PFXF vs QGRW

Comparison between VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF) and WISDOMTREE U.S. QUALITY GROWTH FUND (QGRW, ETF).

PFXF vs QGRW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFXF(ETF)	QGRW(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.40%	0.28%
Max Drawdown	37.25%	24.50%
Sharpe Ratio	1.82	1.82
5Y Beta	0.39	1.30
P/E Ratio	N/A	37.99
Forward P/E	N/A	26.74
PEG Ratio	N/A	0.50
5Y Dividends CAGR	5.74%	N/A
5Y EPS CAGR	N/A	37.86%
Debt to Equity	N/A	27.82%
P/S Ratio	N/A	8.66
P/B Ratio	N/A	12.78

Net Assets

PFXF

$2.30B

QGRW

$2.30B

Expense Ratio

PFXF

0.40%

Winner

QGRW

0.28%

Max Drawdown

PFXF

37.25%

Winner

QGRW

24.50%

Sharpe Ratio

Winner

PFXF

1.82

QGRW

1.82

5Y Beta

Winner

PFXF

0.39

QGRW

1.30

P/E Ratio

PFXF

N/A

QGRW

37.99

Forward P/E

PFXF

N/A

QGRW

26.74

PEG Ratio

PFXF

N/A

QGRW

0.50

5Y Dividends CAGR

PFXF

5.74%

QGRW

N/A

5Y EPS CAGR

PFXF

N/A

QGRW

37.86%

Debt to Equity

PFXF

N/A

QGRW

27.82%

P/S Ratio

PFXF

N/A

QGRW

8.66

P/B Ratio

PFXF

N/A

QGRW

12.78

PFXF vs QGRW - Historical Returns

Returns include dividend reinvestment.

Period	PFXF	QGRW
1 month	+6.29%	+14.67%
3 months	+4.07%	+12.95%
6 months	+10.65%	+9.47%
1 year	+20.05%	+35.24%
5 years(CAGR)	+4.84%	N/A
10 years(CAGR)	+5.56%	N/A
Max(CAGR)	+5.79%	+33.74%

PFXF

+6.29%

Winner

QGRW

+14.67%

PFXF

+4.07%

Winner

QGRW

+12.95%

Winner

PFXF

+10.65%

QGRW

+9.47%

PFXF

+20.05%

Winner

QGRW

+35.24%

5Y(CAGR)

PFXF

+4.84%

QGRW

N/A

10Y(CAGR)

PFXF

+5.56%

QGRW

N/A

Max(CAGR)

PFXF

+5.79%

Winner

QGRW

+33.74%

PFXF vs QGRW - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	PFXF	QGRW
2026	+7.44%	+10.74%
2025	+8.88%	+19.30%
2024	+8.29%	+37.48%
2023	+10.52%	+57.20%
2022	-18.62%	-3.30%
2021	+12.47%	N/A
2020	+7.34%	N/A
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 QGRW Drawdown Comparison

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

The maximum drawdown for QGRW was -24.40%, occurring on Apr 8, 2025. Recovery took 130 trading sessions.

Rank	PFXF	QGRW
#1	-35.50% Feb 5, 2020 - Nov 9, 2020	-24.40% Dec 16, 2024 - Jun 26, 2025
#2	-21.80% Dec 31, 2021 - Sep 17, 2024	-15.44% Oct 29, 2025 - Apr 17, 2026
#3	-11.89% Oct 16, 2024 - Jul 3, 2025	-14.54% Jul 10, 2024 - Oct 29, 2024
#4	-10.73% Aug 29, 2018 - Feb 22, 2019	-11.75% Jul 18, 2023 - Nov 16, 2023
#5	-9.71% May 21, 2013 - Feb 28, 2014	-7.63% Apr 11, 2024 - May 15, 2024
#6	-8.39% Jul 29, 2016 - May 2, 2017	-7.28% Feb 2, 2023 - Mar 21, 2023
#7	-8.08% May 18, 2015 - Mar 17, 2016	-5.52% Dec 15, 2022 - Jan 11, 2023
#8	-5.83% Feb 25, 2026 - Apr 16, 2026	-3.97% Dec 28, 2023 - Jan 18, 2024
#9	-5.05% Dec 11, 2017 - Jun 11, 2018	-3.65% Oct 8, 2025 - Oct 24, 2025
#10	-4.93% Oct 27, 2025 - Dec 18, 2025	-3.57% Oct 29, 2024 - Nov 6, 2024
#11	-3.70% Oct 18, 2012 - Dec 31, 2012	-3.10% Feb 9, 2024 - Feb 22, 2024
#12	-3.04% Jan 20, 2021 - Mar 12, 2021	-3.06% Nov 11, 2024 - Dec 2, 2024
#13	-3.03% Nov 5, 2021 - Dec 17, 2021	-2.94% Apr 18, 2023 - Apr 27, 2023
#14	-2.72% Jul 28, 2014 - Aug 20, 2014	-2.92% Jun 15, 2023 - Jun 30, 2023
#15	-2.70% Sep 2, 2021 - Oct 20, 2021	-2.64% Jul 28, 2025 - Aug 12, 2025

Correlation

Correlation between PFXF and QGRW is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2012 - 2026)

PFXF vs QGRW dividend yield comparison.

Year	PFXF	QGRW
2026	1.72%	0.00%
2025	6.72%	0.09%
2024	7.82%	0.14%
2023	7.88%	0.11%
2022	6.74%	0.00%
2021	4.66%	0.00%
2020	5.19%	0.00%
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%