PFXF vs. PFFA
Compare and contrast key facts about VanEck Vectors Preferred Securities ex Financials ETF (PFXF) and Virtus InfraCap U.S. Preferred Stock ETF (PFFA).
PFXF and PFFA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PFXF is a passively managed fund by VanEck that tracks the performance of the Wells Fargo Hybrid and Preferred Securities ex Financials Index. It was launched on Jul 16, 2012. PFFA is an actively managed fund by Virtus Investment Partners. It was launched on May 15, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFXF or PFFA.
Correlation
The correlation between PFXF and PFFA is 0.52, 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
PFXF vs. PFFA - Performance Comparison
Key characteristics
PFXF:
0.32
PFFA:
0.97
PFXF:
0.51
PFFA:
1.32
PFXF:
1.06
PFFA:
1.20
PFXF:
0.27
PFFA:
0.83
PFXF:
1.02
PFFA:
3.50
PFXF:
3.19%
PFFA:
2.89%
PFXF:
10.36%
PFFA:
10.41%
PFXF:
-35.49%
PFFA:
-70.52%
PFXF:
-6.40%
PFFA:
-6.39%
Returns By Period
The year-to-date returns for both investments are quite close, with PFXF having a -3.02% return and PFFA slightly higher at -2.95%.
PFXF
-3.02%
-1.57%
-4.85%
4.31%
4.74%
3.86%
PFFA
-2.95%
-2.77%
-5.23%
10.87%
15.11%
N/A
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PFXF vs. PFFA - Expense Ratio Comparison
PFXF has a 0.41% expense ratio, which is lower than PFFA's 1.47% expense ratio.
Risk-Adjusted Performance
PFXF vs. PFFA — Risk-Adjusted Performance Rank
PFXF
PFFA
PFXF vs. PFFA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Preferred Securities ex Financials ETF (PFXF) and Virtus InfraCap U.S. Preferred Stock ETF (PFFA). 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
PFXF vs. PFFA - Dividend Comparison
PFXF's dividend yield for the trailing twelve months is around 7.75%, less than PFFA's 9.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFXF VanEck Vectors Preferred Securities ex Financials ETF | 7.75% | 7.82% | 7.88% | 6.74% | 4.66% | 5.19% | 5.34% | 6.56% | 5.93% | 5.81% | 5.99% | 5.91% |
PFFA Virtus InfraCap U.S. Preferred Stock ETF | 9.81% | 9.18% | 9.56% | 10.75% | 7.64% | 8.54% | 10.02% | 5.15% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PFXF vs. PFFA - Drawdown Comparison
The maximum PFXF drawdown since its inception was -35.49%, smaller than the maximum PFFA drawdown of -70.52%. Use the drawdown chart below to compare losses from any high point for PFXF and PFFA. For additional features, visit the drawdowns tool.
Volatility
PFXF vs. PFFA - Volatility Comparison
The current volatility for VanEck Vectors Preferred Securities ex Financials ETF (PFXF) is 6.81%, while Virtus InfraCap U.S. Preferred Stock ETF (PFFA) has a volatility of 7.33%. This indicates that PFXF experiences smaller price fluctuations and is considered to be less risky than PFFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.