PFFR vs. VNQ
Compare and contrast key facts about InfraCap REIT Preferred ETF (PFFR) and Vanguard Real Estate ETF (VNQ).
PFFR and VNQ 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. VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US REIT Index. It was launched on Sep 23, 2004. Both PFFR and VNQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFFR or VNQ.
Key characteristics
| PFFR | VNQ | |
|---|---|---|
| YTD Return | -0.61% | -7.03% |
| 1Y Return | 17.91% | 3.36% |
| 3Y Return (Ann) | -2.30% | -2.59% |
| 5Y Return (Ann) | 1.18% | 2.47% |
| Sharpe Ratio | 1.54 | 0.16 |
| Daily Std Dev | 11.14% | 18.77% |
| Max Drawdown | -53.02% | -73.07% |
| Current Drawdown | -9.53% | -23.31% |
Correlation
The correlation between PFFR and VNQ is 0.41, 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. VNQ - Performance Comparison
In the year-to-date period, PFFR achieves a -0.61% return, which is significantly higher than VNQ's -7.03% 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. VNQ - Expense Ratio Comparison
PFFR has a 0.45% expense ratio, which is higher than VNQ's 0.12% expense ratio.
Risk-Adjusted Performance
PFFR vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for InfraCap REIT Preferred ETF (PFFR) and Vanguard Real Estate ETF (VNQ). 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. VNQ - Dividend Comparison
PFFR's dividend yield for the trailing twelve months is around 7.97%, more than VNQ's 4.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFFR InfraCap REIT Preferred ETF | 7.97% | 7.72% | 9.65% | 6.08% | 6.11% | 5.77% | 6.48% | 5.12% | 0.00% | 0.00% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 4.24% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
PFFR vs. VNQ - Drawdown Comparison
The maximum PFFR drawdown since its inception was -53.02%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for PFFR and VNQ. For additional features, visit the drawdowns tool.
Volatility
PFFR vs. VNQ - Volatility Comparison
The current volatility for InfraCap REIT Preferred ETF (PFFR) is 3.89%, while Vanguard Real Estate ETF (VNQ) has a volatility of 5.95%. This indicates that PFFR experiences smaller price fluctuations and is considered to be less risky than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.