VanEck Preferred Securities ex Financials ETF

PFXF tracks an index comprised of USD denominated preferred securities and securities that the index provider deems to be functionally equivalent. Securities issued by financial firms are excluded.

iShares Preferred and Income Securities ETF 

InfraCap REIT Preferred ETF

Principal Spectrum Preferred Secs Active ETF

Global X SuperIncome Preferred ETF

The best preferred stock ETFs allow you to reduce your risk by investing in baskets of preferred stocks.

5 of the Best Preferred Stock ETFs for High and Stable Dividends

Avantis U.S. Small Cap Value ETF

Blackrock Flexible Income ETF

Capital Group Dividend Value ETF

SPDR Gold Trust

SPDR Gold MiniShares Trust

iShares 10+ Year Investment Grade Corporate Bond ETF

iShares Core S&P Small Cap ETF

VanEck Merk Gold Trust

Global X U.S. Infrastructure Development ETF

Global X U.S. Preferred ETF

Invesco QQQ

VictoryShares Small Cap Free Cash Flow ETF

Aberdeen Standard Gold ETF Trust

SPDR Portfolio Long Term Treasury ETF

 SPDR Blackstone Senior Loan ETF

iShares 20+ Year Treasury Bond ETF

Vanguard Small-Cap ETF

Vanguard Long-Term Corporate Bond ETF

Vanguard Real Estate ETF

Vanguard Russell 2000 ETF

Consumer Staples Select Sector SPDR Fund

Real Estate Select Sector SPDR Fund

Utilities Select Sector SPDR Fund

Invesco S&P SmallCap Momentum ETF

The first cut is the deepest — so they say. As with all complicated relationships, this mantra may certainly ring true for the Federal Reserve and the markets — at least from a psychological standpoint.

Positioning Ahead of the Fed: ETFs for a Lower Rate Era

VanEck Preferred Securities ex Financials ETF is invested in US-traded preferred stocks of non-financial companies. PFXF is quite concentrated in its top issuers, and about two-thirds of its assets are below investment grade. PFXF has outperformed its most popular competitors and a high-yield bond index since 2013.

PFXF: Preferred Stocks ETF Beating Peers, Yet Unattractive

Virtus InfraCap U.S. Preferred Stock ETF

Global X NASDAQ 100 Covered Call ETF

Invesco Variable Rate Preferred ETF

Despite relative outperformance in recent years, I cannot justify an allocation to PFFA.

Assessing Leveraged PFFA Vs. Other Preferred Share Funds I Own

VanEck Preferred Securities ex Financials ETF primarily invests in preferred securities with high yields, avoiding financial stocks. The ETF has $1.69 billion in assets, low expense ratio of 0.41%, and 30-day SEC yield of 6.76%. Exclusion of financial stocks could lead to potential capital gains and high yields over the next few years.

PFXF: A Strong Buy When You Love Preferred Yields Of 7%, But Don't Want Bank Risks

Elkhorn S&P High Quality Preferred ETF

First Trust Preferred Securities & Income ETF

First Trust Institutional Preferred Securities & Income ETF

Fidelity Preferred Securities & Income ETF

Global X Variable Rate Preferred ETF

AAM Low Duration Preferred and Income Sec ETF

Invesco Financial Preferred ETF

Invesco Preferred ETF

Pimco Preferred And Capital Securities Active ETF

SPDR Wells Fargo Preferred Stock ETF

We take a look at the action in preferreds and baby bonds through the second week of April and highlight some of the key themes we are watching.

Preferreds Weekly Review: Bond Interest Deferral Worries Investors

Fueled in part by expectations that the Federal Reserve will lower interest rates this year — or at the very least, won't hike anymore — preferred stocks and related ETFs are delivering solid showings for income investors. For its part, the VanEck Preferred Securities ex Financials ETF (PFXF) is higher by nearly 4% year to date.

How to Capitalize on Preferred Stock Strength, Limit Risk

We take a look at the action in preferreds and baby bonds through the fourth week of March and highlight some of the key themes we are watching. Preferreds had a good week as Treasury yields fell on the back of the Fed's more dovish than expected stance. We take a look at how stocks with different spreads over SOFR could react to Fed's cuts.

Preferreds Weekly Review: Keep An Eye On The Spread Of Floating-Rate Preferreds

We take a look at the action in preferreds and baby bonds through the third week of March and highlight some of the key themes we are watching. Preferreds were down for the week due to rising Treasury yields, but most preferred CEF sectors remain positive for the month. Albemarle issued a new preferred stock with a mandatory convertible feature, offering upside participation with less downside than the common and a higher coupon.

Preferreds Weekly Review: Mandatory Convertibles Offer High-Beta Preferred Exposure

By Coulter Regal, CFA Product Manager Preferred securities are trading at attractive discounts, however, just as many are looking to manage their Mag 7 exposure, we believe the same risk management applies to preferreds as well.

Preferreds Look Attractive, but Mind the Financials

VanEck Preferred Securities ex Financials ETF returns have lagged riskier common stock alternatives over the past year. 61.74% of ETF assets are allocated to sectors such as REITs, Utilities, and Telecoms that traditionally employ significant amounts of debt. The indebted preferred issuers in PFXF's portfolio will benefit from lower interest rates by the Federal Reserve.

PFXF: Levered Preferred Issuers Set To Benefit From Lower Interest Rates

Synchrony Financial

We take a look at the action in preferreds and baby bonds through the fourth week of February and highlight some of the key themes we are watching. Preferreds had a strong week with a 1%+ return, driven by a drop in Treasury yields and compression in credit spreads. Different preferreds sectors have different drawdown profiles, offering investors an opportunity to tilt to more resilient securities in anticipation of the next drawdown.

Preferreds Weekly Review: Historic Drawdowns Are Relevant Again

John Hancock Preferred Income ETF

PFFA is a well-diversified and consistently top-performing preferred stock ETF, enabled by management's bold allocation strategy.

U.S. Preferred Stocks Look Attractive And PFFA Is A Top-Performing Preferred Stocks ETF

We take a look at the action in preferreds and baby bonds through the second week of February and highlight some of the key themes we are watching. Preferreds were flat on the week as higher Treasury yields were offset by tighter credit spreads. A high yield-to-call is not a sufficient reason to buy a given preferred.

Preferreds Weekly Review: A High Yield-To-Call Is Not Enough

We take a look at the action in preferreds and baby bonds through the fourth week of January and highlight some of the key themes we are watching. Preferred stock and baby bond market had a good week with most sectors finishing in the green. The article discusses the curious case of Aspen insurer preferred AHL.PR.C and how the coupon conversion worked on the first call date.

Preferreds Weekly Review: AHL Preferred Gets Stuck Near Libor Peak

PFXF offers a diverse fund of preferred shares across many industries. Over the last decade, its dividend has been stagnant or declined, and total returns are negative. The preferred equity in its holdings will continue to create disappointment for long-term holders.

PFXF: The Problem With Preferred Shares

VanEck Fallen Angel High Yield Bond ETF

VanEck Vectors BDC Income ETF

VanEck China Bond ETF

Vaneck CLO ETF

VanEck Morningstar High Dividend ETF

VanEck Energy Income ETF

VanEck J.P Morgan EM Local Currency Bond ETF

VanEck Investment Grade Floating Rate ETF

VanEck Green Bond ETF 

VanEck High Yield Muni ETF

VanEck Emerging Markets High Yield Bond ETF

VanEck International High Yield Bond ETF 

VanEck Dynamic High Income ETF

VanEck Vectors Intermediate Muni ETF

VanEck Vectors Muni Allocation ETF

Mobeus Income & Growth 2 VCT PLC

VanEck Vectors Long Muni ETF

VanEck Mortgage REIT Income ETF

VanEck Short High Yield Muni ETF

VanEck Vectors Short Muni ETF

VanEck HIP Sustainable Muni ETF

VanEck CEF Municipal Income ETF 

Yields have reset higher across fixed income markets, leaving bonds well positioned in a range of different economic and interest rate scenarios in 2024. Introduction to Income Investing Income investing is a strategy that aims to generate a steady stream of income from investments, typically through interest payments or dividends.

Income Investing Playbook 2024: Navigating the New Interest Rate Regime

VanEck Morningstar Wide Moat ETF

As of November 22, the S&P 500 and Bloomberg U.S. Aggregate Bond Index are higher by 20.3% and 1.2%, respectively, year to date. So by most accounts, being long traditional assets has been effective in 2023.

Time to Start Examining Best Buys for 2024

The recent surge by Treasury yields is matriculating throughout the fixed income universe. It stokes higher yields on a slew of bond segments, including preferred stocks.

PFXF: Preferred Way to Play Preferred Stocks

VanEck Preferred Securities ex Financials ETF offers diversified exposure to preferred securities outside of the financial sector. Preferred securities provide higher dividends, reduced risk, and potential for fixed income. The fund is heavily weighted in REITs, which may explain its underperformance compared to other preferred stock ETFs.

PFXF: REITs And Utilities Hurt More Than Excluding Financials (For Now)

By Coulter Regal, CFA, Associate Product Manager This blog answers commonly asked questions about the PFXF ETF and explores why Preferred Securities are becoming a preferred alternative income source among investors. Many investors have expanded their search for income to opportunities beyond traditional debt.

PFXF ETF Q&A: Understanding Preferred Securities

Most preferred shares ETFs are significantly overweight financials. Losses are high when a crisis hits the industry. To remedy the above, an investment in PFXF could help.

PFXF: Preferreds Ex-Financials ETF, For Portfolio Diversification, 6.0% Yield

The VanEck Preferred Securities ex Financials ETF offers better diversification and long-term returns than typical preferred share funds like the Global X U.S. Preferred ETF, which is heavily concentrated in the financial sector. PFXF tracks investment returns of preferred shares issued by non-financial companies, with 3- and 5-year average annual returns of 5.0% and 3.8% compared to PFFD's -0.6% and 1.1%. The PFXF ETF has a trailing 12-month distribution yield of 6.1%.

PFXF: A More Diversified Way To Own Preferred Shares

Turmoil in the regional banking industry had a contagion effect. Count preferred stocks as among the victims – not surprising when considering banks are the largest issuers of these hybrid securities.

Preferred Stocks Offer Opportunity, But Selectivity Is Key

John Hancock Preferred Income Fund II

SPDR Bloomberg High Yield Bond ETF

Nuveen Preferred & Income Term Fund

Nuveen Preferred & Income Securities Fund

Cohen & Steers Ltd. Duration Preferred & Income Fund, Inc.

Bank securities and preferred CEFs have been some of the livelier parts of the income market in the last few months. In some of the hysteria, however, it's easy to lose sight of the facts and misinterpret the relationship between regional banks and preferred CEFs.

News for VanEck Preferred Securities ex Financials ETF ETF (PFXF)