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Upturn AI SWOT - About
Global X U.S. Preferred ETF (PFFD)
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Upturn Advisory Summary
09/16/2025: PFFD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 16.37% | Avg. Invested days 65 | 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 1.32 | 52 Weeks Range 17.62 - 20.13 | Updated Date 06/29/2025 |
52 Weeks Range 17.62 - 20.13 | Updated Date 06/29/2025 |
Upturn AI SWOT
Global X U.S. Preferred ETF
ETF Overview
Overview
The Global X U.S. Preferred ETF (PFFD) 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. The fund primarily invests in a broad basket of U.S. preferred securities.
Reputation and Reliability
Global X is a reputable ETF provider known for its innovative and thematic ETF offerings.
Management Expertise
Global X has a dedicated team of investment professionals with experience in managing various ETF strategies.
Investment Objective
Goal
To provide investment results that correspond to the price and yield performance, before fees and expenses, of the ICE BofA Diversified Core U.S. Preferred Securities Index.
Investment Approach and Strategy
Strategy: PFFD aims to track the ICE BofA Diversified Core U.S. Preferred Securities Index.
Composition The ETF holds a diversified portfolio of preferred stocks issued by U.S. companies.
Market Position
Market Share: PFFD holds a significant market share within the preferred stock ETF category.
Total Net Assets (AUM): 1550000000
Competitors
Key Competitors
- iShares Preferred and Income Securities ETF (PFF)
- Invesco Preferred ETF (PGX)
- First Trust Preferred Securities and Income ETF (FPE)
Competitive Landscape
The preferred stock ETF market is dominated by a few large players. PFFD competes by offering a diversified portfolio and a reasonable expense ratio. A potential disadvantage is lower trading volume when compared to its competitors like PFF.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison needs to be performed against the ICE BofA Diversified Core U.S. Preferred Securities Index.
Expense Ratio: 0.23
Liquidity
Average Trading Volume
PFFD's average trading volume is moderate, indicating adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, suggesting relatively low trading costs.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and the overall health of the financial sector can significantly impact PFFD's performance.
Growth Trajectory
Growth trends are influenced by the issuance of new preferred stocks and changes in investor demand for fixed-income securities.
Moat and Competitive Advantages
Competitive Edge
PFFD's competitive edge lies in its focus on providing a diversified exposure to the U.S. preferred securities market. This diversification helps mitigate concentration risk, which can affect portfolios holding fewer preferred stocks. Its experienced management team contributes to effective execution. However, it does not have significant unique investment strategies.
Risk Analysis
Volatility
PFFD's volatility is moderate, generally lower than common stocks but higher than U.S. Treasury bonds.
Market Risk
PFFD is exposed to market risk related to changes in interest rates, credit spreads, and economic conditions, affecting the value of the underlying preferred stocks.
Investor Profile
Ideal Investor Profile
PFFD is suitable for investors seeking income and diversification through preferred securities.
Market Risk
PFFD is suitable for long-term investors seeking a steady stream of income and moderate capital appreciation.
Summary
Global X U.S. Preferred ETF (PFFD) offers diversified exposure to U.S. preferred stocks, aiming to replicate the ICE BofA Diversified Core U.S. Preferred Securities Index. It provides a moderate level of income with moderate risk when compared to other asset classes. The ETF is suitable for income-seeking investors and may be a good addition to a diversified portfolio. Despite strong competition, the ETF maintains a competitive expense ratio. Thus, investors should review its performance and strategy to determine if it suits their needs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Market share data is approximate and may vary based on the source.
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 Global X U.S. Preferred ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its total assets in the securities of its underlying index. It also invests at least 80% of its total assets in preferred securities that are domiciled in, principally traded in or whose revenues are primarily from the U.S. The underlying index is designed to track the broad-based performance of the U.S. preferred securities market.
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.