BREIX vs. PFFR
Compare and contrast key facts about Baron Real Estate Fund (BREIX) and InfraCap REIT Preferred ETF (PFFR).
BREIX is managed by Baron Capital Group, Inc.. It was launched on Dec 31, 2009. PFFR is a passively managed fund by Virtus Investment Partners that tracks the performance of the Indxx REIT Preferred Stock Index. It was launched on Feb 7, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BREIX or PFFR.
Correlation
The correlation between BREIX and PFFR is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BREIX vs. PFFR - Performance Comparison
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Key characteristics
BREIX:
21.02%
PFFR:
2.56%
BREIX:
-42.73%
PFFR:
-0.13%
BREIX:
-13.73%
PFFR:
-0.13%
Returns By Period
BREIX
-6.54%
8.09%
-11.72%
3.60%
9.74%
3.54%
PFFR
N/A
N/A
N/A
N/A
N/A
N/A
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BREIX vs. PFFR - Expense Ratio Comparison
BREIX has a 1.05% expense ratio, which is higher than PFFR's 0.45% expense ratio.
Risk-Adjusted Performance
BREIX vs. PFFR — Risk-Adjusted Performance Rank
BREIX
PFFR
BREIX vs. PFFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Real Estate Fund (BREIX) and InfraCap REIT Preferred ETF (PFFR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
BREIX vs. PFFR - Dividend Comparison
BREIX's dividend yield for the trailing twelve months is around 0.43%, less than PFFR's 7.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BREIX Baron Real Estate Fund | 0.43% | 0.40% | 0.43% | 0.08% | 0.00% | 0.05% | 0.42% | 0.34% | 0.00% | 0.28% | 0.04% | 0.33% |
PFFR InfraCap REIT Preferred ETF | 7.98% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BREIX vs. PFFR - Drawdown Comparison
The maximum BREIX drawdown since its inception was -42.73%, which is greater than PFFR's maximum drawdown of -0.13%. Use the drawdown chart below to compare losses from any high point for BREIX and PFFR. For additional features, visit the drawdowns tool.
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Volatility
BREIX vs. PFFR - Volatility Comparison
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