PFFR vs. PFLD
Compare and contrast key facts about InfraCap REIT Preferred ETF (PFFR) and AAM Low Duration Preferred and Income Securities ETF 144A (PFLD).
PFFR and PFLD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. PFLD is a passively managed fund by Advisors Asset Management that tracks the performance of the ICE 0-5 Year Duration Exchange-Listed Preferred & Hybrid Securities Index. It was launched on Nov 19, 2019. Both PFFR and PFLD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
PFFR vs. PFLD - Performance Comparison
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PFFR vs. PFLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PFFR InfraCap REIT Preferred ETF | -2.23% | 5.36% | 7.12% | 21.04% | -23.90% | 6.76% | 0.19% | 0.76% |
PFLD AAM Low Duration Preferred and Income Securities ETF 144A | 0.25% | 1.44% | 5.48% | 8.16% | -12.73% | 4.49% | 5.34% | 1.04% |
Returns By Period
In the year-to-date period, PFFR achieves a -2.23% return, which is significantly lower than PFLD's 0.25% return.
PFFR
- 1D
- 0.64%
- 1M
- -2.73%
- YTD
- -2.23%
- 6M
- -3.91%
- 1Y
- 3.15%
- 3Y*
- 9.23%
- 5Y*
- 0.69%
- 10Y*
- —
PFLD
- 1D
- 0.58%
- 1M
- -1.09%
- YTD
- 0.25%
- 6M
- 0.97%
- 1Y
- 1.72%
- 3Y*
- 4.02%
- 5Y*
- 0.88%
- 10Y*
- —
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PFFR vs. PFLD - Expense Ratio Comparison
Both PFFR and PFLD have an expense ratio of 0.45%.
Return for Risk
PFFR vs. PFLD — Risk / Return Rank
PFFR
PFLD
PFFR vs. PFLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for InfraCap REIT Preferred ETF (PFFR) and AAM Low Duration Preferred and Income Securities ETF 144A (PFLD). 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 | PFLD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 0.33 | +0.04 |
Sortino ratioReturn per unit of downside risk | 0.55 | 0.48 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.07 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.36 | 0.30 | +0.06 |
Martin ratioReturn relative to average drawdown | 0.89 | 1.09 | -0.20 |
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 | PFLD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.33 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.12 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.14 | 0.00 |
Correlation
The correlation between PFFR and PFLD is 0.56, 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.
Dividends
PFFR vs. PFLD - Dividend Comparison
PFFR's dividend yield for the trailing twelve months is around 8.40%, more than PFLD's 6.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFFR InfraCap REIT Preferred ETF | 8.40% | 7.99% | 7.78% | 7.72% | 8.60% | 6.08% | 6.11% | 5.77% | 6.48% | 6.59% |
PFLD AAM Low Duration Preferred and Income Securities ETF 144A | 6.05% | 6.52% | 7.09% | 7.09% | 5.76% | 4.52% | 4.79% | 0.82% | 0.00% | 0.00% |
Drawdowns
PFFR vs. PFLD - Drawdown Comparison
The maximum PFFR drawdown since its inception was -53.02%, which is greater than PFLD's maximum drawdown of -33.20%. Use the drawdown chart below to compare losses from any high point for PFFR and PFLD.
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Drawdown Indicators
| PFFR | PFLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.02% | -33.20% | -19.82% |
Max Drawdown (1Y)Largest decline over 1 year | -6.57% | -4.06% | -2.51% |
Max Drawdown (5Y)Largest decline over 5 years | -29.80% | -15.51% | -14.29% |
Current DrawdownCurrent decline from peak | -5.97% | -1.67% | -4.30% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -4.28% | -2.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 1.12% | +1.53% |
Volatility
PFFR vs. PFLD - Volatility Comparison
InfraCap REIT Preferred ETF (PFFR) has a higher volatility of 3.66% compared to AAM Low Duration Preferred and Income Securities ETF 144A (PFLD) at 1.14%. This indicates that PFFR's price experiences larger fluctuations and is considered to be riskier than PFLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFFR | PFLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | 1.14% | +2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 5.77% | 2.22% | +3.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.61% | 5.28% | +3.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.38% | 7.49% | +2.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.70% | 13.55% | +7.15% |