PFFA vs. HTGC
Compare and contrast key facts about Virtus InfraCap U.S. Preferred Stock ETF (PFFA) and Hercules Capital, Inc. (HTGC).
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: PFFA or HTGC.
Key characteristics
| PFFA | HTGC | |
|---|---|---|
| YTD Return | 1.65% | 16.89% |
| 1Y Return | 19.76% | 62.56% |
| 3Y Return (Ann) | 3.39% | 15.68% |
| 5Y Return (Ann) | 5.36% | 20.69% |
| Sharpe Ratio | 1.79 | 3.13 |
| Daily Std Dev | 11.82% | 20.78% |
| Max Drawdown | -70.52% | -68.29% |
| Current Drawdown | -2.84% | 0.00% |
Correlation
The correlation between PFFA and HTGC is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PFFA vs. HTGC - Performance Comparison
In the year-to-date period, PFFA achieves a 1.65% return, which is significantly lower than HTGC's 16.89% 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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Risk-Adjusted Performance
PFFA vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus InfraCap U.S. Preferred Stock ETF (PFFA) and Hercules Capital, Inc. (HTGC). 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. HTGC - Dividend Comparison
PFFA's dividend yield for the trailing twelve months is around 9.76%, more than HTGC's 9.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFFA Virtus InfraCap U.S. Preferred Stock ETF | 9.76% | 9.56% | 10.75% | 7.64% | 8.54% | 10.02% | 5.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HTGC Hercules Capital, Inc. | 9.60% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% | 6.77% |
Drawdowns
PFFA vs. HTGC - Drawdown Comparison
The maximum PFFA drawdown since its inception was -70.52%, roughly equal to the maximum HTGC drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for PFFA and HTGC. For additional features, visit the drawdowns tool.
Volatility
PFFA vs. HTGC - Volatility Comparison
Virtus InfraCap U.S. Preferred Stock ETF (PFFA) and Hercules Capital, Inc. (HTGC) have volatilities of 3.50% and 3.68%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.