SLQD vs PFXF

Comparison between ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).

5-Year PerformancePFXF has outperformed SLQD, delivering a return of +4.8% compared to +2.5%

SLQD vs PFXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SLQD(ETF)	PFXF(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.06%	0.40%
Max Drawdown	12.69%	37.25%
Sharpe Ratio	0.78	1.82
5Y Beta	0.03	0.39
5Y Dividends CAGR	16.24%	5.74%

Net Assets

SLQD

$2.30B

PFXF

$2.30B

Expense Ratio

Winner

SLQD

0.06%

PFXF

0.40%

Max Drawdown

Winner

SLQD

12.69%

PFXF

37.25%

Sharpe Ratio

SLQD

0.78

Winner

PFXF

1.82

5Y Beta

Winner

SLQD

0.03

PFXF

0.39

5Y Dividends CAGR

Winner

SLQD

16.24%

PFXF

5.74%

SLQD vs PFXF - Historical Returns

Returns include dividend reinvestment.

Period	SLQD	PFXF
1 month	+0.22%	+6.29%
3 months	+0.24%	+4.07%
6 months	+1.41%	+10.65%
1 year	+4.92%	+20.05%
5 years(CAGR)	+2.52%	+4.84%
10 years(CAGR)	+2.66%	+5.56%
Max(CAGR)	+2.52%	+5.79%

SLQD

+0.22%

Winner

PFXF

+6.29%

SLQD

+0.24%

Winner

PFXF

+4.07%

SLQD

+1.41%

Winner

PFXF

+10.65%

SLQD

+4.92%

Winner

PFXF

+20.05%

5Y(CAGR)

SLQD

+2.52%

Winner

PFXF

+4.84%

10Y(CAGR)

SLQD

+2.66%

Winner

PFXF

+5.56%

Max(CAGR)

SLQD

+2.52%

Winner

PFXF

+5.79%

SLQD vs PFXF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SLQD	PFXF
2026	+0.73%	+7.44%
2025	+6.23%	+8.88%
2024	+5.15%	+8.29%
2023	+5.87%	+10.52%
2022	-4.27%	-18.62%
2021	-0.53%	+12.47%
2020	+4.70%	+7.34%
2019	+6.05%	+19.71%
2018	+1.15%	-3.18%
2017	+2.17%	+7.69%
2016	+1.81%	+5.79%
2015	+1.23%	-2.03%
2014	+1.65%	+15.44%
2013	+0.49%	-2.29%
2012	N/A	+4.44%

SLQD vs PFXF Drawdown Comparison

The maximum drawdown for SLQD was -12.69%, occurring on Mar 19, 2020. Recovery took 53 trading sessions.

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

The current SLQD drawdown is -0.14%.

Rank	SLQD	PFXF
#1	-12.69% Mar 4, 2020 - May 19, 2020	-35.50% Feb 5, 2020 - Nov 9, 2020
#2	-7.63% Aug 2, 2021 - Dec 20, 2023	-21.80% Dec 31, 2021 - Sep 17, 2024
#3	-1.52% Aug 24, 2016 - Apr 11, 2017	-11.89% Oct 16, 2024 - Jul 3, 2025
#4	-1.16% Sep 8, 2017 - Aug 13, 2018	-10.73% Aug 29, 2018 - Feb 22, 2019
#5	-1.06% Feb 27, 2026 - Mar 26, 2026	-9.71% May 21, 2013 - Feb 28, 2014
#6	-1.05% Oct 27, 2015 - Mar 16, 2016	-8.39% Jul 29, 2016 - May 2, 2017
#7	-0.96% Apr 15, 2015 - Oct 14, 2015	-8.08% May 18, 2015 - Mar 17, 2016
#8	-0.92% Apr 3, 2025 - Apr 25, 2025	-5.83% Feb 25, 2026 - Apr 16, 2026
#9	-0.87% Dec 31, 2020 - May 25, 2021	-5.05% Dec 11, 2017 - Jun 11, 2018
#10	-0.82% Sep 27, 2024 - Dec 6, 2024	-4.93% Oct 27, 2025 - Dec 18, 2025
#11	-0.77% Jan 30, 2015 - Mar 18, 2015	-3.70% Oct 18, 2012 - Dec 31, 2012
#12	-0.77% Oct 15, 2014 - Jan 9, 2015	-3.04% Jan 20, 2021 - Mar 12, 2021
#13	-0.76% Mar 27, 2024 - May 3, 2024	-3.03% Nov 5, 2021 - Dec 17, 2021
#14	-0.74% Sep 4, 2019 - Oct 1, 2019	-2.72% Jul 28, 2014 - Aug 20, 2014
#15	-0.67% Aug 19, 2014 - Oct 8, 2014	-2.70% Sep 2, 2021 - Oct 20, 2021

Correlation

Correlation between SLQD and PFXF is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2012 - 2026)

SLQD vs PFXF dividend yield comparison.

Year	SLQD	PFXF
2026	1.45%	1.72%
2025	4.15%	6.72%
2024	3.71%	7.82%
2023	2.99%	7.88%
2022	2.00%	6.74%
2021	1.67%	4.66%
2020	2.34%	5.19%
2019	2.89%	5.35%
2018	2.55%	6.56%
2017	1.98%	5.93%
2016	1.81%	5.81%
2015	1.43%	5.99%
2014	1.23%	5.91%
2013	0.23%	6.51%
2012	0.00%	2.56%