FPEIX vs. PFFA
Compare and contrast key facts about First Trust Preferred Securities and Income Fund (FPEIX) and Virtus InfraCap U.S. Preferred Stock ETF (PFFA).
FPEIX is managed by First Trust. It was launched on Jan 10, 2011. 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: FPEIX or PFFA.
Correlation
The correlation between FPEIX and PFFA is 0.61, 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
FPEIX vs. PFFA - Performance Comparison
Key characteristics
FPEIX:
3.55
PFFA:
2.07
FPEIX:
5.86
PFFA:
2.86
FPEIX:
1.82
PFFA:
1.39
FPEIX:
1.93
PFFA:
3.49
FPEIX:
18.86
PFFA:
11.30
FPEIX:
0.57%
PFFA:
1.53%
FPEIX:
3.00%
PFFA:
8.39%
FPEIX:
-27.83%
PFFA:
-70.52%
FPEIX:
0.00%
PFFA:
-1.75%
Returns By Period
In the year-to-date period, FPEIX achieves a 0.88% return, which is significantly lower than PFFA's 1.87% return.
FPEIX
0.88%
1.08%
3.66%
10.66%
2.67%
4.86%
PFFA
1.87%
0.23%
6.29%
16.21%
5.66%
N/A
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FPEIX vs. PFFA - Expense Ratio Comparison
FPEIX has a 1.00% expense ratio, which is lower than PFFA's 1.47% expense ratio.
Risk-Adjusted Performance
FPEIX vs. PFFA — Risk-Adjusted Performance Rank
FPEIX
PFFA
FPEIX vs. PFFA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Preferred Securities and Income Fund (FPEIX) 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.
Dividends
FPEIX vs. PFFA - Dividend Comparison
FPEIX's dividend yield for the trailing twelve months is around 5.58%, less than PFFA's 9.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPEIX First Trust Preferred Securities and Income Fund | 5.58% | 5.60% | 5.65% | 5.32% | 4.70% | 4.88% | 5.36% | 5.93% | 5.36% | 5.66% | 5.58% | 5.56% |
PFFA Virtus InfraCap U.S. Preferred Stock ETF | 9.11% | 9.21% | 9.56% | 10.78% | 7.64% | 8.54% | 10.02% | 5.15% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FPEIX vs. PFFA - Drawdown Comparison
The maximum FPEIX drawdown since its inception was -27.83%, smaller than the maximum PFFA drawdown of -70.52%. Use the drawdown chart below to compare losses from any high point for FPEIX and PFFA. For additional features, visit the drawdowns tool.
Volatility
FPEIX vs. PFFA - Volatility Comparison
The current volatility for First Trust Preferred Securities and Income Fund (FPEIX) is 0.74%, while Virtus InfraCap U.S. Preferred Stock ETF (PFFA) has a volatility of 2.17%. This indicates that FPEIX experiences smaller price fluctuations and is considered to be less risky than PFFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.