Screener
PGF vs PFFV
Invesco Financial Preferred ETF vs Global X Variable Rate Preferred ETF
Key differences
- PFFV costs 0.30% less per year.
- PGF is classified as equity, while PFFV is fixed income — 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
| PGF | PFFV | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.25% |
| Fund size (AUM) | $719M | $302M |
| Since | 2006 | 2020 |
| Dividend yield | 6.24% | 8.13% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.8% | +5.6% |
| CAGR 3Y | +5.4% | +8.7% |
| CAGR 5Y | -0.5% | +2.6% |
| Sharpe 3Y | 0.23 | 0.79 |
| Volatility 1Y | 6.36% | 4.20% |
| Max drawdown | -28.92% | -18.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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