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Upturn AI SWOT - About
VanEck Preferred Securities ex Financials ETF (PFXF)
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Upturn Advisory Summary
08/14/2025: PFXF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 15.32% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.27 | 52 Weeks Range 15.11 - 17.45 | Updated Date 06/29/2025 |
52 Weeks Range 15.11 - 17.45 | Updated Date 06/29/2025 |
Upturn AI SWOT
VanEck Preferred Securities ex Financials ETF
ETF Overview
Overview
The VanEck Preferred Securities ex Financials ETF (PFXF) seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the ICE Exchange-Listed Preferred & Hybrid Securities ex Financials Index. It invests in preferred stocks, excluding those issued by financial companies.
Reputation and Reliability
VanEck is a reputable asset manager with a long history of offering specialized ETFs, including those focused on niche areas like preferred securities.
Management Expertise
VanEck has a dedicated team experienced in managing fixed-income and preferred securities portfolios.
Investment Objective
Goal
To replicate the price and yield performance of the ICE Exchange-Listed Preferred & Hybrid Securities ex Financials Index.
Investment Approach and Strategy
Strategy: The ETF aims to track a specific index, the ICE Exchange-Listed Preferred & Hybrid Securities ex Financials Index.
Composition The ETF primarily holds preferred stocks, excluding those issued by financial institutions, offering diversification across various sectors.
Market Position
Market Share: Data not readily available without live data feeds.
Total Net Assets (AUM): 374734822.18
Competitors
Key Competitors
- SPDR Portfolio Preferred Stock ETF (SPFF)
- Invesco Preferred ETF (PGX)
- iShares Preferred and Income Securities ETF (PFF)
Competitive Landscape
The preferred stock ETF market is competitive. PFXF differentiates itself by excluding financial sector preferreds. Competitors like PFF and PGX offer broader coverage but include financials, which may be a disadvantage for investors seeking specific sector exposures. PFXF offers a niche market focus which may appeal to some investors, but its market share is smaller than some broad-based preferred stock ETFs.
Financial Performance
Historical Performance: Historical performance data is readily available from financial data providers; however, it cannot be directly inserted into this structured JSON format.
Benchmark Comparison: Benchmark comparison requires retrieving live or recent historical data and calculating relative performance, which exceeds this exercise's capabilities.
Expense Ratio: 0.41
Liquidity
Average Trading Volume
PFXF's average trading volume provides adequate liquidity for most investors, but larger trades might experience a slightly wider spread.
Bid-Ask Spread
The bid-ask spread on PFXF reflects its liquidity and can vary based on market conditions.
Market Dynamics
Market Environment Factors
Interest rate changes, credit spreads, and overall market sentiment significantly impact preferred stock valuations, influencing PFXF's performance.
Growth Trajectory
PFXF's growth is dependent on the issuance of new preferred securities outside the financial sector and investor demand for this asset class.
Moat and Competitive Advantages
Competitive Edge
PFXF's competitive edge lies in its exclusion of financial sector preferred stocks, which allows investors to gain preferred security exposure without the financial sector risk. This focus caters to investors concerned about the financial sector's sensitivity to economic cycles. This niche focus provides unique portfolio diversification. The exclusion of financials differentiates it from broad-based preferred stock ETFs and could lead to relative outperformance during financial sector downturns.
Risk Analysis
Volatility
PFXF's volatility is influenced by interest rate sensitivity and credit risk associated with preferred securities.
Market Risk
Market risk for PFXF includes interest rate risk (as preferred stocks are sensitive to rate changes) and credit risk (the risk that issuers may default on payments).
Investor Profile
Ideal Investor Profile
The ideal investor for PFXF is someone seeking income from preferred securities but wants to avoid the financial sector, or an investor trying to achieve portfolio diversification.
Market Risk
PFXF is suitable for long-term investors seeking income and diversification, but it may not be ideal for active traders due to the potential for interest rate-driven volatility.
Summary
PFXF offers targeted exposure to preferred securities outside the financial sector, providing income and diversification benefits. Its distinct strategy differentiates it from broader preferred stock ETFs. Its performance is influenced by interest rates and credit spreads. PFXF is best suited for long-term income-seeking investors wary of financial sector exposure. Its niche focus might limit its upside compared to more diversified products during specific market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- VanEck
- ETF.com
- Bloomberg
Disclaimers:
Data is for informational purposes only and not investment advice. Market share data is based on available information and may not be entirely up-to-date. Past performance is not indicative of future results. Investment involves risk, including the potential loss of principal.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About VanEck Preferred Securities ex Financials ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of its total assets in securities that comprise the fund's benchmark index. The index is comprised of U.S. exchange-listed hybrid debt, preferred stock and convertible preferred stock issued by non-financial corporations. The fund is non-diversified.
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