ETF comparison
PFFDvsPGX
Both Preferred Securities.
Holdings overlap
190 positions appear in both funds. Buying equal dollars of PFFD and PGX would leave roughly67.2%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
PFFD is 27 bps cheaper than PGX. On a $100,000 position that's about $270/yr more in fees for PGX.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with PFFD vs PGX.
Top shared holdings
190 shared in total| # | Holding | In PFFD | In PGX | Overlap |
|---|---|---|---|---|
| 1 | AT&T INC. | 1.07% | 1.22% | 1.07% |
| 2 | JPMORGAN CHASE & CO. | 1.02% | 1.77% | 1.02% |
| 3 | AT&T INC. | 0.92% | 1.05% | 0.92% |
| 4 | CAPITAL ONE FINANCIAL CORPORATION | 0.90% | 1.04% | 0.90% |
| 5 | JPMORGAN CHASE & CO. | 0.89% | 1.54% | 0.89% |
| 6 | DUKE ENERGY CORPORATION | 0.81% | 0.94% | 0.81% |
| 7 | THE ALLSTATE CORPORATION | 0.78% | 0.88% | 0.78% |
| 8 | AT&T INC. | 0.77% | 0.89% | 0.77% |
| 9 | JPMORGAN CHASE & CO. | 0.76% | 1.31% | 0.76% |
| 10 | JPMORGAN CHASE & CO. | 0.75% | 1.31% | 0.75% |
| 11 | WELLS FARGO & COMPANY | 0.74% | 1.42% | 0.74% |
| 12 | CAPITAL ONE FINANCIAL CORPORATION | 0.72% | 0.83% | 0.72% |
Only in PFFD
35 total- THE BOEING COMPANY4.70%
- HEWLETT PACKARD ENTERPRISE COMPANY2.71%
- WELLS FARGO & COMPANY2.25%
- CITIGROUP CAPITAL XIII2.20%
- MICROCHIP TECHNOLOGY INCORPORATED1.76%
- NEXTERA ENERGY, INC.1.71%
- KKR & CO. INC.1.70%
- THE SOUTHERN COMPANY1.64%
- BANK OF AMERICA CORPORATION1.30%
- NEXTERA ENERGY, INC.1.20%
Only in PGX
76 total- Citigroup Inc.0.76%
- NextEra Energy Capital Holdings, Inc.0.57%
- First Horizon Corp.0.38%
- First Citizens BancShares, Inc.0.38%
- Vornado Realty Trust0.22%
- Pinnacle Financial Partners, Inc.0.21%
- Brunswick Corp.0.20%
- Vornado Realty Trust0.20%
- Globe Life Inc.0.19%
- BIP Bermuda Holdings I0.19%
Open PFFD or PGX at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.