Preferreds income funds
Preferred-stock funds. Ranked by DT Score (income quality), then yield.
13
Active funds
6.8%
Median forward rate
-31%
Median Earned % (1Y)
12
Funds with a DT Score
| Fund | Category | Fwd rate | 12m yield | 1Y total ret. | Earned % 1Y | Upside capt. | Downside capt. | Tracking | DT Score | Momentum | Trend |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FPEI First Trust Institutional Preferred Securities and Income ETF | Preferreds | 6.2% | 6.1% | +1.6% | 27% | 33% | 28% | – | 38 | 58 | Downtrend |
| NPFI Nuveen Preferred and Income ETF | Preferreds | 6.8% | 6.2% | +1.9% | 30% | 30% | 24% | – | 36 | 59 | Downtrend |
| PFFA Virtus InfraCap U.S. Preferred Stock ETF | Preferreds | 11.2% | 11.2% | -4.3% | -43% | 85% | 88% | – | 33 | 27 | Downtrend |
| PFFD Global X U.S. Preferred ETF | Preferreds | 7.1% | 6.5% | -5.4% | -92% | 90% | 94% | – | 32 | 32 | Downtrend |
| PFFV Global X Variable Rate Preferred ETF | Preferreds | 7.4% | 7.8% | -0.5% | -4% | 41% | 39% | – | 29 | 52 | Downtrend |
| PFXF VanEck Preferred Securities ex Financials ETF | Preferreds | 4.8% | 6.0% | -0.6% | -16% | 134% | 123% | – | 28 | 30 | Downtrend |
| PSK State Street SPDR ICE Preferred Securities ETF | Preferreds | 6.8% | 6.9% | -7.5% | below -100% | 57% | 67% | – | 28 | 43 | Downtrend |
| EPRF Innovator S&P Investment Grade Preferred ETF | Preferreds | 6.5% | 6.5% | -7.3% | below -100% | 72% | 82% | – | 27 | 44 | Downtrend |
| PGX Invesco Preferred ETF | Preferreds | 8.0% | 6.9% | -7.2% | below -100% | 55% | 65% | – | 26 | 42 | Downtrend |
| FPE First Trust Preferred Securities and Income ETF | Preferreds | 5.8% | 6.3% | -0.8% | -15% | 40% | 39% | – | 24 | 53 | Downtrend |
| PFF iShares Preferred and Income Securities ETF | Preferreds | 6.8% | 5.2% | -4.0% | -89% | – | – | – | 24 | 36 | Downtrend |
| GPRF Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF | Preferreds | 6.8% | 5.4% | -1.0% | -20% | 25% | 25% | – | 21 | 55 | Downtrend |
| JPRF JPMorgan Preferred and Income Securities ETF | Preferreds | 5.8% | 1.4% | – | – | 27% | 32% | – | – | 61 | Down (short history) |
Upside / downside capture and tracking compare each fund with what it's built on over the last year of daily returns. See the methodology.
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