Correlation
The correlation between IRSAX and PFFR is 0.38, 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.
IRSAX vs. PFFR
Compare and contrast key facts about Delaware Ivy Securian Real Estate Securities Fund (IRSAX) and InfraCap REIT Preferred ETF (PFFR).
IRSAX is managed by Delaware Funds. It was launched on Feb 25, 1999. 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: IRSAX or PFFR.
Performance
IRSAX vs. PFFR - Performance Comparison
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Key characteristics
IRSAX:
0.92
PFFR:
0.69
IRSAX:
1.35
PFFR:
1.04
IRSAX:
1.18
PFFR:
1.13
IRSAX:
0.64
PFFR:
0.56
IRSAX:
3.15
PFFR:
1.53
IRSAX:
5.32%
PFFR:
4.11%
IRSAX:
17.93%
PFFR:
8.83%
IRSAX:
-72.03%
PFFR:
-53.02%
IRSAX:
-13.10%
PFFR:
-6.38%
Returns By Period
In the year-to-date period, IRSAX achieves a 2.28% return, which is significantly higher than PFFR's -0.23% return.
IRSAX
2.28%
2.64%
-4.82%
14.63%
1.40%
7.79%
5.81%
PFFR
-0.23%
-0.63%
-3.77%
5.45%
3.76%
4.61%
N/A
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IRSAX vs. PFFR - Expense Ratio Comparison
IRSAX has a 1.20% expense ratio, which is higher than PFFR's 0.45% expense ratio.
Risk-Adjusted Performance
IRSAX vs. PFFR — Risk-Adjusted Performance Rank
IRSAX
PFFR
IRSAX vs. PFFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Securian Real Estate Securities Fund (IRSAX) 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.
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Dividends
IRSAX vs. PFFR - Dividend Comparison
IRSAX's dividend yield for the trailing twelve months is around 14.92%, more than PFFR's 8.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRSAX Delaware Ivy Securian Real Estate Securities Fund | 14.92% | 16.52% | 9.61% | 34.76% | 13.03% | 1.81% | 9.69% | 7.51% | 12.71% | 10.34% | 10.22% | 3.65% |
PFFR InfraCap REIT Preferred ETF | 8.06% | 7.78% | 7.72% | 9.65% | 6.08% | 6.11% | 5.77% | 6.48% | 5.12% | 0.00% | 0.00% | 0.00% |
Drawdowns
IRSAX vs. PFFR - Drawdown Comparison
The maximum IRSAX drawdown since its inception was -72.03%, which is greater than PFFR's maximum drawdown of -53.02%. Use the drawdown chart below to compare losses from any high point for IRSAX and PFFR.
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Volatility
IRSAX vs. PFFR - Volatility Comparison
Delaware Ivy Securian Real Estate Securities Fund (IRSAX) has a higher volatility of 4.58% compared to InfraCap REIT Preferred ETF (PFFR) at 1.97%. This indicates that IRSAX'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.
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