Compare · 2 funds side by side · dividends reinvested

PFFD and VTV

PFFDGlobal X×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,585VTV · best of the two

02 / 04

PFFD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.3

Global X - U.S. Preferred ETFUS Stock Styles · Large cap0.23%7.10%−5.6%−5.2%+4.5%−2.2%−9.4%8.2%$1.9B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PFFD 2017 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Global X - U.S. Preferred ETF · $1.9B$8,938

PFFD

VTV

Vanguard Morningstar Value ETF · $184B$17,585

$10,000 five years ago, dividends reinvested

PFFDMeasureVTV

−5.6%Year to dateJan 1 → Nov 6+18.5%

−5.2%1 yearTotal return+22.9%

+4.5%3 years · per year$10,000 became $11,410 · $17,687+20.9%

−2.2%5 years · per year$10,000 became $8,938 · $17,585+12.0%

0.23%Expense ratio$23 · $3 a year on $10k · lower is better0.03%

7.10%Trailing 12-mo yield$710 · $187 a year on $10k1.87%

−9.4%Worst dropSmaller is better−6.4%

8.2%VolatilityLower is calmer10.7%

PFFDVTV Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6VTV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PFFD vs VTV: Top 5 Holdings

Today

PFFD

[…]in top 5

VTV

in top 515.8%

PFFDStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

PFFD vs VTV Returns, Every Period

Global XPFFD

−2.2%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

PFFDVTVFaded: behind in that period

0–4VTV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

PFFD vs VTV

YTD

Global XPFFD

−5.6%

VTVVanguard

+18.5%

−5.6%Year to date+18.5%

−9.4%Worst drop · 1Y−6.4%

8.2%Volatility · 1Y10.7%

7.1%Yield1.9%

$1.9BAssets$184B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFFD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

PFFD0.23%$23

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PFFD, VTV

7.10%highest, PFFD

FundTrailing yieldYield$10k

PFFD7.10%$710

VTV1.87%$187

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$687most kept, PFFD

PFFD$710 − $23 = $687

VTV$187 − $3 = $184

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PFFD, VTV

Today

[…]holdings […]

PFFDVTV

PFFD—[…]

VTV[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.9%VTV, at 10.7% volatility

PFFDWorst drop−9.4%8.2% vol

VTVWorst drop−6.4%10.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PFFDVTV

−5.6%Year to date+18.5%

7.1%Yield1.9%

−5.2%Past year+22.9%

0.23%Fee0.03%

3–1VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026