PFF vs. PFFV
Compare and contrast key facts about iShares Preferred and Income Securities ETF (PFF) and Global X Variable Rate Preferred ETF (PFFV).
PFF and PFFV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PFF is a passively managed fund by iShares that tracks the performance of the S&P U.S. Preferred Stock Index. It was launched on Mar 30, 2007. PFFV is a passively managed fund by Global X that tracks the performance of the ICE U.S. Variable Rate Preferred Securities Index. It was launched on Jun 22, 2020. Both PFF and PFFV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFF or PFFV.
Correlation
The correlation between PFF and PFFV is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PFF vs. PFFV - Performance Comparison
Key characteristics
PFF:
0.29
PFFV:
0.98
PFF:
0.48
PFFV:
1.40
PFF:
1.06
PFFV:
1.19
PFF:
0.25
PFFV:
1.15
PFF:
0.81
PFFV:
4.72
PFF:
3.31%
PFFV:
1.48%
PFF:
9.38%
PFFV:
7.14%
PFF:
-65.55%
PFFV:
-19.02%
PFF:
-6.84%
PFFV:
-2.97%
Returns By Period
In the year-to-date period, PFF achieves a -2.24% return, which is significantly lower than PFFV's -0.05% return.
PFF
-2.24%
-2.25%
-5.37%
3.58%
3.29%
2.85%
PFFV
-0.05%
-1.99%
-0.33%
7.33%
N/A
N/A
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PFF vs. PFFV - Expense Ratio Comparison
PFF has a 0.46% expense ratio, which is higher than PFFV's 0.25% expense ratio.
Risk-Adjusted Performance
PFF vs. PFFV — Risk-Adjusted Performance Rank
PFF
PFFV
PFF vs. PFFV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Preferred and Income Securities ETF (PFF) and Global X Variable Rate Preferred ETF (PFFV). 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.
Dividends
PFF vs. PFFV - Dividend Comparison
PFF's dividend yield for the trailing twelve months is around 6.63%, less than PFFV's 7.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFF iShares Preferred and Income Securities ETF | 6.63% | 6.31% | 6.63% | 5.55% | 4.45% | 4.79% | 5.31% | 6.31% | 5.59% | 5.85% | 5.77% | 6.32% |
PFFV Global X Variable Rate Preferred ETF | 7.54% | 7.33% | 7.17% | 6.60% | 5.15% | 2.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PFF vs. PFFV - Drawdown Comparison
The maximum PFF drawdown since its inception was -65.55%, which is greater than PFFV's maximum drawdown of -19.02%. Use the drawdown chart below to compare losses from any high point for PFF and PFFV. For additional features, visit the drawdowns tool.
Volatility
PFF vs. PFFV - Volatility Comparison
iShares Preferred and Income Securities ETF (PFF) has a higher volatility of 5.36% compared to Global X Variable Rate Preferred ETF (PFFV) at 3.89%. This indicates that PFF's price experiences larger fluctuations and is considered to be riskier than PFFV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.