PFFR vs. UTES
PFFR (InfraCap REIT Preferred ETF) and UTES (Virtus Reaves Utilities ETF) are both exchange-traded funds - PFFR is a REIT fund tracking the Indxx REIT Preferred Stock Index, while UTES is a Utilities Equities fund actively managed by Virtus. PFFR is passively managed, while UTES is actively managed. Over the past 5 years, PFFR returned 0.99%/yr vs 13.87%/yr for UTES. Their 0.27 correlation means their historical movements had little consistent relationship. PFFR charges 0.45%/yr vs 0.49%/yr for UTES.
Performance
PFFR vs. UTES - Performance Comparison
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Returns By Period
In the year-to-date period, PFFR achieves a 2.85% return, which is significantly higher than UTES's -3.03% 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%
UTES
- 1D
- -1.43%
- 1M
- -6.34%
- 6M
- 2.09%
- YTD
- -3.03%
- 1Y
- -6.63%
- 3Y*
- 21.42%
- 5Y*
- 13.87%
- 10Y*
- 11.75%
- ALL TIME*
- 13.27%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $783.15K | $723.76K | $619.25K | |
| $12.39M | $10.59M | $13.91M |
PFFR vs. UTES - 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% |
UTES Virtus Reaves Utilities ETF | -3.03% | 25.71% | 45.35% | -2.46% | 0.80% | 20.74% | -0.30% | 25.48% | 5.14% | 12.09% |
Correlation
The correlation between PFFR and UTES is 0.21, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.21 |
Correlation (3Y) Balances recent behavior with more history. | 0.27 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.29 |
Correlation (All Time) Calculated using the full available price history since Feb 8, 2017 | 0.27 |
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Return for Risk
PFFR vs. UTES — Risk / Return Rank
PFFR
UTES
PFFR vs. UTES - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for InfraCap REIT Preferred ETF (PFFR) and Virtus Reaves Utilities ETF (UTES). 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 | UTES | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.81 | ||
| Sortino ratioReturn per unit of downside risk | +1.04 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 0.97 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.61 | -0.48 | +1.09 |
| Martin ratioReturn relative to average drawdown | 1.37 | -0.99 | +2.36 |
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Drawdowns
PFFR vs. UTES - Drawdown Comparison
The maximum PFFR drawdown since its inception was -53.02%, which is greater than UTES's maximum drawdown of -35.39%. Use the drawdown chart below to compare losses from any high point for PFFR and UTES.
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Drawdown Indicators
| PFFR | UTES | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.02% | -35.39% | -17.63% |
Max Drawdown (1Y)Largest decline over 1 year | -6.57% | -13.88% | +7.31% |
Max Drawdown (3Y)Largest decline over 3 years | -11.16% | -17.62% | +6.46% |
Max Drawdown (5Y)Largest decline over 5 years | -29.80% | -20.40% | -9.40% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.39% | — |
Current DrawdownCurrent decline from peak | -1.09% | -12.08% | +10.99% |
Average DrawdownAverage peak-to-trough decline | -6.90% | -5.55% | -1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 6.74% | -3.82% |
Volatility
PFFR vs. UTES - Volatility Comparison
The current volatility for InfraCap REIT Preferred ETF (PFFR) is 2.21%, while Virtus Reaves Utilities ETF (UTES) has a volatility of 5.91%. This indicates that PFFR experiences smaller price fluctuations and is considered to be less risky than UTES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFFR | UTES | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.21% | 5.91% | -3.70% |
Volatility (6M)Calculated over the trailing 6-month period | 6.28% | 16.30% | -10.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.07% | 21.45% | -13.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.54% | 20.77% | -10.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.37% | 20.28% | +0.09% |
PFFR vs. UTES - Expense Ratio Comparison
PFFR has a 0.45% expense ratio, which is lower than UTES's 0.49% expense ratio.
Dividends
PFFR vs. UTES - Dividend Comparison
PFFR's dividend yield for the trailing twelve months is around 8.27%, more than UTES's 1.56% 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% |
UTES Virtus Reaves Utilities ETF | 1.56% | 1.42% | 1.51% | 2.44% | 2.13% | 1.94% | 2.09% | 1.84% | 2.09% | 3.44% | 3.53% | 0.61% |
Frequently Asked Questions
PFFR and UTES have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UTES has higher volatility (5.91%) compared to PFFR (2.21%). In terms of maximum drawdown, PFFR dropped -53.02% vs UTES's -35.39%.
On 5-year performance, UTES leads with 13.87% vs 0.99% for PFFR. On fees, PFFR is cheaper at 0.45% 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, UTES has performed better with a 13.87% return vs 0.99%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
PFFR is cheaper with a 0.45% expense ratio, compared with 0.49% for UTES.
PFFR has the higher dividend yield at 8.27%, compared with 1.56% for UTES.
PFFR is categorized as REIT, while UTES is Utilities Equities. Their fees differ too: 0.45% for PFFR and 0.49% for UTES.
PFFR currently has the higher Sharpe Ratio (0.50 vs -0.31), 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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