PFFR vs. FRIFX
Compare and contrast key facts about InfraCap REIT Preferred ETF (PFFR) and Fidelity Real Estate Income Fund (FRIFX).
PFFR is a passively managed fund by Virtus Investment Partners that tracks the performance of the Indxx REIT Preferred Stock Index. It was launched on Feb 7, 2017. FRIFX is managed by Fidelity. It was launched on Feb 4, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFFR or FRIFX.
Key characteristics
| PFFR | FRIFX | |
|---|---|---|
| YTD Return | 0.09% | 0.87% |
| 1Y Return | 18.63% | 7.59% |
| 3Y Return (Ann) | -2.05% | 0.76% |
| 5Y Return (Ann) | 1.33% | 3.63% |
| Sharpe Ratio | 1.68 | 1.20 |
| Daily Std Dev | 11.14% | 6.63% |
| Max Drawdown | -53.02% | -39.77% |
| Current Drawdown | -8.89% | -5.77% |
Correlation
The correlation between PFFR and FRIFX 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
PFFR vs. FRIFX - Performance Comparison
In the year-to-date period, PFFR achieves a 0.09% return, which is significantly lower than FRIFX's 0.87% 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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PFFR vs. FRIFX - Expense Ratio Comparison
PFFR has a 0.45% expense ratio, which is lower than FRIFX's 0.71% expense ratio.
Risk-Adjusted Performance
PFFR vs. FRIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for InfraCap REIT Preferred ETF (PFFR) and Fidelity Real Estate Income Fund (FRIFX). 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
PFFR vs. FRIFX - Dividend Comparison
PFFR's dividend yield for the trailing twelve months is around 7.92%, more than FRIFX's 4.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFFR InfraCap REIT Preferred ETF | 7.92% | 7.72% | 9.65% | 6.08% | 6.11% | 5.77% | 6.48% | 5.12% | 0.00% | 0.00% | 0.00% | 0.00% |
FRIFX Fidelity Real Estate Income Fund | 4.85% | 4.99% | 6.04% | 1.47% | 4.77% | 5.68% | 6.33% | 5.47% | 4.98% | 6.67% | 7.81% | 10.31% |
Drawdowns
PFFR vs. FRIFX - Drawdown Comparison
The maximum PFFR drawdown since its inception was -53.02%, which is greater than FRIFX's maximum drawdown of -39.77%. Use the drawdown chart below to compare losses from any high point for PFFR and FRIFX. For additional features, visit the drawdowns tool.
Volatility
PFFR vs. FRIFX - Volatility Comparison
InfraCap REIT Preferred ETF (PFFR) has a higher volatility of 3.74% compared to Fidelity Real Estate Income Fund (FRIFX) at 1.63%. This indicates that PFFR's price experiences larger fluctuations and is considered to be riskier than FRIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.