Correlation
The correlation between FFC and PGX is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
FFC vs. PGX
Compare and contrast key facts about Flaherty & Crumrine Preferred Securities Income Fund Inc. (FFC) and Invesco Preferred ETF (PGX).
PGX is a passively managed fund by Invesco that tracks the performance of the BofA Merrill Lynch Core Fixed Rate Preferred Securities Index. It was launched on Jan 31, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFC or PGX.
Performance
FFC vs. PGX - Performance Comparison
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Key characteristics
FFC:
1.28
PGX:
0.18
FFC:
1.63
PGX:
0.31
FFC:
1.25
PGX:
1.04
FFC:
0.68
PGX:
0.13
FFC:
5.16
PGX:
0.34
FFC:
3.21%
PGX:
4.90%
FFC:
13.19%
PGX:
9.44%
FFC:
-77.72%
PGX:
-66.41%
FFC:
-10.77%
PGX:
-10.58%
Returns By Period
In the year-to-date period, FFC achieves a 3.91% return, which is significantly higher than PGX's -2.48% return. Over the past 10 years, FFC has outperformed PGX with an annualized return of 4.80%, while PGX has yielded a comparatively lower 2.76% annualized return.
FFC
3.91%
3.51%
2.69%
16.79%
2.42%
2.35%
4.80%
PGX
-2.48%
-0.05%
-5.69%
1.66%
0.58%
0.22%
2.76%
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Risk-Adjusted Performance
FFC vs. PGX — Risk-Adjusted Performance Rank
FFC
PGX
FFC vs. PGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Flaherty & Crumrine Preferred Securities Income Fund Inc. (FFC) and Invesco Preferred ETF (PGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
FFC vs. PGX - Dividend Comparison
FFC's dividend yield for the trailing twelve months is around 7.18%, more than PGX's 6.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFC Flaherty & Crumrine Preferred Securities Income Fund Inc. | 7.18% | 6.99% | 7.55% | 9.11% | 7.05% | 6.18% | 6.27% | 8.21% | 7.29% | 8.62% | 8.14% | 8.57% |
PGX Invesco Preferred ETF | 6.23% | 5.95% | 6.42% | 6.29% | 4.82% | 4.89% | 5.31% | 6.09% | 5.66% | 6.02% | 5.84% | 5.98% |
Drawdowns
FFC vs. PGX - Drawdown Comparison
The maximum FFC drawdown since its inception was -77.72%, which is greater than PGX's maximum drawdown of -66.41%. Use the drawdown chart below to compare losses from any high point for FFC and PGX.
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Volatility
FFC vs. PGX - Volatility Comparison
Flaherty & Crumrine Preferred Securities Income Fund Inc. (FFC) and Invesco Preferred ETF (PGX) have volatilities of 2.42% and 2.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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