PREF vs FEX
Comparison between PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF (PREF, ETF) and First Trust Large Cap Core AlphaDEX Fund (FEX, ETF).
5-Year PerformanceFEX has outperformed PREF, delivering a return of +10.7% compared to +3.0%
PREF vs FEX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PREF vs FEX - Historical Returns
Returns include dividend reinvestment.
PREF vs FEX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | PREF | FEX |
|---|---|---|
| 2026 | +1.36% | +11.85% |
| 2025 | +7.58% | +14.88% |
| 2024 | +11.55% | +17.28% |
| 2023 | +6.79% | +14.99% |
| 2022 | -11.84% | -11.35% |
| 2021 | +2.13% | +28.75% |
| 2020 | +7.33% | +13.71% |
| 2019 | +17.66% | +26.87% |
| 2018 | -5.23% | -10.52% |
| 2017 | +2.04% | +20.59% |
| 2016 | N/A | +15.75% |
| 2015 | N/A | -3.92% |
| 2014 | N/A | +13.46% |
| 2013 | N/A | +32.85% |
| 2012 | N/A | +13.91% |
| 2011 | N/A | -1.50% |
| 2010 | N/A | +18.94% |
| 2009 | N/A | +32.21% |
| 2008 | N/A | -37.71% |
| 2007 | N/A | -5.39% |
PREF vs FEX Drawdown Comparison
The maximum drawdown for PREF was -22.99%, occurring on Mar 19, 2020. Recovery took 129 trading sessions.
The maximum drawdown for FEX was -58.81%, occurring on Mar 6, 2009. Recovery took 908 trading sessions.
The current PREF drawdown is -0.32%. The current FEX drawdown is -2.24%.
| Rank | PREF | FEX |
|---|---|---|
| #1 | -22.99% Feb 21, 2020 - Aug 25, 2020 | -58.81% Jul 13, 2007 - Feb 17, 2011 |
| #2 | -16.99% Sep 16, 2021 - Jul 12, 2024 | -39.51% Feb 19, 2020 - Oct 12, 2020 |
| #3 | -6.42% Jan 16, 2018 - Mar 20, 2019 | -21.98% Sep 20, 2018 - Jul 12, 2019 |
| #4 | -2.88% Feb 24, 2026 - May 27, 2026 | -21.97% Apr 29, 2011 - Mar 13, 2012 |
| #5 | -2.56% Mar 20, 2025 - May 12, 2025 | -21.27% Nov 16, 2021 - Dec 14, 2023 |
| #6 | -1.98% Feb 11, 2021 - Apr 21, 2021 | -19.58% Nov 29, 2024 - Jul 22, 2025 |
| #7 | -1.50% Dec 5, 2017 - Dec 26, 2017 | -18.22% May 21, 2015 - Jul 22, 2016 |
| #8 | -1.18% Sep 17, 2020 - Nov 5, 2020 | -12.31% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -0.98% Oct 17, 2024 - Nov 25, 2024 | -9.96% Jan 26, 2018 - Aug 27, 2018 |
| #10 | -0.97% Oct 28, 2025 - Dec 22, 2025 | -9.11% Sep 5, 2014 - Nov 11, 2014 |
| #11 | -0.91% Jan 6, 2025 - Jan 30, 2025 | -7.50% Jul 24, 2019 - Nov 7, 2019 |
| #12 | -0.90% Aug 1, 2024 - Aug 16, 2024 | -6.89% Sep 14, 2012 - Dec 18, 2012 |
| #13 | -0.86% Oct 30, 2017 - Nov 28, 2017 | -6.59% Jul 16, 2024 - Aug 23, 2024 |
| #14 | -0.83% Dec 16, 2019 - Dec 19, 2019 | -6.23% Feb 20, 2026 - Apr 13, 2026 |
| #15 | -0.72% Oct 3, 2017 - Oct 30, 2017 | -6.19% Dec 31, 2013 - Feb 20, 2014 |
Correlation
Correlation between PREF and FEX is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
PREF vs FEX dividend yield comparison.
| Year | PREF | FEX |
|---|---|---|
| 2026 | 2.20% | 0.22% |
| 2025 | 4.87% | 1.10% |
| 2024 | 4.65% | 1.18% |
| 2023 | 4.67% | 1.38% |
| 2022 | 4.63% | 1.61% |
| 2021 | 4.07% | 0.80% |
| 2020 | 4.35% | 1.21% |
| 2019 | 4.67% | 1.32% |
| 2018 | 5.49% | 1.34% |
| 2017 | 2.35% | 1.07% |
| 2016 | 0.00% | 1.29% |
| 2015 | 0.00% | 1.33% |
| 2014 | 0.00% | 1.30% |
| 2013 | 0.00% | 1.02% |
| 2012 | 0.00% | 2.36% |
| 2011 | 0.00% | 1.09% |
| 2010 | 0.00% | 0.89% |
| 2009 | 0.00% | 0.89% |
| 2008 | 0.00% | 1.70% |
| 2007 | 0.00% | 0.58% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks