PFFD vs PFXF

Comparison between GLOBAL X U.S. PREFERRED ETF (PFFD, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).

5-Year PerformancePFXF has outperformed PFFD, delivering a return of +4.6% compared to +0.2%

PFFD vs PFXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFFD(ETF)	PFXF(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.23%	0.40%
Max Drawdown	33.30%	37.25%
Sharpe Ratio	0.73	1.84
5Y Beta	0.31	0.39
5Y Dividends CAGR	-0.33%	5.74%

Net Assets

PFFD

$2.20B

PFXF

$2.20B

Expense Ratio

Winner

PFFD

0.23%

PFXF

0.40%

Max Drawdown

Winner

PFFD

33.30%

PFXF

37.25%

Sharpe Ratio

PFFD

0.73

Winner

PFXF

1.84

5Y Beta

Winner

PFFD

0.31

PFXF

0.39

5Y Dividends CAGR

PFFD

-0.33%

Winner

PFXF

5.74%

PFFD vs PFXF - Historical Returns

Returns include dividend reinvestment.

Period	PFFD	PFXF
1 month	+3.11%	+6.19%
3 months	+0.76%	+4.53%
6 months	+3.70%	+11.36%
1 year	+8.89%	+21.31%
5 years(CAGR)	+0.19%	+4.62%
10 years(CAGR)	+2.78%	+5.58%
Max(CAGR)	+2.78%	+5.78%

PFFD

+3.11%

Winner

PFXF

+6.19%

PFFD

+0.76%

Winner

PFXF

+4.53%

PFFD

+3.70%

Winner

PFXF

+11.36%

PFFD

+8.89%

Winner

PFXF

+21.31%

5Y(CAGR)

PFFD

+0.19%

Winner

PFXF

+4.62%

10Y(CAGR)

PFFD

+2.78%

Winner

PFXF

+5.58%

Max(CAGR)

PFFD

+2.78%

Winner

PFXF

+5.78%

PFFD vs PFXF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	PFFD	PFXF
2026	+2.13%	+7.21%
2025	+1.81%	+8.88%
2024	+6.94%	+8.29%
2023	+6.16%	+10.52%
2022	-19.72%	-18.62%
2021	+5.98%	+12.47%
2020	+8.02%	+7.34%
2019	+16.60%	+19.71%
2018	-2.69%	-3.18%
2017	+0.85%	+7.69%
2016	N/A	+5.79%
2015	N/A	-2.03%
2014	N/A	+15.44%
2013	N/A	-2.29%
2012	N/A	+4.44%

PFFD vs PFXF Drawdown Comparison

The maximum drawdown for PFFD was -30.94%, occurring on Mar 18, 2020. Recovery took 133 trading sessions.

The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The current PFFD drawdown is -2.64%.

Rank	PFFD	PFXF
#1	-30.94% Feb 11, 2020 - Aug 20, 2020	-35.50% Feb 5, 2020 - Nov 9, 2020
#2	-24.41% Nov 5, 2021 - Oct 19, 2023	-21.80% Dec 31, 2021 - Sep 17, 2024
#3	-8.44% Aug 31, 2018 - Feb 27, 2019	-11.89% Oct 16, 2024 - Jul 3, 2025
#4	-4.25% Dec 8, 2017 - Jul 2, 2018	-10.73% Aug 29, 2018 - Feb 22, 2019
#5	-3.39% Dec 31, 2020 - Apr 5, 2021	-9.71% May 21, 2013 - Feb 28, 2014
#6	-2.52% Apr 26, 2021 - Jun 2, 2021	-8.39% Jul 29, 2016 - May 2, 2017
#7	-2.45% Sep 16, 2021 - Nov 1, 2021	-8.08% May 18, 2015 - Mar 17, 2016
#8	-2.36% Sep 16, 2020 - Oct 5, 2020	-5.83% Feb 25, 2026 - Apr 16, 2026
#9	-2.07% Oct 12, 2020 - Nov 9, 2020	-5.05% Dec 11, 2017 - Jun 11, 2018
#10	-1.56% Sep 2, 2020 - Sep 16, 2020	-4.93% Oct 27, 2025 - Dec 18, 2025
#11	-1.44% Oct 23, 2019 - Dec 17, 2019	-3.70% Oct 18, 2012 - Dec 31, 2012
#12	-1.26% Jul 7, 2021 - Aug 3, 2021	-3.04% Jan 20, 2021 - Mar 12, 2021
#13	-1.11% Jul 20, 2018 - Aug 27, 2018	-3.03% Nov 5, 2021 - Dec 17, 2021
#14	-1.06% Jul 6, 2018 - Jul 20, 2018	-2.72% Jul 28, 2014 - Aug 20, 2014
#15	-1.00% Aug 6, 2021 - Sep 1, 2021	-2.70% Sep 2, 2021 - Oct 20, 2021

Correlation

Correlation between PFFD and PFXF is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2012 - 2026)

PFFD vs PFXF dividend yield comparison.

Year	PFFD	PFXF
2026	2.09%	1.73%
2025	6.37%	6.72%
2024	6.42%	7.82%
2023	6.49%	7.88%
2022	6.63%	6.74%
2021	5.09%	4.66%
2020	5.17%	5.19%
2019	5.48%	5.35%
2018	6.21%	6.56%
2017	1.94%	5.93%
2016	0.00%	5.81%
2015	0.00%	5.99%
2014	0.00%	5.91%
2013	0.00%	6.51%
2012	0.00%	2.56%