PFFV
-0.33 · -1.44%
$22.54 · NYSE ARCA

Global X Variable Rate Preferred ETF (PFFV) ETF Analysis | Preferred Stock

Global X Funds · USA
AUM:$298.9M
#– of – in Preferred Stock ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

PFFV returned +1.2% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.25% — competitive for the exposure provided.

What is PFFV?

The fund invests at least 80% of its total assets, plus borrowings for investments purposes (if any), in the securities of the underlying index and in American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) based on the securities in the underlying index. The underlying index is designed to track the broad-based performance of the U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
PFFV returned 1.2% over the past year.
Competitive Expense Ratio
Expense ratio of 0.25% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 29.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$298.9M
Expense Ratio0.25%
Dividend Yield8.11%
Holdings35
Inception DateJun 2020
Domicile–
Distribution–
Index–
ProviderGlobal X Funds
Beta0.24
CategoryPreferred Stock
CurrencyUSD
Portfolio Impact

How would PFFV affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-0.4%
1Y
+0.7%
3Y
+18.8%
5Y
+8.0%
OpenBook InsightIf you had invested £10,000 in PFFV 5 years ago, it would have grown to £10,800 — a gain of £800.

Annual Returns

Calendar year performance

PFFV delivered positive returns in 4 of the last 5 calendar years.
YearPFFV
2026 YTD+0.7%
2025+1.0%
2024+9.7%
2023+9.7%
2022-13.7%
CAGR 4yr+1.2%
4/5 positive yearsAvg return: +1.5%Worst year: -13.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
100%
Positive
Volatility
3.2%
Low
Momentum
0.0%
30-day change
Support Level
21.96
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.