#Ishare preferred plus
#Ishare preferred series

Also, the 2008 crash was rough on preferred stocks, so not having been formed until 2009 is an advantage in a historical return context. This is a good time to mention that all of these funds are relatively new (the oldest is just nine years old), so take their 'histories' with a grain of salt. With a 6.06% dividend yield and 8.44% annualized returns since its 2009 inception, this fund is one of the best-performing ones in the sector - so far. SPDR Wells Fargo Preferred Stock ETF ( PSK 0.52%) - This fund is based on the Wells Fargo Hybrid and Preferred Securities Aggregate Index, which includes a variety of preferred stocks, including both fixed- and floating-rate securities. Long-term returns are unavailable, as this fund was started in 2014.Ĥ. Since we're in a low-rate environment right now, it shouldn't be much of a surprise that the fund's yield of 5.23% is a little less than the others mentioned here, but this could change significantly if the Federal Reserve starts to raise rates. Index Canada XPF iShares US Preferred Stock USA PFF PowerShares Preferred Portfolio USA. PowerShares Variable Rate Preferred Portfolio ( VRP -0.46%) - This fund tracks the Wells Fargo Hybrid and Preferred Securities Floating and Variable Rate Index, which invests in preferred securities with interest rates that can go up or down over time. The first are preferred shares, a hybrid of a stock and a bond. This fund pays a 5.77% dividend yield and has produced a 3.47% annualized total return since inception in 2008.ģ. The portfolio is a bit more concentrated, with the top holding accounting for nearly 4% of the portfolio, but it's still pretty diverse.

#Ishare preferred plus

PowerShares Preferred Portfolio ( PGX 0.08%) - This fund follows a similar, but slightly different index than the iShares fund - the BofA Merrill Lynch Core Plus Fixed Rate Preferred Securities Index, which, as the name implies, includes a variety of preferred stocks paying a fixed rate. The fund pays a 5.76% dividend yield to shareholders and has produced 4.46% annualized total returns since its 2007 inception.Ģ. The ETF's largest holding makes up less than 2.3% of the total portfolio, which means returns aren't too dependent on the performance of any one preferred stock.

Preferred Stock Index and, as a result, has a pretty diverse portfolio of preferred stocks. Preferred Stock ETF ( PFF -0.10%) - This fund tracks the S&P U.S. Note: ETFs are listed in order from most assets to least, not necessarily from best to worst.ġ. VanEck Vectors Preferred Securities ex Financials ETFĭata sources: TD Ameritrade and each fund's prospectus.

Consequently, any such data, information, or opinions do not in any way represent a personal recommendation to any individual investor or any entities, whatever the type.PowerShares Variable Rate Preferred Portfolio Nothing discussed or presented in Quantalytics constitutes a representation that any investment, investment strategy, or recommendation is suitable or appropriate to an investor's individual circumstances or otherwise constitutes a personal recommendation.ĭata, information, or opinions contained in Quantalytics in any form give no consideration to any particular individuals' investment needs or objectives, nor do they consider any individuals' financial condition. Quantalytics does not make any representations as to their accuracy or completeness. A quarterly cash dividend of 0.16 per share of Class A Common Stock. The data, information and opinions presented have been obtained or derived from sources believed by Quantalytics to be reliable. Does iShares Preferred and Income Securities ETF (PFF) pay a dividend A. Danaher Corp 5 PRF PERPETUAL USD 1000 - Ser B 1.20. BlackRock Cash Funds Treasury SL Agency 1.26.

#Ishare preferred series

Bank of America Corp 7 1/4 Non-Cum Perp Conv Pfd Shs Series -L- 1.30. Any data, information, or opinions in Quantalytics in any form attributed to a third party represent Quantalytics’ interpretation of the data, information, or opinions provided by that third party either publicly or through a subscription service, and such use and interpretation have not been reviewed by the third party. Danaher Corp PRF CONVERT USD - Ser A 1.50. Any data, information, or opinions expressed in any form may change without notice. Any forward looking estimates presented by Quantalytics may prove to be incorrect and not be realized. Preferred Stock UCITS ETF USD (PREF - Type ETF) including intraday, historical and comparison charts, technical analysis. All investments and investment recommendations entail risks.

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