Correlation
The correlation between PDT and PFFA is 0.53, 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.
PDT vs. PFFA
Compare and contrast key facts about John Hancock Premium Dividend Fund (PDT) and Virtus InfraCap U.S. Preferred Stock ETF (PFFA).
PDT is managed by John Hancock. It was launched on Dec 14, 1989. 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: PDT or PFFA.
Performance
PDT vs. PFFA - Performance Comparison
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Key characteristics
PDT:
1.59
PFFA:
0.77
PDT:
1.89
PFFA:
1.01
PDT:
1.26
PFFA:
1.15
PDT:
1.09
PFFA:
0.63
PDT:
7.24
PFFA:
2.29
PDT:
3.09%
PFFA:
3.37%
PDT:
16.11%
PFFA:
10.51%
PDT:
-62.39%
PFFA:
-70.52%
PDT:
-0.53%
PFFA:
-5.90%
Returns By Period
In the year-to-date period, PDT achieves a 5.47% return, which is significantly higher than PFFA's -2.44% return.
PDT
5.47%
3.28%
3.48%
25.34%
2.36%
7.49%
8.08%
PFFA
-2.44%
-0.73%
-4.82%
8.08%
6.22%
12.46%
N/A
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PDT vs. PFFA - Expense Ratio Comparison
PDT has a 5.06% expense ratio, which is higher than PFFA's 1.47% expense ratio.
Risk-Adjusted Performance
PDT vs. PFFA — Risk-Adjusted Performance Rank
PDT
PFFA
PDT vs. PFFA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Premium Dividend Fund (PDT) 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
PDT vs. PFFA - Dividend Comparison
PDT's dividend yield for the trailing twelve months is around 7.66%, less than PFFA's 9.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDT John Hancock Premium Dividend Fund | 7.66% | 7.82% | 10.20% | 9.09% | 6.45% | 8.47% | 6.73% | 8.73% | 9.98% | 9.17% | 7.88% | 7.32% |
PFFA Virtus InfraCap U.S. Preferred Stock ETF | 9.85% | 9.18% | 9.56% | 10.75% | 7.64% | 8.54% | 10.02% | 5.15% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PDT vs. PFFA - Drawdown Comparison
The maximum PDT drawdown since its inception was -62.39%, smaller than the maximum PFFA drawdown of -70.52%. Use the drawdown chart below to compare losses from any high point for PDT and PFFA.
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Volatility
PDT vs. PFFA - Volatility Comparison
John Hancock Premium Dividend Fund (PDT) has a higher volatility of 3.82% compared to Virtus InfraCap U.S. Preferred Stock ETF (PFFA) at 3.35%. This indicates that PDT's price experiences larger fluctuations and is considered to be riskier than PFFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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