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PFXF vs NZF

Comparison between VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF) and Nuveen Municipal Credit Income Fund (NZF, ETF).

5-Year PerformancePFXF has outperformed NZF, delivering a return of +3.3% compared to -0.5%

PFXF vs NZF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PFXF
$2.40B
NZF
$2.40B
Expense Ratio
PFXF
0.40%
NZF
N/A
Max Drawdown
Winner
PFXF
37.25%
NZF
53.68%
Sharpe Ratio
PFXF
0.65
Winner
NZF
0.83
5Y Beta
PFXF
0.43
Winner
NZF
0.26
5Y Dividends CAGR
PFXF
2.31%
Winner
NZF
5.65%

PFXF vs NZF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PFXF
+2.02%
NZF
-0.64%
3M
PFXF
-2.22%
Winner
NZF
+0.55%
6M
Winner
PFXF
+1.73%
NZF
+1.33%
1Y
PFXF
+10.23%
Winner
NZF
+12.50%
5Y(CAGR)
Winner
PFXF
+3.28%
NZF
-0.49%
10Y(CAGR)
Winner
PFXF
+4.78%
NZF
+3.37%
Max(CAGR)
Winner
PFXF
+5.45%
NZF
+5.39%

PFXF vs NZF - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearPFXFNZF
2026+4.05%+3.02%
2025+8.88%+10.22%
2024+8.29%+9.27%
2023+10.52%+0.81%
2022-18.62%-25.42%
2021+12.47%+12.24%
2020+7.34%+4.20%
2019+19.71%+25.44%
2018-3.18%-6.42%
2017+7.69%+13.98%
2016+5.79%+4.29%
2015-2.03%+9.73%
2014+15.44%+17.83%
2013-2.29%-14.78%
2012+4.44%+9.39%
2011N/A+18.65%
2010N/A+5.85%
2009N/A+35.91%
2008N/A-22.21%
2007N/A-10.97%
2006N/A+14.46%
2005N/A+11.74%
2004N/A+6.26%
2003N/A+12.36%
2002N/A+5.43%
2001N/A-9.18%

PFXF vs NZF Drawdown Comparison

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

The maximum drawdown for NZF was -48.48%, occurring on Oct 10, 2008. Recovery took 678 trading sessions.

The current PFXF drawdown is -3.80%. The current NZF drawdown is -3.66%.

RankPFXFNZF
#1-35.50%
Feb 5, 2020 - Nov 9, 2020
-48.48%
Dec 27, 2006 - Sep 8, 2009
#2-21.80%
Dec 31, 2021 - Sep 17, 2024
-37.40%
Nov 9, 2021 - Oct 25, 2023
#3-11.89%
Oct 16, 2024 - Jul 3, 2025
-29.81%
Feb 21, 2020 - Dec 31, 2020
#4-10.73%
Aug 29, 2018 - Feb 22, 2019
-24.09%
Nov 23, 2012 - Jan 30, 2015
#5-9.71%
May 21, 2013 - Feb 28, 2014
-15.42%
Sep 1, 2010 - Sep 12, 2011
#6-8.39%
Jul 29, 2016 - May 2, 2017
-15.12%
Mar 9, 2004 - Nov 3, 2004
#7-8.08%
May 18, 2015 - Mar 17, 2016
-13.69%
Jul 8, 2016 - Jul 28, 2017
#8-8.04%
Jun 2, 2026 - Jul 29, 2026
-10.58%
Sep 10, 2018 - Feb 27, 2019
#9-5.83%
Feb 25, 2026 - Apr 16, 2026
-10.37%
Oct 3, 2001 - Aug 29, 2002
#10-5.05%
Dec 11, 2017 - Jun 11, 2018
-8.44%
Oct 7, 2002 - Apr 21, 2003
#11-4.93%
Oct 27, 2025 - Dec 18, 2025
-8.36%
Jun 12, 2003 - Jan 7, 2004
#12-3.70%
Oct 18, 2012 - Dec 31, 2012
-8.23%
Sep 6, 2005 - Jan 5, 2006
#13-3.44%
May 11, 2026 - May 29, 2026
-8.01%
Dec 7, 2017 - Sep 5, 2018
#14-3.04%
Jan 20, 2021 - Mar 12, 2021
-7.98%
Oct 7, 2009 - Jan 29, 2010
#15-3.03%
Nov 5, 2021 - Dec 17, 2021
-7.16%
Feb 2, 2015 - Dec 8, 2015

Correlation

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

0.92
-101

Dividend Comparison (2001 - 2026)

PFXF vs NZF dividend yield comparison.

YearPFXFNZF
20263.21%4.47%
20256.72%7.58%
20247.82%6.84%
20237.88%4.51%
20226.74%5.80%
20214.66%4.63%
20205.19%4.74%
20195.35%4.82%
20186.56%6.05%
20175.93%5.86%
20165.81%6.26%
20155.99%5.50%
20145.91%5.32%
20136.51%5.88%
20122.56%5.73%
20110.00%6.39%
20100.00%7.37%
20090.00%6.33%
20080.00%7.81%
20070.00%6.05%
20060.00%5.66%
20050.00%6.38%
20040.00%6.81%
20030.00%6.58%
20020.00%6.65%
20010.00%1.11%

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