ETF comparison
PGXvsVRP
Both Preferred Securities.
Holdings overlap
24 positions appear in both funds. Buying equal dollars of PGX and VRP would leave roughly4.2%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
Expense ratios are effectively identical (0.50% vs 0.50%).
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 PGX vs VRP.
Top shared holdings
24 shared in total| # | Holding | In PGX | In VRP | Overlap |
|---|---|---|---|---|
| 1 | Bank of America Corp. | 1.02% | 0.39% | 0.39% |
| 2 | Athene Holding Ltd. | 0.80% | 0.31% | 0.31% |
| 3 | Reinsurance Group of America, Inc. | 0.67% | 0.26% | 0.26% |
| 4 | Apollo Global Management, Inc. | 0.59% | 0.23% | 0.23% |
| 5 | KeyCorp | 0.57% | 0.22% | 0.22% |
| 6 | Athene Holding Ltd. | 0.55% | 0.21% | 0.21% |
| 7 | Jackson Financial Inc. | 0.54% | 0.21% | 0.21% |
| 8 | Synchrony Financial | 0.49% | 0.19% | 0.19% |
| 9 | Bank of New York Mellon Corp. (The) | 0.49% | 0.19% | 0.19% |
| 10 | Banc of California, Inc. | 0.49% | 0.19% | 0.19% |
| 11 | Regions Financial Corp. | 0.48% | 0.19% | 0.19% |
| 12 | Athene Holding Ltd. | 0.48% | 0.18% | 0.18% |
Only in PGX
242 total- JPMorgan Chase & Co.1.77%
- JPMorgan Chase & Co.1.54%
- Wells Fargo & Co.1.42%
- JPMorgan Chase & Co.1.31%
- JPMorgan Chase & Co.1.31%
- Bank of America Corp.1.27%
- AT&T Inc.1.22%
- Bank of America Corp.1.14%
- AT&T Inc.1.05%
- JPMorgan Chase & Co.1.05%
Only in VRP
320 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 PGX 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.