PFFR vs. XLRE
Compare and contrast key facts about InfraCap REIT Preferred ETF (PFFR) and Real Estate Select Sector SPDR Fund (XLRE).
PFFR and XLRE 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. XLRE is a passively managed fund by State Street that tracks the performance of the Real Estate Select Sector Index. It was launched on Oct 7, 2015. Both PFFR and XLRE 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 XLRE.
Key characteristics
| PFFR | XLRE | |
|---|---|---|
| YTD Return | -0.61% | -6.83% |
| 1Y Return | 17.91% | 3.60% |
| 3Y Return (Ann) | -2.30% | -1.22% |
| 5Y Return (Ann) | 1.18% | 3.93% |
| Sharpe Ratio | 1.54 | 0.18 |
| Daily Std Dev | 11.14% | 18.41% |
| Max Drawdown | -53.02% | -38.83% |
| Current Drawdown | -9.53% | -22.79% |
Correlation
The correlation between PFFR and XLRE is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PFFR vs. XLRE - Performance Comparison
In the year-to-date period, PFFR achieves a -0.61% return, which is significantly higher than XLRE's -6.83% 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. XLRE - Expense Ratio Comparison
PFFR has a 0.45% expense ratio, which is higher than XLRE's 0.13% expense ratio.
Risk-Adjusted Performance
PFFR vs. XLRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for InfraCap REIT Preferred ETF (PFFR) and Real Estate Select Sector SPDR Fund (XLRE). 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. XLRE - Dividend Comparison
PFFR's dividend yield for the trailing twelve months is around 7.97%, more than XLRE's 3.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
XLRE Real Estate Select Sector SPDR Fund | 3.60% | 3.31% | 3.70% | 2.61% | 3.15% | 3.06% | 3.78% | 3.25% | 4.22% | 1.09% |
Drawdowns
PFFR vs. XLRE - Drawdown Comparison
The maximum PFFR drawdown since its inception was -53.02%, which is greater than XLRE's maximum drawdown of -38.83%. Use the drawdown chart below to compare losses from any high point for PFFR and XLRE. For additional features, visit the drawdowns tool.
Volatility
PFFR vs. XLRE - Volatility Comparison
The current volatility for InfraCap REIT Preferred ETF (PFFR) is 3.89%, while Real Estate Select Sector SPDR Fund (XLRE) has a volatility of 6.05%. This indicates that PFFR experiences smaller price fluctuations and is considered to be less risky than XLRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.