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SPFF vs PGF

Global X SuperIncome Preferred ETF vs Invesco Financial Preferred ETF

SPFF

Global X SuperIncome Preferred ETF

Global X Funds

Annual cost

0.48%

Fund size

$148M

PGF

Invesco Financial Preferred ETF

Invesco

Annual cost

0.55%

Fund size

$719M

Key differences

  • SPFF costs 0.07% less per year.
  • PGF is significantly larger than SPFF — larger funds tend to be more liquid and less likely to close.
  • SPFF is classified as fixed income, while PGF is equity — different risk/return profiles.
  • Over the last 3 years, SPFF has delivered higher annualized returns.
  • PGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPFFPGF
Annual cost (TER)0.48%0.55%
Fund size (AUM)$148M$719M
Since20122006
Dividend yield6.43%6.24%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+16.6%+5.8%
CAGR 3Y+9.6%+5.4%
CAGR 5Y+2.0%-0.5%
Sharpe 3Y0.600.23
Volatility 1Y9.51%6.36%
Max drawdown-35.92%-28.92%

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

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