DMCRX vs. PFFV
Compare and contrast key facts about Driehaus Micro Cap Growth Fund (DMCRX) and Global X Variable Rate Preferred ETF (PFFV).
DMCRX is managed by Driehaus. It was launched on Nov 18, 2013. PFFV is a passively managed fund by Global X that tracks the performance of the ICE U.S. Variable Rate Preferred Securities Index. It was launched on Jun 22, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DMCRX or PFFV.
Correlation
The correlation between DMCRX and PFFV is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DMCRX vs. PFFV - Performance Comparison
Key characteristics
DMCRX:
0.43
PFFV:
1.37
DMCRX:
0.76
PFFV:
2.03
DMCRX:
1.09
PFFV:
1.25
DMCRX:
0.19
PFFV:
2.19
DMCRX:
1.75
PFFV:
8.18
DMCRX:
6.31%
PFFV:
1.10%
DMCRX:
25.74%
PFFV:
6.53%
DMCRX:
-66.09%
PFFV:
-18.95%
DMCRX:
-51.05%
PFFV:
0.00%
Returns By Period
In the year-to-date period, DMCRX achieves a -7.38% return, which is significantly lower than PFFV's 2.46% return.
DMCRX
-7.38%
-9.83%
-1.55%
10.94%
-0.99%
1.46%
PFFV
2.46%
0.97%
4.56%
8.75%
N/A
N/A
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DMCRX vs. PFFV - Expense Ratio Comparison
DMCRX has a 1.38% expense ratio, which is higher than PFFV's 0.25% expense ratio.
Risk-Adjusted Performance
DMCRX vs. PFFV — Risk-Adjusted Performance Rank
DMCRX
PFFV
DMCRX vs. PFFV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Driehaus Micro Cap Growth Fund (DMCRX) and Global X Variable Rate Preferred ETF (PFFV). 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.
Dividends
DMCRX vs. PFFV - Dividend Comparison
DMCRX's dividend yield for the trailing twelve months is around 2.33%, less than PFFV's 7.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
DMCRX Driehaus Micro Cap Growth Fund | 2.33% | 2.16% | 0.87% | 0.00% | 0.00% | 0.00% | 0.15% |
PFFV Global X Variable Rate Preferred ETF | 7.22% | 7.33% | 7.17% | 6.60% | 5.25% | 2.69% | 0.00% |
Drawdowns
DMCRX vs. PFFV - Drawdown Comparison
The maximum DMCRX drawdown since its inception was -66.09%, which is greater than PFFV's maximum drawdown of -18.95%. Use the drawdown chart below to compare losses from any high point for DMCRX and PFFV. For additional features, visit the drawdowns tool.
Volatility
DMCRX vs. PFFV - Volatility Comparison
Driehaus Micro Cap Growth Fund (DMCRX) has a higher volatility of 8.11% compared to Global X Variable Rate Preferred ETF (PFFV) at 1.45%. This indicates that DMCRX's price experiences larger fluctuations and is considered to be riskier than PFFV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.