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PFFA vs. BBC
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PFFA vs. BBC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus InfraCap U.S. Preferred Stock ETF (PFFA) and Virtus LifeSci Biotech Clinical Trials ETF (BBC). The values are adjusted to include any dividend payments, if applicable.

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PFFA vs. BBC - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
-2.13%8.22%16.11%26.45%-20.91%23.53%-7.87%31.99%-7.10%
BBC
Virtus LifeSci Biotech Clinical Trials ETF
10.01%63.77%-1.11%-1.80%-35.13%-22.31%30.32%63.81%-30.87%

Returns By Period

In the year-to-date period, PFFA achieves a -2.13% return, which is significantly lower than BBC's 10.01% return.


PFFA

1D
1.13%
1M
-3.12%
YTD
-2.13%
6M
-1.65%
1Y
7.01%
3Y*
12.51%
5Y*
6.08%
10Y*

BBC

1D
1.91%
1M
0.45%
YTD
10.01%
6M
58.07%
1Y
160.96%
3Y*
25.88%
5Y*
-3.27%
10Y*
8.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PFFA vs. BBC - Expense Ratio Comparison

PFFA has a 1.47% expense ratio, which is higher than BBC's 0.79% expense ratio.


Return for Risk

PFFA vs. BBC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PFFA
PFFA Risk / Return Rank: 3333
Overall Rank
PFFA Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
PFFA Sortino Ratio Rank: 3131
Sortino Ratio Rank
PFFA Omega Ratio Rank: 3636
Omega Ratio Rank
PFFA Calmar Ratio Rank: 3131
Calmar Ratio Rank
PFFA Martin Ratio Rank: 3131
Martin Ratio Rank

BBC
BBC Risk / Return Rank: 9898
Overall Rank
BBC Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
BBC Sortino Ratio Rank: 9898
Sortino Ratio Rank
BBC Omega Ratio Rank: 9696
Omega Ratio Rank
BBC Calmar Ratio Rank: 9898
Calmar Ratio Rank
BBC Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PFFA vs. BBC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus InfraCap U.S. Preferred Stock ETF (PFFA) and Virtus LifeSci Biotech Clinical Trials ETF (BBC). 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.


PFFABBCDifference

Sharpe ratio

Return per unit of total volatility

0.70

4.05

-3.35

Sortino ratio

Return per unit of downside risk

0.95

4.28

-3.33

Omega ratio

Gain probability vs. loss probability

1.15

1.53

-0.38

Calmar ratio

Return relative to maximum drawdown

0.80

8.09

-7.29

Martin ratio

Return relative to average drawdown

2.82

29.69

-26.88

PFFA vs. BBC - Sharpe Ratio Comparison

The current PFFA Sharpe Ratio is 0.70, which is lower than the BBC Sharpe Ratio of 4.05. The chart below compares the historical Sharpe Ratios of PFFA and BBC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PFFABBCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.70

4.05

-3.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

-0.08

+0.62

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.12

+0.10

Correlation

The correlation between PFFA and BBC is 0.34, 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

PFFA vs. BBC - Dividend Comparison

PFFA's dividend yield for the trailing twelve months is around 9.94%, more than BBC's 1.55% yield.


TTM20252024202320222021202020192018201720162015
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
9.94%9.47%9.18%9.56%10.75%7.64%8.54%10.02%5.15%0.00%0.00%0.00%
BBC
Virtus LifeSci Biotech Clinical Trials ETF
1.55%1.70%1.00%0.34%0.00%0.00%0.00%0.00%0.00%2.09%0.00%0.51%

Drawdowns

PFFA vs. BBC - Drawdown Comparison

The maximum PFFA drawdown since its inception was -70.52%, smaller than the maximum BBC drawdown of -76.85%. Use the drawdown chart below to compare losses from any high point for PFFA and BBC.


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Drawdown Indicators


PFFABBCDifference

Max Drawdown

Largest peak-to-trough decline

-70.52%

-76.85%

+6.33%

Max Drawdown (1Y)

Largest decline over 1 year

-8.54%

-18.03%

+9.49%

Max Drawdown (5Y)

Largest decline over 5 years

-22.70%

-72.58%

+49.88%

Max Drawdown (10Y)

Largest decline over 10 years

-76.85%

Current Drawdown

Current decline from peak

-5.01%

-29.38%

+24.37%

Average Drawdown

Average peak-to-trough decline

-6.77%

-37.30%

+30.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.43%

4.91%

-2.48%

Volatility

PFFA vs. BBC - Volatility Comparison

The current volatility for Virtus InfraCap U.S. Preferred Stock ETF (PFFA) is 3.52%, while Virtus LifeSci Biotech Clinical Trials ETF (BBC) has a volatility of 13.12%. This indicates that PFFA experiences smaller price fluctuations and is considered to be less risky than BBC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PFFABBCDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.52%

13.12%

-9.60%

Volatility (6M)

Calculated over the trailing 6-month period

5.31%

26.96%

-21.65%

Volatility (1Y)

Calculated over the trailing 1-year period

10.02%

40.44%

-30.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.49%

39.31%

-27.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.17%

37.86%

-5.69%