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PFXF vs IGLB

Comparison between VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF) and ISHARES 10+ YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGLB, ETF).

5-Year PerformancePFXF has outperformed IGLB, delivering a return of +4.0% compared to -1.9%

PFXF vs IGLB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PFXF
$2.50B
Winner
IGLB
$2.60B
Expense Ratio
PFXF
0.40%
Winner
IGLB
0.04%
Max Drawdown
Winner
PFXF
37.25%
IGLB
39.97%
Sharpe Ratio
Winner
PFXF
1.21
IGLB
0.43
5Y Beta
PFXF
0.40
Winner
IGLB
0.22
5Y Dividends CAGR
PFXF
2.89%
Winner
IGLB
3.01%

PFXF vs IGLB - Historical Returns

Returns include dividend reinvestment.

1M
PFXF
-1.75%
Winner
IGLB
+1.36%
3M
Winner
PFXF
+4.89%
IGLB
+2.63%
6M
Winner
PFXF
+7.25%
IGLB
+1.73%
1Y
Winner
PFXF
+16.18%
IGLB
+6.09%
5Y(CAGR)
Winner
PFXF
+4.02%
IGLB
-1.93%
10Y(CAGR)
Winner
PFXF
+5.32%
IGLB
+2.21%
Max(CAGR)
Winner
PFXF
+5.60%
IGLB
+4.34%

PFXF vs IGLB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearPFXFIGLB
2026+5.31%+1.41%
2025+8.88%+7.47%
2024+8.29%-0.58%
2023+10.52%+9.75%
2022-18.62%-24.20%
2021+12.47%-0.96%
2020+7.34%+12.71%
2019+19.71%+22.84%
2018-3.18%-6.19%
2017+7.69%+11.45%
2016+5.79%+9.78%
2015-2.03%-6.13%
2014+15.44%+15.38%
2013-2.29%-7.90%
2012+4.44%+12.74%
2011N/A+16.81%
2010N/A+10.32%
2009N/A-0.47%

PFXF vs IGLB Drawdown Comparison

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

The maximum drawdown for IGLB was -34.13%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current PFXF drawdown is -2.64%. The current IGLB drawdown is -13.34%.

RankPFXFIGLB
#1-35.50%
Feb 5, 2020 - Nov 9, 2020
-34.13%
Sep 22, 2021 - Oct 24, 2022
#2-21.80%
Dec 31, 2021 - Sep 17, 2024
-27.72%
Mar 6, 2020 - Jul 9, 2020
#3-11.89%
Oct 16, 2024 - Jul 3, 2025
-14.42%
May 2, 2013 - May 15, 2014
#4-10.73%
Aug 29, 2018 - Feb 22, 2019
-11.20%
Jan 30, 2015 - Jun 8, 2016
#5-9.71%
May 21, 2013 - Feb 28, 2014
-10.23%
Aug 6, 2020 - Aug 4, 2021
#6-8.39%
Jul 29, 2016 - May 2, 2017
-9.70%
Dec 15, 2017 - Mar 28, 2019
#7-8.08%
May 18, 2015 - Mar 17, 2016
-9.22%
Jul 8, 2016 - Jun 20, 2017
#8-5.83%
Feb 25, 2026 - Apr 16, 2026
-7.48%
Aug 26, 2010 - May 17, 2011
#9-5.05%
Dec 11, 2017 - Jun 11, 2018
-5.13%
Nov 13, 2012 - May 1, 2013
#10-4.93%
Oct 27, 2025 - Dec 18, 2025
-4.94%
Aug 28, 2019 - Dec 13, 2019
#11-4.06%
Jun 2, 2026 - Jun 10, 2026
-4.40%
Nov 1, 2011 - Feb 27, 2012
#12-3.70%
Oct 18, 2012 - Dec 31, 2012
-4.33%
Aug 28, 2014 - Oct 14, 2014
#13-3.44%
May 11, 2026 - May 29, 2026
-4.20%
Aug 10, 2011 - Sep 21, 2011
#14-3.04%
Jan 20, 2021 - Mar 12, 2021
-3.89%
Feb 28, 2012 - May 3, 2012
#15-3.03%
Nov 5, 2021 - Dec 17, 2021
-3.85%
Sep 22, 2011 - Oct 25, 2011

Correlation

Correlation between PFXF and IGLB is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (2009 - 2026)

PFXF vs IGLB dividend yield comparison.

YearPFXFIGLB
20262.07%2.23%
20256.72%5.14%
20247.82%5.10%
20237.88%4.59%
20226.74%4.56%
20214.66%3.16%
20205.19%3.22%
20195.35%3.73%
20186.56%4.56%
20175.93%3.94%
20165.81%4.21%
20155.99%4.57%
20145.91%3.76%
20136.51%4.66%
20122.56%4.37%
20110.00%4.45%
20100.00%5.29%
20090.00%0.31%

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