Skip to content
Beacon
Screener

PGF vs PFFD

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

PGF

Invesco Financial Preferred ETF

Invesco

Annual cost

0.55%

Fund size

$719M

PFFD

Global X U.S. Preferred ETF

Global X Funds

Annual cost

0.23%

Fund size

$2.2B

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.
  • PGF is classified as equity, while PFFD is fixed income — different risk/return profiles.
  • PGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PGFPFFD
Annual cost (TER)0.55%0.23%
Fund size (AUM)$719M$2.2B
Since20062017
Dividend yield6.24%6.30%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.8%+8.1%
CAGR 3Y+5.4%+6.2%
CAGR 5Y-0.5%+0.1%
Sharpe 3Y0.230.33
Volatility 1Y6.36%7.21%
Max drawdown-28.92%-30.93%

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

Similar to PGF and PFFD