Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
iShares Preferred and Income Securities ETF (PFF)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/16/2025: PFF (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 16.87% | Avg. Invested days 87 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.22 | 52 Weeks Range 28.37 - 32.14 | Updated Date 06/29/2025 |
52 Weeks Range 28.37 - 32.14 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Preferred and Income Securities ETF
ETF Overview
Overview
The iShares Preferred and Income Securities ETF (PFF) seeks to track the investment results of an index composed of U.S. dollar-denominated preferred and hybrid securities.
Reputation and Reliability
BlackRock is the world's largest asset manager, with a strong reputation for providing reliable and well-managed ETFs.
Management Expertise
BlackRock has a dedicated team of portfolio managers and analysts with extensive experience in managing fixed-income and preferred securities.
Investment Objective
Goal
To track the investment results of an index composed of U.S. dollar-denominated preferred and hybrid securities.
Investment Approach and Strategy
Strategy: The ETF tracks the ICE Exchange-Listed Preferred & Hybrid Securities Index.
Composition Primarily composed of preferred stocks, with some allocation to hybrid securities.
Market Position
Market Share: PFF holds a substantial market share within the preferred stock ETF category.
Total Net Assets (AUM): 7370000000
Competitors
Key Competitors
- PGX
- SPFF
- FPE
Competitive Landscape
The preferred stock ETF market is moderately competitive. PFF benefits from its size, liquidity, and brand recognition. Competitors may offer slightly different index methodologies or expense ratios, leading to variations in performance and investor appeal.
Financial Performance
Historical Performance: Historical performance data unavailable in this format.
Benchmark Comparison: Benchmark comparison data unavailable in this format.
Expense Ratio: 0.46
Liquidity
Average Trading Volume
PFF exhibits high liquidity due to its large asset base and popularity, facilitating easy trading for investors.
Bid-Ask Spread
PFF generally has a tight bid-ask spread, indicating low transaction costs for buyers and sellers.
Market Dynamics
Market Environment Factors
Interest rate changes, credit spreads, and the overall health of the financial sector can significantly impact PFF's performance.
Growth Trajectory
PFF's growth is tied to the demand for income-generating securities and the overall performance of the preferred stock market. Changes in interest rate expectations can cause fluctuations in holdings.
Moat and Competitive Advantages
Competitive Edge
PFF benefits from BlackRock's extensive resources and brand recognition, contributing to its large AUM and liquidity. Its broad index and diverse holdings provide investors with a well-diversified portfolio of preferred and hybrid securities. The fund's long track record and low expense ratio compared to actively managed preferred stock funds enhance its competitive advantage. Moreover, its high trading volume ensures that investors can easily buy and sell shares without significantly impacting the market price.
Risk Analysis
Volatility
PFF's volatility is typically lower than that of common stocks but higher than that of government bonds.
Market Risk
PFF is exposed to interest rate risk, credit risk (issuer default), and liquidity risk. Rising interest rates can negatively impact preferred stock prices. Additionally, preferred stocks are subordinated to bonds, resulting in a higher risk profile.
Investor Profile
Ideal Investor Profile
Income-seeking investors who are comfortable with moderate risk and are looking for a steady stream of dividends.
Market Risk
PFF is best suited for long-term investors looking for income and diversification.
Summary
The iShares Preferred and Income Securities ETF (PFF) offers diversified exposure to the preferred stock market. Its large asset base, high liquidity, and low expense ratio make it an attractive option for income-seeking investors. However, investors should be aware of the risks associated with preferred stocks, including interest rate and credit risk. PFF's investment strategy and broad holdings make it suitable for inclusion in a diversified portfolio seeking steady income.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made based on your individual circumstances and after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Preferred and Income Securities ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund may invest at least 80% of its assets in the component securities of its underlying index and and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.