Correlation
The correlation between NPSRX and PFFA 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.
NPSRX vs. PFFA
Compare and contrast key facts about Nuveen Preferred Securities & Income Fund (NPSRX) and Virtus InfraCap U.S. Preferred Stock ETF (PFFA).
NPSRX is managed by Nuveen. It was launched on Dec 18, 2006. 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: NPSRX or PFFA.
Performance
NPSRX vs. PFFA - Performance Comparison
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Key characteristics
NPSRX:
2.54
PFFA:
0.68
NPSRX:
3.41
PFFA:
0.94
NPSRX:
1.60
PFFA:
1.14
NPSRX:
2.47
PFFA:
0.59
NPSRX:
11.27
PFFA:
2.12
NPSRX:
0.79%
PFFA:
3.39%
NPSRX:
3.64%
PFFA:
10.51%
NPSRX:
-59.99%
PFFA:
-70.52%
NPSRX:
0.00%
PFFA:
-6.27%
Returns By Period
In the year-to-date period, NPSRX achieves a 2.89% return, which is significantly higher than PFFA's -2.82% return.
NPSRX
2.89%
1.68%
2.53%
8.43%
5.26%
5.23%
4.76%
PFFA
-2.82%
-0.54%
-5.35%
6.13%
5.99%
12.37%
N/A
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NPSRX vs. PFFA - Expense Ratio Comparison
NPSRX has a 0.74% expense ratio, which is lower than PFFA's 1.47% expense ratio.
Risk-Adjusted Performance
NPSRX vs. PFFA — Risk-Adjusted Performance Rank
NPSRX
PFFA
NPSRX vs. PFFA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Preferred Securities & Income Fund (NPSRX) 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.
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Dividends
NPSRX vs. PFFA - Dividend Comparison
NPSRX's dividend yield for the trailing twelve months is around 5.87%, less than PFFA's 9.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NPSRX Nuveen Preferred Securities & Income Fund | 5.87% | 5.87% | 5.87% | 5.82% | 4.97% | 5.02% | 5.40% | 6.01% | 5.53% | 5.85% | 6.23% | 6.54% |
PFFA Virtus InfraCap U.S. Preferred Stock ETF | 9.89% | 9.18% | 9.56% | 10.75% | 7.64% | 8.54% | 10.02% | 5.15% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NPSRX vs. PFFA - Drawdown Comparison
The maximum NPSRX drawdown since its inception was -59.99%, smaller than the maximum PFFA drawdown of -70.52%. Use the drawdown chart below to compare losses from any high point for NPSRX and PFFA.
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Volatility
NPSRX vs. PFFA - Volatility Comparison
The current volatility for Nuveen Preferred Securities & Income Fund (NPSRX) is 0.80%, while Virtus InfraCap U.S. Preferred Stock ETF (PFFA) has a volatility of 3.20%. This indicates that NPSRX 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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