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.
Performance
PFX vs. PFF - Performance Comparison
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PFX vs. PFF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFX PhenixFIN Corporation | -11.59% | -10.14% | 23.30% | 36.06% | -25.52% | 47.74% | -35.07% | -14.53% | -42.50% | -22.50% |
PFF iShares Preferred and Income Securities ETF | -1.42% | 4.87% | 7.24% | 9.22% | -18.19% | 7.15% | 7.89% | 15.93% | -4.64% | 8.10% |
Returns By Period
In the year-to-date period, PFX achieves a -11.59% return, which is significantly lower than PFF's -1.42% return. Over the past 10 years, PFX has underperformed PFF with an annualized return of -7.60%, while PFF has yielded a comparatively higher 3.24% annualized return.
PFX
- 1D
- -3.73%
- 1M
- -16.89%
- YTD
- -11.59%
- 6M
- -17.98%
- 1Y
- -27.67%
- 3Y*
- 3.80%
- 5Y*
- 4.61%
- 10Y*
- -7.60%
PFF
- 1D
- 0.66%
- 1M
- -3.37%
- YTD
- -1.42%
- 6M
- -1.65%
- 1Y
- 4.61%
- 3Y*
- 5.39%
- 5Y*
- 1.02%
- 10Y*
- 3.24%
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Return for Risk
PFX vs. PFF — Risk / Return Rank
PFX
PFF
PFX vs. PFF - Risk-Adjusted Trends 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.
| PFX | PFF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.96 | 0.56 | -1.52 |
Sortino ratioReturn per unit of downside risk | -1.38 | 0.82 | -2.21 |
Omega ratioGain probability vs. loss probability | 0.81 | 1.11 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | -1.00 | 0.80 | -1.80 |
Martin ratioReturn relative to average drawdown | -1.82 | 2.28 | -4.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PFX | PFF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.96 | 0.56 | -1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.10 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.15 | 0.26 | -0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.12 | 0.20 | -0.32 |
Correlation
The correlation between PFX and PFF is 0.18, 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.
Dividends
PFX vs. PFF - Dividend Comparison
PFX has not paid dividends to shareholders, while PFF's dividend yield for the trailing twelve months is around 5.97%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFX PhenixFIN Corporation | 0.00% | 3.24% | 2.59% | 0.00% | 0.39% | 0.00% | 0.00% | 4.72% | 17.29% | 13.41% | 13.85% | 15.96% |
PFF iShares Preferred and Income Securities ETF | 5.97% | 6.30% | 6.32% | 6.63% | 6.01% | 4.45% | 4.79% | 5.31% | 6.32% | 5.59% | 5.85% | 5.76% |
Drawdowns
PFX vs. PFF - Drawdown Comparison
The maximum PFX drawdown since its inception was -95.38%, 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.
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Drawdown Indicators
| PFX | PFF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.38% | -65.55% | -29.83% |
Max Drawdown (1Y)Largest decline over 1 year | -25.39% | -5.28% | -20.11% |
Max Drawdown (5Y)Largest decline over 5 years | -28.17% | -21.05% | -7.12% |
Max Drawdown (10Y)Largest decline over 10 years | -94.31% | -34.10% | -60.21% |
Current DrawdownCurrent decline from peak | -72.57% | -4.65% | -67.92% |
Average DrawdownAverage peak-to-trough decline | -46.53% | -5.81% | -40.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.16% | 1.84% | +13.32% |
Volatility
PFX vs. PFF - Volatility Comparison
PhenixFIN Corporation (PFX) has a higher volatility of 13.32% compared to iShares Preferred and Income Securities ETF (PFF) at 2.59%. 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.
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Volatility by Period
| PFX | PFF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.32% | 2.59% | +10.73% |
Volatility (6M)Calculated over the trailing 6-month period | 26.31% | 5.10% | +21.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.78% | 8.32% | +20.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.51% | 10.26% | +14.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.05% | 12.63% | +37.42% |