FRIFX vs. PFFR
Compare and contrast key facts about Fidelity Real Estate Income Fund (FRIFX) and InfraCap REIT Preferred ETF (PFFR).
FRIFX is managed by Fidelity. It was launched on Feb 4, 2003. 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: FRIFX or PFFR.
Key characteristics
| FRIFX | PFFR | |
|---|---|---|
| YTD Return | 9.69% | 12.05% |
| 1Y Return | 19.28% | 23.65% |
| 3Y Return (Ann) | 1.30% | 0.80% |
| 5Y Return (Ann) | 4.16% | 2.31% |
| Sharpe Ratio | 3.21 | 2.66 |
| Sortino Ratio | 4.87 | 3.83 |
| Omega Ratio | 1.68 | 1.51 |
| Calmar Ratio | 1.30 | 1.27 |
| Martin Ratio | 20.68 | 14.60 |
| Ulcer Index | 0.88% | 1.58% |
| Daily Std Dev | 5.69% | 8.69% |
| Max Drawdown | -39.77% | -53.02% |
| Current Drawdown | -0.90% | -1.85% |
Correlation
The correlation between FRIFX and PFFR is 0.52, 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
FRIFX vs. PFFR - Performance Comparison
In the year-to-date period, FRIFX achieves a 9.69% return, which is significantly lower than PFFR's 12.05% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FRIFX vs. PFFR - Expense Ratio Comparison
FRIFX has a 0.71% expense ratio, which is higher than PFFR's 0.45% expense ratio.
Risk-Adjusted Performance
FRIFX vs. PFFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Real Estate Income Fund (FRIFX) 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.
Dividends
FRIFX vs. PFFR - Dividend Comparison
FRIFX's dividend yield for the trailing twelve months is around 4.53%, less than PFFR's 7.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRIFX Fidelity Real Estate Income Fund | 4.53% | 4.99% | 4.10% | 1.33% | 4.77% | 4.38% | 4.47% | 4.37% | 4.30% | 6.32% | 7.55% | 10.31% |
PFFR InfraCap REIT Preferred ETF | 7.35% | 7.72% | 9.65% | 6.08% | 6.11% | 5.77% | 6.48% | 5.12% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FRIFX vs. PFFR - Drawdown Comparison
The maximum FRIFX drawdown since its inception was -39.77%, smaller than the maximum PFFR drawdown of -53.02%. Use the drawdown chart below to compare losses from any high point for FRIFX and PFFR. For additional features, visit the drawdowns tool.
Volatility
FRIFX vs. PFFR - Volatility Comparison
Fidelity Real Estate Income Fund (FRIFX) and InfraCap REIT Preferred ETF (PFFR) have volatilities of 1.60% and 1.67%, 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.