PFXF vs PFFD

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

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

PFXF vs PFFD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

PFXF

$2.20B

PFFD

$2.20B

Expense Ratio

PFXF

0.40%

Winner

PFFD

0.23%

Max Drawdown

PFXF

37.25%

Winner

PFFD

33.30%

Sharpe Ratio

Winner

PFXF

1.84

PFFD

0.73

5Y Beta

PFXF

0.39

Winner

PFFD

0.31

5Y Dividends CAGR

Winner

PFXF

5.74%

PFFD

-0.33%

PFXF vs PFFD - Historical Returns

Returns include dividend reinvestment.

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

Winner

PFXF

+6.19%

PFFD

+3.11%

Winner

PFXF

+4.53%

PFFD

+0.76%

Winner

PFXF

+11.36%

PFFD

+3.70%

Winner

PFXF

+21.31%

PFFD

+8.89%

5Y(CAGR)

Winner

PFXF

+4.62%

PFFD

+0.19%

10Y(CAGR)

Winner

PFXF

+5.58%

PFFD

+2.78%

Max(CAGR)

Winner

PFXF

+5.78%

PFFD

+2.78%

PFXF vs PFFD - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

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

PFXF vs PFFD Drawdown Comparison

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

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

The current PFFD drawdown is -2.64%.

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

Correlation

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

0.86

-101

Dividend Comparison (2012 - 2026)

PFXF vs PFFD dividend yield comparison.

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