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PFFR vs. CSSD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PFFR vs. CSSD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in InfraCap REIT Preferred ETF (PFFR) and Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PFFR achieves a 1.56% return, which is significantly lower than CSSD's 2.72% return.


PFFR

1D
-0.54%
1M
1.00%
YTD
1.56%
6M
1.11%
1Y
6.55%
3Y*
9.29%
5Y*
0.99%
10Y*

CSSD

1D
-0.12%
1M
0.68%
YTD
2.72%
6M
2.91%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PFFR vs. CSSD - Yearly Performance Comparison


Correlation

The correlation between PFFR and CSSD is 0.51, 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 Dec 10, 2025

0.51

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Return for Risk

PFFR vs. CSSD — Risk / Return Rank

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

PFFR
PFFR Risk / Return Rank: 2222
Overall Rank
PFFR Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
PFFR Sortino Ratio Rank: 2323
Sortino Ratio Rank
PFFR Omega Ratio Rank: 2323
Omega Ratio Rank
PFFR Calmar Ratio Rank: 2222
Calmar Ratio Rank
PFFR Martin Ratio Rank: 2020
Martin Ratio Rank

CSSD

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

PFFR vs. CSSD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for InfraCap REIT Preferred ETF (PFFR) and Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD). 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.


PFFRCSSDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.15

Calmar ratioReturn relative to maximum drawdown

1.00

Martin ratioReturn relative to average drawdown

2.30

PFFR vs. CSSD - Sharpe Ratio Comparison


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Drawdowns

PFFR vs. CSSD - Drawdown Comparison

The maximum PFFR drawdown since its inception was -53.02%, which is greater than CSSD's maximum drawdown of -2.32%. Use the drawdown chart below to compare losses from any high point for PFFR and CSSD.


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Drawdown Indicators


PFFRCSSDDifference

Max Drawdown

Largest peak-to-trough decline

-53.02%

-2.32%

-50.70%

Max Drawdown (1Y)

Largest decline over 1 year

-6.57%

Max Drawdown (3Y)

Largest decline over 3 years

-11.16%

Max Drawdown (5Y)

Largest decline over 5 years

-29.80%

Current Drawdown

Current decline from peak

-2.32%

-0.20%

-2.12%

Average Drawdown

Average peak-to-trough decline

-6.97%

-0.29%

-6.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.85%

Volatility

PFFR vs. CSSD - Volatility Comparison


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Volatility by Period


PFFRCSSDDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.10%

Volatility (6M)

Calculated over the trailing 6-month period

6.05%

Volatility (1Y)

Calculated over the trailing 1-year period

7.82%

3.08%

+4.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.48%

3.08%

+7.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.48%

3.08%

+17.40%

PFFR vs. CSSD - Expense Ratio Comparison

PFFR has a 0.45% expense ratio, which is lower than CSSD's 0.49% expense ratio.


Dividends

PFFR vs. CSSD - Dividend Comparison

PFFR's dividend yield for the trailing twelve months is around 8.30%, more than CSSD's 2.63% yield.


PositionTTM202520242023202220212020201920182017
CSSD
Cohen & Steers Short Duration Preferred and Income Active ETF
2.63%0.53%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PFFR
InfraCap REIT Preferred ETF
8.30%7.99%7.78%7.72%8.60%6.08%6.11%5.77%6.48%6.59%

Frequently Asked Questions


PFFR and CSSD have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PFFR is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PFFR is cheaper with a 0.45% expense ratio, compared with 0.49% for CSSD.

PFFR has the higher dividend yield at 8.30%, compared with 2.63% for CSSD.

They also come from different issuers: Virtus Investment Partners and Cohen & Steers. Their fees differ too: 0.45% for PFFR and 0.49% for CSSD.

Portfolio Optimizer

Find the right allocation for PFFR and CSSD

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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