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PFFV vs PGF

Global X Variable Rate Preferred ETF vs Invesco Financial Preferred ETF

PFFV

Global X Variable Rate Preferred ETF

Global X Funds

Annual cost

0.25%

Fund size

$302M

PGF

Invesco Financial Preferred ETF

Invesco

Annual cost

0.55%

Fund size

$719M

Key differences

  • PFFV costs 0.30% less per year.
  • PFFV is classified as fixed income, while PGF is equity — different risk/return profiles.
  • Over the last 3 years, PFFV has delivered higher annualized returns.
  • PGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFFVPGF
Annual cost (TER)0.25%0.55%
Fund size (AUM)$302M$719M
Since20202006
Dividend yield8.13%6.24%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.6%+5.8%
CAGR 3Y+8.7%+5.4%
CAGR 5Y+2.6%-0.5%
Sharpe 3Y0.790.23
Volatility 1Y4.20%6.36%
Max drawdown-18.95%-28.92%

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

Similar to PFFV and PGF