PFXF vs SLQD

Comparison between VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF) and ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD, ETF).

5-Year PerformancePFXF has outperformed SLQD, delivering a return of +4.8% compared to +2.5%

PFXF vs SLQD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFXF(ETF)	SLQD(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.40%	0.06%
Max Drawdown	37.25%	12.69%
Sharpe Ratio	1.82	0.78
5Y Beta	0.39	0.03
5Y Dividends CAGR	5.74%	16.24%

Net Assets

PFXF

$2.30B

SLQD

$2.30B

Expense Ratio

PFXF

0.40%

Winner

SLQD

0.06%

Max Drawdown

PFXF

37.25%

Winner

SLQD

12.69%

Sharpe Ratio

Winner

PFXF

1.82

SLQD

0.78

5Y Beta

PFXF

0.39

Winner

SLQD

0.03

5Y Dividends CAGR

PFXF

5.74%

Winner

SLQD

16.24%

PFXF vs SLQD - Historical Returns

Returns include dividend reinvestment.

Period	PFXF	SLQD
1 month	+6.29%	+0.22%
3 months	+4.07%	+0.24%
6 months	+10.65%	+1.41%
1 year	+20.05%	+4.92%
5 years(CAGR)	+4.84%	+2.52%
10 years(CAGR)	+5.56%	+2.66%
Max(CAGR)	+5.79%	+2.52%

Winner

PFXF

+6.29%

SLQD

+0.22%

Winner

PFXF

+4.07%

SLQD

+0.24%

Winner

PFXF

+10.65%

SLQD

+1.41%

Winner

PFXF

+20.05%

SLQD

+4.92%

5Y(CAGR)

Winner

PFXF

+4.84%

SLQD

+2.52%

10Y(CAGR)

Winner

PFXF

+5.56%

SLQD

+2.66%

Max(CAGR)

Winner

PFXF

+5.79%

SLQD

+2.52%

PFXF vs SLQD - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	PFXF	SLQD
2026	+7.44%	+0.73%
2025	+8.88%	+6.23%
2024	+8.29%	+5.15%
2023	+10.52%	+5.87%
2022	-18.62%	-4.27%
2021	+12.47%	-0.53%
2020	+7.34%	+4.70%
2019	+19.71%	+6.05%
2018	-3.18%	+1.15%
2017	+7.69%	+2.17%
2016	+5.79%	+1.81%
2015	-2.03%	+1.23%
2014	+15.44%	+1.65%
2013	-2.29%	+0.49%
2012	+4.44%	N/A

PFXF vs SLQD Drawdown Comparison

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

The maximum drawdown for SLQD was -12.69%, occurring on Mar 19, 2020. Recovery took 53 trading sessions.

The current SLQD drawdown is -0.14%.

Rank	PFXF	SLQD
#1	-35.50% Feb 5, 2020 - Nov 9, 2020	-12.69% Mar 4, 2020 - May 19, 2020
#2	-21.80% Dec 31, 2021 - Sep 17, 2024	-7.63% Aug 2, 2021 - Dec 20, 2023
#3	-11.89% Oct 16, 2024 - Jul 3, 2025	-1.52% Aug 24, 2016 - Apr 11, 2017
#4	-10.73% Aug 29, 2018 - Feb 22, 2019	-1.16% Sep 8, 2017 - Aug 13, 2018
#5	-9.71% May 21, 2013 - Feb 28, 2014	-1.06% Feb 27, 2026 - Mar 26, 2026
#6	-8.39% Jul 29, 2016 - May 2, 2017	-1.05% Oct 27, 2015 - Mar 16, 2016
#7	-8.08% May 18, 2015 - Mar 17, 2016	-0.96% Apr 15, 2015 - Oct 14, 2015
#8	-5.83% Feb 25, 2026 - Apr 16, 2026	-0.92% Apr 3, 2025 - Apr 25, 2025
#9	-5.05% Dec 11, 2017 - Jun 11, 2018	-0.87% Dec 31, 2020 - May 25, 2021
#10	-4.93% Oct 27, 2025 - Dec 18, 2025	-0.82% Sep 27, 2024 - Dec 6, 2024
#11	-3.70% Oct 18, 2012 - Dec 31, 2012	-0.77% Jan 30, 2015 - Mar 18, 2015
#12	-3.04% Jan 20, 2021 - Mar 12, 2021	-0.77% Oct 15, 2014 - Jan 9, 2015
#13	-3.03% Nov 5, 2021 - Dec 17, 2021	-0.76% Mar 27, 2024 - May 3, 2024
#14	-2.72% Jul 28, 2014 - Aug 20, 2014	-0.74% Sep 4, 2019 - Oct 1, 2019
#15	-2.70% Sep 2, 2021 - Oct 20, 2021	-0.67% Aug 19, 2014 - Oct 8, 2014

Correlation

Correlation between PFXF and SLQD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2012 - 2026)

PFXF vs SLQD dividend yield comparison.

Year	PFXF	SLQD
2026	1.72%	1.45%
2025	6.72%	4.15%
2024	7.82%	3.71%
2023	7.88%	2.99%
2022	6.74%	2.00%
2021	4.66%	1.67%
2020	5.19%	2.34%
2019	5.35%	2.89%
2018	6.56%	2.55%
2017	5.93%	1.98%
2016	5.81%	1.81%
2015	5.99%	1.43%
2014	5.91%	1.23%
2013	6.51%	0.23%
2012	2.56%	0.00%