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XRMI vs PFFD

Global X S&P 500 Risk Managed Income ETF vs Global X U.S. Preferred ETF

XRMI

Global X S&P 500 Risk Managed Income ETF

Global X Funds

Annual cost

0.60%

Fund size

$49M

PFFD

Global X U.S. Preferred ETF

Global X Funds

Annual cost

0.23%

Fund size

$2.2B

Key differences

  • PFFD costs 0.37% less per year.
  • PFFD is significantly larger than XRMI — larger funds tend to be more liquid and less likely to close.
  • XRMI is classified as alternative, while PFFD is fixed income — different risk/return profiles.
  • XRMI follows a option income strategy; PFFD uses index tracking.

Side-by-side comparison

XRMIPFFD
Annual cost (TER)0.60%0.23%
Fund size (AUM)$49M$2.2B
Since20212017
Dividend yield12.65%6.30%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+10.4%+8.1%
CAGR 3Y+6.8%+6.2%
CAGR 5YN/A+0.1%
Sharpe 3Y0.520.33
Volatility 1Y5.43%7.21%
Max drawdown-15.36%-30.93%

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

Similar to XRMI and PFFD