PFXF vs. PQDI
Compare and contrast key facts about VanEck Vectors Preferred Securities ex Financials ETF (PFXF) and Principal Spectrum Preferred and Income ETF (PQDI).
PFXF and PQDI 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. PQDI is a passively managed fund by Principal that tracks the performance of the ICE BofA 7% Constrained DRD Eligible Preferred Securities Index. It was launched on Jun 16, 2020. Both PFXF and PQDI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
PFXF vs. PQDI - Performance Comparison
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PFXF vs. PQDI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
PFXF VanEck Vectors Preferred Securities ex Financials ETF | 0.10% | 9.64% | 8.42% | 11.20% | -18.83% | 11.61% | 14.51% |
PQDI Principal Spectrum Preferred and Income ETF | -0.68% | 8.46% | 9.99% | 6.24% | -9.61% | 3.10% | 9.81% |
Returns By Period
In the year-to-date period, PFXF achieves a 0.10% return, which is significantly higher than PQDI's -0.68% return.
PFXF
- 1D
- 1.15%
- 1M
- -3.86%
- YTD
- 0.10%
- 6M
- 2.11%
- 1Y
- 12.25%
- 3Y*
- 7.58%
- 5Y*
- 3.30%
- 10Y*
- 4.96%
PQDI
- 1D
- 0.88%
- 1M
- -2.06%
- YTD
- -0.68%
- 6M
- 0.73%
- 1Y
- 6.50%
- 3Y*
- 8.85%
- 5Y*
- 3.26%
- 10Y*
- —
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PFXF vs. PQDI - Expense Ratio Comparison
PFXF has a 0.41% expense ratio, which is lower than PQDI's 0.60% expense ratio.
Return for Risk
PFXF vs. PQDI — Risk / Return Rank
PFXF
PQDI
PFXF vs. PQDI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Preferred Securities ex Financials ETF (PFXF) and Principal Spectrum Preferred and Income ETF (PQDI). 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.
| PFXF | PQDI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 2.03 | -0.89 |
Sortino ratioReturn per unit of downside risk | 1.63 | 2.75 | -1.12 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.43 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.93 | -0.27 |
Martin ratioReturn relative to average drawdown | 5.98 | 8.63 | -2.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PFXF | PQDI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 2.03 | -0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.71 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.98 | -0.54 |
Correlation
The correlation between PFXF and PQDI is 0.58, 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.
Dividends
PFXF vs. PQDI - Dividend Comparison
PFXF's dividend yield for the trailing twelve months is around 6.96%, more than PQDI's 5.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFXF VanEck Vectors Preferred Securities ex Financials ETF | 6.96% | 6.72% | 7.82% | 7.88% | 6.74% | 4.66% | 5.19% | 5.35% | 6.56% | 5.93% | 5.81% | 5.99% |
PQDI Principal Spectrum Preferred and Income ETF | 5.16% | 5.02% | 4.93% | 5.35% | 5.60% | 5.21% | 2.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PFXF vs. PQDI - Drawdown Comparison
The maximum PFXF drawdown since its inception was -35.49%, which is greater than PQDI's maximum drawdown of -17.41%. Use the drawdown chart below to compare losses from any high point for PFXF and PQDI.
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Drawdown Indicators
| PFXF | PQDI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.49% | -17.41% | -18.08% |
Max Drawdown (1Y)Largest decline over 1 year | -6.84% | -3.31% | -3.53% |
Max Drawdown (5Y)Largest decline over 5 years | -21.80% | -17.41% | -4.39% |
Max Drawdown (10Y)Largest decline over 10 years | -35.49% | — | — |
Current DrawdownCurrent decline from peak | -4.75% | -2.46% | -2.29% |
Average DrawdownAverage peak-to-trough decline | -3.94% | -3.59% | -0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 0.74% | +1.16% |
Volatility
PFXF vs. PQDI - Volatility Comparison
VanEck Vectors Preferred Securities ex Financials ETF (PFXF) has a higher volatility of 3.58% compared to Principal Spectrum Preferred and Income ETF (PQDI) at 1.87%. This indicates that PFXF's price experiences larger fluctuations and is considered to be riskier than PQDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFXF | PQDI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 1.87% | +1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 6.82% | 2.49% | +4.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.83% | 3.22% | +7.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.81% | 4.64% | +6.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.16% | 4.57% | +8.59% |