PFFA vs. BCD
Compare and contrast key facts about Virtus InfraCap U.S. Preferred Stock ETF (PFFA) and abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD).
PFFA and BCD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PFFA is an actively managed fund by Virtus Investment Partners. It was launched on May 15, 2018. BCD is an actively managed fund by Abrdn Plc. It was launched on Mar 30, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFFA or BCD.
Key characteristics
| PFFA | BCD | |
|---|---|---|
| YTD Return | 2.05% | 6.57% |
| 1Y Return | 20.87% | 3.49% |
| 3Y Return (Ann) | 3.45% | 10.88% |
| 5Y Return (Ann) | 5.45% | 10.50% |
| Sharpe Ratio | 1.65 | 0.17 |
| Daily Std Dev | 11.89% | 12.23% |
| Max Drawdown | -70.52% | -29.79% |
| Current Drawdown | -2.46% | -15.17% |
Correlation
The correlation between PFFA and BCD is 0.21, 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.
Performance
PFFA vs. BCD - Performance Comparison
In the year-to-date period, PFFA achieves a 2.05% return, which is significantly lower than BCD's 6.57% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PFFA vs. BCD - Expense Ratio Comparison
PFFA has a 1.47% expense ratio, which is higher than BCD's 0.29% expense ratio.
Risk-Adjusted Performance
PFFA vs. BCD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus InfraCap U.S. Preferred Stock ETF (PFFA) and abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD). 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
PFFA vs. BCD - Dividend Comparison
PFFA's dividend yield for the trailing twelve months is around 9.73%, more than BCD's 4.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
PFFA Virtus InfraCap U.S. Preferred Stock ETF | 9.73% | 9.56% | 10.75% | 7.64% | 8.54% | 10.02% | 5.15% | 0.00% |
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | 4.23% | 4.51% | 5.21% | 8.30% | 1.29% | 1.55% | 1.59% | 0.07% |
Drawdowns
PFFA vs. BCD - Drawdown Comparison
The maximum PFFA drawdown since its inception was -70.52%, which is greater than BCD's maximum drawdown of -29.79%. Use the drawdown chart below to compare losses from any high point for PFFA and BCD. For additional features, visit the drawdowns tool.
Volatility
PFFA vs. BCD - Volatility Comparison
Virtus InfraCap U.S. Preferred Stock ETF (PFFA) has a higher volatility of 3.60% compared to abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) at 2.41%. This indicates that PFFA's price experiences larger fluctuations and is considered to be riskier than BCD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.