PFFR vs. EVPF
PFFR (InfraCap REIT Preferred ETF) and EVPF (Eaton Vance Preferred Securities and Income ETF) are both Preferred Stock/Convertible Bonds funds. PFFR is passively managed, while EVPF is actively managed. A 0.59 correlation means they provide meaningful diversification when combined. PFFR charges 0.45%/yr vs 0.39%/yr for EVPF.
Performance
PFFR vs. EVPF - Performance Comparison
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Returns By Period
PFFR
- 1D
- -0.22%
- 1M
- -0.75%
- YTD
- 0.80%
- 6M
- 0.96%
- 1Y
- 6.82%
- 3Y*
- 9.27%
- 5Y*
- 0.97%
- 10Y*
- —
EVPF
- 1D
- 0.00%
- 1M
- 0.75%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PFFR vs. EVPF - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
PFFR InfraCap REIT Preferred ETF | 0.10% |
EVPF Eaton Vance Preferred Securities and Income ETF | 1.16% |
Correlation
The correlation between PFFR and EVPF is 0.59, 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 Mar 6, 2026 | 0.59 |
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Return for Risk
PFFR vs. EVPF — Risk / Return Rank
PFFR
EVPF
PFFR vs. EVPF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for InfraCap REIT Preferred ETF (PFFR) and Eaton Vance Preferred Securities and Income ETF (EVPF). 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.
| PFFR | EVPF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.16 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.04 | — | — |
| Martin ratioReturn relative to average drawdown | 2.44 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PFFR | EVPF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 1.13 | -0.97 |
Drawdowns
PFFR vs. EVPF - Drawdown Comparison
The maximum PFFR drawdown since its inception was -53.02%, which is greater than EVPF's maximum drawdown of -2.36%. Use the drawdown chart below to compare losses from any high point for PFFR and EVPF.
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Drawdown Indicators
| PFFR | EVPF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.02% | -2.36% | -50.66% |
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 DrawdownCurrent decline from peak | -3.05% | -0.17% | -2.88% |
Average DrawdownAverage peak-to-trough decline | -7.00% | -0.52% | -6.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | — | — |
Volatility
PFFR vs. EVPF - Volatility Comparison
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Volatility by Period
| PFFR | EVPF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.81% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 6.14% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 7.91% | 4.31% | +3.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.47% | 4.31% | +6.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.54% | 4.31% | +16.23% |
PFFR vs. EVPF - Expense Ratio Comparison
PFFR has a 0.45% expense ratio, which is higher than EVPF's 0.39% expense ratio.
Dividends
PFFR vs. EVPF - Dividend Comparison
PFFR's dividend yield for the trailing twelve months is around 8.29%, more than EVPF's 1.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
EVPF Eaton Vance Preferred Securities and Income ETF | 1.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PFFR InfraCap REIT Preferred ETF | 8.29% | 7.99% | 7.78% | 7.72% | 8.60% | 6.08% | 6.11% | 5.77% | 6.48% | 6.59% |
Frequently Asked Questions
PFFR and EVPF have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EVPF is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EVPF is cheaper with a 0.39% expense ratio, compared with 0.45% for PFFR.
PFFR has the higher dividend yield at 8.29%, compared with 1.08% for EVPF.
They also come from different issuers: Virtus Investment Partners and Eaton Vance. Their fees differ too: 0.45% for PFFR and 0.39% for EVPF.
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