Invesco Preferred ETF (PGX) Alternatives

Invesco Preferred ETF (PGX) 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 PGX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to PGX

PGX charges 0.52% annually. Among ETFs in the Preferred Stock/Convertible Bonds category, these options have the lowest expense ratios among PGX alternatives.

Symbol	Name	Expense Ratio	Inception
ICVT	iShares Convertible Bond ETF	0.20%	Jun 2, 2015	PGX vs ICVT
PFFD	Global X U.S. Preferred ETF	0.23%	Sep 11, 2017	PGX vs PFFD
PFFV	Global X Variable Rate Preferred ETF	0.25%	Jun 22, 2020	PGX vs PFFV
QPFF	American Century Quality Preferred ETF	0.33%	Feb 16, 2021	PGX vs QPFF
CWB	SPDR Bloomberg Barclays Convertible Securities ETF	0.40%	Apr 14, 2009	PGX vs CWB

Best Risk-Adjusted Alternatives to PGX

Among ETFs in the Preferred Stock/Convertible Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
FCVT	First Trust SSI Strategic Convertible Securities E...	88	Nov 4, 2015	PGX vs FCVT
NPFI	Nuveen Preferred And Income ETF	87	Mar 5, 2024	PGX vs NPFI
ICVT	iShares Convertible Bond ETF	87	Jun 2, 2015	PGX vs ICVT
PQDI	Principal Spectrum Preferred and Income ETF	85	Jun 16, 2020	PGX vs PQDI
PREF	Principal Spectrum Preferred Secs Active ETF	82	Jul 10, 2017	PGX vs PREF

Top Performing PGX Alternatives (YTD)

PGX alternatives from the Preferred Stock/Convertible Bonds category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
ICVT	iShares Convertible Bond ETF	4.76%	Jun 2, 2015	PGX vs ICVT
FCVT	First Trust SSI Strategic Convertible Securities E...	4.51%	Nov 4, 2015	PGX vs FCVT
CWB	SPDR Bloomberg Barclays Convertible Securities ETF	4.04%	Apr 14, 2009	PGX vs CWB
PFXF	VanEck Vectors Preferred Securities ex Financials ...	0.76%	Jul 16, 2012	PGX vs PFXF
PFLD	AAM Low Duration Preferred and Income Securities E...	0.71%	Nov 19, 2019	PGX vs PFLD

Lowest Volatility Alternatives to PGX

PGX alternatives from the Preferred Stock/Convertible Bonds category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
QPFF	American Century Quality Preferred ETF	0.00%	Feb 16, 2021	PGX vs QPFF
IPPP	Preferred-Plus ETF	0.00%	Dec 24, 2018	PGX vs IPPP
PQDI	Principal Spectrum Preferred and Income ETF	3.22%	Jun 16, 2020	PGX vs PQDI
NPFI	Nuveen Preferred And Income ETF	3.26%	Mar 5, 2024	PGX vs NPFI
PREF	Principal Spectrum Preferred Secs Active ETF	3.45%	Jul 10, 2017	PGX vs PREF

Lowest Drawdown Alternatives to PGX

PGX alternatives from the Preferred Stock/Convertible Bonds category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
PREF	Principal Spectrum Preferred Secs Active ETF	-2.88%	Jul 10, 2017	PGX vs PREF
JHPI	John Hancock Preferred Income ETF	-3.08%	Dec 14, 2021	PGX vs JHPI
NPFI	Nuveen Preferred And Income ETF	-3.18%	Mar 5, 2024	PGX vs NPFI
FPFD	Fidelity Preferred Securities & Income ETF	-3.18%	Jun 15, 2021	PGX vs FPFD
PRFD	PIMCO Preferred And Capital Securities Active Exch...	-3.28%	Jan 18, 2023	PGX vs PRFD

Other ETFs from Invesco

Most popular Invesco ETFs on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	65	-4.76%	Mar 10, 1999	PGX vs QQQ
SPMO	Invesco S&P 500 Momentum ETF	S&P 500	64	-3.77%	Oct 9, 2015	PGX vs SPMO
QQQM	Invesco NASDAQ 100 ETF	Large Cap Growth Equities	66	-4.75%	Oct 13, 2020	PGX vs QQQM
RSP	Invesco S&P 500 Equal Weight ETF	S&P 500	41	0.94%	Apr 24, 2003	PGX vs RSP
XLG	Invesco S&P 500 Top 50 ETF	S&P 500	57	-7.18%	May 4, 2005	PGX vs XLG
SPHQ	Invesco S&P 500 Quality ETF	S&P 500, Large Cap Value Equities	54	1.46%	Dec 6, 2005	PGX vs SPHQ
SPHD	Invesco S&P 500® High Dividend Low Volatility ETF	S&P 500, Dividend	17	4.26%	Oct 18, 2012	PGX vs SPHD
SOXQ	Invesco PHLX Semiconductor ETF	Semiconductors, Technology Equities	93	10.26%	Jun 11, 2021	PGX vs SOXQ
PPA	Invesco Aerospace & Defense ETF	Industrials Equities, Aerospace & Defense	91	8.35%	Oct 26, 2005	PGX vs PPA
XMMO	Invesco S&P MidCap Momentum ETF	Mid Cap Growth Equities	77	6.86%	Mar 3, 2005	PGX vs XMMO

Often Compared With PGX

What investors most often compare with PGX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
PFF	iShares Preferred and Income Securities ETF	Preferred Stock/Convertible Bonds	32	-0.76%	Mar 30, 2007	PGX vs PFF
PGF	Invesco Financial Preferred ETF	Preferred Stock/Convertible Bonds	22	-0.67%	Dec 1, 2006	PGX vs PGF
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Preferred Stock/Convertible Bonds, Actively Managed	33	-2.13%	May 15, 2018	PGX vs PFFA
JEPI	JPMorgan Equity Premium Income ETF	Actively Managed, Dividend, Derivative Income	34	0.46%	May 20, 2020	PGX vs JEPI
FPE	First Trust Preferred Securities & Income ETF	Preferred Stock/Convertible Bonds, Actively Managed	73	-0.83%	Feb 12, 2013	PGX vs FPE
DIV	Global X SuperDividend U.S. ETF	Dividend	27	10.48%	Mar 11, 2013	PGX vs DIV
SPFF	Global X SuperIncome Preferred ETF	Preferred Stock/Convertible Bonds	28	-3.39%	Jul 17, 2012	PGX vs SPFF
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	43	12.17%	Oct 20, 2011	PGX vs SCHD
KBWD	Invesco KBW High Dividend Yield Financial ETF	Financials Equities, Dividend	10	-5.42%	Dec 2, 2010	PGX vs KBWD
PCEF	Invesco CEF Income Composite ETF	Diversified Portfolio	38	-2.05%	Feb 19, 2010	PGX vs PCEF
PSK	SPDR ICE Preferred Securities ETF	Preferred Stock/Convertible Bonds	19	-1.29%	Sep 16, 2009	PGX vs PSK
SPYD	SPDR Portfolio S&P 500 High Dividend ETF	S&P 500, Dividend	25	5.92%	Oct 21, 2015	PGX vs SPYD
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	-3.65%	Jan 22, 1993	PGX vs SPY
FFC	Flaherty & Crumrine Preferred Securities Income Fu...		52	-3.68%	—	PGX vs FFC
SMLD.DE	Invesco Morningstar US Energy Infrastructure MLP U...	Energy Equities	11	16.58%	May 15, 2013	PGX vs SMLD.DE
JMLP.DE	HANetf Alerian Midstream Energy Dividend UCITS ETF	Energy Equities	25	22.70%	Jul 27, 2020	PGX vs JMLP.DE
VSGBX	Vanguard Short-Term Federal Fund Investor Shares	Total Bond Market	91	0.14%	Dec 31, 1987	PGX vs VSGBX
BBN	BlackRock Taxable Municipal Bond Trust	Municipal Bonds	12	0.77%	Aug 27, 2010	PGX vs BBN
FPEI	First Trust Institutional Preferred Securities & I...	Preferred Stock/Convertible Bonds, Actively Managed	81	-0.32%	Aug 22, 2017	PGX vs FPEI
VRP	Invesco Variable Rate Preferred ETF	Preferred Stock/Convertible Bonds	71	0.22%	May 1, 2014	PGX vs VRP

Compare PGX with Any Fund or Stock

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

Symbol name

Invesco Preferred ETF

Symbol name