PFXF Alternatives & Similar ETFs

VanEck Vectors Preferred Securities ex Financials ETF (PFXF) belongs to the Preferred Stock/Convertible Bonds category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with PFXF. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to PFXF

PFXF charges 0.41% annually. There are 5 ETFs in the Preferred Stock/Convertible Bonds category with lower expense ratios, going as low as 0.20%.

Symbol	Name	Expense Ratio	AUM	Inception
ICVT	iShares Convertible Bond ETF	0.20%	7.46B	Jun 2015	PFXF vs ICVT
PFFD	Global X U.S. Preferred ETF	0.23%	2.17B	Sep 2017	PFXF vs PFFD
PFFV	Global X Variable Rate Preferred ETF	0.25%	305.93M	Jun 2020	PFXF vs PFFV
EVPF	Eaton Vance Preferred Securities and Income ETF	0.39%	35.16M	Mar 2026	PFXF vs EVPF
CWB	SPDR Bloomberg Barclays Convertible Securities ETF	0.40%	6.40B	Apr 2009	PFXF vs CWB

Best Risk-Adjusted Alternatives to PFXF

PFXF has a PortfoliosLab risk / return rank of 45. There are 14 ETFs in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 84.

Symbol	Name	Risk / Return Rank	AUM	Inception
FCVT	First Trust SSI Strategic Convertible Securities E...	84	122.72M	Nov 2015	PFXF vs FCVT
ICVT	iShares Convertible Bond ETF	84	7.46B	Jun 2015	PFXF vs ICVT
CWB	SPDR Bloomberg Barclays Convertible Securities ETF	79	6.40B	Apr 2009	PFXF vs CWB
NPFI	Nuveen Preferred And Income ETF	77	169.20M	Mar 2024	PFXF vs NPFI
FPEI	First Trust Institutional Preferred Securities & I...	73	1.89B	Aug 2017	PFXF vs FPEI

Top Performing PFXF Alternatives (YTD)

PFXF is at 4.20% YTD. There are 3 ETFs in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 23.75%.

Symbol	Name	YTD Return	AUM	Inception
FCVT	First Trust SSI Strategic Convertible Securities E...	23.75%	122.72M	Nov 2015	PFXF vs FCVT
ICVT	iShares Convertible Bond ETF	23.10%	7.46B	Jun 2015	PFXF vs ICVT
CWB	SPDR Bloomberg Barclays Convertible Securities ETF	20.86%	6.40B	Apr 2009	PFXF vs CWB
SPFF	Global X SuperIncome Preferred ETF	3.79%	143.01M	Jul 2012	PFXF vs SPFF
CSPF	Cohen & Steers Preferred and Income Opportunities ...	3.18%	65.77M	Feb 2025	PFXF vs CSPF

Lowest Volatility Alternatives to PFXF

PFXF has 9.47% 1-year volatility. There are 24 ETFs in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 2.90%.

Symbol	Name	Volatility 1Y	AUM	Inception
VRP	Invesco Variable Rate Preferred ETF	2.90%	2.97B	May 2014	PFXF vs VRP
NPFI	Nuveen Preferred And Income ETF	2.94%	169.20M	Mar 2024	PFXF vs NPFI
FPFD	Fidelity Preferred Securities & Income ETF	2.98%	83.02M	Jun 2021	PFXF vs FPFD
CSSD	Cohen & Steers Short Duration Preferred and Income...	3.07%	17.00M	Dec 2025	PFXF vs CSSD
PREF	Principal Spectrum Preferred Secs Active ETF	3.12%	1.70B	Jul 2017	PFXF vs PREF

Lowest Drawdown Alternatives to PFXF

PFXF has a 1-year max drawdown of -5.83%. There are 18 ETFs in the Preferred Stock/Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -2.11%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
QTPI	North Square RCIM Tax-Advantaged Preferred and Inc...	-2.11%	74.29M	Dec 2024	PFXF vs QTPI
PFLD	AAM Low Duration Preferred and Income Securities E...	-2.23%	487.73M	Nov 2019	PFXF vs PFLD
FPFD	Fidelity Preferred Securities & Income ETF	-2.75%	83.02M	Jun 2021	PFXF vs FPFD
PREF	Principal Spectrum Preferred Secs Active ETF	-2.88%	1.70B	Jul 2017	PFXF vs PREF
VRP	Invesco Variable Rate Preferred ETF	-2.89%	2.97B	May 2014	PFXF vs VRP

Other ETFs from VanEck

The 10 most viewed VanEck ETFs shown here include SMH, GDX, NLR and span 12 categories. AUM among these funds goes as high as $85B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SMH	VanEck Semiconductor ETF	Semiconductors, Technology Equities	94	71.86%	84.54B	Dec 2011	PFXF vs SMH
GDX	VanEck Gold Miners ETF	Gold, Precious Metals	27	-13.03%	25.30B	May 2006	PFXF vs GDX
NLR	VanEck Uranium and Nuclear ETF	Uranium, Alternative Energy Equities	13	-3.82%	4.66B	Aug 2007	PFXF vs NLR
GDXJ	VanEck Junior Gold Miners ETF	Gold, Precious Metals	27	-15.56%	7.89B	Nov 2009	PFXF vs GDXJ
MOAT	VanEck Morningstar Wide Moat ETF	Large Cap Blend Equities	24	-1.37%	13.10B	Apr 2012	PFXF vs MOAT
SMHX	VanEck Fabless Semiconductor ETF	Semiconductors, Technology Equities	87	63.06%	361.77M	Aug 2024	PFXF vs SMHX
REMX	VanEck Rare Earth and Strategic Metals ETF	Rare Earth & Strategic Metals	82	22.66%	2.96B	Oct 2010	PFXF vs REMX
BIZD	VanEck BDC Income ETF	Financials Equities	4	-10.52%	1.55B	Feb 2013	PFXF vs BIZD
HODL	VanEck Bitcoin Trust	Cryptocurrency	2	-31.58%	1.03B	Jan 2024	PFXF vs HODL
FLTR	VanEck IG Floating Rate ETF	Corporate Bonds, Ultrashort Bond	99	2.19%	2.81B	Apr 2011	PFXF vs FLTR

Often Compared With PFXF

Investors most often compare PFXF with PFFA, PGX, PFFR. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock/Convertible Bonds	37	1.00%	2.42B	May 2018	PFXF vs PFFA
PGX	Invesco Preferred ETF	Preferred Stock/Convertible Bonds	17	-0.74%	3.87B	Jan 2008	PFXF vs PGX
PFFR	InfraCap REIT Preferred ETF	Preferred Stock/Convertible Bonds, REIT	21	0.87%	118.19M	Feb 2017	PFXF vs PFFR
HYGV	FlexShares High Yield Value-Scored US Bond Index F...	High Yield Bonds	54	1.71%	1.09B	Jul 2018	PFXF vs HYGV
SCYB	Schwab High Yield Bond ETF	High Yield Bonds	58	1.80%	2.60B	Jul 2023	PFXF vs SCYB
PFF	iShares Preferred and Income Securities ETF	Preferred Stock/Convertible Bonds	25	1.11%	13.45B	Mar 2007	PFXF vs PFF
FSTUX	Invesco Dividend Income Fund	Large Cap Value Equities	48	6.78%	—	Jun 1986	PFXF vs FSTUX
PFFL	ETRACS Monthly Pay 2xLeveraged Preferred Stock ETN	Preferred Stock/Convertible Bonds, Leveraged Bonds	11	-2.73%	4.67M	Sep 2018	PFXF vs PFFL
BCD	abrdn Bloomberg All Commodity Longer Dated Strateg...	Commodities	40	9.08%	402.86M	Mar 2017	PFXF vs BCD
RSPA	Invesco S&P 500 Equal Weight Income Advantage ETF	S&P 500, Equal Weight	67	9.10%	882.60M	Jul 2024	PFXF vs RSPA
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	77	16.62%	99.95B	Oct 2011	PFXF vs SCHD
FPE	First Trust Preferred Securities & Income ETF	Preferred Stock/Convertible Bonds	57	1.02%	6.35B	Feb 2013	PFXF vs FPE
COWZ	Pacer US Cash Cows 100 ETF	Mid Cap Value Equities, Dividend	49	3.98%	18.08B	Dec 2016	PFXF vs COWZ
PGF	Invesco Financial Preferred ETF	Preferred Stock/Convertible Bonds	14	-0.50%	692.72M	Dec 2006	PFXF vs PGF
PXF	Invesco FTSE RAFI Developed Markets ex-U.S. ETF	Foreign Large Cap Equities	77	16.21%	2.94B	Jun 2007	PFXF vs PXF
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	64	7.54%	40.03B	May 2022	PFXF vs JEPQ
CLOB	VanEck AA-BB CLO ETF	CLO	77	2.13%	176.53M	Sep 2024	PFXF vs CLOB
BINC	iShares Flexible Income Active ETF	Multisector Bonds	69	1.33%	16.17B	May 2023	PFXF vs BINC
JHPI	John Hancock Preferred Income ETF	Preferred Stock/Convertible Bonds	63	1.67%	206.66M	Dec 2021	PFXF vs JHPI
PQDI	Principal Spectrum Preferred and Income ETF	Preferred Stock/Convertible Bonds	64	1.61%	69.70M	Jun 2020	PFXF vs PQDI

Compare PFXF with Any Fund or Stock

Compare PFXF with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair PFXF with funds that move differently

VanEck Vectors Preferred Securities ex Financials ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFXF.

Explore PFXF Diversifiers

VanEck Vectors Preferred Securities ex Financials ETF (PFXF) Alternatives