PFXF vs SPY
Comparison between VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PFXF, delivering a return of +13.2% compared to +3.7%
PFXF vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PFXF
$2.50B
Winner
SPY
$784B
Expense Ratio
PFXF
0.40%
Winner
SPY
0.09%
Max Drawdown
Winner
PFXF
37.25%
SPY
56.47%
Sharpe Ratio
PFXF
1.17
Winner
SPY
1.54
5Y Beta
Winner
PFXF
0.40
SPY
1.00
P/E Ratio
PFXF
N/A
SPY
27.62
Forward P/E
PFXF
N/A
SPY
21.11
5Y Dividends CAGR
PFXF
2.89%
Winner
SPY
6.00%
5Y EPS CAGR
PFXF
N/A
SPY
25.30%
Debt to Equity
PFXF
N/A
SPY
31.11%
P/S Ratio
PFXF
N/A
SPY
3.49
P/B Ratio
PFXF
N/A
SPY
5.30
PFXF vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PFXF
-1.17%
SPY
-1.37%
3M
PFXF
+4.88%
Winner
SPY
+12.22%
6M
PFXF
+4.73%
Winner
SPY
+7.20%
1Y
PFXF
+15.08%
Winner
SPY
+23.58%
5Y(CAGR)
PFXF
+3.75%
Winner
SPY
+13.19%
10Y(CAGR)
PFXF
+5.03%
Winner
SPY
+15.12%
Max(CAGR)
PFXF
+5.48%
Winner
SPY
+8.44%
PFXF vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PFXF | SPY |
|---|---|---|
| 2026 | +3.88% | +7.95% |
| 2025 | +8.88% | +18.00% |
| 2024 | +8.29% | +25.59% |
| 2023 | +10.52% | +26.72% |
| 2022 | -18.62% | -18.64% |
| 2021 | +12.47% | +30.52% |
| 2020 | +7.34% | +17.28% |
| 2019 | +19.71% | +31.09% |
| 2018 | -3.18% | -5.24% |
| 2017 | +7.69% | +20.78% |
| 2016 | +5.79% | +13.59% |
| 2015 | -2.03% | +1.31% |
| 2014 | +15.44% | +14.56% |
| 2013 | -2.29% | +29.00% |
| 2012 | +4.44% | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
PFXF vs SPY Drawdown Comparison
The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PFXF drawdown is -3.96%. The current SPY drawdown is -3.18%.
| Rank | PFXF | SPY |
|---|---|---|
| #1 | -35.50% Feb 5, 2020 - Nov 9, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -21.80% Dec 31, 2021 - Sep 17, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -11.89% Oct 16, 2024 - Jul 3, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -10.73% Aug 29, 2018 - Feb 22, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -9.71% May 21, 2013 - Feb 28, 2014 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.39% Jul 29, 2016 - May 2, 2017 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.08% May 18, 2015 - Mar 17, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -5.83% Feb 25, 2026 - Apr 16, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -5.05% Dec 11, 2017 - Jun 11, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -4.93% Oct 27, 2025 - Dec 18, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.06% Jun 2, 2026 - Jun 10, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.70% Oct 18, 2012 - Dec 31, 2012 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.44% May 11, 2026 - May 29, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.04% Jan 20, 2021 - Mar 12, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.03% Nov 5, 2021 - Dec 17, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PFXF and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
PFXF vs SPY dividend yield comparison.
| Year | PFXF | SPY |
|---|---|---|
| 2026 | 2.10% | 0.50% |
| 2025 | 6.72% | 1.07% |
| 2024 | 7.82% | 1.21% |
| 2023 | 7.88% | 1.40% |
| 2022 | 6.74% | 1.65% |
| 2021 | 4.66% | 1.20% |
| 2020 | 5.19% | 1.52% |
| 2019 | 5.35% | 1.75% |
| 2018 | 6.56% | 2.04% |
| 2017 | 5.93% | 1.80% |
| 2016 | 5.81% | 2.03% |
| 2015 | 5.99% | 2.06% |
| 2014 | 5.91% | 1.87% |
| 2013 | 6.51% | 1.81% |
| 2012 | 2.56% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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