IEMG vs PGX

iShares Core MSCI Emerging Markets ETF vs Invesco Preferred ETF

Quick take
  • IEMG has the lower expense ratio at 0.09% vs 0.50% for PGX.
  • PGX pays a higher dividend yield (6.16%).

Side-by-side metrics

MetricIEMGPGX
Expense ratio
Annual fee. Lower is better.
0.09%0.50%
Dividend yield
Trailing 12-month yield.
2.37%6.16%
AUM
Assets under management — bigger funds are typically more liquid.
$151.17B$3.92B
YTD return
22.81%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.
0.991.22
P/E ratio
17.04
Last price
$81.47$11.16
Inception
Issuer
iSharesInvesco

IEMG top holdings

Top holdings · IEMG
2330.TWTaiwan Semiconductor Manufacturing Co Ltd12.49%
005930.KSSamsung Electronics Co Ltd5.32%
000660.KSSK Hynix Inc3.51%
0700.HKTencent Holdings Ltd2.87%
9988.HKAlibaba Group Holding Ltd Ordinary Shares2.11%
2308.TWDelta Electronics Inc0.98%
2454.TWMediaTek Inc0.91%
00939China Construction Bank Corp Class H0.81%
HDFCBANK.NSHDFC Bank Ltd0.69%
RELIANCE.NSReliance Industries Ltd0.67%
Sector breakdown · IEMG
Real Estate1.7%
Consumer Cyclical9.6%
Basic Materials6.9%
Consumer Defensive3.3%
Technology35.1%
Communication Services6.4%
Financial Services18.4%
Utilities2.2%
Industrials8.9%
Energy3.8%
Healthcare3.7%

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 IEMG

IEMG (iShares Core MSCI Emerging Markets ETF) is Broad emerging-market equity exposure. Managed by iShares, the fund carries $151.2B in assets under management, an expense ratio of 0.09%, a dividend yield of 2.37%. Its largest holding is Taiwan Semiconductor Manufacturing Co Ltd (2330.TW), which represents 12.5% of the portfolio. Real Estate 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%.