EVPF vs. PFFD
EVPF (Eaton Vance Preferred Securities and Income ETF) and PFFD (Global X U.S. Preferred ETF) are both Preferred Stock/Convertible Bonds funds. EVPF is actively managed, while PFFD is passively managed. A 0.79 correlation means they provide meaningful diversification when combined. EVPF charges 0.39%/yr vs 0.23%/yr for PFFD.
Performance
EVPF vs. PFFD - Performance Comparison
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Returns By Period
EVPF
- 1D
- 0.01%
- 1M
- 0.65%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PFFD
- 1D
- 0.00%
- 1M
- 0.10%
- YTD
- 1.75%
- 6M
- 1.42%
- 1Y
- 6.96%
- 3Y*
- 5.74%
- 5Y*
- -0.48%
- 10Y*
- —
EVPF vs. PFFD - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
EVPF Eaton Vance Preferred Securities and Income ETF | 1.29% |
PFFD Global X U.S. Preferred ETF | -0.41% |
Correlation
The correlation between EVPF and PFFD is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Mar 5, 2026 | 0.79 |
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Return for Risk
EVPF vs. PFFD — Risk / Return Rank
EVPF
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
PFFD
EVPF vs. PFFD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Preferred Securities and Income ETF (EVPF) and Global X U.S. Preferred ETF (PFFD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EVPF | PFFD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.16 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.17 | — |
| Martin ratioReturn relative to average drawdown | — | 3.42 | — |
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Drawdowns
EVPF vs. PFFD - Drawdown Comparison
The maximum EVPF drawdown since its inception was -2.36%, smaller than the maximum PFFD drawdown of -30.93%. Use the drawdown chart below to compare losses from any high point for EVPF and PFFD.
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Drawdown Indicators
| EVPF | PFFD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.36% | -30.93% | +28.57% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.97% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -10.84% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.45% | — |
Current DrawdownCurrent decline from peak | -0.17% | -4.19% | +4.02% |
Average DrawdownAverage peak-to-trough decline | -0.47% | -6.57% | +6.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.04% | — |
Volatility
EVPF vs. PFFD - Volatility Comparison
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Volatility by Period
| EVPF | PFFD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.99% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 5.44% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.08% | 7.35% | -3.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.08% | 11.01% | -6.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.08% | 12.73% | -8.65% |
EVPF vs. PFFD - Expense Ratio Comparison
EVPF has a 0.39% expense ratio, which is higher than PFFD's 0.23% expense ratio.
Dividends
EVPF vs. PFFD - Dividend Comparison
EVPF's dividend yield for the trailing twelve months is around 1.08%, less than PFFD's 6.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
EVPF Eaton Vance Preferred Securities and Income ETF | 1.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PFFD Global X U.S. Preferred ETF | 6.40% | 6.37% | 6.42% | 6.49% | 6.63% | 5.09% | 5.17% | 5.48% | 6.21% | 1.94% |
Frequently Asked Questions
EVPF and PFFD have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PFFD is cheaper at 0.23% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PFFD is cheaper with a 0.23% expense ratio, compared with 0.39% for EVPF.
PFFD has the higher dividend yield at 6.40%, compared with 1.08% for EVPF.
They also come from different issuers: Eaton Vance and Global X. Their fees differ too: 0.39% for EVPF and 0.23% for PFFD.
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