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PGX vs PFFV
Invesco Preferred ETF vs Global X Variable Rate Preferred ETF
Key differences
- PFFV costs 0.25% less per year.
- PGX is significantly larger than PFFV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, PFFV has delivered higher annualized returns.
- PGX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PGX | PFFV | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.25% |
| Fund size (AUM) | $3.9B | $302M |
| Since | 2008 | 2020 |
| Dividend yield | 6.16% | 8.13% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +7.2% | +5.6% |
| CAGR 3Y | +5.8% | +8.7% |
| CAGR 5Y | -0.4% | +2.6% |
| Sharpe 3Y | 0.28 | 0.79 |
| Volatility 1Y | 6.15% | 4.20% |
| Max drawdown | -34.10% | -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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