PREF vs PFXF
Comparison between PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF (PREF, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).
5-Year PerformancePFXF has outperformed PREF, delivering a return of +4.1% compared to +3.0%
PREF vs PFXF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PREF vs PFXF - Historical Returns
Returns include dividend reinvestment.
PREF vs PFXF - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | PREF | PFXF |
|---|---|---|
| 2026 | +1.36% | +5.36% |
| 2025 | +7.58% | +8.88% |
| 2024 | +11.55% | +8.29% |
| 2023 | +6.79% | +10.52% |
| 2022 | -11.84% | -18.62% |
| 2021 | +2.13% | +12.47% |
| 2020 | +7.33% | +7.34% |
| 2019 | +17.66% | +19.71% |
| 2018 | -5.23% | -3.18% |
| 2017 | +2.04% | +7.69% |
| 2016 | N/A | +5.79% |
| 2015 | N/A | -2.03% |
| 2014 | N/A | +15.44% |
| 2013 | N/A | -2.29% |
| 2012 | N/A | +4.44% |
PREF vs PFXF Drawdown Comparison
The maximum drawdown for PREF was -22.99%, occurring on Mar 19, 2020. Recovery took 129 trading sessions.
The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.
The current PREF drawdown is -0.32%. The current PFXF drawdown is -2.59%.
| Rank | PREF | PFXF |
|---|---|---|
| #1 | -22.99% Feb 21, 2020 - Aug 25, 2020 | -35.50% Feb 5, 2020 - Nov 9, 2020 |
| #2 | -16.99% Sep 16, 2021 - Jul 12, 2024 | -21.80% Dec 31, 2021 - Sep 17, 2024 |
| #3 | -6.42% Jan 16, 2018 - Mar 20, 2019 | -11.89% Oct 16, 2024 - Jul 3, 2025 |
| #4 | -2.88% Feb 24, 2026 - May 27, 2026 | -10.73% Aug 29, 2018 - Feb 22, 2019 |
| #5 | -2.56% Mar 20, 2025 - May 12, 2025 | -9.71% May 21, 2013 - Feb 28, 2014 |
| #6 | -1.98% Feb 11, 2021 - Apr 21, 2021 | -8.39% Jul 29, 2016 - May 2, 2017 |
| #7 | -1.50% Dec 5, 2017 - Dec 26, 2017 | -8.08% May 18, 2015 - Mar 17, 2016 |
| #8 | -1.18% Sep 17, 2020 - Nov 5, 2020 | -5.83% Feb 25, 2026 - Apr 16, 2026 |
| #9 | -0.98% Oct 17, 2024 - Nov 25, 2024 | -5.05% Dec 11, 2017 - Jun 11, 2018 |
| #10 | -0.97% Oct 28, 2025 - Dec 22, 2025 | -4.93% Oct 27, 2025 - Dec 18, 2025 |
| #11 | -0.91% Jan 6, 2025 - Jan 30, 2025 | -3.70% Oct 18, 2012 - Dec 31, 2012 |
| #12 | -0.90% Aug 1, 2024 - Aug 16, 2024 | -3.44% May 11, 2026 - May 29, 2026 |
| #13 | -0.86% Oct 30, 2017 - Nov 28, 2017 | -3.04% Jan 20, 2021 - Mar 12, 2021 |
| #14 | -0.83% Dec 16, 2019 - Dec 19, 2019 | -3.03% Nov 5, 2021 - Dec 17, 2021 |
| #15 | -0.72% Oct 3, 2017 - Oct 30, 2017 | -2.72% Jul 28, 2014 - Aug 20, 2014 |
Correlation
Correlation between PREF and PFXF is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2012 - 2026)
PREF vs PFXF dividend yield comparison.
| Year | PREF | PFXF |
|---|---|---|
| 2026 | 2.20% | 2.07% |
| 2025 | 4.87% | 6.72% |
| 2024 | 4.65% | 7.82% |
| 2023 | 4.67% | 7.88% |
| 2022 | 4.63% | 6.74% |
| 2021 | 4.07% | 4.66% |
| 2020 | 4.35% | 5.19% |
| 2019 | 4.67% | 5.35% |
| 2018 | 5.49% | 6.56% |
| 2017 | 2.35% | 5.93% |
| 2016 | 0.00% | 5.81% |
| 2015 | 0.00% | 5.99% |
| 2014 | 0.00% | 5.91% |
| 2013 | 0.00% | 6.51% |
| 2012 | 0.00% | 2.56% |
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