Projections assume the current yield and share price remain constant. Actual results will vary.
Total returns
100% reinvested · ex-date convention. Period returns use this fixed assumption, independent of chart settings.
PFFD has outpaced PGX over the trailing twelve months, posting a -3.02% total return against -6.32%. The lead holds up over 5 years too: PFFD has compounded at -1.09% a year, against -1.61% for PGX. Figures are total returns: price change plus every distribution reinvested.
Total return and risk statistics by fund. Each row is one fund; each column is one period or statistic.
Total return with all distributions reinvested on the ex-dividend date (a modeling convention, not the cash-settlement date), split-adjusted, as of September 22, 2026. YTD and 1Y are cumulative; windows of one year or longer are annualized. “Since Sep 2017” measures every fund from September 13, 2017 — the start of shared available history — so all funds share one comparison window. Volatility is the annualized standard deviation of daily total returns over the trailing 3 years. Sharpe and Sortino divide the annualized return in excess of the risk-free rate by, respectively, that volatility and the downside deviation (both over the trailing 3 years) — higher is better. Max drawdown is the largest peak-to-trough total-return decline over the same window — shallower is better.
Side-by-side snapshot
Side-by-side snapshot. Each row is one metric;
each column is one fund.
ICE BofA Diversified Core U.S. Preferred Securities Index
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Objective
Seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the ICE BofA Diversified Core U.S. Preferred Securities Index.
Bottom linePFFD and PGX are both for investors who want broad hybrid exposure — so strategy isn't the deciding factor here. Cost is: PFFD charges 0.23% against 0.50% for PGX, and between two funds this similar that gap comes straight out of your return every year you hold.
ETFs and AUM reflect what Dividend Vision tracks — the issuer's full lineup may be larger.
Global X is known for developing thematic and alternative investment ETFs with a strong emphasis on income-generating strategies. Their 37-fund lineup spans diverse categories including covered call funds, SuperDividend income products, digital assets, commodities, and sector-specific investments, alongside traditional bond and risk-managed income options. Notable tickers like DIV, MLPA, and BCCC reflect their specialization in high-yield and alternative income strategies, positioning them as a provider focused on investors seeking yield-oriented and thematically-driven exposure.
See our curated list of related YouTube videos on PFFD.
ETFs and AUM reflect what Dividend Vision tracks — the issuer's full lineup may be larger.
Invesco is a major ETF provider known for offering a comprehensive lineup spanning multiple asset classes and investment strategies. The company specializes in income-focused products including dividend, covered call, and bond strategies, while also maintaining broad exposure across equity, factor-based, thematic, and ESG investing themes. Invesco's portfolio ranges from index-tracking funds to alternatives and specialized offerings like digital assets and BulletShares, making it one of the more expansive ETF families available to investors.
See our curated list of related YouTube videos on PGX.
PFFD (Global X U.S. Preferred ETF) and PGX (Invesco Preferred ETF) are both monthly-pay dividend ETFs, but they take different approaches.
PFFD offers the higher yield at 6.63% vs 6.61% for PGX. A higher yield means more current income per dollar invested, though it may come with different risk characteristics.
PFFD is cheaper with an expense ratio of 0.23% compared to 0.50%.
PGX is the larger fund by assets ($3.73B), but assets alone do not establish trading costs or liquidity.
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On a $10,000 investment, PFFD would generate roughly $55.25 cash per distribution, while PGX would produce $55.08 cash per distribution, at current distribution rates. Both pay monthly distributions.
PFFD yield6.63%
PGX yield6.61%
Cash diff on $10K$0.17
Cost & efficiency
Over 10 years on $10,000, PFFD would cost approximately $230 in fees vs $500 for PGX (simplified, not compounded). The $270.00 difference may be offset by yield or performance.
PFFD ER0.23%
PGX ER0.50%
Strategy & risk
PFFD tracks ICE BofA Diversified Core U.S. Preferred Securities Index with a preferred stock approach, while PGX is an ETF built around preferred securities exposure. Beta is 1.05 for PFFD and 1.18 for PGX, making PFFD the less volatile of the two by this measure.
PFFD beta1.05
PGX beta1.18
Fund details
PFFD is managed by Global X (launched 09/11/2017) with $2.11B in assets. PGX is managed by Invesco (launched 01/31/2008) with $3.73B in assets.
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Frequently asked questions
What is the current distribution rate for PFFD and PGX?
PFFD currently distributes 6.63% and PGX 6.61%, based on fund data updated September 2026. Distribution rate moves with both the payout and the share price, so check the as-of date before relying on either figure.
Is PFFD or PGX better for dividend income?
It depends on your goals. PFFD currently offers the higher distribution yield, which means more income per dollar invested. However, a lower-yield fund may offer better total return or lower volatility. Consider your time horizon and risk tolerance.
What is the difference between PFFD and PGX?
PFFD (Global X U.S. Preferred ETF) tracks ICE BofA Diversified Core U.S. Preferred Securities Index with a preferred stock approach, while PGX (Invesco Preferred ETF) is an ETF built around preferred securities exposure. They are issued by Global X and Invesco respectively.
Can I hold both PFFD and PGX?
Yes — nothing prevents holding both. Whether the combination actually diversifies depends on how much the underlying exposures overlap, which isn't fully measurable from the data on this page; review each security's holdings, sector, and strategy before treating them as complementary.
Is PFFD or PGX safer?
By Dividend Vision's Distribution Safety Score — a rules-based 0–100 estimate of how resilient a distribution looks, where higher is safer — they are effectively tied: PFFD scores 96, PGX scores 95. Neither has a clear safety edge on that measure. No score makes an investment risk-free — treat this as a screening signal, not a guarantee.
Which has lower fees, PFFD or PGX?
PFFD has an expense ratio of 0.23% while PGX charges 0.50%. Lower fees mean more of your investment returns stay in your pocket over time.
How much income does $10,000 in PFFD vs PGX generate?
At current rates, $10,000 in PFFD would generate roughly $55.25 cash per distribution ($663.00 annually). The same in PGX would produce about $55.08 cash per distribution ($661.00 annually).
Which has performed better historically, PFFD or PGX?
PFFD has outpaced PGX over the trailing twelve months, posting a -3.02% total return against -6.32%. The lead holds up over 5 years too: PFFD has compounded at -1.09% a year, against -1.61% for PGX. Figures are total returns: price change plus every distribution reinvested. Past performance does not guarantee future results.
Explore related screeners
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