PFF vs PGX — stock comparison tool

PFF currently yields 5.65% TTM versus PGX at 6.95%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

PFFPGX
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
PFF
PGX

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

PFF Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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PGX Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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No data

Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
PFF$28.87
—

iShares Preferred and Income Securities ETF

PGX$9.93
—

Invesco Preferred ETF

Dividend Information

Dividend Yield
5.65%
6.95%
Annual Dividend
$1.63
$0.69
Dividend Growth (5yr)
-
-
Years of Growth
0
0
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

PFF

453 holdings
Financial Services47.05%
Real Estate9.92%
Utilities8.84%
Technology8.55%
Cash & Others8.04%
Communication Services7.73%
Industrials4.69%
Healthcare1.39%
Consumer Cyclical1.18%
Consumer Defensive1.11%
Basic Materials1.04%
Energy0.45%

Top 10 holdings

NameWeight
GOOGLALPHABET INC4.57%
STRCSTRATEGY INC3.49%
BABOEING CO3.46%
GOOGMALPHABET INC2.42%
GOOGNALPHABET INC2.37%
SMCISUPER MICRO COMPUTER INC2.24%
WFC-PLWELLS FARGO & COMPANY SERIES L2.14%
SMCIPSUPER MICRO COMPUTER INC2.09%
BAC-PLBANK OF AMERICA CORP1.42%
C-PNCITIGROUP CAPITAL XIII1.22%
Top 1025.42%

PGX

270 holdings
Financial Services68.50%
Utilities9.72%
Cash & Others7.22%
Real Estate6.30%
Communication Services5.48%
Consumer Cyclical1.90%
Industrials0.46%
Energy0.31%
Technology0.28%
Basic Materials0.10%

Top 10 holdings

NameWeight
JPM-PCJPMorgan Chase & Co 6.00% 12/31/20791.77%
JPM-PDJPMorgan Chase & Co 5.75% 12/31/20791.53%
WFC-PZWells Fargo & Co 4.75% 12/31/20791.41%
JPM-PMJPMorgan Chase & Co 4.20% 12/31/20791.33%
JPM-PLJPMorgan Chase & Co 4.63% 12/31/20791.32%
BAC-PBBank of America Corp 6.00% 12/31/20791.26%
T-PCAT&T Inc 4.75% 12/31/20791.17%
BAC-PMBank of America Corp 5.38% 12/30/20491.12%
JPM-PKJPMorgan Chase & Co 4.55% 12/31/20791.05%
COF-PICapital One Financial Corp 5.00% 12/31/20791.05%
Top 1013.01%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

405446
PFFSharedPGX

Overlap by weight

22%

Share of portfolio weight that appears in both funds.

# overlapping holdings

54

PFF: 57% also in PGXPGX: 54% also in PFF

PFF: showing top 94 holdings by weight (of 453) · PGX: showing top 100 holdings by weight (of 270). Overlap counts use this top slice, not the full fund book.

Sector drift (PFF vs PGX)

Left = heavier in PFF. Right = heavier in PGX.

PFF overweight (left)PGX overweight (right)
54 shown

Overlapping tickers

JPM-PC		0.9%1.8%0.9%
JPM-PD		0.7%1.5%0.7%
WFC-PZ		0.7%1.4%0.7%
JPM-PM		0.6%1.3%0.6%
JPM-PL		0.6%1.3%0.6%
T-PC		0.6%1.2%0.6%
JPM-PK		0.5%1.1%0.5%
COF-PI		0.5%1.1%0.5%
MS-PQ		0.5%1.0%0.5%
TBB		0.5%1.0%0.5%

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PFF vs PGX Dividend Comparison | DRIP Tool | Dividend Wealth