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Global X FundsPreferred StockPFFD · NYSE Arca

Global X U.S. Preferred ETF (PFFD)

Price
$18.12
11 Sept 2026
Assets
$2.2B
Total net assets
Expense ratio
0.23%
Category 0.92%
Yield
6.54%
Trailing distributions
3Y CAGR
4.9%-2.0%
Category 7.0%
5Y CAGR
-1.1%-2.3%
Category 1.2%
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Global X U.S. Preferred ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-2.3%-2.1%+0.8%0.0%-2.2%+4.9%-1.1%+2.3%
Preferred Stock average-1.1%-0.9%0.9%0.7%0.6%7.0%1.2%2.9%3.5%
Difference-1.2%-1.2%-0.1%-0.7%-2.8%-2.0%-2.3%-1.2%

Holdings

The 10 largest positions make up 23.2% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
BAPABoeing Co 6% PRF CONVERT 15/10/2027 USD 50 - Dep Rep 1/20th Sr A4.36%
ORCLPDOracle Corp FR PRF PERPETUAL USD - DpSh 1/2000 Prf Sr D3.46%
HPEPCHewlett Packard Enterprise Co 7.625% PRF CONVERT 01/09/2027 USD 50 - Ser C2.96%
WFCPLWells Fargo & Co 7 1/2 % Non Cum Perp Conv Pfd Shs -A- Series -L-2.30%
KKRPDKKR & Co Inc 6.25% PRF CONVERT 01/03/2028 USD 50 - Ser D1.98%
CPNCitigroup Capital XIII Floating Rate Trust Pfd Secs Registered 2010-30.10.41.91%
NEEPVNextEra Energy Inc Unit (Corporate Units 15/02/2029)1.69%
SOMNSouthern Co Unit (2025 Series A Corporate Units 15/12/2028)1.61%
MCHPPMicrochip Technology Inc 7.50% PRF CONVERT 15/03/2028 USD 50 - Ser A 1/20th1.45%
BACPLBank of America Corp 7 1/4 % Non-Cum Perp Conv Pfd Shs Series -L-1.44%

Sector allocation

Share of the equity the fund holds.

84.2%Utilities3 sectors
  1. Utilities84.2%
  2. Technology9.7%
  3. Industrials6.1%

Asset mix

  • Preferred shares92.3%
  • Stocks6.4%
  • Other1.1%
  • Cash0.2%

Credit quality

Share of the bonds by rating.

  • US government0.2%

ETF details

Issuer
Global X Funds
Category
Fixed Income · Preferred Stock
Ticker
PFFD
Exchange
NYSE Arca
Inception
11 Sept 2017 (9.0 years)
Structure
Exchange Traded Fund
Expense ratio
0.23% (category 0.92%)
Holdings turnover
52% (category 40%)
Distribution yield
6.54%
Beta, 3 years
1.05
Total net assets
$2.2B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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