Correlation
The correlation between SPDV and PFLD is 0.47, 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.
SPDV vs. PFLD
Compare and contrast key facts about AAM S&P 500 High Dividend Value ETF (SPDV) and AAM Low Duration Preferred and Income Securities ETF 144A (PFLD).
SPDV and PFLD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SPDV is a passively managed fund by Advisors Asset Management that tracks the performance of the S&P 500 Dividend and Free Cash Flow Yield Index. It was launched on Nov 28, 2017. PFLD is a passively managed fund by Advisors Asset Management that tracks the performance of the ICE 0-5 Year Duration Exchange-Listed Preferred & Hybrid Securities Index. It was launched on Nov 19, 2019. Both SPDV and PFLD 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: SPDV or PFLD.
Performance
SPDV vs. PFLD - Performance Comparison
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Key characteristics
SPDV:
0.49
PFLD:
0.13
SPDV:
0.67
PFLD:
0.08
SPDV:
1.09
PFLD:
1.01
SPDV:
0.38
PFLD:
0.02
SPDV:
1.27
PFLD:
0.08
SPDV:
5.52%
PFLD:
1.92%
SPDV:
18.13%
PFLD:
6.28%
SPDV:
-43.81%
PFLD:
-33.20%
SPDV:
-9.16%
PFLD:
-4.00%
Returns By Period
In the year-to-date period, SPDV achieves a -2.38% return, which is significantly lower than PFLD's -1.56% return.
SPDV
-2.38%
3.28%
-8.14%
8.35%
4.41%
13.79%
N/A
PFLD
-1.56%
-0.40%
-2.51%
0.30%
2.73%
2.81%
N/A
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SPDV vs. PFLD - Expense Ratio Comparison
SPDV has a 0.29% expense ratio, which is lower than PFLD's 0.45% expense ratio.
Risk-Adjusted Performance
SPDV vs. PFLD — Risk-Adjusted Performance Rank
SPDV
PFLD
SPDV vs. PFLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AAM S&P 500 High Dividend Value ETF (SPDV) and AAM Low Duration Preferred and Income Securities ETF 144A (PFLD). 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.
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Dividends
SPDV vs. PFLD - Dividend Comparison
SPDV's dividend yield for the trailing twelve months is around 3.86%, less than PFLD's 7.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
SPDV AAM S&P 500 High Dividend Value ETF | 3.86% | 3.54% | 3.95% | 3.73% | 3.08% | 3.90% | 3.53% | 3.63% | 0.28% |
PFLD AAM Low Duration Preferred and Income Securities ETF 144A | 7.37% | 7.09% | 7.09% | 5.76% | 4.52% | 4.79% | 0.82% | 0.00% | 0.00% |
Drawdowns
SPDV vs. PFLD - Drawdown Comparison
The maximum SPDV drawdown since its inception was -43.81%, which is greater than PFLD's maximum drawdown of -33.20%. Use the drawdown chart below to compare losses from any high point for SPDV and PFLD.
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Volatility
SPDV vs. PFLD - Volatility Comparison
AAM S&P 500 High Dividend Value ETF (SPDV) has a higher volatility of 5.17% compared to AAM Low Duration Preferred and Income Securities ETF 144A (PFLD) at 1.78%. This indicates that SPDV's price experiences larger fluctuations and is considered to be riskier than PFLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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