PFF vs PGX

Both PFF and PGX are ETFs. PFF has a lower 5-year return than PGX (4.53% vs 5.97%). PFF has a lower expense ratio than PGX (0.46% vs 0.52%). Below is the comparison between PFF and PGX.

PFF PGX
Segment Fixed Income: U.S. - Corporate Preferred Stock Fixed Income: U.S. - Corporate Preferred Stock
Issuer BlackRock Invesco PowerShares
Net Assets $14.74B $5.35B
Expense Ratio 0.46% 0.52%
Management Style passive (index-based) passive (index-based)
Dividend Yield 5.70% 5.46%
Underlying Index S&P U.S. Preferred Stock Index BofA Merrill Lynch Core Plus Fixed Rate Preferred Securities Index
YTD Return 2.07% 3.39%
1-Year Return 3.49% 3.97%
3-Year Return 4.17% 5.39%
5-Year Return 4.53% 5.97%
10-Year Return 5.38% 6.57%

PFF description

The Fund seeks to track the investment results of an index composed of US dollar-denominated preferred and hybrid securities. The Fund seeks to track ICE Exchange-Listed Preferred & Hybrid Securities Transition Index, which measures preferred, hybrid and convertible preferred securities listed on the NYSE or NASDAQ.

PFF performance & returns

YTD Return 2.07%
1-Month Return 0.70%
3-Month Return 5.97%
1-Year Return 3.49%
3-Year Return 4.17%
5-Year Return 4.53%
10-Year Return 5.38%
PFF expense ratio is 0.46%.

PFF holdings

Top 10 Holdings (12.76% of Total Assets)

Name Symbol % Assets
Broadcom Inc 8% PRF CONVERT 30/09/2022 USD 1000 Ser A AVGOP 2.12%
Wells Fargo & Co 7 1/2 % Non Cum Perp Conv Pfd Shs -A- Series -L- WFCPL 1.55%
Bank of America Corp 7 1/4 % Non-Cum Perp Conv Pfd Shs Series -L- BACPL 1.43%
Crown Castle International Corp Cum Conv Pfd Registered Shs Series -A- CCIPA 1.41%
GMAC Capital Trust I Pfd Secs 2011-15.2.40 Gtd Series 2 ALLYPA 1.19%
Citigroup Capital XIII Floating Rate Trust Pfd Secs Registered 2010-30.10.4 CPN 1.18%
NextEra Energy Inc Unit NEEPP 1.05%
Danaher Corp PRF CONVERT 15/04/2022 USD - Ser A DHRPA 0.98%
JPMorgan Chase & Co 6% PRF PERPETUAL USD 25 - Dep rep 1/400 Ser EE JPMPC 0.97%
Danaher Corp 5% PRF PERPETUAL USD 1000 - Ser B DHRPB 0.88%

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PGX description

The Fund seeks to invest at least 80% of its total assets in fixed rate U.S. dollar-denominated preferred securities. The Fund seeks to invest at least 90% of its total assets in the securities that comprise the ML Preferred Index and the Adviser will seek to match the performance of the ML Preferred Index.

PGX performance & returns

YTD Return 3.39%
1-Month Return 0.42%
3-Month Return 4.88%
1-Year Return 3.97%
3-Year Return 5.39%
5-Year Return 5.97%
10-Year Return 6.57%
PGX expense ratio is 0.52%.

PGX holdings

Top 10 Holdings (12.01% of Total Assets)

Name Symbol % Assets
Citigroup Inc Deposit Shs Repr 1/1000th 6 7/8 % Non-Cum Perp Pfd Shs Series CPK 1.64%
PNC Financial Services Group Inc Perpetual Preferred Share class-P PNCPP 1.54%
Wells Fargo & Co 4.75% PRF PERPETUAL USD 25 Series Z Class A WFCPZ 1.38%
JPMorgan Chase & Co Pfd JPMPD 1.36%
Wells Fargo & Co Deposit Shs Repr 1/1000th 5.85 % Non-Cum Perp Pfd Shs -A- WFCPQ 1.36%
JPMorgan Chase & Co 6% PRF PERPETUAL USD 25 - Dep rep 1/400 Ser EE JPMPC 1.23%
Bank of America Corp Pfd BACPB 1.22%
AT&T Inc 4.75% PRF PERPETUAL USD 25 - 1/1000th Int Ser C TPC 1.18%
Bank of America Corp Series LL BACPN 1.10%

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