PFFD vs. PSCF
Compare and contrast key facts about Global X U.S. Preferred ETF (PFFD) and Invesco S&P SmallCap Financials ETF (PSCF).
PFFD and PSCF are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PFFD is a passively managed fund by Global X that tracks the performance of the ICE BofAML Diversified Core U.S. Preferred Securities Index. It was launched on Sep 11, 2017. PSCF is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Financials Index. It was launched on Apr 7, 2010. Both PFFD and PSCF 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: PFFD or PSCF.
Correlation
The correlation between PFFD and PSCF is 0.50, 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
PFFD vs. PSCF - Performance Comparison
Key characteristics
PFFD:
0.21
PSCF:
0.38
PFFD:
0.37
PSCF:
0.72
PFFD:
1.04
PSCF:
1.09
PFFD:
0.15
PSCF:
0.38
PFFD:
0.57
PSCF:
1.16
PFFD:
3.61%
PSCF:
8.00%
PFFD:
9.69%
PSCF:
24.17%
PFFD:
-30.93%
PSCF:
-45.46%
PFFD:
-10.80%
PSCF:
-17.63%
Returns By Period
In the year-to-date period, PFFD achieves a -2.23% return, which is significantly higher than PSCF's -9.07% return.
PFFD
-2.23%
-2.23%
-5.93%
2.94%
1.64%
N/A
PSCF
-9.07%
-6.68%
-7.82%
10.85%
10.70%
5.04%
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PFFD vs. PSCF - Expense Ratio Comparison
PFFD has a 0.23% expense ratio, which is lower than PSCF's 0.29% expense ratio.
Risk-Adjusted Performance
PFFD vs. PSCF — Risk-Adjusted Performance Rank
PFFD
PSCF
PFFD vs. PSCF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X U.S. Preferred ETF (PFFD) and Invesco S&P SmallCap Financials ETF (PSCF). 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
PFFD vs. PSCF - Dividend Comparison
PFFD's dividend yield for the trailing twelve months is around 6.61%, more than PSCF's 2.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFFD Global X U.S. Preferred ETF | 6.61% | 6.42% | 6.49% | 6.63% | 5.09% | 5.17% | 5.48% | 6.21% | 1.94% | 0.00% | 0.00% | 0.00% |
PSCF Invesco S&P SmallCap Financials ETF | 2.49% | 2.48% | 3.32% | 2.93% | 1.83% | 3.57% | 3.40% | 4.21% | 2.26% | 3.01% | 2.28% | 2.43% |
Drawdowns
PFFD vs. PSCF - Drawdown Comparison
The maximum PFFD drawdown since its inception was -30.93%, smaller than the maximum PSCF drawdown of -45.46%. Use the drawdown chart below to compare losses from any high point for PFFD and PSCF. For additional features, visit the drawdowns tool.
Volatility
PFFD vs. PSCF - Volatility Comparison
The current volatility for Global X U.S. Preferred ETF (PFFD) is 4.92%, while Invesco S&P SmallCap Financials ETF (PSCF) has a volatility of 13.15%. This indicates that PFFD experiences smaller price fluctuations and is considered to be less risky than PSCF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.