PFXF vs DFGP
Comparison between VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF) and DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF (DFGP, ETF).
PFXF vs DFGP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PFXF
$2.20B
Winner
DFGP
$2.30B
Expense Ratio
PFXF
0.40%
Winner
DFGP
0.22%
Max Drawdown
PFXF
37.25%
Winner
DFGP
5.75%
Sharpe Ratio
Winner
PFXF
1.84
DFGP
0.43
5Y Beta
PFXF
0.39
Winner
DFGP
0.06
5Y Dividends CAGR
PFXF
5.74%
DFGP
N/A
PFXF vs DFGP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PFXF
+6.19%
DFGP
+0.33%
3M
Winner
PFXF
+4.53%
DFGP
+0.05%
6M
Winner
PFXF
+11.36%
DFGP
+1.09%
1Y
Winner
PFXF
+21.31%
DFGP
+5.92%
5Y(CAGR)
PFXF
+4.62%
DFGP
N/A
10Y(CAGR)
PFXF
+5.58%
DFGP
N/A
Max(CAGR)
PFXF
+5.78%
Winner
DFGP
+6.81%
PFXF vs DFGP - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | PFXF | DFGP |
|---|---|---|
| 2026 | +7.21% | +1.12% |
| 2025 | +8.88% | +5.82% |
| 2024 | +8.29% | +4.20% |
| 2023 | +10.52% | +6.24% |
| 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 DFGP Drawdown Comparison
The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.
The maximum drawdown for DFGP was -3.24%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current DFGP drawdown is -1.01%.
| Rank | PFXF | DFGP |
|---|---|---|
| #1 | -35.50% Feb 5, 2020 - Nov 9, 2020 | -3.24% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -21.80% Dec 31, 2021 - Sep 17, 2024 | -3.04% Sep 16, 2024 - Feb 26, 2025 |
| #3 | -11.89% Oct 16, 2024 - Jul 3, 2025 | -2.71% Mar 3, 2025 - Jun 4, 2025 |
| #4 | -10.73% Aug 29, 2018 - Feb 22, 2019 | -2.27% Mar 28, 2024 - Jun 4, 2024 |
| #5 | -9.71% May 21, 2013 - Feb 28, 2014 | -1.92% Feb 1, 2024 - Mar 27, 2024 |
| #6 | -8.39% Jul 29, 2016 - May 2, 2017 | -1.36% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -8.08% May 18, 2015 - Mar 17, 2016 | -1.31% Jun 25, 2024 - Jul 10, 2024 |
| #8 | -5.83% Feb 25, 2026 - Apr 16, 2026 | -1.14% Oct 27, 2025 - Jan 29, 2026 |
| #9 | -5.05% Dec 11, 2017 - Jun 11, 2018 | -0.94% Jul 1, 2025 - Jul 29, 2025 |
| #10 | -4.93% Oct 27, 2025 - Dec 18, 2025 | -0.89% Aug 2, 2024 - Aug 14, 2024 |
| #11 | -3.70% Oct 18, 2012 - Dec 31, 2012 | -0.88% Jun 6, 2024 - Jun 13, 2024 |
| #12 | -3.04% Jan 20, 2021 - Mar 12, 2021 | -0.62% Jul 16, 2024 - Jul 29, 2024 |
| #13 | -3.03% Nov 5, 2021 - Dec 17, 2021 | -0.61% Nov 8, 2023 - Nov 14, 2023 |
| #14 | -2.72% Jul 28, 2014 - Aug 20, 2014 | -0.59% Jun 4, 2025 - Jun 11, 2025 |
| #15 | -2.70% Sep 2, 2021 - Oct 20, 2021 | -0.56% Aug 23, 2024 - Sep 4, 2024 |
Correlation
Correlation between PFXF and DFGP is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2012 - 2026)
PFXF vs DFGP dividend yield comparison.
| Year | PFXF | DFGP |
|---|---|---|
| 2026 | 1.73% | 0.00% |
| 2025 | 6.72% | 3.45% |
| 2024 | 7.82% | 4.51% |
| 2023 | 7.88% | 0.62% |
| 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% |
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