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PFFD vs PGF

Global X U.S. Preferred ETF vs Invesco Financial Preferred ETF

PFFD

Global X U.S. Preferred ETF

Global X Funds

Annual cost

0.23%

Fund size

$2.2B

PGF

Invesco Financial Preferred ETF

Invesco

Annual cost

0.55%

Fund size

$719M

Key differences

  • PFFD costs 0.32% less per year.
  • PFFD is significantly larger than PGF — larger funds tend to be more liquid and less likely to close.
  • PFFD is classified as fixed income, while PGF is equity — different risk/return profiles.
  • PGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFFDPGF
Annual cost (TER)0.23%0.55%
Fund size (AUM)$2.2B$719M
Since20172006
Dividend yield6.30%6.24%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+8.1%+5.8%
CAGR 3Y+6.2%+5.4%
CAGR 5Y+0.1%-0.5%
Sharpe 3Y0.330.23
Volatility 1Y7.21%6.36%
Max drawdown-30.93%-28.92%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PFFD and PGF