PFXF vs. EVPF
PFXF (VanEck Vectors Preferred Securities ex Financials ETF) and EVPF (Eaton Vance Preferred Securities and Income ETF) are both Preferred Stock/Convertible Bonds funds. PFXF is passively managed, while EVPF is actively managed. A 0.60 correlation means they provide meaningful diversification when combined. PFXF charges 0.41%/yr vs 0.39%/yr for EVPF.
Performance
PFXF vs. EVPF - Performance Comparison
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Returns By Period
PFXF
- 1D
- -0.99%
- 1M
- -2.14%
- YTD
- 4.20%
- 6M
- 3.47%
- 1Y
- 13.02%
- 3Y*
- 9.04%
- 5Y*
- 3.56%
- 10Y*
- 5.01%
EVPF
- 1D
- 0.04%
- 1M
- 0.69%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PFXF vs. EVPF - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
PFXF VanEck Vectors Preferred Securities ex Financials ETF | 0.04% |
EVPF Eaton Vance Preferred Securities and Income ETF | 1.33% |
Correlation
The correlation between PFXF and EVPF is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Mar 5, 2026 | 0.60 |
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Return for Risk
PFXF vs. EVPF — Risk / Return Rank
PFXF
EVPF
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
PFXF vs. EVPF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Preferred Securities ex Financials ETF (PFXF) and Eaton Vance Preferred Securities and Income ETF (EVPF). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PFXF | EVPF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.24 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.24 | — | — |
| Martin ratioReturn relative to average drawdown | 7.30 | — | — |
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Drawdowns
PFXF vs. EVPF - Drawdown Comparison
The maximum PFXF drawdown since its inception was -35.49%, which is greater than EVPF's maximum drawdown of -2.36%. Use the drawdown chart below to compare losses from any high point for PFXF and EVPF.
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Drawdown Indicators
| PFXF | EVPF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.49% | -2.36% | -33.13% |
Max Drawdown (1Y)Largest decline over 1 year | -5.83% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -11.90% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -21.80% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.49% | — | — |
Current DrawdownCurrent decline from peak | -4.91% | -0.13% | -4.78% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -0.46% | -3.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.79% | — | — |
Volatility
PFXF vs. EVPF - Volatility Comparison
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Volatility by Period
| PFXF | EVPF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 7.38% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 9.47% | 4.05% | +5.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.01% | 4.05% | +6.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.25% | 4.05% | +9.20% |
PFXF vs. EVPF - Expense Ratio Comparison
PFXF has a 0.41% expense ratio, which is higher than EVPF's 0.39% expense ratio.
Dividends
PFXF vs. EVPF - Dividend Comparison
PFXF's dividend yield for the trailing twelve months is around 6.34%, more than EVPF's 1.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVPF Eaton Vance Preferred Securities and Income ETF | 1.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PFXF VanEck Vectors Preferred Securities ex Financials ETF | 6.34% | 6.72% | 7.82% | 7.88% | 6.74% | 4.66% | 5.19% | 5.35% | 6.56% | 5.93% | 5.81% | 5.99% |
Frequently Asked Questions
PFXF and EVPF have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EVPF is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EVPF is cheaper with a 0.39% expense ratio, compared with 0.41% for PFXF.
PFXF has the higher dividend yield at 6.34%, compared with 1.08% for EVPF.
They also come from different issuers: VanEck and Eaton Vance. Their fees differ too: 0.41% for PFXF and 0.39% for EVPF.
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