PFFA vs. PFXF
Compare and contrast key facts about Virtus InfraCap U.S. Preferred Stock ETF (PFFA) and VanEck Vectors Preferred Securities ex Financials ETF (PFXF).
PFFA and PFXF 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. PFXF is a passively managed fund by VanEck that tracks the performance of the Wells Fargo Hybrid and Preferred Securities ex Financials Index. It was launched on Jul 16, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFFA or PFXF.
Correlation
The correlation between PFFA and PFXF is 0.74, 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.
Performance
PFFA vs. PFXF - Performance Comparison
Key characteristics
PFFA:
2.28
PFXF:
1.13
PFFA:
3.12
PFXF:
1.58
PFFA:
1.43
PFXF:
1.20
PFFA:
3.82
PFXF:
0.91
PFFA:
15.85
PFXF:
5.21
PFFA:
1.20%
PFXF:
1.78%
PFFA:
8.32%
PFXF:
8.20%
PFFA:
-70.52%
PFXF:
-35.49%
PFFA:
-2.97%
PFXF:
-3.01%
Returns By Period
In the year-to-date period, PFFA achieves a 16.84% return, which is significantly higher than PFXF's 8.96% return.
PFFA
16.84%
-0.41%
9.05%
18.79%
6.07%
N/A
PFXF
8.96%
-0.66%
5.99%
8.94%
3.48%
4.50%
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PFFA vs. PFXF - Expense Ratio Comparison
PFFA has a 1.47% expense ratio, which is higher than PFXF's 0.41% expense ratio.
Risk-Adjusted Performance
PFFA vs. PFXF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus InfraCap U.S. Preferred Stock ETF (PFFA) and VanEck Vectors Preferred Securities ex Financials ETF (PFXF). 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. PFXF - Dividend Comparison
PFFA's dividend yield for the trailing twelve months is around 9.15%, more than PFXF's 6.56% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Virtus InfraCap U.S. Preferred Stock ETF | 9.15% | 9.56% | 10.78% | 7.64% | 8.54% | 10.02% | 5.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VanEck Vectors Preferred Securities ex Financials ETF | 6.56% | 7.89% | 6.74% | 4.67% | 5.19% | 5.35% | 6.57% | 5.93% | 5.81% | 5.98% | 5.92% | 6.50% |
Drawdowns
PFFA vs. PFXF - Drawdown Comparison
The maximum PFFA drawdown since its inception was -70.52%, which is greater than PFXF's maximum drawdown of -35.49%. Use the drawdown chart below to compare losses from any high point for PFFA and PFXF. For additional features, visit the drawdowns tool.
Volatility
PFFA vs. PFXF - Volatility Comparison
Virtus InfraCap U.S. Preferred Stock ETF (PFFA) and VanEck Vectors Preferred Securities ex Financials ETF (PFXF) have volatilities of 2.05% and 1.98%, 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.