PREF vs VTWG
Comparison between PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF (PREF, ETF) and VANGUARD RUSSELL 2000 GROWTH INDEX FUND ETF SHARES (VTWG, ETF).
5-Year PerformanceVTWG has outperformed PREF, delivering a return of +6.0% compared to +2.9%
PREF vs VTWG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PREF vs VTWG - Historical Returns
Returns include dividend reinvestment.
PREF vs VTWG - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | PREF | VTWG |
|---|---|---|
| 2026 | +1.81% | +17.04% |
| 2025 | +7.58% | +12.58% |
| 2024 | +11.55% | +16.28% |
| 2023 | +6.79% | +19.64% |
| 2022 | -11.84% | -27.33% |
| 2021 | +2.13% | +4.39% |
| 2020 | +7.33% | +34.55% |
| 2019 | +17.66% | +28.92% |
| 2018 | -5.23% | -10.03% |
| 2017 | +2.04% | +21.89% |
| 2016 | N/A | +14.43% |
| 2015 | N/A | +0.17% |
| 2014 | N/A | +7.43% |
| 2013 | N/A | +39.98% |
| 2012 | N/A | +13.18% |
| 2011 | N/A | -4.95% |
| 2010 | N/A | +21.68% |
PREF vs VTWG Drawdown Comparison
The maximum drawdown for PREF was -22.99%, occurring on Mar 19, 2020. Recovery took 129 trading sessions.
The maximum drawdown for VTWG was -42.07%, occurring on Jun 16, 2022. Recovery took 1169 trading sessions.
The current PREF drawdown is -0.37%. The current VTWG drawdown is -3.09%.
| Rank | PREF | VTWG |
|---|---|---|
| #1 | -22.99% Feb 21, 2020 - Aug 25, 2020 | -42.07% Feb 9, 2021 - Oct 6, 2025 |
| #2 | -16.99% Sep 16, 2021 - Jul 12, 2024 | -40.36% Feb 19, 2020 - Aug 7, 2020 |
| #3 | -6.42% Jan 16, 2018 - Mar 20, 2019 | -29.43% Apr 29, 2011 - Sep 14, 2012 |
| #4 | -2.88% Feb 24, 2026 - May 27, 2026 | -28.77% Jun 23, 2015 - Dec 8, 2016 |
| #5 | -2.56% Mar 20, 2025 - May 12, 2025 | -28.53% Aug 31, 2018 - Jan 14, 2020 |
| #6 | -1.98% Feb 11, 2021 - Apr 21, 2021 | -14.88% Jan 22, 2026 - Apr 17, 2026 |
| #7 | -1.50% Dec 5, 2017 - Dec 26, 2017 | -14.50% Mar 4, 2014 - Dec 24, 2014 |
| #8 | -1.18% Sep 17, 2020 - Nov 5, 2020 | -11.04% Sep 14, 2012 - Jan 2, 2013 |
| #9 | -0.98% Oct 17, 2024 - Nov 25, 2024 | -10.08% Oct 15, 2025 - Dec 10, 2025 |
| #10 | -0.97% Oct 28, 2025 - Dec 22, 2025 | -8.87% Jan 26, 2018 - Mar 9, 2018 |
| #11 | -0.91% Jan 6, 2025 - Jan 30, 2025 | -7.87% Sep 2, 2020 - Oct 7, 2020 |
| #12 | -0.90% Aug 1, 2024 - Aug 16, 2024 | -7.69% Jan 22, 2014 - Feb 24, 2014 |
| #13 | -0.86% Oct 30, 2017 - Nov 28, 2017 | -7.51% Oct 12, 2020 - Nov 5, 2020 |
| #14 | -0.83% Dec 16, 2019 - Dec 19, 2019 | -7.28% Mar 12, 2018 - May 16, 2018 |
| #15 | -0.72% Oct 3, 2017 - Oct 30, 2017 | -6.12% Jul 25, 2017 - Sep 18, 2017 |
Correlation
Correlation between PREF and VTWG is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2010 - 2026)
PREF vs VTWG dividend yield comparison.
| Year | PREF | VTWG |
|---|---|---|
| 2026 | 2.65% | 0.27% |
| 2025 | 4.87% | 0.64% |
| 2024 | 4.65% | 0.55% |
| 2023 | 4.67% | 0.79% |
| 2022 | 4.63% | 0.71% |
| 2021 | 4.07% | 0.54% |
| 2020 | 4.35% | 0.48% |
| 2019 | 4.67% | 0.72% |
| 2018 | 5.49% | 0.72% |
| 2017 | 2.35% | 0.64% |
| 2016 | 0.00% | 0.96% |
| 2015 | 0.00% | 0.72% |
| 2014 | 0.00% | 0.62% |
| 2013 | 0.00% | 0.56% |
| 2012 | 0.00% | 0.81% |
| 2011 | 0.00% | 0.30% |
| 2010 | 0.00% | 0.27% |
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