November 5, 2024
PFXF: Preferred Stocks ETF Beating Peers, Yet Unattractive (NYSEARCA:PFXF) #NewsETFs

PFXF: Preferred Stocks ETF Beating Peers, Yet Unattractive (NYSEARCA:PFXF) #NewsETFs

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Book with page about preferred stock. Trading concept.

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PFXF strategy

VanEck Preferred Securities ex Financials ETF (NYSEARCA:PFXF) started investing operations on 07/16/2012 and tracks the ICE Exchange-Listed Fixed & Adjustable Rate Non-Financial Preferred Securities Index. It has 99 holdings, a 30-day SEC yield of 6.59% and a total expense ratio of

Issuer

Weight%

AT&T Inc

10.06%

NextEra Energy

10.01%

Public Storage

6.60%

CHS Inc.

5.24%

SCE Trust (group)

4.84%

Ford Motor Co

4.71%

Albemarle Corp

4.37%

Southern Co

4.35%

Annaly Capital Management, Inc.

3.47%

Duke Energy Corp.

3.27%

Total Return

Annual.Return

Drawdown

Sharpe ratio

Volatility

PFXF

79.79%

4.97%

-35.49%

0.38

10.41%

HYG

64.68%

4.21%

-22.03%

0.41

7.31%

PFXF

PFF

FPE

PGX

Inception

7/16/2012

3/26/2007

2/11/2013

1/31/2008

Expense Ratio

0.41%

0.46%

0.84%

0.50%

AUM

$1.82B

$14.77B

$5.46B

$4.37B

Avg Daily Volume

$9.13M

$110.36M

$17.46M

$37.81M

Yield TTM

7.21%

6.20%

5.56%

5.86%

Div. Growth 5 Yr CAGR

4.08%

-0.75%

-2.09%

-2.83%