IARCX vs. PFFR
Compare and contrast key facts about Invesco Real Estate Fund (IARCX) and InfraCap REIT Preferred ETF (PFFR).
IARCX is managed by Invesco. It was launched on May 1, 1995. 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: IARCX or PFFR.
Key characteristics
| IARCX | PFFR | |
|---|---|---|
| YTD Return | 5.50% | 10.79% |
| 1Y Return | 22.49% | 23.34% |
| 3Y Return (Ann) | -7.76% | 0.68% |
| 5Y Return (Ann) | -4.28% | 2.08% |
| Sharpe Ratio | 1.29 | 2.60 |
| Sortino Ratio | 1.90 | 3.70 |
| Omega Ratio | 1.23 | 1.50 |
| Calmar Ratio | 0.32 | 1.25 |
| Martin Ratio | 4.41 | 14.32 |
| Ulcer Index | 4.84% | 1.60% |
| Daily Std Dev | 16.56% | 8.79% |
| Max Drawdown | -82.93% | -53.02% |
| Current Drawdown | -58.39% | -2.95% |
Correlation
The correlation between IARCX and PFFR is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IARCX vs. PFFR - Performance Comparison
In the year-to-date period, IARCX achieves a 5.50% return, which is significantly lower than PFFR's 10.79% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IARCX vs. PFFR - Expense Ratio Comparison
IARCX has a 1.98% expense ratio, which is higher than PFFR's 0.45% expense ratio.
Risk-Adjusted Performance
IARCX vs. PFFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Real Estate Fund (IARCX) 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
IARCX vs. PFFR - Dividend Comparison
IARCX's dividend yield for the trailing twelve months is around 1.44%, less than PFFR's 7.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IARCX Invesco Real Estate Fund | 1.44% | 1.31% | 0.09% | 0.17% | 0.76% | 0.82% | 0.65% | 0.39% | 1.11% | 0.43% | 0.14% | 0.36% |
PFFR InfraCap REIT Preferred ETF | 7.43% | 7.72% | 9.65% | 6.08% | 6.11% | 5.77% | 6.48% | 5.12% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IARCX vs. PFFR - Drawdown Comparison
The maximum IARCX drawdown since its inception was -82.93%, which is greater than PFFR's maximum drawdown of -53.02%. Use the drawdown chart below to compare losses from any high point for IARCX and PFFR. For additional features, visit the drawdowns tool.
Volatility
IARCX vs. PFFR - Volatility Comparison
Invesco Real Estate Fund (IARCX) has a higher volatility of 5.32% compared to InfraCap REIT Preferred ETF (PFFR) at 2.09%. This indicates that IARCX's price experiences larger fluctuations and is considered to be riskier than PFFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.