PFF vs. PFFA
Compare and contrast key facts about iShares Preferred and Income Securities ETF (PFF) and Virtus InfraCap U.S. Preferred Stock ETF (PFFA).
PFF and PFFA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PFF is a passively managed fund by iShares that tracks the performance of the S&P U.S. Preferred Stock Index. It was launched on Mar 30, 2007. 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: PFF or PFFA.
Performance
PFF vs. PFFA - Performance Comparison
Returns By Period
In the year-to-date period, PFF achieves a 10.17% return, which is significantly lower than PFFA's 17.89% return.
PFF
10.17%
-1.37%
7.67%
16.15%
2.93%
3.67%
PFFA
17.89%
-1.36%
13.49%
30.93%
6.65%
N/A
Key characteristics
| PFF | PFFA | |
|---|---|---|
| Sharpe Ratio | 1.93 | 3.51 |
| Sortino Ratio | 2.70 | 4.89 |
| Omega Ratio | 1.35 | 1.71 |
| Calmar Ratio | 1.00 | 3.07 |
| Martin Ratio | 10.37 | 28.00 |
| Ulcer Index | 1.50% | 1.09% |
| Daily Std Dev | 8.07% | 8.67% |
| Max Drawdown | -65.55% | -70.52% |
| Current Drawdown | -2.10% | -2.10% |
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PFF vs. PFFA - Expense Ratio Comparison
PFF has a 0.46% expense ratio, which is lower than PFFA's 1.47% expense ratio.
Correlation
The correlation between PFF and PFFA is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
PFF vs. PFFA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Preferred and Income Securities ETF (PFF) 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.
Dividends
PFF vs. PFFA - Dividend Comparison
PFF's dividend yield for the trailing twelve months is around 6.16%, less than PFFA's 8.99% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFF iShares Preferred and Income Securities ETF | 6.16% | 6.63% | 5.55% | 4.45% | 4.79% | 5.31% | 6.31% | 5.59% | 5.85% | 5.77% | 6.32% | 6.61% |
PFFA Virtus InfraCap U.S. Preferred Stock ETF | 8.99% | 9.56% | 10.78% | 7.64% | 8.54% | 10.02% | 5.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PFF vs. PFFA - Drawdown Comparison
The maximum PFF drawdown since its inception was -65.55%, smaller than the maximum PFFA drawdown of -70.52%. Use the drawdown chart below to compare losses from any high point for PFF and PFFA. For additional features, visit the drawdowns tool.
Volatility
PFF vs. PFFA - Volatility Comparison
iShares Preferred and Income Securities ETF (PFF) has a higher volatility of 2.57% compared to Virtus InfraCap U.S. Preferred Stock ETF (PFFA) at 2.18%. This indicates that PFF'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.