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PFLD vs. PFFV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PFLD and PFFV is 0.70, 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.


-0.50.00.51.0
Correlation: 0.7

Performance

PFLD vs. PFFV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AAM Low Duration Preferred and Income Securities ETF 144A (PFLD) and Global X Variable Rate Preferred ETF (PFFV). The values are adjusted to include any dividend payments, if applicable.

15.00%20.00%25.00%30.00%NovemberDecember2025FebruaryMarchApril
13.06%
26.36%
PFLD
PFFV

Key characteristics

Sharpe Ratio

PFLD:

0.27

PFFV:

1.00

Sortino Ratio

PFLD:

0.41

PFFV:

1.45

Omega Ratio

PFLD:

1.05

PFFV:

1.19

Calmar Ratio

PFLD:

0.28

PFFV:

1.53

Martin Ratio

PFLD:

1.36

PFFV:

6.14

Ulcer Index

PFLD:

1.05%

PFFV:

1.04%

Daily Std Dev

PFLD:

5.31%

PFFV:

6.40%

Max Drawdown

PFLD:

-33.20%

PFFV:

-19.02%

Current Drawdown

PFLD:

-3.66%

PFFV:

-2.83%

Returns By Period

In the year-to-date period, PFLD achieves a -1.21% return, which is significantly lower than PFFV's 0.11% return.


PFLD

YTD

-1.21%

1M

-3.05%

6M

-2.40%

1Y

1.14%

5Y*

6.18%

10Y*

N/A

PFFV

YTD

0.11%

1M

-2.50%

6M

0.89%

1Y

6.04%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


PFLD vs. PFFV - Expense Ratio Comparison

PFLD has a 0.45% expense ratio, which is higher than PFFV's 0.25% expense ratio.


PFLD
AAM Low Duration Preferred and Income Securities ETF 144A
Expense ratio chart for PFLD: current value is 0.45%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
PFLD: 0.45%
Expense ratio chart for PFFV: current value is 0.25%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
PFFV: 0.25%

Risk-Adjusted Performance

PFLD vs. PFFV — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PFLD
The Risk-Adjusted Performance Rank of PFLD is 3737
Overall Rank
The Sharpe Ratio Rank of PFLD is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of PFLD is 3232
Sortino Ratio Rank
The Omega Ratio Rank of PFLD is 3232
Omega Ratio Rank
The Calmar Ratio Rank of PFLD is 4040
Calmar Ratio Rank
The Martin Ratio Rank of PFLD is 4444
Martin Ratio Rank

PFFV
The Risk-Adjusted Performance Rank of PFFV is 7979
Overall Rank
The Sharpe Ratio Rank of PFFV is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of PFFV is 7575
Sortino Ratio Rank
The Omega Ratio Rank of PFFV is 7575
Omega Ratio Rank
The Calmar Ratio Rank of PFFV is 8484
Calmar Ratio Rank
The Martin Ratio Rank of PFFV is 8484
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PFLD vs. PFFV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for AAM Low Duration Preferred and Income Securities ETF 144A (PFLD) 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.


Sharpe ratio
The chart of Sharpe ratio for PFLD, currently valued at 0.27, compared to the broader market0.002.004.00
PFLD: 0.27
PFFV: 1.00
The chart of Sortino ratio for PFLD, currently valued at 0.41, compared to the broader market-2.000.002.004.006.008.0010.0012.00
PFLD: 0.41
PFFV: 1.45
The chart of Omega ratio for PFLD, currently valued at 1.05, compared to the broader market0.501.001.502.002.503.00
PFLD: 1.05
PFFV: 1.19
The chart of Calmar ratio for PFLD, currently valued at 0.28, compared to the broader market0.005.0010.0015.00
PFLD: 0.28
PFFV: 1.53
The chart of Martin ratio for PFLD, currently valued at 1.36, compared to the broader market0.0020.0040.0060.0080.00100.00
PFLD: 1.36
PFFV: 6.14

The current PFLD Sharpe Ratio is 0.27, which is lower than the PFFV Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of PFLD and PFFV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2025FebruaryMarchApril
0.27
1.00
PFLD
PFFV

Dividends

PFLD vs. PFFV - Dividend Comparison

PFLD's dividend yield for the trailing twelve months is around 7.30%, less than PFFV's 7.53% yield.


TTM202420232022202120202019
PFLD
AAM Low Duration Preferred and Income Securities ETF 144A
7.30%7.09%7.09%5.76%4.52%4.79%0.82%
PFFV
Global X Variable Rate Preferred ETF
7.53%7.33%7.19%6.60%5.15%2.67%0.00%

Drawdowns

PFLD vs. PFFV - Drawdown Comparison

The maximum PFLD drawdown since its inception was -33.20%, which is greater than PFFV's maximum drawdown of -19.02%. Use the drawdown chart below to compare losses from any high point for PFLD and PFFV. For additional features, visit the drawdowns tool.


-4.00%-3.00%-2.00%-1.00%0.00%NovemberDecember2025FebruaryMarchApril
-3.66%
-2.83%
PFLD
PFFV

Volatility

PFLD vs. PFFV - Volatility Comparison

AAM Low Duration Preferred and Income Securities ETF 144A (PFLD) has a higher volatility of 1.60% compared to Global X Variable Rate Preferred ETF (PFFV) at 1.51%. This indicates that PFLD'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.


1.00%1.50%2.00%2.50%3.00%NovemberDecember2025FebruaryMarchApril
1.60%
1.51%
PFLD
PFFV
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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