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NFLT vs. PFFA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NFLT vs. PFFA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Newfleet Multi-Sector Bond ETF (NFLT) 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

In the year-to-date period, NFLT achieves a 1.48% return, which is significantly higher than PFFA's 1.20% return.


NFLT

1D
0.00%
1M
-0.58%
6M
0.73%
YTD
1.48%
1Y
4.92%
3Y*
6.96%
5Y*
2.99%
10Y*
3.83%
ALL TIME*
4.02%

PFFA

1D
0.44%
1M
-0.04%
6M
-0.75%
YTD
1.20%
1Y
6.02%
3Y*
11.42%
5Y*
5.57%
10Y*
ALL TIME*
7.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$2.33M$1.94M$2.09M
$15.74M$17.23M$20.45M

NFLT vs. PFFA - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
NFLT
Virtus Newfleet Multi-Sector Bond ETF
1.48%8.77%6.05%9.16%-9.49%1.18%8.02%10.13%-0.89%
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
1.20%8.22%16.11%26.45%-20.91%23.53%-7.87%31.99%-7.29%

Correlation

The correlation between NFLT and PFFA is 0.40, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.40

Correlation (3Y)
Balances recent behavior with more history.

0.40

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.40

Correlation (All Time)
Calculated using the full available price history since May 16, 2018

0.34

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Return for Risk

NFLT vs. PFFA — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

NFLT
NFLT Risk / Return Rank: 6060
Overall Rank
NFLT Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
NFLT Sortino Ratio Rank: 5555
Sortino Ratio Rank
NFLT Omega Ratio Rank: 5454
Omega Ratio Rank
NFLT Calmar Ratio Rank: 6464
Calmar Ratio Rank
NFLT Martin Ratio Rank: 7373
Martin Ratio Rank

PFFA
PFFA Risk / Return Rank: 2929
Overall Rank
PFFA Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
PFFA Sortino Ratio Rank: 2929
Sortino Ratio Rank
PFFA Omega Ratio Rank: 2929
Omega Ratio Rank
PFFA Calmar Ratio Rank: 2828
Calmar Ratio Rank
PFFA Martin Ratio Rank: 2929
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

NFLT vs. PFFA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Newfleet Multi-Sector Bond ETF (NFLT) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


NFLTPFFADifference
Sharpe ratioReturn per unit of total volatility

+0.56

Sortino ratioReturn per unit of downside risk

+0.83

Omega ratioGain probability vs. loss probability

1.24

1.14

+0.10

Calmar ratioReturn relative to maximum drawdown

2.22

0.89

+1.33

Martin ratioReturn relative to average drawdown

9.06

2.56

+6.51

NFLT vs. PFFA - Sharpe Ratio Comparison

The current NFLT Sharpe Ratio is 1.32, which is higher than the PFFA Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of NFLT and PFFA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

NFLT vs. PFFA - Drawdown Comparison

The maximum NFLT drawdown since its inception was -15.17%, smaller than the maximum PFFA drawdown of -70.52%. Use the drawdown chart below to compare losses from any high point for NFLT and PFFA.


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Drawdown Indicators


NFLTPFFADifference

Max Drawdown

Largest peak-to-trough decline

-15.17%

-70.52%

+55.35%

Max Drawdown (1Y)

Largest decline over 1 year

-2.42%

-6.49%

+4.07%

Max Drawdown (3Y)

Largest decline over 3 years

-3.15%

-12.15%

+9.00%

Max Drawdown (5Y)

Largest decline over 5 years

-13.42%

-22.70%

+9.28%

Max Drawdown (10Y)

Largest decline over 10 years

-15.17%

Current Drawdown

Current decline from peak

-0.92%

-3.29%

+2.37%

Average Drawdown

Average peak-to-trough decline

-2.08%

-6.57%

+4.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.59%

2.25%

-1.66%

Volatility

NFLT vs. PFFA - Volatility Comparison

The current volatility for Virtus Newfleet Multi-Sector Bond ETF (NFLT) is 0.97%, while Virtus InfraCap U.S. Preferred Stock ETF (PFFA) has a volatility of 2.32%. This indicates that NFLT 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.


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Volatility by Period


NFLTPFFADifference

Volatility (1M)

Calculated over the trailing 1-month period

0.97%

2.32%

-1.35%

Volatility (6M)

Calculated over the trailing 6-month period

3.19%

6.46%

-3.27%

Volatility (1Y)

Calculated over the trailing 1-year period

4.06%

7.62%

-3.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.49%

11.59%

-7.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.92%

31.55%

-26.63%

NFLT vs. PFFA - Expense Ratio Comparison

NFLT has a 0.50% expense ratio, which is lower than PFFA's 1.47% expense ratio.


Dividends

NFLT vs. PFFA - Dividend Comparison

NFLT's dividend yield for the trailing twelve months is around 5.48%, less than PFFA's 9.98% yield.


PositionTTM20252024202320222021202020192018201720162015
NFLT
Virtus Newfleet Multi-Sector Bond ETF
5.48%5.74%5.76%6.02%4.16%3.41%3.63%4.33%4.81%6.23%5.30%0.67%
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
9.98%9.47%9.18%9.56%10.75%7.64%8.54%10.02%5.15%0.00%0.00%0.00%

Frequently Asked Questions


NFLT and PFFA have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PFFA has higher volatility (2.32%) compared to NFLT (0.97%). In terms of maximum drawdown, NFLT dropped -15.17% vs PFFA's -70.52%.

On 5-year performance, PFFA leads with 5.57% vs 2.99% for NFLT. On fees, NFLT is cheaper at 0.50% per year. On volatility, NFLT has been the lower-risk option at 0.97%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, PFFA has performed better with a 5.57% return vs 2.99%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

NFLT is cheaper with a 0.50% expense ratio, compared with 1.47% for PFFA.

PFFA has the higher dividend yield at 9.98%, compared with 5.48% for NFLT.

NFLT is categorized as Multisector Bonds, while PFFA is Preferred Stock. Their fees differ too: 0.50% for NFLT and 1.47% for PFFA.

NFLT currently has the higher Sharpe Ratio (1.32 vs 0.76), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for NFLT and PFFA

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