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EVPF vs. PFFA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EVPF vs. PFFA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eaton Vance Preferred Securities and Income ETF (EVPF) and Virtus InfraCap U.S. Preferred Stock ETF (PFFA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


EVPF

1D
0.00%
1M
0.75%
YTD
6M
1Y
3Y*
5Y*
10Y*

PFFA

1D
-0.70%
1M
-0.26%
YTD
3.08%
6M
4.03%
1Y
14.79%
3Y*
14.46%
5Y*
6.57%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EVPF vs. PFFA - Yearly Performance Comparison


Correlation

The correlation between EVPF and PFFA is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Mar 6, 2026

0.70

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Return for Risk

EVPF vs. PFFA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EVPF

PFFA
PFFA Risk / Return Rank: 5656
Overall Rank
PFFA Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
PFFA Sortino Ratio Rank: 6363
Sortino Ratio Rank
PFFA Omega Ratio Rank: 6464
Omega Ratio Rank
PFFA Calmar Ratio Rank: 4545
Calmar Ratio Rank
PFFA Martin Ratio Rank: 4646
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EVPF vs. PFFA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Preferred Securities and Income ETF (EVPF) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

EVPF vs. PFFA - Sharpe Ratio Comparison


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Sharpe Ratios by Period


EVPFPFFADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

Sharpe Ratio (All Time)

Calculated using the full available price history

1.13

0.24

+0.88

Drawdowns

EVPF vs. PFFA - Drawdown Comparison

The maximum EVPF drawdown since its inception was -2.36%, smaller than the maximum PFFA drawdown of -70.52%. Use the drawdown chart below to compare losses from any high point for EVPF and PFFA.


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Drawdown Indicators


EVPFPFFADifference

Max Drawdown

Largest peak-to-trough decline

-2.36%

-70.52%

+68.16%

Max Drawdown (1Y)

Largest decline over 1 year

-6.49%

Max Drawdown (3Y)

Largest decline over 3 years

-12.15%

Max Drawdown (5Y)

Largest decline over 5 years

-22.70%

Current Drawdown

Current decline from peak

-0.17%

-1.50%

+1.33%

Average Drawdown

Average peak-to-trough decline

-0.52%

-6.65%

+6.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.90%

Volatility

EVPF vs. PFFA - Volatility Comparison


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Volatility by Period


EVPFPFFADifference

Volatility (1M)

Calculated over the trailing 1-month period

1.87%

Volatility (6M)

Calculated over the trailing 6-month period

5.68%

Volatility (1Y)

Calculated over the trailing 1-year period

4.31%

7.02%

-2.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.31%

11.51%

-7.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.31%

31.84%

-27.53%

EVPF vs. PFFA - Expense Ratio Comparison

EVPF has a 0.39% expense ratio, which is lower than PFFA's 1.47% expense ratio.


Dividends

EVPF vs. PFFA - Dividend Comparison

EVPF's dividend yield for the trailing twelve months is around 1.08%, less than PFFA's 9.62% yield.


PositionTTM20252024202320222021202020192018
EVPF
Eaton Vance Preferred Securities and Income ETF
1.08%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
9.62%9.47%9.18%9.56%10.75%7.64%8.54%10.02%5.15%

Frequently Asked Questions


EVPF and PFFA have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EVPF is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EVPF is cheaper with a 0.39% expense ratio, compared with 1.47% for PFFA.

PFFA has the higher dividend yield at 9.62%, compared with 1.08% for EVPF.

They also come from different issuers: Eaton Vance and Virtus Investment Partners. Their fees differ too: 0.39% for EVPF and 1.47% for PFFA.

Portfolio Optimizer

Find the right allocation for EVPF and PFFA

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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