Correlation
The correlation between EPRF and PFFA 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.
EPRF vs. PFFA
Compare and contrast key facts about Innovator S&P High Quality Preferred ETF (EPRF) and Virtus InfraCap U.S. Preferred Stock ETF (PFFA).
EPRF and PFFA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EPRF is a passively managed fund by Innovator that tracks the performance of the S&P U.S. High Quality Preferred Stock Index. It was launched on May 24, 2016. PFFA is an actively managed fund by Virtus Investment Partners. It was launched on May 15, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EPRF or PFFA.
Performance
EPRF vs. PFFA - Performance Comparison
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Key characteristics
EPRF:
-0.02
PFFA:
0.68
EPRF:
-0.02
PFFA:
0.94
EPRF:
1.00
PFFA:
1.14
EPRF:
-0.05
PFFA:
0.59
EPRF:
-0.13
PFFA:
2.12
EPRF:
5.46%
PFFA:
3.39%
EPRF:
10.81%
PFFA:
10.51%
EPRF:
-26.82%
PFFA:
-70.52%
EPRF:
-13.28%
PFFA:
-6.27%
Returns By Period
In the year-to-date period, EPRF achieves a -2.27% return, which is significantly higher than PFFA's -2.82% return.
EPRF
-2.27%
-0.07%
-7.71%
-0.22%
0.03%
-0.73%
N/A
PFFA
-2.82%
-0.06%
-5.35%
7.04%
5.99%
12.37%
N/A
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EPRF vs. PFFA - Expense Ratio Comparison
EPRF has a 0.47% expense ratio, which is lower than PFFA's 1.47% expense ratio.
Risk-Adjusted Performance
EPRF vs. PFFA — Risk-Adjusted Performance Rank
EPRF
PFFA
EPRF vs. PFFA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Innovator S&P High Quality Preferred ETF (EPRF) and Virtus InfraCap U.S. Preferred Stock ETF (PFFA). 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
EPRF vs. PFFA - Dividend Comparison
EPRF's dividend yield for the trailing twelve months is around 6.39%, less than PFFA's 9.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPRF Innovator S&P High Quality Preferred ETF | 6.39% | 6.12% | 5.71% | 5.67% | 4.70% | 4.92% | 5.01% | 5.70% | 6.13% | 2.95% |
PFFA Virtus InfraCap U.S. Preferred Stock ETF | 9.89% | 9.18% | 9.56% | 10.75% | 7.64% | 8.54% | 10.02% | 5.15% | 0.00% | 0.00% |
Drawdowns
EPRF vs. PFFA - Drawdown Comparison
The maximum EPRF drawdown since its inception was -26.82%, smaller than the maximum PFFA drawdown of -70.52%. Use the drawdown chart below to compare losses from any high point for EPRF and PFFA.
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Volatility
EPRF vs. PFFA - Volatility Comparison
Innovator S&P High Quality Preferred ETF (EPRF) and Virtus InfraCap U.S. Preferred Stock ETF (PFFA) have volatilities of 3.13% and 3.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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