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PFF vs PFFV

Comparison between ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF, ETF) and GLOBAL X VARIABLE RATE PREFERRED ETF (PFFV, ETF).

5-Year PerformancePFFV has outperformed PFF, delivering a return of +2.2% compared to +1.3%

PFF vs PFFV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PFF
$14B
PFFV
$302M
Expense Ratio
PFF
0.45%
Winner
PFFV
0.25%
Max Drawdown
PFF
70.19%
Winner
PFFV
26.68%
Sharpe Ratio
Winner
PFF
0.61
PFFV
0.19
5Y Beta
PFF
0.32
Winner
PFFV
0.17
5Y Dividends CAGR
PFF
-0.62%
Winner
PFFV
11.71%

PFF vs PFFV - Historical Returns

Returns include dividend reinvestment.

1M
PFF
-1.28%
Winner
PFFV
+0.00%
3M
PFF
+0.13%
Winner
PFFV
+0.70%
6M
PFF
+2.38%
Winner
PFFV
+2.56%
1Y
Winner
PFF
+7.72%
PFFV
+4.56%
5Y(CAGR)
PFF
+1.28%
Winner
PFFV
+2.17%
10Y(CAGR)
PFF
+3.20%
PFFV
N/A
Max(CAGR)
PFF
+3.82%
Winner
PFFV
+4.74%

PFF vs PFFV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearPFFPFFV
2026+0.86%+2.09%
2025+3.62%+0.97%
2024+7.38%+9.69%
2023+8.66%+9.75%
2022-17.58%-13.67%
2021+8.17%+7.08%
2020+7.28%+13.35%
2019+14.86%N/A
2018-4.10%N/A
2017+7.26%N/A
2016+0.84%N/A
2015+3.82%N/A
2014+13.42%N/A
2013-1.29%N/A
2012+17.15%N/A
2011-2.15%N/A
2010+13.19%N/A
2009+33.55%N/A
2008-26.08%N/A
2007-12.60%N/A

PFF vs PFFV Drawdown Comparison

The maximum drawdown for PFF was -65.49%, occurring on Mar 6, 2009. Recovery took 806 trading sessions.

The maximum drawdown for PFFV was -18.93%, occurring on May 4, 2023. Recovery took 657 trading sessions.

The current PFF drawdown is -2.12%. The current PFFV drawdown is -0.71%.

RankPFFPFFV
#1-65.49%
May 14, 2007 - Jul 26, 2010
-18.93%
Nov 8, 2021 - Jun 21, 2024
#2-34.11%
Feb 11, 2020 - Oct 7, 2020
-6.07%
Feb 25, 2025 - Sep 5, 2025
#3-21.05%
Dec 31, 2021 - Sep 24, 2024
-3.28%
Sep 16, 2020 - Oct 6, 2020
#4-15.19%
May 19, 2011 - Feb 3, 2012
-3.23%
Feb 17, 2026 - May 6, 2026
#5-10.61%
Oct 16, 2024 - Sep 5, 2025
-3.11%
Sep 16, 2025 - Jan 26, 2026
#6-9.72%
Aug 31, 2018 - Apr 1, 2019
-3.01%
Nov 8, 2024 - Feb 20, 2025
#7-8.67%
May 8, 2013 - Mar 17, 2014
-2.99%
Dec 18, 2020 - Mar 11, 2021
#8-7.48%
Aug 9, 2016 - Apr 10, 2017
-2.43%
Oct 12, 2020 - Nov 9, 2020
#9-6.77%
Jan 5, 2016 - Mar 22, 2016
-2.37%
Jul 12, 2024 - Aug 21, 2024
#10-5.28%
Feb 17, 2026 - May 6, 2026
-2.24%
Aug 26, 2020 - Sep 16, 2020
#11-4.64%
Sep 19, 2025 - Jan 9, 2026
-1.94%
Sep 22, 2021 - Nov 1, 2021
#12-4.17%
May 7, 2012 - Jun 19, 2012
-1.76%
Sep 24, 2024 - Oct 15, 2024
#13-3.81%
Nov 27, 2015 - Jan 4, 2016
-1.64%
Jun 24, 2020 - Jul 16, 2020
#14-3.81%
Dec 7, 2017 - Jun 14, 2018
-1.61%
May 7, 2021 - May 24, 2021
#15-3.15%
Dec 31, 2020 - Mar 26, 2021
-1.43%
Mar 16, 2021 - Mar 24, 2021

Correlation

Correlation between PFF and PFFV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2007 - 2026)

PFF vs PFFV dividend yield comparison.

YearPFFPFFV
20262.04%3.00%
20256.30%8.26%
20246.32%7.33%
20236.63%7.17%
20226.01%6.60%
20214.45%5.23%
20204.79%2.29%
20195.31%0.00%
20186.32%0.00%
20175.59%0.00%
20165.85%0.00%
20155.76%0.00%
20146.32%0.00%
20136.60%0.00%
20126.01%0.00%
20116.98%0.00%
20107.33%0.00%
20097.87%0.00%
20089.45%0.00%
20076.01%0.00%

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