PFFD vs TAGG

Comparison between GLOBAL X U.S. PREFERRED ETF (PFFD, ETF) and T. ROWE PRICE QM U.S. BOND ETF (TAGG, ETF).

5-Year PerformanceTAGG has outperformed PFFD, delivering a return of +0.2% compared to -0.6%

PFFD vs TAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFFD(ETF)	TAGG(ETF)
Net Assets	$2.20B	$2.30B
Expense Ratio	0.23%	0.08%
Max Drawdown	33.30%	21.31%
Sharpe Ratio	0.02	-0.34
5Y Beta	0.32	0.03
5Y Dividends CAGR	-1.71%	N/A

Net Assets

PFFD

$2.20B

Winner

TAGG

$2.30B

Expense Ratio

PFFD

0.23%

Winner

TAGG

0.08%

Max Drawdown

PFFD

33.30%

Winner

TAGG

21.31%

Sharpe Ratio

Winner

PFFD

0.02

TAGG

-0.34

5Y Beta

PFFD

0.32

Winner

TAGG

0.03

5Y Dividends CAGR

PFFD

-1.71%

TAGG

N/A

PFFD vs TAGG - Historical Returns

Returns include dividend reinvestment.

Period	PFFD	TAGG
1 month	+0.27%	-0.30%
3 months	-0.53%	-0.33%
6 months	-0.35%	-0.60%
1 year	+3.94%	+2.51%
5 years(CAGR)	-0.62%	+0.20%
10 years(CAGR)	+2.56%	N/A
Max(CAGR)	+2.56%	+0.20%

Winner

PFFD

+0.27%

TAGG

-0.30%

PFFD

-0.53%

Winner

TAGG

-0.33%

Winner

PFFD

-0.35%

TAGG

-0.60%

Winner

PFFD

+3.94%

TAGG

+2.51%

5Y(CAGR)

PFFD

-0.62%

Winner

TAGG

+0.20%

10Y(CAGR)

PFFD

+2.56%

TAGG

N/A

Max(CAGR)

Winner

PFFD

+2.56%

TAGG

+0.20%

PFFD vs TAGG - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	PFFD	TAGG
2026	+0.84%	+0.01%
2025	+1.81%	+7.35%
2024	+6.94%	+2.10%
2023	+6.16%	+5.30%
2022	-19.72%	-12.04%
2021	+5.98%	+0.01%
2020	+8.02%	N/A
2019	+16.60%	N/A
2018	-2.69%	N/A
2017	+0.85%	N/A

PFFD vs TAGG Drawdown Comparison

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

The maximum drawdown for TAGG was -17.27%, occurring on Oct 20, 2022. Recovery took 987 trading sessions.

The current PFFD drawdown is -3.87%. The current TAGG drawdown is -2.17%.

Rank	PFFD	TAGG
#1	-30.94% Feb 11, 2020 - Aug 20, 2020	-17.27% Nov 9, 2021 - Oct 16, 2025
#2	-24.41% Nov 5, 2021 - Oct 19, 2023	-3.19% Feb 27, 2026 - May 19, 2026
#3	-8.44% Aug 31, 2018 - Feb 27, 2019	-1.08% Oct 27, 2025 - Nov 26, 2025
#4	-4.25% Dec 8, 2017 - Jul 2, 2018	-1.01% Oct 1, 2021 - Nov 5, 2021
#5	-3.39% Dec 31, 2020 - Apr 5, 2021	-0.88% Nov 26, 2025 - Jan 14, 2026
#6	-2.52% Apr 26, 2021 - Jun 2, 2021	-0.62% Jan 14, 2026 - Feb 5, 2026
#7	-2.45% Sep 16, 2021 - Nov 1, 2021	-0.21% Nov 5, 2021 - Nov 9, 2021
#8	-2.36% Sep 16, 2020 - Oct 5, 2020	-0.19% Oct 22, 2025 - Oct 27, 2025
#9	-2.07% Oct 12, 2020 - Nov 9, 2020	-0.17% Feb 10, 2026 - Feb 12, 2026
#10	-1.56% Sep 2, 2020 - Sep 16, 2020	-0.15% Feb 17, 2026 - Feb 23, 2026
#11	-1.44% Oct 23, 2019 - Dec 17, 2019	-0.14% Feb 6, 2026 - Feb 10, 2026
#12	-1.26% Jul 7, 2021 - Aug 3, 2021	-0.07% Feb 23, 2026 - Feb 26, 2026
#13	-1.11% Jul 20, 2018 - Aug 27, 2018	-0.07% Oct 16, 2025 - Oct 20, 2025
#14	-1.06% Jul 6, 2018 - Jul 20, 2018	N/A
#15	-1.00% Aug 6, 2021 - Sep 1, 2021	N/A