QGRW vs PFXF

Comparison between WISDOMTREE U.S. QUALITY GROWTH FUND (QGRW, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).

QGRW vs PFXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	QGRW(ETF)	PFXF(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.28%	0.40%
Max Drawdown	24.50%	37.25%
Sharpe Ratio	1.82	1.82
5Y Beta	1.30	0.39
P/E Ratio	37.99	N/A
Forward P/E	26.74	N/A
PEG Ratio	0.50	N/A
5Y Dividends CAGR	N/A	5.74%
5Y EPS CAGR	37.86%	N/A
Debt to Equity	27.82%	N/A
P/S Ratio	8.66	N/A
P/B Ratio	12.78	N/A

Net Assets

QGRW

$2.30B

PFXF

$2.30B

Expense Ratio

Winner

QGRW

0.28%

PFXF

0.40%

Max Drawdown

Winner

QGRW

24.50%

PFXF

37.25%

Sharpe Ratio

QGRW

1.82

Winner

PFXF

1.82

5Y Beta

QGRW

1.30

Winner

PFXF

0.39

P/E Ratio

QGRW

37.99

PFXF

N/A

Forward P/E

QGRW

26.74

PFXF

N/A

PEG Ratio

QGRW

0.50

PFXF

N/A

5Y Dividends CAGR

QGRW

N/A

PFXF

5.74%

5Y EPS CAGR

QGRW

37.86%

PFXF

N/A

Debt to Equity

QGRW

27.82%

PFXF

N/A

P/S Ratio

QGRW

8.66

PFXF

N/A

P/B Ratio

QGRW

12.78

PFXF

N/A

QGRW vs PFXF - Historical Returns

Returns include dividend reinvestment.

Period	QGRW	PFXF
1 month	+14.67%	+6.29%
3 months	+12.95%	+4.07%
6 months	+9.47%	+10.65%
1 year	+35.24%	+20.05%
5 years(CAGR)	N/A	+4.84%
10 years(CAGR)	N/A	+5.56%
Max(CAGR)	+33.74%	+5.79%

Winner

QGRW

+14.67%

PFXF

+6.29%

Winner

QGRW

+12.95%

PFXF

+4.07%

QGRW

+9.47%

Winner

PFXF

+10.65%

Winner

QGRW

+35.24%

PFXF

+20.05%

5Y(CAGR)

QGRW

N/A

PFXF

+4.84%

10Y(CAGR)

QGRW

N/A

PFXF

+5.56%

Max(CAGR)

Winner

QGRW

+33.74%

PFXF

+5.79%

QGRW vs PFXF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	QGRW	PFXF
2026	+10.74%	+7.44%
2025	+19.30%	+8.88%
2024	+37.48%	+8.29%
2023	+57.20%	+10.52%
2022	-3.30%	-18.62%
2021	N/A	+12.47%
2020	N/A	+7.34%
2019	N/A	+19.71%
2018	N/A	-3.18%
2017	N/A	+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%

QGRW vs PFXF Drawdown Comparison

The maximum drawdown for QGRW was -24.40%, occurring on Apr 8, 2025. Recovery took 130 trading sessions.

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

Rank	QGRW	PFXF
#1	-24.40% Dec 16, 2024 - Jun 26, 2025	-35.50% Feb 5, 2020 - Nov 9, 2020
#2	-15.44% Oct 29, 2025 - Apr 17, 2026	-21.80% Dec 31, 2021 - Sep 17, 2024
#3	-14.54% Jul 10, 2024 - Oct 29, 2024	-11.89% Oct 16, 2024 - Jul 3, 2025
#4	-11.75% Jul 18, 2023 - Nov 16, 2023	-10.73% Aug 29, 2018 - Feb 22, 2019
#5	-7.63% Apr 11, 2024 - May 15, 2024	-9.71% May 21, 2013 - Feb 28, 2014
#6	-7.28% Feb 2, 2023 - Mar 21, 2023	-8.39% Jul 29, 2016 - May 2, 2017
#7	-5.52% Dec 15, 2022 - Jan 11, 2023	-8.08% May 18, 2015 - Mar 17, 2016
#8	-3.97% Dec 28, 2023 - Jan 18, 2024	-5.83% Feb 25, 2026 - Apr 16, 2026
#9	-3.65% Oct 8, 2025 - Oct 24, 2025	-5.05% Dec 11, 2017 - Jun 11, 2018
#10	-3.57% Oct 29, 2024 - Nov 6, 2024	-4.93% Oct 27, 2025 - Dec 18, 2025
#11	-3.10% Feb 9, 2024 - Feb 22, 2024	-3.70% Oct 18, 2012 - Dec 31, 2012
#12	-3.06% Nov 11, 2024 - Dec 2, 2024	-3.04% Jan 20, 2021 - Mar 12, 2021
#13	-2.94% Apr 18, 2023 - Apr 27, 2023	-3.03% Nov 5, 2021 - Dec 17, 2021
#14	-2.92% Jun 15, 2023 - Jun 30, 2023	-2.72% Jul 28, 2014 - Aug 20, 2014
#15	-2.64% Jul 28, 2025 - Aug 12, 2025	-2.70% Sep 2, 2021 - Oct 20, 2021

Correlation

Correlation between QGRW and PFXF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2012 - 2026)

QGRW vs PFXF dividend yield comparison.

Year	QGRW	PFXF
2026	0.00%	1.72%
2025	0.09%	6.72%
2024	0.14%	7.82%
2023	0.11%	7.88%
2022	0.00%	6.74%
2021	0.00%	4.66%
2020	0.00%	5.19%
2019	0.00%	5.35%
2018	0.00%	6.56%
2017	0.00%	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%