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PFFA vs. EVPF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PFFA vs. EVPF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus InfraCap U.S. Preferred Stock ETF (PFFA) and Eaton Vance Preferred Securities and Income ETF (EVPF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


PFFA

1D
-0.70%
1M
-0.26%
YTD
3.08%
6M
4.03%
1Y
14.79%
3Y*
14.46%
5Y*
6.57%
10Y*

EVPF

1D
0.00%
1M
0.75%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PFFA vs. EVPF - Yearly Performance Comparison


Correlation

The correlation between PFFA and EVPF is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Mar 6, 2026

0.70

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Return for Risk

PFFA vs. EVPF — Risk / Return Rank

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

PFFA
PFFA Risk / Return Rank: 5656
Overall Rank
PFFA Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
PFFA Sortino Ratio Rank: 6363
Sortino Ratio Rank
PFFA Omega Ratio Rank: 6464
Omega Ratio Rank
PFFA Calmar Ratio Rank: 4545
Calmar Ratio Rank
PFFA Martin Ratio Rank: 4646
Martin Ratio Rank

EVPF
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. EVPF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus InfraCap U.S. Preferred Stock ETF (PFFA) and Eaton Vance Preferred Securities and Income ETF (EVPF). 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.


PFFAEVPFDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.40

Calmar ratioReturn relative to maximum drawdown

2.29

Martin ratioReturn relative to average drawdown

7.79

PFFA vs. EVPF - Sharpe Ratio Comparison


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Sharpe Ratios by Period


PFFAEVPFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.12

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

1.13

-0.88

Drawdowns

PFFA vs. EVPF - Drawdown Comparison

The maximum PFFA drawdown since its inception was -70.52%, which is greater than EVPF's maximum drawdown of -2.36%. Use the drawdown chart below to compare losses from any high point for PFFA and EVPF.


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Drawdown Indicators


PFFAEVPFDifference

Max Drawdown

Largest peak-to-trough decline

-70.52%

-2.36%

-68.16%

Max Drawdown (1Y)

Largest decline over 1 year

-6.49%

Max Drawdown (3Y)

Largest decline over 3 years

-12.15%

Max Drawdown (5Y)

Largest decline over 5 years

-22.70%

Current Drawdown

Current decline from peak

-1.50%

-0.17%

-1.33%

Average Drawdown

Average peak-to-trough decline

-6.65%

-0.52%

-6.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.90%

Volatility

PFFA vs. EVPF - Volatility Comparison


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Volatility by Period


PFFAEVPFDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.87%

Volatility (6M)

Calculated over the trailing 6-month period

5.68%

Volatility (1Y)

Calculated over the trailing 1-year period

7.02%

4.31%

+2.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.51%

4.31%

+7.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.84%

4.31%

+27.53%

PFFA vs. EVPF - Expense Ratio Comparison

PFFA has a 1.47% expense ratio, which is higher than EVPF's 0.39% expense ratio.


Dividends

PFFA vs. EVPF - Dividend Comparison

PFFA's dividend yield for the trailing twelve months is around 9.62%, more than EVPF's 1.08% yield.


PositionTTM20252024202320222021202020192018
EVPF
Eaton Vance Preferred Securities and Income ETF
1.08%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
9.62%9.47%9.18%9.56%10.75%7.64%8.54%10.02%5.15%

Frequently Asked Questions


PFFA and EVPF have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EVPF is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EVPF is cheaper with a 0.39% expense ratio, compared with 1.47% for PFFA.

PFFA has the higher dividend yield at 9.62%, compared with 1.08% for EVPF.

They also come from different issuers: Virtus Investment Partners and Eaton Vance. Their fees differ too: 1.47% for PFFA and 0.39% for EVPF.

Portfolio Optimizer

Find the right allocation for PFFA and EVPF

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