Invesco Financial Preferred ETF (PGF) 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 PGF. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PGF
PGF charges 0.62% annually. There are 23 ETFs in the Preferred Stock/Convertible Bonds category with lower expense ratios, going as low as 0.20%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Convertible Bond ETF | 0.20% | 7.48B | Jun 2015 | PGF vs ICVT | |
| Global X U.S. Preferred ETF | 0.23% | 2.17B | Sep 2017 | PGF vs PFFD | |
| Global X Variable Rate Preferred ETF | 0.25% | 304.58M | Jun 2020 | PGF vs PFFV | |
| Eaton Vance Preferred Securities and Income ETF | 0.39% | 35.04M | Mar 2026 | PGF vs EVPF | |
| VanEck Preferred Securities ex Financials ETF | 0.40% | 2.44B | Jul 2012 | PGF vs PFXF |
Best Risk-Adjusted Alternatives to PGF
PGF has a PortfoliosLab risk / return rank of 15. There are 24 ETFs in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 78.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Preferred And Income ETF | 78 | 168.85M | Mar 2024 | PGF vs NPFI | |
| AAM Low Duration Preferred and Income Securities E... | 75 | 487.73M | Nov 2019 | PGF vs PFLD | |
| First Trust Institutional Preferred Securities & I... | 74 | 1.92B | Aug 2017 | PGF vs FPEI | |
| iShares Convertible Bond ETF | 74 | 7.48B | Jun 2015 | PGF vs ICVT | |
| Invesco Variable Rate Preferred ETF | 73 | 2.99B | May 2014 | PGF vs VRP |
Top Performing PGF Alternatives (YTD)
PGF is at -0.21% YTD. There are 24 ETFs in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 19.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust SSI Strategic Convertible Securities E... | 19.27% | 116.40M | Nov 2015 | PGF vs FCVT | |
| iShares Convertible Bond ETF | 19.14% | 7.48B | Jun 2015 | PGF vs ICVT | |
| SPDR Bloomberg Barclays Convertible Securities ETF | 17.58% | 6.03B | Apr 2009 | PGF vs CWB | |
| Global X SuperIncome Preferred ETF | 4.28% | 140.39M | Jul 2012 | PGF vs SPFF | |
| Cohen & Steers Preferred and Income Opportunities ... | 3.34% | 65.77M | Feb 2025 | PGF vs CSPF |
Lowest Volatility Alternatives to PGF
PGF has 6.02% 1-year volatility. There are 17 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 | |
|---|---|---|---|---|---|
| Nuveen Preferred And Income ETF | 2.90% | 168.85M | Mar 2024 | PGF vs NPFI | |
| Invesco Variable Rate Preferred ETF | 2.90% | 2.99B | May 2014 | PGF vs VRP | |
| Fidelity Preferred Securities & Income ETF | 2.97% | 81.24M | Jun 2021 | PGF vs FPFD | |
| Cohen & Steers Short Duration Preferred and Income... | 3.02% | 17.00M | Dec 2025 | PGF vs CSSD | |
| Principal Spectrum Preferred Secs Active ETF | 3.12% | 1.70B | Jul 2017 | PGF vs PREF |
Lowest Drawdown Alternatives to PGF
PGF has a 1-year max drawdown of -4.69%. There are 14 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 | |
|---|---|---|---|---|---|
| North Square RCIM Tax-Advantaged Preferred and Inc... | -2.11% | 74.29M | Dec 2024 | PGF vs QTPI | |
| AAM Low Duration Preferred and Income Securities E... | -2.23% | 487.73M | Nov 2019 | PGF vs PFLD | |
| Fidelity Preferred Securities & Income ETF | -2.75% | 81.24M | Jun 2021 | PGF vs FPFD | |
| Principal Spectrum Preferred Secs Active ETF | -2.88% | 1.70B | Jul 2017 | PGF vs PREF | |
| Invesco Variable Rate Preferred ETF | -2.89% | 2.99B | May 2014 | PGF vs VRP |
Other ETFs from Invesco
The 10 most viewed Invesco ETFs shown here include QQQ, SPMO, QQQM and span 12 categories. AUM among these funds goes as high as $481B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Nasdaq-100 | 61 | 17.43% | 481.14B | Mar 1999 | PGF vs QQQ | |
| Invesco S&P 500 Momentum ETF | Momentum, S&P 500 | 65 | 28.67% | 22.01B | Oct 2015 | PGF vs SPMO | |
| Invesco NASDAQ 100 ETF | Nasdaq-100 | 61 | 17.45% | 100.59B | Oct 2020 | PGF vs QQQM | |
| Invesco S&P 500 Equal Weight ETF | S&P 500, Equal Weight | 56 | 12.34% | 96.24B | Apr 2003 | PGF vs RSP | |
| Invesco PHLX Semiconductor ETF | Semiconductors, Technology Equities | 93 | 79.01% | 2.58B | Jun 2021 | PGF vs SOXQ | |
| Invesco S&P 500 Top 50 ETF | S&P 500 | 41 | 4.48% | 10.85B | May 2005 | PGF vs XLG | |
| Invesco S&P 500 Quality ETF | S&P 500, Large Cap Blend Equities | 65 | 16.67% | 20.11B | Dec 2005 | PGF vs SPHQ | |
| Invesco S&P 500® High Dividend Low Volatility ETF | Dividend, S&P 500, Large Cap Value Equities | 36 | 11.04% | 3.29B | Oct 2012 | PGF vs SPHD | |
| Invesco S&P MidCap Momentum ETF | Momentum, Mid Cap Growth Equities | 51 | 16.50% | 7.45B | Mar 2005 | PGF vs XMMO | |
| Invesco Aerospace & Defense ETF | Aerospace & Defense, Industrials Equities | 32 | 9.74% | 8.22B | Oct 2005 | PGF vs PPA |
Often Compared With PGF
Investors most often compare PGF with PGX, PFF, PSK. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare PGF with Any Fund or Stock
Compare PGF with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PGF with funds that move differently
Invesco Financial Preferred ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PGF.
Explore PGF Diversifiers