ICLN vs PGX

iShares Global Clean Energy ETF vs Invesco Preferred ETF

Quick take
  • ICLN has the lower expense ratio at 0.39% vs 0.50% for PGX.
  • PGX pays a higher dividend yield (6.16%).

Side-by-side metrics

MetricICLNPGX
Expense ratio
Annual fee. Lower is better.
0.39%0.50%
Dividend yield
Trailing 12-month yield.
1.30%6.16%
AUM
Assets under management — bigger funds are typically more liquid.
$2.50B$3.92B
YTD return
29.76%1.46%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
1.261.22
P/E ratio
22.19
Last price
$20.71$11.16
Inception
Issuer
iSharesInvesco

ICLN top holdings

Top holdings · ICLN
BEBloom Energy Corp Class A13.73%
NXTNextpower Inc Class A7.28%
FSLRFirst Solar Inc7.15%
600900.SSChina Yangtze Power Co Ltd Class A5.89%
VWS.COVestas Wind Systems AS3.35%
PLUGPlug Power Inc3.28%
ENPHEnphase Energy Inc3.24%
EQTL3.SAEquatorial SA2.87%
SUZLON.BOSuzlon Energy Ltd2.36%
EDP.LSEDP-Energias De Portugal SA2.33%
Sector breakdown · ICLN
Basic Materials1.7%
Technology30.7%
Utilities36.0%
Industrials31.6%

PGX top holdings

Top holdings · PGX
JPMPCJPMorgan Chase & Co 6% PRF PERPETUAL USD 25 - Dep rep 1/400 Ser EE1.75%
JPMPDJPMorgan Chase & Co Pfd1.57%
WFCPZWells Fargo & Co 4.75% PRF PERPETUAL USD 25 Series Z Class A1.43%
JPMPLJPMorgan Chase & Co PRF PERPETUAL USD - Ser LL 1/400th Int1.35%
JPMPMJPMorgan Chase & Co PRF PERPETUAL USD - Ser MM 1/400th1.35%
BACPBBank of America Corp 6% PRF PERPETUAL USD 25 - Ser GG 1/1000th int1.28%
TPCAT&T Inc 4.75% PRF PERPETUAL USD 25 - 1/1000th Int Ser C1.23%
BACPMBank of America Corp Pfd1.14%
JPMPKJPMorgan Chase & Co PRF PERPETUAL USD 25 - Ser JJ 1/400 int1.07%
COFPICapital One Financial Corp Series I1.06%
Sector breakdown · PGX
Utilities100.0%

About ICLN

ICLN (iShares Global Clean Energy ETF) is Global clean energy and renewable power companies. Managed by iShares, the fund carries $2.5B in assets under management, an expense ratio of 0.39%, a dividend yield of 1.30%. Its largest holding is Bloom Energy Corp Class A (BE), which represents 13.7% of the portfolio. Basic Materials is the fund's largest sector exposure at 1.7%.

About PGX

PGX (Invesco Preferred ETF) is US investment-grade preferred stocks. Managed by Invesco, the fund carries $3.9B in assets under management, an expense ratio of 0.50%, a dividend yield of 6.16%. Its largest holding is JPMorgan Chase & Co 6% PRF PERPETUAL USD 25 - Dep rep 1/400 Ser EE (JPMPC), which represents 1.8% of the portfolio. Utilities is the fund's largest sector exposure at 100.0%.