PFFA vs. SCHD
Compare and contrast key facts about Virtus InfraCap U.S. Preferred Stock ETF (PFFA) and Schwab US Dividend Equity ETF (SCHD).
PFFA and SCHD 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. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFFA or SCHD.
Key characteristics
| PFFA | SCHD | |
|---|---|---|
| YTD Return | 2.05% | 3.43% |
| 1Y Return | 20.87% | 12.26% |
| 3Y Return (Ann) | 3.45% | 4.90% |
| 5Y Return (Ann) | 5.45% | 11.58% |
| Sharpe Ratio | 1.65 | 0.89 |
| Daily Std Dev | 11.89% | 11.77% |
| Max Drawdown | -70.52% | -33.37% |
| Current Drawdown | -2.46% | -3.10% |
Correlation
The correlation between PFFA and SCHD is 0.52, 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. SCHD - Performance Comparison
In the year-to-date period, PFFA achieves a 2.05% return, which is significantly lower than SCHD's 3.43% 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. SCHD - Expense Ratio Comparison
PFFA has a 1.47% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
PFFA vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus InfraCap U.S. Preferred Stock ETF (PFFA) and Schwab US Dividend Equity ETF (SCHD). 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. SCHD - Dividend Comparison
PFFA's dividend yield for the trailing twelve months is around 9.73%, more than SCHD's 3.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFFA Virtus InfraCap U.S. Preferred Stock ETF | 9.73% | 9.56% | 10.75% | 7.64% | 8.54% | 10.02% | 5.15% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.42% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
PFFA vs. SCHD - Drawdown Comparison
The maximum PFFA drawdown since its inception was -70.52%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PFFA and SCHD. For additional features, visit the drawdowns tool.
Volatility
PFFA vs. SCHD - Volatility Comparison
The current volatility for Virtus InfraCap U.S. Preferred Stock ETF (PFFA) is 3.60%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.87%. This indicates that PFFA experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.