PFXF vs IBTG
Comparison between VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF) and ISHARES IBONDS DEC 2026 TERM TREASURY ETF (IBTG, ETF).
5-Year PerformancePFXF has outperformed IBTG, delivering a return of +4.1% compared to +0.9%
PFXF vs IBTG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PFXF vs IBTG - Historical Returns
Returns include dividend reinvestment.
PFXF vs IBTG - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | PFXF | IBTG |
|---|---|---|
| 2026 | +5.36% | +1.46% |
| 2025 | +8.88% | +4.54% |
| 2024 | +8.29% | +4.15% |
| 2023 | +10.52% | +4.13% |
| 2022 | -18.62% | -7.85% |
| 2021 | +12.47% | -3.06% |
| 2020 | +7.34% | +3.99% |
| 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 IBTG Drawdown Comparison
The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.
The maximum drawdown for IBTG was -13.62%, occurring on Oct 20, 2022. Recovery took 1351 trading sessions.
The current PFXF drawdown is -2.59%.
| Rank | PFXF | IBTG |
|---|---|---|
| #1 | -35.50% Feb 5, 2020 - Nov 9, 2020 | -13.62% Aug 4, 2020 - Dec 18, 2025 |
| #2 | -21.80% Dec 31, 2021 - Sep 17, 2024 | -2.79% Mar 9, 2020 - Mar 27, 2020 |
| #3 | -11.89% Oct 16, 2024 - Jul 3, 2025 | -1.03% May 14, 2020 - Jun 26, 2020 |
| #4 | -10.73% Aug 29, 2018 - Feb 22, 2019 | -0.76% Apr 3, 2020 - Apr 15, 2020 |
| #5 | -9.71% May 21, 2013 - Feb 28, 2014 | -0.50% Apr 21, 2020 - May 7, 2020 |
| #6 | -8.39% Jul 29, 2016 - May 2, 2017 | -0.34% May 7, 2020 - May 14, 2020 |
| #7 | -8.08% May 18, 2015 - Mar 17, 2016 | -0.17% Jul 9, 2020 - Jul 21, 2020 |
| #8 | -5.83% Feb 25, 2026 - Apr 16, 2026 | -0.15% Apr 15, 2020 - Apr 21, 2020 |
| #9 | -5.05% Dec 11, 2017 - Jun 11, 2018 | -0.13% Jul 1, 2020 - Jul 9, 2020 |
| #10 | -4.93% Oct 27, 2025 - Dec 18, 2025 | -0.11% Jul 24, 2020 - Jul 28, 2020 |
| #11 | -3.70% Oct 18, 2012 - Dec 31, 2012 | -0.09% Mar 31, 2020 - Apr 3, 2020 |
| #12 | -3.44% May 11, 2026 - May 29, 2026 | -0.04% Dec 26, 2025 - Jan 2, 2026 |
| #13 | -3.04% Jan 20, 2021 - Mar 12, 2021 | -0.04% Feb 9, 2026 - Feb 13, 2026 |
| #14 | -3.03% Nov 5, 2021 - Dec 17, 2021 | -0.03% Feb 27, 2026 - Mar 6, 2026 |
| #15 | -2.72% Jul 28, 2014 - Aug 20, 2014 | -0.02% Feb 28, 2020 - Mar 3, 2020 |
Correlation
Correlation between PFXF and IBTG is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2012 - 2026)
PFXF vs IBTG dividend yield comparison.
| Year | PFXF | IBTG |
|---|---|---|
| 2026 | 2.07% | 1.61% |
| 2025 | 6.72% | 4.03% |
| 2024 | 7.82% | 4.08% |
| 2023 | 7.88% | 3.61% |
| 2022 | 6.74% | 2.06% |
| 2021 | 4.66% | 0.66% |
| 2020 | 5.19% | 0.53% |
| 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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