ETF comparison

PFXFvsVRP

Both Preferred Securities.

VanEck Preferred Securities ex Financials ETF · Invesco Variable Rate Preferred ETF

Holdings overlap

Weighted by ISIN/CUSIP
2.7%

20 positions appear in both funds. Buying equal dollars of PFXF and VRP would leave roughly2.7%of each dollar exposed to the same underlying securities.

PFXF only 99.0%Shared 2.7%VRP only 95.1%
In PFXF only
96 positions
Shared
20 positions
In VRP only
324 positions

Side by side

PFXF

VanEck Preferred Securities ex Financials ETF

VanEck · Preferred Securities

62composite / 100
Expense ratio
0.40%
Net assets
$2.42B
TTM yield
6.24%
Top-10 conc.
42.4%
VRP

Invesco Variable Rate Preferred ETF

Invesco · Preferred Securities

66composite / 100
Expense ratio
0.50%
Net assets
$3.02B
TTM yield
6.13%
Top-10 conc.
13.6%

Sub-score comparison

60
Cost
50
61
Tax efficiency
61
73
Liquidity
77
54
Concentration
95
Tracking quality
PFXFsub-scoreVRP

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

PFXF is 10 bps cheaper than VRP. On a $100,000 position that's about $100/yr more in fees for VRP.

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 PFXF vs VRP.

Top shared holdings

20 shared in total
#HoldingIn PFXFIn VRPOverlap
1ANNALY CAPITAL MGMT0.91%0.27%0.27%
2AGNC INVESTMENT CORP0.72%0.21%0.21%
3CHS Inc0.59%0.18%0.18%
4RITHM CAPITAL CORP0.58%0.17%0.17%
5ANNALY CAPITAL MGMT0.56%0.16%0.16%
6ANNALY CAPITAL MGMT0.52%0.16%0.16%
7CHS Inc0.52%0.15%0.15%
8AGNC INVESTMENT CORP0.51%0.15%0.15%
9RITHM CAPITAL CORP0.48%0.14%0.14%
10ALGONQUIN PWR & UTILITY0.45%0.13%0.13%
11AGNC Investment Corp0.42%0.12%0.12%
12NGL Energy Partners LP0.39%0.12%0.12%

Only in PFXF

96 total
  • BOEING CO/THE9.67%
  • STRATEGY INC6.27%
  • ORACLE CORP5.61%
  • HP ENTERPRISE CO4.33%
  • ALBEMARLE CORP3.18%
  • MICROCHIP TECHNOLOGY INC2.85%
  • NEXTERA ENERGY INC2.75%
  • NEXTERA ENERGY INC2.65%
  • State Street Global Advisors2.58%
  • SOUTHERN CO2.49%

Only in VRP

324 total
  • Bank of America Corp.1.12%
  • JPMorgan Chase & Co.1.10%
  • Citigroup Inc.0.99%
  • JPMorgan Chase & Co.0.94%
  • Citigroup Capital XIII0.92%
  • Citigroup Inc.0.91%
  • Bank of America Corp.0.91%
  • BP Capital Markets PLC0.89%
  • Goldman Sachs Group, Inc. (The)0.85%
  • CVS Health Corp.0.84%

Open PFXF or VRP 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.