VanEck Preferred Securities ex Financials ETF
PFXF
Market cap $1.76B

16.49 USD

+0.08

0.49%

At close Apr 25, 4:00 PM EDT

1 day

0.49%

5 days

4.43%

1 month

-3.96%

3 months

-6.78%

6 months

-8.90%

Year to date

-5.07%

1 year

-3.11%

5 years

-8.29%

10 years

-20.72%

0

Funds holding %

of 7,419 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

463% more call options, than puts

Call options by funds: $231K | Put options by funds: $41K

83% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 18

54% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 48

6% more funds holding

Funds holding: 180 [Q3] → 190 (+10) [Q4]

2% less capital invested

Capital invested by funds: $574M [Q3] → $560M (-$14M) [Q4]

3.48% less ownership

Funds ownership: 33.06% [Q3] → 29.58% (-3.48%) [Q4]

33% less funds holding in top 10

Funds holding in top 10: 6 [Q3] → 4 (-2) [Q4]

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Research analyst outlook

We haven’t received any recent analyst ratings for PFXF.

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Financial journalist opinion

PFXF: Under The Radar Beneficiary Of U.S. Cost Cutting

The VanEck Preferred Securities ex Financials ETF has 64.7% of its portfolio allocated to long-duration preferred securities. The new U.S. administration is focused on cutting the budget deficit to around 3.00-3.50% of GDP, allowing for a stabilization in the debt/GDP ratio. Together with future Fed rate cuts, this should allow risk-free interest rates to decline.

PFXF: Under The Radar Beneficiary Of U.S. Cost Cutting

My Near-Perfect Retirement Dividend Portfolio

Low-volatility, dividend growth stocks offer long-term outperformance and a favorable risk profile, despite lower yields during bull markets. Dividend growth portfolios can significantly increase yields over time, making them a strong choice for retirement-focused investors. The 4% rule remains a valid strategy for retirement, but adjustments may be needed due to increasing life expectancies.

My Near-Perfect Retirement Dividend Portfolio

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

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

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

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

PFXF: Preferred Stocks ETF Beating Peers, Yet Unattractive

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

Assessing Leveraged PFFA Vs. Other Preferred Share Funds I Own

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

Assessing Leveraged PFFA Vs. Other Preferred Share Funds I Own

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

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.

Preferreds Weekly Review: Bond Interest Deferral Worries Investors

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.

How to Capitalize on Preferred Stock Strength, Limit Risk

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.

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 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.

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