PGX vs SHY
Invesco Preferred ETF vs iShares 1-3 Year Treasury Bond ETF
PGX$9.88
Invesco Preferred ETF
US investment-grade preferred stocks.
Expense: 0.50%Yield: 6.96%
SHY$81.28
iShares 1-3 Year Treasury Bond ETF
Short-term US Treasuries (1-3 years).
Expense: 0.15%Yield: 3.61%
Quick take
- • SHY has the lower expense ratio at 0.15% vs 0.50% for PGX.
- • PGX pays a higher dividend yield (6.96%).
Side-by-side metrics
| Metric | PGX | SHY |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.50% | 0.15% |
Dividend yield Trailing 12-month yield. | 6.96% | 3.61% |
AUM Assets under management — bigger funds are typically more liquid. | $3.55B | $27.44B |
YTD return | -5.76% | 1.48% |
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. | 1.08 | 0.25 |
P/E ratio | — | — |
Last price | $9.88 | $81.28 |
Inception | — | — |
Issuer | Invesco | iShares |
PGX top holdings
Holdings data unavailable for PGX.
Sector breakdown · PGX
Utilities100.0%
SHY top holdings
Holdings data unavailable for SHY.
About PGX
PGX (Invesco Preferred ETF) is US investment-grade preferred stocks. Managed by Invesco, the fund carries $3.5B in assets under management, an expense ratio of 0.50%, a dividend yield of 6.96%. Utilities is the fund's largest sector exposure at 100.0%.
About SHY
SHY (iShares 1-3 Year Treasury Bond ETF) is Short-term US Treasuries (1-3 years). Managed by iShares, the fund carries $27.4B in assets under management, an expense ratio of 0.15%, a dividend yield of 3.61%.