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The Retirement Pyramid: The Near-Perfect Blueprint For Maximum Income And Minimum Stress
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Discover PFXF: Diversified preferred securities with a 6.77% yield & 0.40% fee. Ideal for income-focused investors seeking non-financial sector options.
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While PFXF boasts a low 40 bps fee and higher income payout than peers, its total return has lagged alternative preferred ETFs. See why the Fund is a Hold.
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Capital solutions has become a catch-all moniker within private markets, leaving many asset allocators to scratch their heads as to what these funds actually do and the risks they take.
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Not all income-focused securities are created equal. Just because a product has "preferred" or "loan" in the name does not mean it behaves like every other securities with a similar label.
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The VanEck Preferred Securities ex Financials ETF has an attractive current yield and long-duration exposure. Read here to know why PFXF ETF is rated a Buy.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BNT | 69.41% | $12.45B | +48.00% | 0.00% |
BN | 69.27% | $102.15B | +47.36% | 0.55% |
NMRK | 68.52% | $2.27B | +22.75% | 0.98% |
BLK | 67.86% | $163.33B | +33.60% | 1.96% |
NLY | 67.18% | $11.52B | +0.47% | 14.17% |
MCO | 66.77% | $90.40B | +17.95% | 0.72% |
RWT | 66.43% | $804.03M | -6.21% | 11.72% |
STWD | 66.18% | $6.92B | +7.32% | 9.40% |
JLL | 65.66% | $12.20B | +26.24% | 0.00% |
SPGI | 65.49% | $162.34B | +17.51% | 0.71% |
TRU | 65.34% | $17.54B | +21.63% | 0.49% |
JHG | 65.26% | $6.22B | +14.58% | 3.98% |
ARR | 64.19% | $1.37B | -13.88% | 17.20% |
BX | 63.93% | $185.35B | +23.99% | 2.30% |
NCV | 63.77% | - | - | 6.47% |
MORN | 63.59% | $13.18B | +4.15% | 0.55% |
RITM | 63.55% | $6.08B | +6.90% | 10.88% |
MFA | 63.26% | $978.28M | -10.09% | 14.86% |
XWDIX | 63.05% | - | - | 11.96% |
IVR | 63.03% | $521.61M | -15.76% | 19.30% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VIXY | -57.48% | $165.58M | 0.85% | |
TAIL | -57.33% | $99.49M | 0.59% | |
BTAL | -46.56% | $295.67M | 1.43% | |
IVOL | -22.97% | $348.25M | 1.02% | |
USDU | -13.53% | $163.19M | 0.5% | |
KCCA | -12.52% | $105.90M | 0.87% | |
XONE | -10.49% | $585.85M | 0.03% | |
TBLL | -9.61% | $2.13B | 0.08% | |
UUP | -8.87% | $209.45M | 0.77% | |
FTSD | -8.33% | $231.68M | 0.25% | |
CLIP | -6.57% | $1.51B | 0.07% | |
GBIL | -5.50% | $6.37B | 0.12% | |
FXY | -4.97% | $820.31M | 0.4% | |
BILS | -3.67% | $3.83B | 0.1356% | |
TPMN | -3.29% | $30.70M | 0.65% | |
CORN | -2.53% | $44.79M | 0.2% | |
ULST | -2.43% | $658.54M | 0.2% | |
SPTS | -2.15% | $5.77B | 0.03% | |
BIL | -0.98% | $42.84B | 0.1356% | |
BILZ | -0.95% | $827.73M | 0.14% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
PFF | 90.80% | $13.80B | 0.46% | |
PFFD | 87.81% | $2.27B | 0.23% | |
SPFF | 83.40% | $132.77M | 0.48% | |
FPE | 80.59% | $5.91B | 0.85% | |
PGX | 79.66% | $3.85B | 0.51% | |
HYDB | 79.45% | $1.48B | 0.35% | |
BBHY | 79.14% | $586.83M | 0.07% | |
HYGV | 78.89% | $1.23B | 0.37% | |
HYG | 78.79% | $17.32B | 0.49% | |
JNK | 78.79% | $7.89B | 0.4% | |
PHB | 78.67% | $349.54M | 0.5% | |
PSK | 78.67% | $802.96M | 0.45% | |
SPHY | 78.65% | $8.72B | 0.05% | |
SHYG | 78.43% | $6.61B | 0.3% | |
PGF | 78.39% | $775.95M | 0.54% | |
HYLB | 78.12% | $3.97B | 0.05% | |
GHYB | 78.12% | $92.93M | 0.15% | |
USHY | 78.00% | $23.75B | 0.08% | |
SJNK | 77.64% | $4.62B | 0.4% | |
SCYB | 77.62% | $1.16B | 0.03% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
XHLF | -0.34% | $1.73B | 0.03% | |
BILZ | -0.95% | $827.73M | 0.14% | |
BIL | -0.98% | $42.84B | 0.1356% | |
XBIL | 1.34% | $783.84M | 0.15% | |
PSQA | 1.49% | $35.43M | 0.2% | |
WEAT | 1.83% | $117.67M | 0.28% | |
SPTS | -2.15% | $5.77B | 0.03% | |
ULST | -2.43% | $658.54M | 0.2% | |
CORN | -2.53% | $44.79M | 0.2% | |
IBTG | 2.99% | $1.92B | 0.07% | |
UTWO | 3.24% | $379.27M | 0.15% | |
TPMN | -3.29% | $30.70M | 0.65% | |
BILS | -3.67% | $3.83B | 0.1356% | |
VGSH | 3.68% | $22.77B | 0.03% | |
SCHO | 3.84% | $11.46B | 0.03% | |
SGOV | 3.95% | $49.73B | 0.09% | |
FXE | 4.70% | $578.76M | 0.4% | |
CTA | 4.75% | $1.06B | 0.76% | |
FXY | -4.97% | $820.31M | 0.4% | |
TFLO | 4.98% | $6.83B | 0.15% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MKTX | -0.09% | $8.37B | +15.12% | 1.35% |
ALHC | -0.13% | $2.81B | +80.33% | 0.00% |
MVO | -0.15% | $66.70M | -38.30% | 21.83% |
LITB | 0.29% | $22.07M | -77.41% | 0.00% |
VRCA | 0.44% | $55.59M | -91.95% | 0.00% |
DG | 0.50% | $25.37B | -10.94% | 2.05% |
CNC | -1.14% | $28.19B | -14.41% | 0.00% |
STG | 1.22% | $30.47M | -21.87% | 0.00% |
K | 1.35% | $27.71B | +40.85% | 2.85% |
ASPS | 1.42% | $99.18M | -12.89% | 0.00% |
COR | 1.49% | $57.24B | +32.73% | 0.74% |
TGI | 1.72% | $2.00B | +64.33% | 0.00% |
CYCN | 1.83% | $9.95M | +33.33% | 0.00% |
KR | -1.90% | $47.17B | +41.48% | 1.81% |
UUU | -1.94% | $6.98M | +97.39% | 0.00% |
LTM | 1.95% | $12.31B | -95.54% | 2.46% |
SRRK | -2.28% | $3.21B | +342.46% | 0.00% |
NEUE | -2.35% | $61.16M | +29.25% | 0.00% |
CNK | 2.64% | $3.46B | +40.52% | 0.53% |
NEOG | 2.67% | $1.10B | -66.42% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -18.77% | $309.70M | +2,106.40% | 0.00% |
HUSA | -7.23% | $21.26M | -8.69% | 0.00% |
VSA | -6.96% | $8.76M | -18.25% | 0.00% |
AGL | -5.55% | $985.21M | -59.52% | 0.00% |
UNH | -4.99% | $295.85B | -34.54% | 2.69% |
BTCT | -3.82% | $22.63M | +43.33% | 0.00% |
CBOE | -3.28% | $24.29B | +35.36% | 1.09% |
ZCMD | -3.23% | $29.29M | -6.45% | 0.00% |
NEUE | -2.35% | $61.16M | +29.25% | 0.00% |
SRRK | -2.28% | $3.21B | +342.46% | 0.00% |
UUU | -1.94% | $6.98M | +97.39% | 0.00% |
KR | -1.90% | $47.17B | +41.48% | 1.81% |
CNC | -1.14% | $28.19B | -14.41% | 0.00% |
MVO | -0.15% | $66.70M | -38.30% | 21.83% |
ALHC | -0.13% | $2.81B | +80.33% | 0.00% |
MKTX | -0.09% | $8.37B | +15.12% | 1.35% |
LITB | 0.29% | $22.07M | -77.41% | 0.00% |
VRCA | 0.44% | $55.59M | -91.95% | 0.00% |
DG | 0.50% | $25.37B | -10.94% | 2.05% |
STG | 1.22% | $30.47M | -21.87% | 0.00% |
PFXF - VanEck Preferred Securities ex Financials ETF contains 103 holdings. The top holdings include BAPRA, MCHPP, NEEPRS, HPEPRC, NEEPRR
Name | Weight |
---|---|
B BAPRANT Boeing Co 6% PRF CONVERT 15/10/2027 USD 50 - Dep Rep 1/20th Sr A | 13.78% |
M MCHPPNT Microchip Technology Inc 7.50% PRF CONVERT 15/03/2028 USD 50 - Ser A 1/20th | 3.34% |
3.28% | |
H HPEPRCNT Hewlett Packard Enterprise Co 7.625% PRF CONVERT 01/09/2027 USD 50 - Ser C | 2.79% |
2.78% | |
A ALBPRANT Albemarle Corp PRF PERPETUAL USD 1000 - Ser A 1/20th Pref St | 2.62% |
2.27% | |
P PCGPRXNT PG&E Corp 6% PRF CONVERT 01/12/2027 USD - Ser A | 2.09% |
2.02% | |
S STRKNT MicroStrategy Incorporated 0% | 1.87% |
1.66% | |
1.64% | |
1.55% | |
N NEEPRUNT NextEra Energy Capital Holdings Inc 0% | 1.49% |
![]() | 1.36% |
1.25% | |
C CTBBQwest Corporation 0% | 1.20% |
1.16% | |
1.12% | |
1.09% | |
![]() | 1.08% |
1.05% | |
A AGNCPNT AGNC Investment Corp FXDFR PRF PERPETUAL USD 25 Series F | 1.00% |
0.98% | |
0.97% | |
0.95% | |
0.93% | |
![]() | 0.90% |
0.90% | |
G GTLSPRBNT Chart Industries Inc PRF CONVERT 15/12/2025 USD 50 - Ser B | 0.85% |
Sector | Weight |
---|---|
- | 42.21% |
Utilities | 9.07% |
Communication Services | 4.24% |
Consumer Staples | 3.95% |
Information Technology | 1.55% |
Real Estate | 1.37% |
Financials | 1.28% |
N/A | 1.18% |
Health Care | 1.12% |
Consumer Discretionary | 0.16% |