Preferreds & Baby Bonds
Preferred shares, exchange-listed senior notes and preferred stock ETFs. Fixed or floating coupons rank ahead of common dividends.
$10,000 invested becomes$10,058Median after 1 year, dividends reinvested
Median 1Y total return+0.58%Across 25 funds
Median dividends collected$666Per $10,000 over 1 year
Median indicated yield7.33%Latest payment, annualized
| 1 year · $10,000 invested | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | |||||||||||||
| STRC | Strategy Inc Variable Rate Series A Perpetual Stretch Preferred | — | Strategy | $99.36 | $0.500 | 11.57% | 12.48% | +0.70% | $1,256 | $11,441 | +14.41% | ||
| PFFA | Virtus InfraCap U.S. Preferred Stock ETF | Monthly | Virtus | $18.78 | $0.172 | 11.02% | 11.00% | -12.77% | $959 | $9,622 | −3.78% | ||
| ADAMH | Adamas Trust 9.875% Senior Notes due 2030 | Quarterly | Adamas Trust, Inc. | $24.92 | $0.617 | 9.91% | 9.91% | -0.84% | $982 | $10,921 | +9.21% | ||
| ADAMO | Adamas Trust 9.250% Senior Notes due 2031 | Quarterly | Adamas Trust | $24.25 | $0.578 | 9.54% | — | — | — | — | — | ||
| DX-P-C | Dynex Capital Series C Preferred | Quarterly | Dynex Capital | $25.73 | $0.608 | 9.45% | 9.34% | -0.51% | $929 | $10,920 | +9.20% | ||
| ADAMG | Adamas Trust 9.125% Senior Notes due 2030 | Quarterly | Adamas Trust | $24.48 | $0.570 | 9.32% | 9.32% | -1.65% | $916 | $10,768 | +7.68% | ||
| AGNCN | AGNC Investment Corp. Series C Preferred | Quarterly | AGNC Investment Corp. | $25.19 | $0.586 | 9.30% | 9.19% | -2.06% | $900 | $10,726 | +7.26% | ||
| PFFR | InfraCap REIT Preferred ETF | Monthly | Virtus | $16.24 | $0.123 | 9.09% | 9.05% | -12.17% | $795 | $9,546 | −4.54% | ||
| NLY-P-F | Annaly Capital Management Series F Preferred | Quarterly | Annaly Capital Management | $25.50 | $0.562 | 8.81% | 8.85% | +0.04% | $886 | $10,923 | +9.23% | ||
| NLY-P-G | Annaly Capital Management Series G Preferred | Quarterly | Annaly Capital Management | $24.98 | $0.522 | 8.35% | 8.33% | -0.72% | $827 | $10,782 | +7.82% | ||
| PGF | Invesco Financial Preferred ETF | Monthly | Invesco | $12.57 | $0.079 | 7.52% | 6.90% | -13.73% | $595 | $9,188 | −8.12% | ||
| PGX | Invesco Preferred ETF | Monthly | Invesco | $9.91 | $0.061 | 7.33% | 6.90% | -14.12% | $593 | $9,142 | −8.58% | ||
| PFFV | Global X Variable Rate Preferred ETF | Monthly | Global X | $21.32 | $0.130 | 7.32% | 8.31% | -7.22% | $771 | $10,046 | +0.46% | ||
| SPFF | Global X SuperIncome Preferred ETF | Monthly | Global X | $8.83 | $0.052 | 7.07% | 7.19% | -4.34% | $688 | $10,242 | +2.42% | ||
| PFFD | Global X U.S. Preferred ETF | Monthly | Global X | $17.16 | $0.100 | 6.99% | 6.99% | -11.50% | $619 | $9,435 | −5.65% | ||
| PSK | State Street SPDR ICE Preferred Securities ETF | Monthly | State Street | $28.03 | $0.160 | 6.85% | 7.56% | -14.88% | $644 | $9,113 | −8.87% | ||
| PFF | iShares Preferred & Income Securities ETF | Monthly | iShares | $28.77 | $0.159 | 6.65% | 5.67% | -8.70% | $518 | $9,627 | −3.73% | ||
| FPEI | First Trust Institutional Preferred Securities & Income ETF | Monthly | First Trust | $18.31 | $0.096 | 6.26% | 6.14% | -5.72% | $579 | $10,000 | −0.00% | ||
| VRP | Invesco Variable Rate Preferred ETF | Monthly | Invesco | $23.56 | $0.118 | 5.99% | 5.94% | -4.34% | $568 | $10,134 | +1.34% | ||
| FPE | First Trust Preferred Securities & Income ETF | Monthly | First Trust | $16.89 | $0.082 | 5.81% | 6.40% | -8.21% | $588 | $9,752 | −2.48% | ||
Top total return
1 year, dividends reinvested
How to read this table
- Indicated yield
- The most recent dividend payment, annualized, divided by the current price.
- TTM yield
- Total dividends paid over the trailing twelve months, divided by the current price.
- Price change
- How much the share price moved over the selected timeframe, excluding dividends.
- Dividends
- Dividends collected on a $10,000 investment over the selected timeframe.
- $10K becomes
- What a $10,000 investment is worth at the end of the timeframe, with dividends reinvested.
- Total return
- The percentage gain or loss on that $10,000, with dividends reinvested.
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