PFFV vs VOO

PFFV vs VOO

Which is better, PFFV or VOO?

Preferred Stock against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VOOHigher Returns: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricPFFVVOO
Expense Ratio0.25%0.03%Best
AUM$313M$997.4B
Dividend Yield8.10%1.04%
Holdings58509
YTD Return+2.86%+14.14%Best
1Y Return+1.69%+17.31%Best
3Y Return (annualized)+6.29%+23.04%Best
5Y Return (annualized)+1.86%+13.63%Best
Volatility (annualized)8.0%Best15.5%
Max Drawdown-19.0%Best-24.5%
$10,000 over 5 years$10,965$18,944Best
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryAllocation/BalancedEquity
StylePreferred StockLarge Cap Blend
InceptionJun 22, 2020Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jun 24, 2020 to Sep 22, 2026 (6.2 years).

PFFV vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.2 years both funds cover.

PFFV vs VOO Performance

Global X Variable Rate Preferred ETF (PFFV) is an ETF from Global X by mirae Asset and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year PFFV returned +1.69% while VOO returned +17.31%. Year to date, PFFV is up 2.86% versus a gain of 14.14% for VOO.

Over three years, PFFV compounded at +6.29% per year against +23.04% for VOO; over five years the annualized figures are +1.86% and +13.63% respectively. Across the full 6-year window we track, VOO has the edge at +17.54% annualized vs +4.15%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 8.0% for PFFV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -19.0% for PFFV and -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.64. They move together some of the time, and apart the rest.

Fees and Cost Over Time

PFFV charges 0.25% per year while VOO charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, PFFV currently yields 8.10% against 1.04% for VOO.

Holdings Overlap

VOO already in PFFV0.2%

At least 0.2% of VOO's money is in holdings PFFV also owns.

Stated as a floor: for PFFV, our book for it covers 24.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

2 positions in common, counted across the 14 positions we hold weights for in PFFV and 494 in VOO, against full books of 58 and 509.

Top Shared Holdings

StockWeight in PFFVWeight in VOODifference
USBUS Bancorp2.85%0.15%2.70%
FITBFifth Third Bancorp2.26%0.08%2.18%

You are not choosing between two funds in isolation.

Whichever of PFFV and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

PFFVVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PFFV or VOO?

PFFV has an expense ratio of 0.25% while VOO charges 0.03%. VOO is the cheaper option, by $22 a year on a $10,000 investment.

Which performed better, PFFV or VOO?

Over the past year PFFV returned +1.69% vs +17.31% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), PFFV annualized +4.15% vs +17.54% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, PFFV or VOO?

VOO has been the more volatile fund at 15.5% annualized versus 8.0% for PFFV. Worst drawdown: PFFV -19.0% vs VOO -24.5%.

Should I hold both PFFV and VOO?

PFFV and VOO have a monthly-return correlation of 0.64, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, PFFV or VOO?

PFFV yields 8.10% while VOO yields 1.04%, so PFFV currently pays the higher dividend yield.

Is VOO better than PFFV?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.