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PFFV vs HTAB

Comparison between GLOBAL X VARIABLE RATE PREFERRED ETF (PFFV, ETF) and HARTFORD SCHRODERS TAX-AWARE BOND ETF (HTAB, ETF).

5-Year PerformancePFFV has outperformed HTAB, delivering a return of +2.2% compared to +0.7%

PFFV vs HTAB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PFFV
$302M
Winner
HTAB
$302M
Expense Ratio
Winner
PFFV
0.25%
HTAB
0.39%
Max Drawdown
PFFV
26.68%
Winner
HTAB
19.19%
Sharpe Ratio
PFFV
0.19
Winner
HTAB
0.67
5Y Beta
PFFV
0.17
Winner
HTAB
0.06
5Y Dividends CAGR
PFFV
11.71%
Winner
HTAB
17.89%

PFFV vs HTAB - Historical Returns

Returns include dividend reinvestment.

1M
PFFV
+0.00%
Winner
HTAB
+0.30%
3M
Winner
PFFV
+0.70%
HTAB
-0.07%
6M
Winner
PFFV
+2.56%
HTAB
+1.11%
1Y
PFFV
+4.56%
Winner
HTAB
+6.43%
5Y(CAGR)
Winner
PFFV
+2.17%
HTAB
+0.65%
10Y(CAGR)
PFFV
N/A
HTAB
+2.24%
Max(CAGR)
Winner
PFFV
+4.74%
HTAB
+2.24%

PFFV vs HTAB - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearPFFVHTAB
2026+2.09%+0.95%
2025+0.97%+2.48%
2024+9.69%+1.91%
2023+9.75%+6.61%
2022-13.67%-8.20%
2021+7.08%-0.12%
2020+13.35%+5.26%
2019N/A+7.83%
2018N/A+1.43%

PFFV vs HTAB Drawdown Comparison

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

The maximum drawdown for HTAB was -14.76%, occurring on Oct 24, 2022. Recovery took 806 trading sessions.

The current PFFV drawdown is -0.71%. The current HTAB drawdown is -1.02%.

RankPFFVHTAB
#1-18.93%
Nov 8, 2021 - Jun 21, 2024
-14.76%
Jul 19, 2021 - Oct 1, 2024
#2-6.07%
Feb 25, 2025 - Sep 5, 2025
-8.60%
Mar 6, 2020 - May 19, 2020
#3-3.28%
Sep 16, 2020 - Oct 6, 2020
-6.01%
Dec 6, 2024 - Oct 10, 2025
#4-3.23%
Feb 17, 2026 - May 6, 2026
-2.85%
Feb 27, 2026 - Mar 24, 2026
#5-3.11%
Sep 16, 2025 - Jan 26, 2026
-2.82%
Oct 2, 2024 - Nov 29, 2024
#6-3.01%
Nov 8, 2024 - Feb 20, 2025
-1.81%
May 29, 2018 - Dec 10, 2018
#7-2.99%
Dec 18, 2020 - Mar 11, 2021
-1.59%
Aug 10, 2020 - Jan 22, 2021
#8-2.43%
Oct 12, 2020 - Nov 9, 2020
-1.58%
Feb 9, 2021 - Jun 10, 2021
#9-2.37%
Jul 12, 2024 - Aug 21, 2024
-1.29%
Jan 4, 2019 - Jan 22, 2019
#10-2.24%
Aug 26, 2020 - Sep 16, 2020
-1.20%
Jan 22, 2019 - Jan 30, 2019
#11-1.94%
Sep 22, 2021 - Nov 1, 2021
-1.15%
Aug 29, 2019 - Oct 9, 2019
#12-1.76%
Sep 24, 2024 - Oct 15, 2024
-0.90%
Apr 19, 2018 - May 29, 2018
#13-1.64%
Jun 24, 2020 - Jul 16, 2020
-0.78%
Oct 9, 2019 - Dec 3, 2019
#14-1.61%
May 7, 2021 - May 24, 2021
-0.75%
Jan 7, 2026 - Feb 4, 2026
#15-1.43%
Mar 16, 2021 - Mar 24, 2021
-0.67%
Nov 28, 2025 - Jan 7, 2026

Correlation

Correlation between PFFV and HTAB is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70
-101

Dividend Comparison (2018 - 2026)

PFFV vs HTAB dividend yield comparison.

YearPFFVHTAB
20263.00%1.53%
20258.26%3.88%
20247.33%3.57%
20237.17%3.21%
20226.60%2.26%
20215.23%2.18%
20202.29%1.64%
20190.00%2.77%
20180.00%1.61%

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