TAGG vs PFXF
Comparison between T. ROWE PRICE QM U.S. BOND ETF (TAGG, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).
5-Year PerformancePFXF has outperformed TAGG, delivering a return of +3.3% compared to +0.2%
TAGG vs PFXF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TAGG vs PFXF - Historical Returns
Returns include dividend reinvestment.
TAGG vs PFXF - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | TAGG | PFXF |
|---|---|---|
| 2026 | +0.01% | +4.05% |
| 2025 | +7.35% | +8.88% |
| 2024 | +2.10% | +8.29% |
| 2023 | +5.30% | +10.52% |
| 2022 | -12.04% | -18.62% |
| 2021 | +0.01% | +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% |
TAGG vs PFXF Drawdown Comparison
The maximum drawdown for TAGG was -17.27%, occurring on Oct 20, 2022. Recovery took 987 trading sessions.
The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.
The current TAGG drawdown is -2.17%. The current PFXF drawdown is -3.80%.
| Rank | TAGG | PFXF |
|---|---|---|
| #1 | -17.27% Nov 9, 2021 - Oct 16, 2025 | -35.50% Feb 5, 2020 - Nov 9, 2020 |
| #2 | -3.19% Feb 27, 2026 - May 19, 2026 | -21.80% Dec 31, 2021 - Sep 17, 2024 |
| #3 | -1.08% Oct 27, 2025 - Nov 26, 2025 | -11.89% Oct 16, 2024 - Jul 3, 2025 |
| #4 | -1.01% Oct 1, 2021 - Nov 5, 2021 | -10.73% Aug 29, 2018 - Feb 22, 2019 |
| #5 | -0.88% Nov 26, 2025 - Jan 14, 2026 | -9.71% May 21, 2013 - Feb 28, 2014 |
| #6 | -0.62% Jan 14, 2026 - Feb 5, 2026 | -8.39% Jul 29, 2016 - May 2, 2017 |
| #7 | -0.21% Nov 5, 2021 - Nov 9, 2021 | -8.08% May 18, 2015 - Mar 17, 2016 |
| #8 | -0.19% Oct 22, 2025 - Oct 27, 2025 | -8.04% Jun 2, 2026 - Jul 29, 2026 |
| #9 | -0.17% Feb 10, 2026 - Feb 12, 2026 | -5.83% Feb 25, 2026 - Apr 16, 2026 |
| #10 | -0.15% Feb 17, 2026 - Feb 23, 2026 | -5.05% Dec 11, 2017 - Jun 11, 2018 |
| #11 | -0.14% Feb 6, 2026 - Feb 10, 2026 | -4.93% Oct 27, 2025 - Dec 18, 2025 |
| #12 | -0.07% Feb 23, 2026 - Feb 26, 2026 | -3.70% Oct 18, 2012 - Dec 31, 2012 |
| #13 | -0.07% Oct 16, 2025 - Oct 20, 2025 | -3.44% May 11, 2026 - May 29, 2026 |
| #14 | N/A | -3.04% Jan 20, 2021 - Mar 12, 2021 |
| #15 | N/A | -3.03% Nov 5, 2021 - Dec 17, 2021 |
Correlation
Correlation between TAGG and PFXF is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2012 - 2026)
TAGG vs PFXF dividend yield comparison.
| Year | TAGG | PFXF |
|---|---|---|
| 2026 | 2.59% | 3.21% |
| 2025 | 4.36% | 6.72% |
| 2024 | 4.36% | 7.82% |
| 2023 | 3.48% | 7.88% |
| 2022 | 3.67% | 6.74% |
| 2021 | 0.33% | 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% |
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