PFXF vs. BCD
Compare and contrast key facts about VanEck Vectors Preferred Securities ex Financials ETF (PFXF) and abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD).
PFXF and BCD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PFXF is a passively managed fund by VanEck that tracks the performance of the Wells Fargo Hybrid and Preferred Securities ex Financials Index. It was launched on Jul 16, 2012. BCD is an actively managed fund by Abrdn Plc. It was launched on Mar 30, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFXF or BCD.
Key characteristics
| PFXF | BCD | |
|---|---|---|
| YTD Return | 3.54% | 6.90% |
| 1Y Return | 10.06% | 4.64% |
| 3Y Return (Ann) | 0.19% | 8.82% |
| 5Y Return (Ann) | 4.11% | 11.20% |
| Sharpe Ratio | 1.03 | 0.44 |
| Daily Std Dev | 9.89% | 12.18% |
| Max Drawdown | -35.49% | -29.79% |
| Current Drawdown | -6.54% | -14.91% |
Correlation
The correlation between PFXF and BCD is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PFXF vs. BCD - Performance Comparison
In the year-to-date period, PFXF achieves a 3.54% return, which is significantly lower than BCD's 6.90% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PFXF vs. BCD - Expense Ratio Comparison
PFXF has a 0.41% expense ratio, which is higher than BCD's 0.29% expense ratio.
Risk-Adjusted Performance
PFXF vs. BCD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Preferred Securities ex Financials ETF (PFXF) and abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD). 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.
Dividends
PFXF vs. BCD - Dividend Comparison
PFXF's dividend yield for the trailing twelve months is around 7.68%, more than BCD's 4.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFXF VanEck Vectors Preferred Securities ex Financials ETF | 7.68% | 7.88% | 6.74% | 4.66% | 5.19% | 5.34% | 6.56% | 5.93% | 5.81% | 5.99% | 5.91% | 6.51% |
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | 4.22% | 4.51% | 5.21% | 8.30% | 1.29% | 1.55% | 1.59% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PFXF vs. BCD - Drawdown Comparison
The maximum PFXF drawdown since its inception was -35.49%, which is greater than BCD's maximum drawdown of -29.79%. Use the drawdown chart below to compare losses from any high point for PFXF and BCD. For additional features, visit the drawdowns tool.
Volatility
PFXF vs. BCD - Volatility Comparison
VanEck Vectors Preferred Securities ex Financials ETF (PFXF) has a higher volatility of 3.71% compared to abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) at 2.76%. This indicates that PFXF's price experiences larger fluctuations and is considered to be riskier than BCD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.