PFXF vs. PRFD
Compare and contrast key facts about VanEck Vectors Preferred Securities ex Financials ETF (PFXF) and PIMCO Preferred And Capital Securities Active Exchange-Traded Fund (PRFD).
PFXF and PRFD 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. PRFD is an actively managed fund by PIMCO. It was launched on Jan 18, 2023.
Performance
PFXF vs. PRFD - Performance Comparison
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PFXF vs. PRFD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
PFXF VanEck Vectors Preferred Securities ex Financials ETF | 0.10% | 9.64% | 8.42% | 3.51% |
PRFD PIMCO Preferred And Capital Securities Active Exchange-Traded Fund | -0.68% | 8.45% | 9.92% | 1.83% |
Returns By Period
In the year-to-date period, PFXF achieves a 0.10% return, which is significantly higher than PRFD'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%
PRFD
- 1D
- 0.48%
- 1M
- -2.51%
- YTD
- -0.68%
- 6M
- 0.63%
- 1Y
- 6.09%
- 3Y*
- 8.80%
- 5Y*
- —
- 10Y*
- —
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PFXF vs. PRFD - Expense Ratio Comparison
PFXF has a 0.41% expense ratio, which is lower than PRFD's 0.74% expense ratio.
Return for Risk
PFXF vs. PRFD — Risk / Return Rank
PFXF
PRFD
PFXF vs. PRFD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Preferred Securities ex Financials ETF (PFXF) and PIMCO Preferred And Capital Securities Active Exchange-Traded Fund (PRFD). 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 | PRFD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.73 | -0.59 |
Sortino ratioReturn per unit of downside risk | 1.63 | 2.24 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.35 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.82 | -0.16 |
Martin ratioReturn relative to average drawdown | 5.98 | 6.38 | -0.40 |
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 | PRFD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.73 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | — | — |
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 | 1.23 | -0.79 |
Correlation
The correlation between PFXF and PRFD is 0.49, 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. PRFD - Dividend Comparison
PFXF's dividend yield for the trailing twelve months is around 6.96%, more than PRFD's 5.74% 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% |
PRFD PIMCO Preferred And Capital Securities Active Exchange-Traded Fund | 5.74% | 5.63% | 5.53% | 5.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PFXF vs. PRFD - Drawdown Comparison
The maximum PFXF drawdown since its inception was -35.49%, which is greater than PRFD's maximum drawdown of -11.93%. Use the drawdown chart below to compare losses from any high point for PFXF and PRFD.
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Drawdown Indicators
| PFXF | PRFD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.49% | -11.93% | -23.56% |
Max Drawdown (1Y)Largest decline over 1 year | -6.84% | -3.28% | -3.56% |
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 | -4.75% | -2.65% | -2.10% |
Average DrawdownAverage peak-to-trough decline | -3.94% | -2.30% | -1.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 0.94% | +0.96% |
Volatility
PFXF vs. PRFD - Volatility Comparison
VanEck Vectors Preferred Securities ex Financials ETF (PFXF) has a higher volatility of 3.58% compared to PIMCO Preferred And Capital Securities Active Exchange-Traded Fund (PRFD) at 1.64%. This indicates that PFXF's price experiences larger fluctuations and is considered to be riskier than PRFD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFXF | PRFD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 1.64% | +1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 6.82% | 2.42% | +4.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.83% | 3.55% | +7.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.81% | 4.94% | +5.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.16% | 4.94% | +8.22% |