Wachovia Hybrid & Preferred Securities Financial Index - ETF Tracker

Index Description

The Index tracks the performance of U.S. listed preferred stocks of preferred stocks issued in the US market by financial institutions and currently includes approximately 30 securities selected by Wachovia pursuant to a proprietary selection methodology.

* Assets in thousands of U.S. Dollars. Assets and Average Volume as of

ETFs Tracking The Wachovia Hybrid & Preferred Securities Financial Index - ETF List

ETFs tracking the Wachovia Hybrid & Preferred Securities Financial Index are presented in the following table.

Symbol Name Price Change Assets * ▼ Avg Vol YTD

ETFs Tracking Other Preferred Stock/Convertible Bonds

ETFdb staff has allocated each ETF in the ETF database, as well as each index, to a single 'best-fit' ETFdb Category. Other ETFs in the Preferred Stock/Convertible Bonds ETFdb Category are presented in the following table.

Symbol Name Price Change Assets * ▼ Avg Vol YTD

ETFs Tracking The Wachovia Hybrid & Preferred Securities Financial Index - ETF Returns

The following table presents historical return data for ETFs tracking the Wachovia Hybrid & Preferred Securities Financial Index.

Symbol Name 1 Week 4 Week YTD 1 Year 3 Year 5 Year
PGF Financial Preferred Portfolio +0.33% +1.59% +14.18% +13.08% +38.05% +63.49%

ETFs Tracking Other Preferred Stock/Convertible Bonds

Historical return data for other ETFs in the Preferred Stock/Convertible Bonds ETFdb Category is presented in the following table.

Symbol Name 1 Week 4 Week YTD 1 Year 3 Year 5 Year
PFF iShares U.S. Preferred Stock ETF +0.48% +1.48% +13.68% +12.36% +33.23% +55.26%
CWB SPDR Barclays Capital Convertible Bond ETF +1.67% +2.92% +10.05% +12.36% +58.31% +66.03%
PGX Preferred Portfolio +0.61% +1.79% +15.99% +14.25% +31.49% +54.45%
PGF Financial Preferred Portfolio +0.33% +1.59% +14.18% +13.08% +38.05% +63.49%
PSK SPDR Wells Fargo Preferred Stock ETF +0.70% +1.70% +17.54% +15.46% +27.07% +46.87%
PFXF Market Vectors Preferred Securities ex Financials ETF +0.97% +2.64% +16.38% +14.70% n/a n/a
SPFF SuperIncome Preferred ETF +0.41% +0.75% +7.15% +6.49% n/a n/a
VRP Variable Rate Preferred Portfolio +0.20% +0.63% n/a n/a n/a n/a
FPE First Trust Preferred Securities and Income ETF +0.33% +0.59% +11.86% +11.61% n/a n/a
IPFF iShares International Preferred Stock ETF +0.00% +0.71% +1.71% +1.11% +11.21% n/a

ETFs Tracking The Wachovia Hybrid & Preferred Securities Financial Index - ETF Expenses

The following table presents expense information for ETFs tracking the Wachovia Hybrid & Preferred Securities Financial Index.

Symbol Name ETFdb Category Inception ER Commission Free
PGF Financial Preferred Portfolio Preferred Stock/Convertible Bonds 2006-12-01 0.64% Not Available

ETFs Tracking Other Preferred Stock/Convertible Bonds

Expense information for other ETFs in the Preferred Stock/Convertible Bonds ETFdb Category is presented in the following table.

Symbol Name ETFdb Category Inception ER Commission Free
PFF iShares U.S. Preferred Stock ETF Preferred Stock/Convertible Bonds 2007-03-26 0.47% Fidelity
CWB SPDR Barclays Capital Convertible Bond ETF Preferred Stock/Convertible Bonds 2009-04-14 0.40% Charles Schwab
PGX Preferred Portfolio Preferred Stock/Convertible Bonds 2008-01-31 0.50% Charles Schwab
PGF Financial Preferred Portfolio Preferred Stock/Convertible Bonds 2006-12-01 0.64% Not Available
PSK SPDR Wells Fargo Preferred Stock ETF Preferred Stock/Convertible Bonds 2009-09-16 0.45% Not Available
PFXF Market Vectors Preferred Securities ex Financials ETF Preferred Stock/Convertible Bonds 2012-07-17 0.40% Not Available
SPFF SuperIncome Preferred ETF Preferred Stock/Convertible Bonds 2012-07-17 0.58% Not Available
VRP Variable Rate Preferred Portfolio Preferred Stock/Convertible Bonds 2014-05-01 0.50% Charles Schwab
FPE First Trust Preferred Securities and Income ETF Preferred Stock/Convertible Bonds 2013-02-12 0.85% Not Available
IPFF iShares International Preferred Stock ETF Preferred Stock/Convertible Bonds 2011-11-16 0.55% Not Available

ETFs Tracking The Wachovia Hybrid & Preferred Securities Financial Index - ETF Dividends

The following table presents dividend information for ETFs tracking the Wachovia Hybrid & Preferred Securities Financial Index, including yield and dividend date.

Symbol Name Annual Dividend Rate Dividend Date Dividend Annual Dividend Yield % P/E Ratio Beta
PGF Financial Preferred Portfolio $1.09 2014-11-14 $0.09 5.96% n/a 0.17

ETFs Tracking Other Preferred Stock/Convertible Bonds

Dividend information for other ETFs in the Preferred Stock/Convertible Bonds ETFdb Category is presented in the following table.

Symbol Name Annual Dividend Rate Dividend Date Dividend Annual Dividend Yield % P/E Ratio Beta
PFF iShares U.S. Preferred Stock ETF $2.58 2014-11-03 $0.19 6.47% n/a 0.18
CWB SPDR Barclays Capital Convertible Bond ETF $1.49 2014-11-03 $0.09 2.98% n/a 1.05
PGX Preferred Portfolio $0.88 2014-11-14 $0.07 6.00% n/a 0.21
PGF Financial Preferred Portfolio $1.09 2014-11-14 $0.09 5.96% n/a 0.17
PSK SPDR Wells Fargo Preferred Stock ETF $2.63 2014-09-19 $0.46 5.89% n/a 0.20
PFXF Market Vectors Preferred Securities ex Financials ETF $1.23 2014-11-03 $0.06 5.94% n/a 0.39
SPFF SuperIncome Preferred ETF $1.06 2014-11-03 $0.08 7.19% n/a 0.28
VRP Variable Rate Preferred Portfolio $0.65 2014-11-14 $0.11 2.62% n/a 0.19
FPE First Trust Preferred Securities and Income ETF $1.04 2014-11-21 $0.09 5.46% n/a 0.20
IPFF iShares International Preferred Stock ETF $1.31 2014-11-03 $0.06 5.59% n/a -0.73

ETFs Tracking The Wachovia Hybrid & Preferred Securities Financial Index - ETF Holdings

The following table presents holdings data for all ETFs tracking the Wachovia Hybrid & Preferred Securities Financial Index. For more detailed holdings data for an ETF click the 'View' link in the right column.

Symbol Name # of Holdings % In Top 10 Complete
PGF Financial Preferred Portfolio 85 35.41% View

ETFs Tracking Other Preferred Stock/Convertible Bonds

Holdings data for other ETFs in the Preferred Stock/Convertible Bonds ETFdb Category is presented in the following table.

Symbol Name # of Holdings % In Top 10 Complete
PFF iShares U.S. Preferred Stock ETF 328 14.66% View
CWB SPDR Barclays Capital Convertible Bond ETF 102 25.91% View
PGX Preferred Portfolio 211 25.04% View
PGF Financial Preferred Portfolio 85 35.41% View
PSK SPDR Wells Fargo Preferred Stock ETF 134 19.07% View
PFXF Market Vectors Preferred Securities ex Financials ETF 92 26.59% View
SPFF SuperIncome Preferred ETF 50 35.78% View
VRP Variable Rate Preferred Portfolio 89 29.58% View
FPE First Trust Preferred Securities and Income ETF 109 23.15% View
IPFF iShares International Preferred Stock ETF 89 22.91% View

ETFs Tracking The Wachovia Hybrid & Preferred Securities Financial Index - ETF Tax Rates

The following table presents sortable tax data for ETFs currently tracking the Wachovia Hybrid & Preferred Securities Financial Index.

Symbol Name ST Cap Gains Rate LT Cap Gains Rate Tax Form
PGF Financial Preferred Portfolio 35% 15% 1099

ETFs Tracking Other Preferred Stock/Convertible Bonds

Tax Rate data for other ETFs in the Preferred Stock/Convertible Bonds ETFdb Category is presented in the following table.

Symbol Name ST Cap Gains Rate LT Cap Gains Rate Tax Form
PFF iShares U.S. Preferred Stock ETF 35% 15% 1099
CWB SPDR Barclays Capital Convertible Bond ETF 35% 15% 1099
PGX Preferred Portfolio 35% 15% 1099
PGF Financial Preferred Portfolio 35% 15% 1099
PSK SPDR Wells Fargo Preferred Stock ETF 35% 15% 1099
PFXF Market Vectors Preferred Securities ex Financials ETF 35% 15% 1099
SPFF SuperIncome Preferred ETF 35% 15% 1099
VRP Variable Rate Preferred Portfolio 35% 15% 1099
FPE First Trust Preferred Securities and Income ETF 35% 15% 1099
IPFF iShares International Preferred Stock ETF 35% 15% 1099

ETFs Tracking The Wachovia Hybrid & Preferred Securities Financial Index - ETF Technicals

The following table presents certain technical indicators for ETFs tracking the Wachovia Hybrid & Preferred Securities Financial Index. To see complete technical metrics click the 'View' link in the right column.

Symbol Name Lower Bollinger Upper Bollinger Support 1 Resistance 1 RSI Advanced
PGF Financial Preferred Portfolio $18.01 $18.33 $18.25 $18.33 75 View

ETFs Tracking Other Preferred Stock/Convertible Bonds

Techincal information for other ETFs in the Preferred Stock/Convertible Bonds ETFdb Category is presented in the following table.

Symbol Name Lower Bollinger Upper Bollinger Support 1 Resistance 1 RSI Advanced
PFF iShares U.S. Preferred Stock ETF $39.49 $40.08 $39.99 $40.12 76 View
CWB SPDR Barclays Capital Convertible Bond ETF $48.80 $50.29 $50.29 $50.61 62 View
PGX Preferred Portfolio $14.49 $14.73 $14.68 $14.77 74 View
PGF Financial Preferred Portfolio $18.01 $18.33 $18.25 $18.33 75 View
PSK SPDR Wells Fargo Preferred Stock ETF $43.99 $44.80 $44.69 $44.85 76 View
PFXF Market Vectors Preferred Securities ex Financials ETF $20.51 $20.91 $20.70 $21.19 68 View
SPFF SuperIncome Preferred ETF $14.69 $14.81 n/a n/a 57 View
VRP Variable Rate Preferred Portfolio $24.62 $25.10 $24.78 $24.96 56 View
FPE First Trust Preferred Securities and Income ETF $18.90 $19.19 $19.06 $19.13 63 View
IPFF iShares International Preferred Stock ETF $23.42 $23.73 $23.45 $23.87 50 View

ETFs Tracking The Wachovia Hybrid & Preferred Securities Financial Index - ETF Analysis

The following table presents links to in-depth analysis for ETFs tracking the Wachovia Hybrid & Preferred Securities Financial Index.

Symbol Name Fact Sheet ETF Holdings Chart ETF Home Page Head-To-Head
PGF Financial Preferred Portfolio View View View View View

ETFs Tracking Other Preferred Stock/Convertible Bonds

Links to analysis of other ETFs in the Preferred Stock/Convertible Bonds ETFdb Category is presented in the following table.

Symbol Name Fact Sheet ETF Holdings Chart ETF Home Page Head-To-Head
PFF iShares U.S. Preferred Stock ETF View View View View View
CWB SPDR Barclays Capital Convertible Bond ETF View View View View View
PGX Preferred Portfolio View View View View View
PGF Financial Preferred Portfolio View View View View View
PSK SPDR Wells Fargo Preferred Stock ETF View View View View View
PFXF Market Vectors Preferred Securities ex Financials ETF View View View View View
SPFF SuperIncome Preferred ETF View View View View View
VRP Variable Rate Preferred Portfolio View View View View View
FPE First Trust Preferred Securities and Income ETF View View View View View
IPFF iShares International Preferred Stock ETF View View View View View

ETFs Tracking The Wachovia Hybrid & Preferred Securities Financial Index - ETFdb Realtime Ratings

The following table presents a proprietary ETFdb rating for ETFs tracking the Wachovia Hybrid & Preferred Securities Financial Index.

Symbol Liquidity Expenses Performance Volatility Dividend Concentration Realtime
Overall
PGF
A
C+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only

ETFs Tracking Other Preferred Stock/Convertible Bonds

Links to a proprietary ETFdb rating for other ETFs in the Preferred Stock/Convertible Bonds ETFdb Category is presented in the following table.

Symbol Liquidity Expenses Performance Volatility Dividend Concentration Realtime
Overall
PFF
A+
A-
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
CWB
A-
A
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
PGX
A
A-
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
PGF
A
C+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
PSK
A-
A
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
PFXF
B+
A+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
SPFF
C+
B
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
VRP
n/a
n/a
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
FPE
B-
C
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
IPFF
B
B+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only

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