PFX vs. PFF
Compare and contrast key facts about PhenixFIN Corporation (PFX) and iShares Preferred and Income Securities ETF (PFF).
PFF is a passively managed fund by iShares that tracks the performance of the S&P U.S. Preferred Stock Index. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFX or PFF.
Correlation
The correlation between PFX and PFF is 0.19, 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
PFX vs. PFF - Performance Comparison
Key characteristics
PFX:
1.26
PFF:
0.72
PFX:
2.00
PFF:
1.06
PFX:
1.26
PFF:
1.13
PFX:
0.38
PFF:
0.54
PFX:
10.82
PFF:
2.66
PFX:
2.51%
PFF:
2.25%
PFX:
22.42%
PFF:
8.32%
PFX:
-95.35%
PFF:
-65.55%
PFX:
-62.43%
PFF:
-3.54%
Returns By Period
In the year-to-date period, PFX achieves a 8.07% return, which is significantly higher than PFF's 1.22% return. Over the past 10 years, PFX has underperformed PFF with an annualized return of -6.66%, while PFF has yielded a comparatively higher 3.32% annualized return.
PFX
8.07%
9.94%
15.84%
25.24%
6.98%
-6.66%
PFF
1.22%
-0.89%
1.51%
6.06%
1.90%
3.32%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
PFX vs. PFF — Risk-Adjusted Performance Rank
PFX
PFF
PFX vs. PFF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PhenixFIN Corporation (PFX) and iShares Preferred and Income Securities ETF (PFF). 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
PFX vs. PFF - Dividend Comparison
PFX's dividend yield for the trailing twelve months is around 5.16%, less than PFF's 6.27% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
PFX PhenixFIN Corporation | 5.16% | 2.59% | 0.00% | 0.39% | 0.00% | 0.00% | 4.72% | 18.05% | 13.41% | 13.85% | 15.96% | 16.02% |
PFF iShares Preferred and Income Securities ETF | 6.27% | 6.31% | 6.63% | 5.55% | 4.45% | 4.79% | 5.31% | 6.31% | 5.59% | 5.85% | 5.77% | 6.32% |
Drawdowns
PFX vs. PFF - Drawdown Comparison
The maximum PFX drawdown since its inception was -95.35%, which is greater than PFF's maximum drawdown of -65.55%. Use the drawdown chart below to compare losses from any high point for PFX and PFF. For additional features, visit the drawdowns tool.
Volatility
PFX vs. PFF - Volatility Comparison
PhenixFIN Corporation (PFX) has a higher volatility of 7.49% compared to iShares Preferred and Income Securities ETF (PFF) at 2.17%. This indicates that PFX's price experiences larger fluctuations and is considered to be riskier than PFF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.