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PFFA vs. SLV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PFFA vs. SLV - Performance Comparison

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

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Returns By Period

In the year-to-date period, PFFA achieves a 3.08% return, which is significantly higher than SLV's -7.62% return.


PFFA

1D
0.19%
1M
0.57%
YTD
3.08%
6M
2.32%
1Y
12.37%
3Y*
14.42%
5Y*
6.42%
10Y*

SLV

1D
-1.81%
1M
-12.95%
YTD
-7.62%
6M
-2.33%
1Y
81.88%
3Y*
38.96%
5Y*
20.04%
10Y*
13.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PFFA vs. SLV - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
3.08%8.22%16.11%26.45%-20.91%23.53%-7.87%31.99%-7.29%
SLV
iShares Silver Trust
-7.62%144.66%20.89%-1.09%2.37%-12.45%47.30%14.88%-5.28%

Correlation

The correlation between PFFA and SLV is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.18

Correlation (3Y)
Calculated over the trailing 3-year period

0.20

Correlation (5Y)
Calculated over the trailing 5-year period

0.21

Correlation (All Time)
Calculated using the full available price history since May 16, 2018

0.18

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Return for Risk

PFFA vs. SLV — Risk / Return Rank

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

PFFA
PFFA Risk / Return Rank: 4949
Overall Rank
PFFA Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
PFFA Sortino Ratio Rank: 5555
Sortino Ratio Rank
PFFA Omega Ratio Rank: 5555
Omega Ratio Rank
PFFA Calmar Ratio Rank: 4141
Calmar Ratio Rank
PFFA Martin Ratio Rank: 4242
Martin Ratio Rank

SLV
SLV Risk / Return Rank: 3636
Overall Rank
SLV Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
SLV Sortino Ratio Rank: 3232
Sortino Ratio Rank
SLV Omega Ratio Rank: 4444
Omega Ratio Rank
SLV Calmar Ratio Rank: 3636
Calmar Ratio Rank
SLV Martin Ratio Rank: 2828
Martin Ratio Rank
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. SLV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus InfraCap U.S. Preferred Stock ETF (PFFA) and iShares Silver Trust (SLV). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PFFASLVDifference
Sharpe ratioReturn per unit of total volatility

+0.45

Sortino ratioReturn per unit of downside risk

+0.85

Omega ratioGain probability vs. loss probability

1.33

1.27

+0.06

Calmar ratioReturn relative to maximum drawdown

1.95

1.75

+0.20

Martin ratioReturn relative to average drawdown

6.47

3.68

+2.80

PFFA vs. SLV - Sharpe Ratio Comparison

The current PFFA Sharpe Ratio is 1.77, which is higher than the SLV Sharpe Ratio of 1.32. The chart below compares the historical Sharpe Ratios of PFFA and SLV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

PFFA vs. SLV - Drawdown Comparison

The maximum PFFA drawdown since its inception was -70.52%, smaller than the maximum SLV drawdown of -76.28%. Use the drawdown chart below to compare losses from any high point for PFFA and SLV.


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Drawdown Indicators


PFFASLVDifference

Max Drawdown

Largest peak-to-trough decline

-70.52%

-76.28%

+5.76%

Max Drawdown (1Y)

Largest decline over 1 year

-6.49%

-45.40%

+38.91%

Max Drawdown (3Y)

Largest decline over 3 years

-12.15%

-45.40%

+33.25%

Max Drawdown (5Y)

Largest decline over 5 years

-22.70%

-45.40%

+22.70%

Max Drawdown (10Y)

Largest decline over 10 years

-45.40%

Current Drawdown

Current decline from peak

-1.50%

-43.65%

+42.15%

Average Drawdown

Average peak-to-trough decline

-6.62%

-44.65%

+38.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.95%

21.52%

-19.57%

Volatility

PFFA vs. SLV - Volatility Comparison

The current volatility for Virtus InfraCap U.S. Preferred Stock ETF (PFFA) is 2.17%, while iShares Silver Trust (SLV) has a volatility of 14.09%. This indicates that PFFA experiences smaller price fluctuations and is considered to be less risky than SLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PFFASLVDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.17%

14.09%

-11.92%

Volatility (6M)

Calculated over the trailing 6-month period

5.89%

59.18%

-53.29%

Volatility (1Y)

Calculated over the trailing 1-year period

7.13%

60.10%

-52.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.53%

36.50%

-24.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.76%

32.04%

-0.28%

PFFA vs. SLV - Expense Ratio Comparison

PFFA has a 1.47% expense ratio, which is higher than SLV's 0.50% expense ratio.


Dividends

PFFA vs. SLV - Dividend Comparison

PFFA's dividend yield for the trailing twelve months is around 9.62%, while SLV has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
8.82%9.47%9.18%9.56%10.75%7.64%8.54%10.02%5.15%
SLV
iShares Silver Trust
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


PFFA and SLV have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SLV has higher volatility (14.09%) compared to PFFA (2.17%). In terms of maximum drawdown, PFFA dropped -70.52% vs SLV's -76.28%.

On 5-year performance, SLV leads with 20.04% vs 6.42% for PFFA. On fees, SLV is cheaper at 0.50% per year. On volatility, PFFA has been the lower-risk option at 2.17%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SLV has performed better with a 20.04% return vs 6.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SLV is cheaper with a 0.50% expense ratio, compared with 1.47% for PFFA.

PFFA has the higher dividend yield at 8.82%, compared with 0.00% for SLV.

PFFA is categorized as Preferred Stock/Convertible Bonds, while SLV is Silver. They also come from different issuers: Virtus Investment Partners and iShares. Their fees differ too: 1.47% for PFFA and 0.50% for SLV.

PFFA currently has the higher Sharpe Ratio (1.77 vs 1.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for PFFA and SLV

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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