PFXF vs ETY
Comparison between VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF) and Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY, ETF).
5-Year PerformanceETY has outperformed PFXF, delivering a return of +9.1% compared to +4.0%
PFXF vs ETY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PFXF vs ETY - Historical Returns
Returns include dividend reinvestment.
PFXF vs ETY - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PFXF | ETY |
|---|---|---|
| 2026 | +5.08% | -1.73% |
| 2025 | +8.88% | +11.01% |
| 2024 | +8.29% | +35.10% |
| 2023 | +10.52% | +21.52% |
| 2022 | -18.62% | -20.72% |
| 2021 | +12.47% | +34.82% |
| 2020 | +7.34% | +6.29% |
| 2019 | +19.71% | +31.23% |
| 2018 | -3.18% | -10.18% |
| 2017 | +7.69% | +29.36% |
| 2016 | +5.79% | +4.62% |
| 2015 | -2.03% | +9.12% |
| 2014 | +15.44% | +12.87% |
| 2013 | -2.29% | +25.11% |
| 2012 | +4.44% | +16.30% |
| 2011 | N/A | -13.08% |
| 2010 | N/A | -2.81% |
| 2009 | N/A | +36.46% |
| 2008 | N/A | -25.83% |
| 2007 | N/A | -8.21% |
| 2006 | N/A | +0.25% |
PFXF vs ETY Drawdown Comparison
The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.
The maximum drawdown for ETY was -52.91%, occurring on Nov 20, 2008. Recovery took 1419 trading sessions.
The current PFXF drawdown is -2.85%. The current ETY drawdown is -4.26%.
| Rank | PFXF | ETY |
|---|---|---|
| #1 | -35.50% Feb 5, 2020 - Nov 9, 2020 | -52.91% Jun 1, 2007 - Jan 18, 2013 |
| #2 | -21.80% Dec 31, 2021 - Sep 17, 2024 | -42.40% Feb 12, 2020 - Nov 17, 2020 |
| #3 | -11.89% Oct 16, 2024 - Jul 3, 2025 | -24.43% Sep 13, 2018 - Jun 20, 2019 |
| #4 | -10.73% Aug 29, 2018 - Feb 22, 2019 | -24.03% Dec 31, 2021 - Feb 5, 2024 |
| #5 | -9.71% May 21, 2013 - Feb 28, 2014 | -21.28% Feb 19, 2025 - Jun 25, 2025 |
| #6 | -8.39% Jul 29, 2016 - May 2, 2017 | -14.39% Sep 22, 2025 - Mar 30, 2026 |
| #7 | -8.08% May 18, 2015 - Mar 17, 2016 | -13.90% Nov 3, 2015 - Aug 5, 2016 |
| #8 | -5.83% Feb 25, 2026 - Apr 16, 2026 | -12.52% Sep 3, 2014 - Nov 5, 2014 |
| #9 | -5.05% Dec 11, 2017 - Jun 11, 2018 | -11.93% Jul 20, 2015 - Nov 3, 2015 |
| #10 | -4.93% Oct 27, 2025 - Dec 18, 2025 | -8.97% Jan 26, 2018 - May 8, 2018 |
| #11 | -4.06% Jun 2, 2026 - Jun 10, 2026 | -8.63% Sep 8, 2016 - Jan 26, 2017 |
| #12 | -3.70% Oct 18, 2012 - Dec 31, 2012 | -8.09% May 21, 2013 - Jul 15, 2013 |
| #13 | -3.44% May 11, 2026 - May 29, 2026 | -7.21% Jul 10, 2024 - Aug 30, 2024 |
| #14 | -3.04% Jan 20, 2021 - Mar 12, 2021 | -6.77% Nov 28, 2014 - Feb 27, 2015 |
| #15 | -3.03% Nov 5, 2021 - Dec 17, 2021 | -6.17% Jan 22, 2014 - Feb 18, 2014 |
Correlation
Correlation between PFXF and ETY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
PFXF vs ETY dividend yield comparison.
| Year | PFXF | ETY |
|---|---|---|
| 2026 | 2.08% | 4.13% |
| 2025 | 6.72% | 7.76% |
| 2024 | 7.82% | 7.59% |
| 2023 | 7.88% | 7.92% |
| 2022 | 6.74% | 10.04% |
| 2021 | 4.66% | 7.01% |
| 2020 | 5.19% | 8.26% |
| 2019 | 5.35% | 8.08% |
| 2018 | 6.56% | 9.92% |
| 2017 | 5.93% | 8.30% |
| 2016 | 5.81% | 9.77% |
| 2015 | 5.99% | 9.03% |
| 2014 | 5.91% | 9.06% |
| 2013 | 6.51% | 9.26% |
| 2012 | 2.56% | 11.19% |
| 2011 | 0.00% | 13.06% |
| 2010 | 0.00% | 14.35% |
| 2009 | 0.00% | 14.09% |
| 2008 | 0.00% | 17.11% |
| 2007 | 0.00% | 11.13% |
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