PFXF vs PGX
Comparison between VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF) and INVESCO PREFERRED ETF (PGX, ETF).
5-Year PerformancePFXF has outperformed PGX, delivering a return of +3.0% compared to -0.9%
PFXF vs PGX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PFXF vs PGX - Historical Returns
Returns include dividend reinvestment.
PFXF vs PGX - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | PFXF | PGX |
|---|---|---|
| 2026 | +0.67% | -1.32% |
| 2025 | +8.88% | +1.97% |
| 2024 | +8.29% | +6.62% |
| 2023 | +10.52% | +7.97% |
| 2022 | -18.62% | -20.67% |
| 2021 | +12.47% | +3.97% |
| 2020 | +7.34% | +6.27% |
| 2019 | +19.71% | +15.88% |
| 2018 | -3.18% | -3.22% |
| 2017 | +7.69% | +9.93% |
| 2016 | +5.79% | +0.32% |
| 2015 | -2.03% | +7.55% |
| 2014 | +15.44% | +15.54% |
| 2013 | -2.29% | -2.72% |
| 2012 | +4.44% | +13.74% |
| 2011 | N/A | +3.33% |
| 2010 | N/A | +11.31% |
| 2009 | N/A | +13.85% |
| 2008 | N/A | -33.77% |
PFXF vs PGX Drawdown Comparison
The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.
The maximum drawdown for PGX was -66.38%, occurring on Mar 6, 2009. Recovery took 1134 trading sessions.
The current PFXF drawdown is -6.93%. The current PGX drawdown is -5.60%.
| Rank | PFXF | PGX |
|---|---|---|
| #1 | -35.50% Feb 5, 2020 - Nov 9, 2020 | -66.38% Feb 6, 2008 - Aug 6, 2012 |
| #2 | -21.80% Dec 31, 2021 - Sep 17, 2024 | -34.09% Feb 11, 2020 - Aug 17, 2020 |
| #3 | -11.89% Oct 16, 2024 - Jul 3, 2025 | -24.65% Nov 5, 2021 - Oct 19, 2023 |
| #4 | -10.73% Aug 29, 2018 - Feb 22, 2019 | -9.56% May 8, 2013 - Mar 31, 2014 |
| #5 | -9.71% May 21, 2013 - Feb 28, 2014 | -8.05% Aug 31, 2018 - Feb 12, 2019 |
| #6 | -8.39% Jul 29, 2016 - May 2, 2017 | -7.58% Sep 7, 2016 - Apr 3, 2017 |
| #7 | -8.08% May 18, 2015 - Mar 17, 2016 | -6.12% Jan 5, 2016 - Mar 24, 2016 |
| #8 | -7.40% Jun 2, 2026 - Jul 20, 2026 | -4.23% Dec 8, 2017 - Jul 2, 2018 |
| #9 | -5.83% Feb 25, 2026 - Apr 16, 2026 | -4.12% Dec 31, 2020 - Apr 5, 2021 |
| #10 | -5.05% Dec 11, 2017 - Jun 11, 2018 | -3.13% Aug 14, 2015 - Sep 24, 2015 |
| #11 | -4.93% Oct 27, 2025 - Dec 18, 2025 | -2.68% Dec 1, 2015 - Dec 28, 2015 |
| #12 | -3.70% Oct 18, 2012 - Dec 31, 2012 | -2.42% Apr 15, 2015 - Jul 17, 2015 |
| #13 | -3.44% May 11, 2026 - May 29, 2026 | -2.17% Sep 22, 2021 - Nov 4, 2021 |
| #14 | -3.04% Jan 20, 2021 - Mar 12, 2021 | -2.07% Aug 26, 2020 - Oct 5, 2020 |
| #15 | -3.03% Nov 5, 2021 - Dec 17, 2021 | -2.02% Nov 6, 2012 - Jan 3, 2013 |
Correlation
Correlation between PFXF and PGX is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2008 - 2026)
PFXF vs PGX dividend yield comparison.
| Year | PFXF | PGX |
|---|---|---|
| 2026 | 2.80% | 3.66% |
| 2025 | 6.72% | 6.03% |
| 2024 | 7.82% | 5.95% |
| 2023 | 7.88% | 6.42% |
| 2022 | 6.74% | 6.29% |
| 2021 | 4.66% | 4.82% |
| 2020 | 5.19% | 4.89% |
| 2019 | 5.35% | 4.85% |
| 2018 | 6.56% | 6.09% |
| 2017 | 5.93% | 5.66% |
| 2016 | 5.81% | 6.02% |
| 2015 | 5.99% | 5.84% |
| 2014 | 5.91% | 5.97% |
| 2013 | 6.51% | 6.78% |
| 2012 | 2.56% | 6.47% |
| 2011 | 0.00% | 6.77% |
| 2010 | 0.00% | 6.75% |
| 2009 | 0.00% | 8.04% |
| 2008 | 0.00% | 10.00% |
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