PFFR vs. RWR
PFFR (InfraCap REIT Preferred ETF) and RWR (State Street SPDR Dow Jones REIT ETF) are both REIT funds - PFFR tracks the Indxx REIT Preferred Stock Index while RWR tracks the Dow Jones U.S. Select REIT Capped Index. Both are passively managed. Over the past 5 years, PFFR returned 0.99%/yr vs 4.58%/yr for RWR. Their 0.37 correlation means their historical movements had little consistent relationship. PFFR charges 0.45%/yr vs 0.25%/yr for RWR.
Performance
PFFR vs. RWR - Performance Comparison
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Returns By Period
In the year-to-date period, PFFR achieves a 2.85% return, which is significantly lower than RWR's 19.38% return.
PFFR
- 1D
- -0.44%
- 1M
- 0.29%
- 6M
- 1.42%
- YTD
- 2.85%
- 1Y
- 3.99%
- 3Y*
- 8.60%
- 5Y*
- 0.99%
- 10Y*
- —
- ALL TIME*
- 3.40%
RWR
- 1D
- 0.44%
- 1M
- 1.01%
- 6M
- 14.93%
- YTD
- 19.38%
- 1Y
- 23.80%
- 3Y*
- 12.66%
- 5Y*
- 4.58%
- 10Y*
- 5.08%
- ALL TIME*
- 8.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $783.15K | $723.76K | $619.25K | |
| $57.49M | $43.25M | $36.93M |
PFFR vs. RWR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFFR InfraCap REIT Preferred ETF | 2.85% | 5.36% | 7.12% | 21.04% | -23.90% | 6.76% | 0.19% | 20.28% | -7.45% | 7.82% |
RWR State Street SPDR Dow Jones REIT ETF | 19.38% | 3.20% | 7.74% | 13.76% | -26.09% | 45.47% | -11.40% | 22.71% | -4.47% | 4.74% |
Correlation
The correlation between PFFR and RWR is 0.25, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.25 |
Correlation (3Y) Balances recent behavior with more history. | 0.33 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.38 |
Correlation (All Time) Calculated using the full available price history since Feb 8, 2017 | 0.37 |
The correlation between PFFR and RWR shifts across timeframes, from 0.25 (1 year) to 0.38 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
PFFR vs. RWR — Risk / Return Rank
PFFR
RWR
PFFR vs. RWR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for InfraCap REIT Preferred ETF (PFFR) and State Street SPDR Dow Jones REIT ETF (RWR). 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.
| PFFR | RWR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.21 | ||
| Sortino ratioReturn per unit of downside risk | -1.64 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.30 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.61 | 2.98 | -2.37 |
| Martin ratioReturn relative to average drawdown | 1.37 | 10.46 | -9.09 |
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Drawdowns
PFFR vs. RWR - Drawdown Comparison
The maximum PFFR drawdown since its inception was -53.02%, smaller than the maximum RWR drawdown of -74.92%. Use the drawdown chart below to compare losses from any high point for PFFR and RWR.
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Drawdown Indicators
| PFFR | RWR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.02% | -74.92% | +21.90% |
Max Drawdown (1Y)Largest decline over 1 year | -6.57% | -8.04% | +1.47% |
Max Drawdown (3Y)Largest decline over 3 years | -11.16% | -18.85% | +7.69% |
Max Drawdown (5Y)Largest decline over 5 years | -29.80% | -32.58% | +2.78% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.39% | — |
Current DrawdownCurrent decline from peak | -1.09% | -3.07% | +1.98% |
Average DrawdownAverage peak-to-trough decline | -6.90% | -13.03% | +6.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 2.28% | +0.64% |
Volatility
PFFR vs. RWR - Volatility Comparison
The current volatility for InfraCap REIT Preferred ETF (PFFR) is 2.21%, while State Street SPDR Dow Jones REIT ETF (RWR) has a volatility of 4.67%. This indicates that PFFR experiences smaller price fluctuations and is considered to be less risky than RWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFFR | RWR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.21% | 4.67% | -2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 6.28% | 10.97% | -4.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.07% | 14.03% | -5.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.54% | 19.05% | -8.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.37% | 21.57% | -1.20% |
PFFR vs. RWR - Expense Ratio Comparison
PFFR has a 0.45% expense ratio, which is higher than RWR's 0.25% expense ratio.
Dividends
PFFR vs. RWR - Dividend Comparison
PFFR's dividend yield for the trailing twelve months is around 8.27%, more than RWR's 3.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFFR InfraCap REIT Preferred ETF | 8.27% | 7.99% | 7.78% | 7.72% | 8.60% | 6.08% | 6.11% | 5.77% | 6.48% | 6.59% | 0.00% | 0.00% |
RWR State Street SPDR Dow Jones REIT ETF | 3.27% | 3.78% | 3.76% | 3.75% | 3.81% | 2.79% | 3.73% | 3.36% | 4.19% | 3.05% | 4.39% | 3.17% |
Frequently Asked Questions
PFFR and RWR have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RWR has higher volatility (4.67%) compared to PFFR (2.21%). In terms of maximum drawdown, PFFR dropped -53.02% vs RWR's -74.92%.
On 5-year performance, RWR leads with 4.58% vs 0.99% for PFFR. On fees, RWR is cheaper at 0.25% per year. On volatility, PFFR has been the lower-risk option at 2.21%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, RWR has performed better with a 4.58% return vs 0.99%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RWR is cheaper with a 0.25% expense ratio, compared with 0.45% for PFFR.
PFFR has the higher dividend yield at 8.27%, compared with 3.27% for RWR.
PFFR tracks Indxx REIT Preferred Stock Index, while RWR tracks Dow Jones U.S. Select REIT Capped Index. They also come from different issuers: Virtus and State Street. Their fees differ too: 0.45% for PFFR and 0.25% for RWR.
RWR currently has the higher Sharpe Ratio (1.71 vs 0.50), 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.
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