUE

21.09

PEG Ratio

PFXF

N/A

APUE

0.57

5Y Dividends CAGR

PFXF

5.74%

APUE

N/A

5Y EPS CAGR

PFXF

N/A

APUE

26.95%

Debt to Equity

PFXF

N/A

APUE

31.14%

P/S Ratio

PFXF

N/A

APUE

3.45

P/B Ratio

PFXF

N/A

APUE

5.31

PFXF vs APUE - Historical Returns

Returns include dividend reinvestment.

Period	PFXF	APUE
1 month	+6.29%	+8.29%
3 months	+4.07%	+6.32%
6 months	+10.65%	+9.34%
1 year	+20.05%	+28.98%
5 years(CAGR)	+4.84%	N/A
10 years(CAGR)	+5.56%	N/A
Max(CAGR)	+5.79%	+23.05%

PFXF

+6.29%

Winner

APUE

+8.29%

PFXF

+4.07%

Winner

APUE

+6.32%

Winner

PFXF

+10.65%

APUE

+9.34%

PFXF

+20.05%

Winner

APUE

+28.98%

5Y(CAGR)

PFXF

+4.84%

APUE

N/A

10Y(CAGR)

PFXF

+5.56%

APUE

N/A

Max(CAGR)

PFXF

+5.79%

Winner

APUE

+23.05%

PFXF vs APUE - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	PFXF	APUE
2026	+7.44%	+8.41%
2025	+8.88%	+17.72%
2024	+8.29%	+24.70%
2023	+10.52%	+18.42%
2022	-18.62%	N/A
2021	+12.47%	N/A
2020	+7.34%	N/A
2019	+19.71%	N/A
2018	-3.18%	N/A
2017	+7.69%	N/A
2016	+5.79%	N/A
2015	-2.03%	N/A
2014	+15.44%	N/A
2013	-2.29%	N/A
2012	+4.44%	N/A

PFXF vs APUE Drawdown Comparison

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

The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

Rank	PFXF	APUE
#1	-35.50% Feb 5, 2020 - Nov 9, 2020	-18.83% Feb 19, 2025 - Jun 27, 2025
#2	-21.80% Dec 31, 2021 - Sep 17, 2024	-10.08% Jul 31, 2023 - Dec 1, 2023
#3	-11.89% Oct 16, 2024 - Jul 3, 2025	-8.98% Feb 9, 2026 - Apr 15, 2026
#4	-10.73% Aug 29, 2018 - Feb 22, 2019	-8.50% Jul 16, 2024 - Sep 19, 2024
#5	-9.71% May 21, 2013 - Feb 28, 2014	-5.79% Mar 28, 2024 - May 15, 2024
#6	-8.39% Jul 29, 2016 - May 2, 2017	-4.68% Oct 28, 2025 - Nov 28, 2025
#7	-8.08% May 18, 2015 - Mar 17, 2016	-4.66% Dec 4, 2024 - Jan 23, 2025
#8	-5.83% Feb 25, 2026 - Apr 16, 2026	-3.06% Oct 8, 2025 - Oct 24, 2025
#9	-5.05% Dec 11, 2017 - Jun 11, 2018	-2.52% Dec 11, 2025 - Dec 23, 2025
#10	-4.93% Oct 27, 2025 - Dec 18, 2025	-2.52% Jul 25, 2025 - Aug 12, 2025
#11	-3.70% Oct 18, 2012 - Dec 31, 2012	-2.51% Oct 18, 2024 - Nov 6, 2024
#12	-3.04% Jan 20, 2021 - Mar 12, 2021	-2.39% Jan 12, 2026 - Jan 27, 2026
#13	-3.03% Nov 5, 2021 - Dec 17, 2021	-2.34% Jan 27, 2026 - Feb 9, 2026
#14	-2.72% Jul 28, 2014 - Aug 20, 2014	-2.22% Dec 28, 2023 - Jan 19, 2024
#15	-2.70% Sep 2, 2021 - Oct 20, 2021	-2.21% Nov 11, 2024 - Nov 25, 2024

Correlation

Correlation between PFXF and APUE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2012 - 2026)

PFXF vs APUE dividend yield comparison.

Year	PFXF	APUE
2026	1.72%	0.00%
2025	6.72%	0.83%
2024	7.82%	0.79%
2023	7.88%	0.41%
2022	6.74%	0.00%
2021	4.66%	0.00%
2020	5.19%	0.00%
2019	5.35%	0.00%
2018	6.56%	0.00%
2017	5.93%	0.00%
2016	5.81%	0.00%
2015	5.99%	0.00%
2014	5.91%	0.00%
2013	6.51%	0.00%
2012	2.56%	0.00%