PFD vs. PFFA
Compare and contrast key facts about Preferred Income Fund (PFD) and Virtus InfraCap U.S. Preferred Stock ETF (PFFA).
PFFA is an actively managed fund by Virtus Investment Partners. It was launched on May 15, 2018.
Performance
PFD vs. PFFA - Performance Comparison
Loading graphics...
PFD vs. PFFA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PFD Preferred Income Fund | 2.18% | 12.96% | 21.69% | -4.87% | -31.92% | -2.03% | 29.67% | 43.46% | -9.98% |
PFFA Virtus InfraCap U.S. Preferred Stock ETF | -3.22% | 8.22% | 16.11% | 26.45% | -20.91% | 23.53% | -7.87% | 31.99% | -7.10% |
Returns By Period
PFD
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PFFA
- 1D
- 0.10%
- 1M
- -4.25%
- YTD
- -3.22%
- 6M
- -1.63%
- 1Y
- 5.66%
- 3Y*
- 12.09%
- 5Y*
- 5.84%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PFD vs. PFFA - Expense Ratio Comparison
Return for Risk
PFD vs. PFFA — Risk / Return Rank
PFD
PFFA
PFD vs. PFFA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Preferred Income Fund (PFD) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Loading graphics...
Sharpe Ratios by Period
| PFD | PFFA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 0.57 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.22 | — |
Correlation
The correlation between PFD and PFFA 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.
Dividends
PFD vs. PFFA - Dividend Comparison
PFD's dividend yield for the trailing twelve months is around 6.42%, less than PFFA's 10.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFD Preferred Income Fund | 5.41% | 6.47% | 6.46% | 6.94% | 7.97% | 5.82% | 5.09% | 5.85% | 8.14% | 6.85% | 7.44% | 8.36% |
PFFA Virtus InfraCap U.S. Preferred Stock ETF | 10.06% | 9.47% | 9.18% | 9.56% | 10.75% | 7.64% | 8.54% | 10.02% | 5.15% | 0.00% | 0.00% | 0.00% |
Drawdowns
PFD vs. PFFA - Drawdown Comparison
Loading graphics...
Drawdown Indicators
| PFD | PFFA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.70% | -70.52% | -11.18% |
Max Drawdown (1Y)Largest decline over 1 year | -8.55% | -8.54% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -48.99% | -22.70% | -26.29% |
Max Drawdown (10Y)Largest decline over 10 years | -53.39% | — | — |
Current DrawdownCurrent decline from peak | -18.84% | -6.07% | -12.77% |
Average DrawdownAverage peak-to-trough decline | -17.19% | -6.77% | -10.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 2.41% | -0.44% |
Volatility
PFD vs. PFFA - Volatility Comparison
Loading graphics...
Volatility by Period
| PFD | PFFA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.26% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 5.25% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 9.98% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 11.49% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 32.17% | — |