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PFXF vs IXC

Comparison between VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF) and ISHARES GLOBAL ENERGY ETF (IXC, ETF).

5-Year PerformanceIXC has outperformed PFXF, delivering a return of +19.2% compared to +4.0%

PFXF vs IXC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PFXF
$2.50B
IXC
$2.50B
Expense Ratio
PFXF
0.40%
IXC
0.40%
Max Drawdown
Winner
PFXF
37.25%
IXC
76.12%
Sharpe Ratio
PFXF
1.21
Winner
IXC
1.69
5Y Beta
Winner
PFXF
0.40
IXC
0.48
P/E Ratio
PFXF
N/A
IXC
20.44
Forward P/E
PFXF
N/A
IXC
11.75
PEG Ratio
PFXF
N/A
IXC
0.72
5Y Dividends CAGR
Winner
PFXF
2.89%
IXC
-0.65%
P/S Ratio
PFXF
N/A
IXC
1.39
P/B Ratio
PFXF
N/A
IXC
2.37

PFXF vs IXC - Historical Returns

Returns include dividend reinvestment.

1M
PFXF
-1.75%
Winner
IXC
-1.22%
3M
Winner
PFXF
+4.89%
IXC
+0.73%
6M
PFXF
+7.25%
Winner
IXC
+28.92%
1Y
PFXF
+16.18%
Winner
IXC
+39.02%
5Y(CAGR)
PFXF
+4.02%
Winner
IXC
+19.16%
10Y(CAGR)
PFXF
+5.32%
Winner
IXC
+9.98%
Max(CAGR)
PFXF
+5.60%
Winner
IXC
+8.39%

PFXF vs IXC - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearPFXFIXC
2026+5.31%+26.42%
2025+8.88%+12.88%
2024+8.29%+1.20%
2023+10.52%+7.37%
2022-18.62%+44.60%
2021+12.47%+40.41%
2020+7.34%-31.49%
2019+19.71%+10.53%
2018-3.18%-16.17%
2017+7.69%+4.28%
2016+5.79%+28.34%
2015-2.03%-22.09%
2014+15.44%-10.58%
2013-2.29%+13.54%
2012+4.44%+0.31%
2011N/A-0.76%
2010N/A+8.40%
2009N/A+18.92%
2008N/A-37.05%
2007N/A+33.58%
2006N/A+16.60%
2005N/A+32.98%
2004N/A+25.83%
2003N/A+26.84%
2002N/A-4.39%
2001N/A+8.39%

PFXF vs IXC Drawdown Comparison

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

The maximum drawdown for IXC was -67.90%, occurring on Mar 18, 2020. Recovery took 1954 trading sessions.

The current PFXF drawdown is -2.64%. The current IXC drawdown is -7.04%.

RankPFXFIXC
#1-35.50%
Feb 5, 2020 - Nov 9, 2020
-67.90%
Jun 23, 2014 - Mar 25, 2022
#2-21.80%
Dec 31, 2021 - Sep 17, 2024
-55.80%
May 21, 2008 - May 2, 2014
#3-11.89%
Oct 16, 2024 - Jul 3, 2025
-24.90%
Jun 8, 2022 - Nov 15, 2022
#4-10.73%
Aug 29, 2018 - Feb 22, 2019
-24.11%
Apr 2, 2002 - Dec 9, 2003
#5-9.71%
May 21, 2013 - Feb 28, 2014
-19.04%
Apr 10, 2024 - Sep 24, 2025
#6-8.39%
Jul 29, 2016 - May 2, 2017
-16.46%
Jan 3, 2008 - Apr 16, 2008
#7-8.08%
May 18, 2015 - Mar 17, 2016
-15.32%
May 10, 2006 - Nov 29, 2006
#8-5.83%
Feb 25, 2026 - Apr 16, 2026
-15.18%
Jan 26, 2023 - Sep 1, 2023
#9-5.05%
Dec 11, 2017 - Jun 11, 2018
-15.05%
Sep 29, 2005 - Jan 17, 2006
#10-4.93%
Oct 27, 2025 - Dec 18, 2025
-14.64%
Jul 19, 2007 - Sep 21, 2007
#11-4.06%
Jun 2, 2026 - Jun 10, 2026
-12.63%
Mar 4, 2005 - Jun 17, 2005
#12-3.70%
Oct 18, 2012 - Dec 31, 2012
-11.11%
Dec 14, 2006 - Apr 12, 2007
#13-3.44%
May 11, 2026 - May 29, 2026
-9.98%
Sep 14, 2023 - Mar 15, 2024
#14-3.04%
Jan 20, 2021 - Mar 12, 2021
-9.66%
Mar 27, 2026 - Apr 17, 2026
#15-3.03%
Nov 5, 2021 - Dec 17, 2021
-9.41%
Nov 15, 2022 - Jan 26, 2023

Correlation

Correlation between PFXF and IXC is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64
-101

Dividend Comparison (2001 - 2026)

PFXF vs IXC dividend yield comparison.

YearPFXFIXC
20262.07%0.00%
20256.72%3.68%
20247.82%4.56%
20237.88%3.45%
20226.74%4.76%
20214.66%3.98%
20205.19%4.86%
20195.35%7.00%
20186.56%3.51%
20175.93%3.05%
20165.81%2.86%
20155.99%3.77%
20145.91%3.02%
20136.51%2.48%
20122.56%2.55%
20110.00%2.30%
20100.00%1.84%
20090.00%2.10%
20080.00%2.69%
20070.00%1.96%
20060.00%1.62%
20050.00%1.18%
20040.00%1.74%
20030.00%1.05%
20020.00%1.99%
20010.00%0.14%

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