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 6 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%	7.11B	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%	306.29M	Jun 2020	PFXF vs PFFV
QPFF	American Century Quality Preferred ETF	0.33%	78.51M	Feb 2021	PFXF vs QPFF
EVPF	Eaton Vance Preferred Securities and Income ETF	0.39%	32.18M	Mar 2026	PFXF vs EVPF

Best Risk-Adjusted Alternatives to PFXF

PFXF has a PortfoliosLab risk / return rank of 61. There are 12 ETFs in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 87.

Symbol	Name	Risk / Return Rank	AUM	Inception
ICVT	iShares Convertible Bond ETF	87	7.11B	Jun 2015	PFXF vs ICVT
FCVT	First Trust SSI Strategic Convertible Securities E...	87	122.33M	Nov 2015	PFXF vs FCVT
CWB	SPDR Bloomberg Barclays Convertible Securities ETF	83	6.21B	Apr 2009	PFXF vs CWB
NPFI	Nuveen Preferred And Income ETF	76	166.00M	Mar 2024	PFXF vs NPFI
VRP	Invesco Variable Rate Preferred ETF	71	2.86B	May 2014	PFXF vs VRP

Top Performing PFXF Alternatives (YTD)

PFXF is at 8.54% YTD. There are 3 ETFs in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 25.61%.

Symbol	Name	YTD Return	AUM	Inception
FCVT	First Trust SSI Strategic Convertible Securities E...	25.61%	122.33M	Nov 2015	PFXF vs FCVT
ICVT	iShares Convertible Bond ETF	25.28%	7.11B	Jun 2015	PFXF vs ICVT
CWB	SPDR Bloomberg Barclays Convertible Securities ETF	23.48%	6.21B	Apr 2009	PFXF vs CWB
SPFF	Global X SuperIncome Preferred ETF	6.91%	144.35M	Jul 2012	PFXF vs SPFF
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	3.08%	2.38B	May 2018	PFXF vs PFFA

Lowest Volatility Alternatives to PFXF

PFXF has 8.94% 1-year volatility. There are 26 ETFs in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 0.00%.

Symbol	Name	Volatility 1Y	AUM	Inception
QPFF	American Century Quality Preferred ETF	0.00%	78.51M	Feb 2021	PFXF vs QPFF
IPPP	Preferred-Plus ETF	0.00%	11.44M	Dec 2018	PFXF vs IPPP
VRP	Invesco Variable Rate Preferred ETF	2.88%	2.86B	May 2014	PFXF vs VRP
NPFI	Nuveen Preferred And Income ETF	2.91%	166.00M	Mar 2024	PFXF vs NPFI
FPFD	Fidelity Preferred Securities & Income ETF	2.95%	83.35M	Jun 2021	PFXF vs FPFD

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%	83.35M	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%	2.86B	May 2014	PFXF vs VRP

Other ETFs from VanEck

The 10 most viewed VanEck ETFs shown here include SMH, GDX, NLR and span 10 categories. AUM among these funds goes as high as $68B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SMH	VanEck Semiconductor ETF	Semiconductors, Technology Equities	96	77.13%	67.82B	Dec 2011	PFXF vs SMH
GDX	VanEck Gold Miners ETF	Gold, Precious Metals	35	-0.90%	27.13B	May 2006	PFXF vs GDX
NLR	VanEck Uranium and Nuclear ETF	Alternative Energy Equities	25	6.14%	4.87B	Aug 2007	PFXF vs NLR
GDXJ	VanEck Junior Gold Miners ETF	Gold, Precious Metals, Materials	35	-2.55%	8.65B	Nov 2009	PFXF vs GDXJ
MOAT	VanEck Morningstar Wide Moat ETF	Large Cap Blend Equities	27	-0.94%	11.84B	Apr 2012	PFXF vs MOAT
SMHX	VanEck Fabless Semiconductor ETF	Semiconductors, Technology Equities	93	78.44%	271.12M	Aug 2024	PFXF vs SMHX
REMX	VanEck Vectors Rare Earth/Strategic Metals ETF	Materials	87	33.01%	3.01B	Oct 2010	PFXF vs REMX
BIZD	VanEck BDC Income ETF	Financials Equities	3	-8.99%	1.57B	Feb 2013	PFXF vs BIZD
HODL	VanEck Bitcoin Trust	Cryptocurrency	2	-25.27%	1.22B	Jan 2024	PFXF vs HODL
FLTR	VanEck Vectors Investment Grade Floating Rate ETF	Corporate Bonds	99	1.91%	2.75B	Apr 2011	PFXF vs FLTR

Often Compared With PFXF

Investors most often compare PFXF with PGX, PFFR, HYGV. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PGX	Invesco Preferred ETF	Preferred Stock/Convertible Bonds	24	-0.18%	3.82B	Jan 2008	PFXF vs PGX
PFFR	InfraCap REIT Preferred ETF	Preferred Stock/Convertible Bonds, REIT	23	0.80%	116.70M	Feb 2017	PFXF vs PFFR
HYGV	FlexShares High Yield Value-Scored US Bond Index F...	High Yield Bonds	56	1.42%	1.10B	Jul 2018	PFXF vs HYGV
FPEI	First Trust Institutional Preferred Securities & I...	Preferred Stock/Convertible Bonds	70	1.56%	1.88B	Aug 2017	PFXF vs FPEI
SCYB	Schwab High Yield Bond ETF	High Yield Bonds	59	1.55%	2.54B	Jul 2023	PFXF vs SCYB
PFFL	ETRACS Monthly Pay 2xLeveraged Preferred Stock ETN	Preferred Stock/Convertible Bonds, Leveraged Bonds	17	0.10%	4.82M	Sep 2018	PFXF vs PFFL
FSTUX	Invesco Dividend Income Fund	Large Cap Value Equities	39	4.93%	—	Jun 1986	PFXF vs FSTUX
BCD	abrdn Bloomberg All Commodity Longer Dated Strateg...	Commodities	71	20.45%	423.65M	Mar 2017	PFXF vs BCD
PFF	iShares Preferred and Income Securities ETF	Preferred Stock/Convertible Bonds	36	2.93%	13.82B	Mar 2007	PFXF vs PFF
RSPA	Invesco S&P 500 Equal Weight Income Advantage ETF	S&P 500	59	7.86%	841.40M	Jul 2025	PFXF vs RSPA
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	80	19.01%	94.95B	Oct 2011	PFXF vs SCHD
FPE	First Trust Preferred Securities & Income ETF	Preferred Stock/Convertible Bonds	61	0.97%	6.34B	Feb 2013	PFXF vs FPE
COWZ	Pacer US Cash Cows 100 ETF	Mid Cap Value Equities, Dividend	65	8.18%	18.47B	Dec 2016	PFXF vs COWZ
PXF	Invesco FTSE RAFI Developed Markets ex-U.S. ETF	Foreign Large Cap Equities	83	20.42%	2.94B	Jun 2007	PFXF vs PXF
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	74	9.54%	39.63B	May 2022	PFXF vs JEPQ
PGF	Invesco Financial Preferred ETF	Preferred Stock/Convertible Bonds	20	-0.31%	699.16M	Dec 2006	PFXF vs PGF
BINC	iShares Flexible Income Active ETF	Multisector Bonds	67	0.90%	16.84B	May 2023	PFXF vs BINC
CLOB	VanEck AA-BB CLO ETF	CLO	68	1.88%	177.14M	Sep 2024	PFXF vs CLOB
PQDI	Principal Spectrum Preferred and Income ETF	Preferred Stock/Convertible Bonds	63	1.19%	68.90M	Jun 2020	PFXF vs PQDI
JHPI	John Hancock Preferred Income ETF	Preferred Stock/Convertible Bonds	68	1.67%	196.57M	Dec 2021	PFXF vs JHPI

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