PFXF vs EQWL
Comparison between VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF) and INVESCO S&P 100 EQUAL WEIGHT ETF (EQWL, ETF).
5-Year PerformanceEQWL has outperformed PFXF, delivering a return of +11.9% compared to +4.0%
PFXF vs EQWL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PFXF vs EQWL - Historical Returns
Returns include dividend reinvestment.
PFXF vs EQWL - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PFXF | EQWL |
|---|---|---|
| 2026 | +5.31% | +9.02% |
| 2025 | +8.88% | +17.96% |
| 2024 | +8.29% | +18.86% |
| 2023 | +10.52% | +19.22% |
| 2022 | -18.62% | -11.98% |
| 2021 | +12.47% | +29.98% |
| 2020 | +7.34% | +13.02% |
| 2019 | +19.71% | +29.24% |
| 2018 | -3.18% | -6.49% |
| 2017 | +7.69% | +23.46% |
| 2016 | +5.79% | +15.52% |
| 2015 | -2.03% | -1.56% |
| 2014 | +15.44% | +16.02% |
| 2013 | -2.29% | +32.97% |
| 2012 | +4.44% | +10.13% |
| 2011 | N/A | +2.17% |
| 2010 | N/A | +12.49% |
| 2009 | N/A | +16.54% |
| 2008 | N/A | -32.23% |
| 2007 | N/A | +10.04% |
| 2006 | N/A | +2.55% |
PFXF vs EQWL Drawdown Comparison
The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.
The maximum drawdown for EQWL was -49.37%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current PFXF drawdown is -2.64%. The current EQWL drawdown is -0.19%.
| Rank | PFXF | EQWL |
|---|---|---|
| #1 | -35.50% Feb 5, 2020 - Nov 9, 2020 | -49.37% Oct 12, 2007 - Mar 15, 2012 |
| #2 | -21.80% Dec 31, 2021 - Sep 17, 2024 | -34.29% Feb 12, 2020 - Sep 2, 2020 |
| #3 | -11.89% Oct 16, 2024 - Jul 3, 2025 | -23.00% Jan 4, 2022 - Dec 11, 2023 |
| #4 | -10.73% Aug 29, 2018 - Feb 22, 2019 | -18.06% Sep 21, 2018 - Apr 8, 2019 |
| #5 | -9.71% May 21, 2013 - Feb 28, 2014 | -16.08% May 20, 2015 - Jun 6, 2016 |
| #6 | -8.39% Jul 29, 2016 - May 2, 2017 | -14.96% Feb 19, 2025 - Jun 10, 2025 |
| #7 | -8.08% May 18, 2015 - Mar 17, 2016 | -10.33% Jul 19, 2007 - Oct 1, 2007 |
| #8 | -5.83% Feb 25, 2026 - Apr 16, 2026 | -10.13% Jan 26, 2018 - Aug 27, 2018 |
| #9 | -5.05% Dec 11, 2017 - Jun 11, 2018 | -8.62% Sep 19, 2014 - Nov 5, 2014 |
| #10 | -4.93% Oct 27, 2025 - Dec 18, 2025 | -7.86% Sep 2, 2020 - Nov 9, 2020 |
| #11 | -4.06% Jun 2, 2026 - Jun 10, 2026 | -7.77% Feb 6, 2026 - Apr 30, 2026 |
| #12 | -3.70% Oct 18, 2012 - Dec 31, 2012 | -7.58% May 1, 2012 - Jul 19, 2012 |
| #13 | -3.44% May 11, 2026 - May 29, 2026 | -7.41% Oct 18, 2012 - Jan 3, 2013 |
| #14 | -3.04% Jan 20, 2021 - Mar 12, 2021 | -6.82% Apr 30, 2019 - Jun 20, 2019 |
| #15 | -3.03% Nov 5, 2021 - Dec 17, 2021 | -6.52% Jan 15, 2014 - Mar 4, 2014 |
Correlation
Correlation between PFXF and EQWL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
PFXF vs EQWL dividend yield comparison.
| Year | PFXF | EQWL |
|---|---|---|
| 2026 | 2.07% | 0.41% |
| 2025 | 6.72% | 1.67% |
| 2024 | 7.82% | 1.86% |
| 2023 | 7.88% | 1.97% |
| 2022 | 6.74% | 2.12% |
| 2021 | 4.66% | 1.65% |
| 2020 | 5.19% | 2.01% |
| 2019 | 5.35% | 2.04% |
| 2018 | 6.56% | 2.23% |
| 2017 | 5.93% | 1.27% |
| 2016 | 5.81% | 2.01% |
| 2015 | 5.99% | 2.03% |
| 2014 | 5.91% | 1.74% |
| 2013 | 6.51% | 1.61% |
| 2012 | 2.56% | 2.52% |
| 2011 | 0.00% | 2.18% |
| 2010 | 0.00% | 1.52% |
| 2009 | 0.00% | 1.42% |
| 2008 | 0.00% | 1.48% |
| 2007 | 0.00% | 0.92% |
| 2006 | 0.00% | 0.08% |
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