PFXF vs FBT

Comparison between VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF) and FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND (FBT, ETF).

5-Year PerformanceFBT has outperformed PFXF, delivering a return of +6.0% compared to +4.8%

PFXF vs FBT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFXF(ETF)	FBT(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.40%	0.55%
Max Drawdown	37.25%	40.52%
Sharpe Ratio	1.82	1.30
5Y Beta	0.39	0.81
P/E Ratio	N/A	62.70
Forward P/E	N/A	18.39
5Y Dividends CAGR	5.74%	N/A
5Y EPS CAGR	N/A	13.84%
Debt to Equity	N/A	195.08%
P/S Ratio	N/A	4.60
P/B Ratio	N/A	3.56

Net Assets

PFXF

$2.30B

FBT

$2.30B

Expense Ratio

Winner

PFXF

0.40%

FBT

0.55%

Max Drawdown

Winner

PFXF

37.25%

FBT

40.52%

Sharpe Ratio

Winner

PFXF

1.82

FBT

1.30

5Y Beta

Winner

PFXF

0.39

FBT

0.81

P/E Ratio

PFXF

N/A

FBT

62.70

Forward P/E

PFXF

N/A

FBT

18.39

5Y Dividends CAGR

PFXF

5.74%

FBT

N/A

5Y EPS CAGR

PFXF

N/A

FBT

13.84%

Debt to Equity

PFXF

N/A

FBT

195.08%

P/S Ratio

PFXF

N/A

FBT

4.60

P/B Ratio

PFXF

N/A

FBT

3.56

PFXF vs FBT - Historical Returns

Returns include dividend reinvestment.

Period	PFXF	FBT
1 month	+6.29%	+3.76%
3 months	+4.07%	-0.28%
6 months	+10.65%	+3.67%
1 year	+20.05%	+31.40%
5 years(CAGR)	+4.84%	+6.00%
10 years(CAGR)	+5.56%	+9.43%
Max(CAGR)	+5.79%	+12.75%

Winner

PFXF

+6.29%

FBT

+3.76%

Winner

PFXF

+4.07%

FBT

-0.28%

Winner

PFXF

+10.65%

FBT

+3.67%

PFXF

+20.05%

Winner

FBT

+31.40%

5Y(CAGR)

PFXF

+4.84%

Winner

FBT

+6.00%

10Y(CAGR)

PFXF

+5.56%

Winner

FBT

+9.43%

Max(CAGR)

PFXF

+5.79%

Winner

FBT

+12.75%

PFXF vs FBT - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	PFXF	FBT
2026	+7.44%	+0.78%
2025	+8.88%	+23.89%
2024	+8.29%	+4.46%
2023	+10.52%	+2.90%
2022	-18.62%	-5.48%
2021	+12.47%	-2.32%
2020	+7.34%	+13.34%
2019	+19.71%	+19.88%
2018	-3.18%	-2.54%
2017	+7.69%	+35.28%
2016	+5.79%	-17.31%
2015	-2.03%	+10.42%
2014	+15.44%	+46.91%
2013	-2.29%	+45.15%
2012	+4.44%	+39.16%
2011	N/A	-17.13%
2010	N/A	+35.28%
2009	N/A	+42.95%
2008	N/A	-18.38%
2007	N/A	+3.82%
2006	N/A	+18.56%

PFXF vs FBT Drawdown Comparison

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

The maximum drawdown for FBT was -40.51%, occurring on Feb 11, 2016. Recovery took 628 trading sessions.

The current FBT drawdown is -5.64%.

Rank	PFXF	FBT
#1	-35.50% Feb 5, 2020 - Nov 9, 2020	-40.51% Jul 17, 2015 - Jan 12, 2018
#2	-21.80% Dec 31, 2021 - Sep 17, 2024	-39.83% Aug 14, 2008 - Aug 4, 2009
#3	-11.89% Oct 16, 2024 - Jul 3, 2025	-34.04% Apr 28, 2011 - Jul 18, 2012
#4	-10.73% Aug 29, 2018 - Feb 22, 2019	-32.38% Feb 8, 2021 - Jan 30, 2025
#5	-9.71% May 21, 2013 - Feb 28, 2014	-28.05% Sep 27, 2018 - May 11, 2020
#6	-8.39% Jul 29, 2016 - May 2, 2017	-22.02% Oct 15, 2007 - Jul 31, 2008
#7	-8.08% May 18, 2015 - Mar 17, 2016	-20.88% Mar 23, 2010 - Dec 17, 2010
#8	-5.83% Feb 25, 2026 - Apr 16, 2026	-20.05% Feb 5, 2025 - Oct 1, 2025
#9	-5.05% Dec 11, 2017 - Jun 11, 2018	-19.74% Feb 25, 2014 - Aug 19, 2014
#10	-4.93% Oct 27, 2025 - Dec 18, 2025	-16.48% Jul 20, 2020 - Jan 22, 2021
#11	-3.70% Oct 18, 2012 - Dec 31, 2012	-14.91% Sep 21, 2009 - Jan 7, 2010
#12	-3.04% Jan 20, 2021 - Mar 12, 2021	-14.26% Jan 22, 2026 - Mar 27, 2026
#13	-3.03% Nov 5, 2021 - Dec 17, 2021	-13.83% Jan 29, 2018 - Jun 20, 2018
#14	-2.72% Jul 28, 2014 - Aug 20, 2014	-13.03% Oct 5, 2012 - Jan 3, 2013
#15	-2.70% Sep 2, 2021 - Oct 20, 2021	-11.45% Mar 19, 2015 - Jun 22, 2015

Correlation

Correlation between PFXF and FBT is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2008 - 2026)

PFXF vs FBT dividend yield comparison.

Year	PFXF	FBT
2026	1.72%	0.00%
2025	6.72%	0.00%
2024	7.82%	0.71%
2023	7.88%	0.00%
2022	6.74%	0.00%
2021	4.66%	1.37%
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%	0.12%
2014	5.91%	0.05%
2013	6.51%	0.00%
2012	2.56%	0.00%
2008	0.00%	1.37%