PortfoliosLab logo
PFXF vs. PFFR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PFXF and PFFR 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.


-0.50.00.51.0
Correlation: 0.4

Performance

PFXF vs. PFFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Vectors Preferred Securities ex Financials ETF (PFXF) and InfraCap REIT Preferred ETF (PFFR). The values are adjusted to include any dividend payments, if applicable.

20.00%25.00%30.00%35.00%40.00%45.00%NovemberDecember2025FebruaryMarchApril
36.24%
25.12%
PFXF
PFFR

Key characteristics

Sharpe Ratio

PFXF:

0.38

PFFR:

0.90

Sortino Ratio

PFXF:

0.60

PFFR:

1.31

Omega Ratio

PFXF:

1.08

PFFR:

1.17

Calmar Ratio

PFXF:

0.33

PFFR:

0.73

Martin Ratio

PFXF:

1.24

PFFR:

2.22

Ulcer Index

PFXF:

3.17%

PFFR:

3.67%

Daily Std Dev

PFXF:

10.35%

PFFR:

8.99%

Max Drawdown

PFXF:

-35.49%

PFFR:

-53.02%

Current Drawdown

PFXF:

-6.85%

PFFR:

-6.64%

Returns By Period

In the year-to-date period, PFXF achieves a -3.49% return, which is significantly lower than PFFR's -0.51% return.


PFXF

YTD

-3.49%

1M

-3.64%

6M

-5.57%

1Y

2.83%

5Y*

4.72%

10Y*

3.80%

PFFR

YTD

-0.51%

1M

-2.41%

6M

-5.37%

1Y

7.25%

5Y*

6.07%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


PFXF vs. PFFR - Expense Ratio Comparison

PFXF has a 0.41% expense ratio, which is lower than PFFR's 0.45% expense ratio.


Expense ratio chart for PFFR: current value is 0.45%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
PFFR: 0.45%
Expense ratio chart for PFXF: current value is 0.41%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
PFXF: 0.41%

Risk-Adjusted Performance

PFXF vs. PFFR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PFXF
The Risk-Adjusted Performance Rank of PFXF is 4848
Overall Rank
The Sharpe Ratio Rank of PFXF is 5050
Sharpe Ratio Rank
The Sortino Ratio Rank of PFXF is 4848
Sortino Ratio Rank
The Omega Ratio Rank of PFXF is 4545
Omega Ratio Rank
The Calmar Ratio Rank of PFXF is 5050
Calmar Ratio Rank
The Martin Ratio Rank of PFXF is 4848
Martin Ratio Rank

PFFR
The Risk-Adjusted Performance Rank of PFFR is 7474
Overall Rank
The Sharpe Ratio Rank of PFFR is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of PFFR is 7777
Sortino Ratio Rank
The Omega Ratio Rank of PFFR is 7474
Omega Ratio Rank
The Calmar Ratio Rank of PFFR is 7676
Calmar Ratio Rank
The Martin Ratio Rank of PFFR is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PFXF vs. PFFR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Preferred Securities ex Financials ETF (PFXF) and InfraCap REIT Preferred ETF (PFFR). 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.


The chart of Sharpe ratio for PFXF, currently valued at 0.38, compared to the broader market-1.000.001.002.003.004.00
PFXF: 0.38
PFFR: 0.90
The chart of Sortino ratio for PFXF, currently valued at 0.60, compared to the broader market-2.000.002.004.006.008.00
PFXF: 0.60
PFFR: 1.31
The chart of Omega ratio for PFXF, currently valued at 1.08, compared to the broader market0.501.001.502.002.50
PFXF: 1.08
PFFR: 1.17
The chart of Calmar ratio for PFXF, currently valued at 0.33, compared to the broader market0.002.004.006.008.0010.0012.00
PFXF: 0.33
PFFR: 0.73
The chart of Martin ratio for PFXF, currently valued at 1.24, compared to the broader market0.0020.0040.0060.00
PFXF: 1.24
PFFR: 2.22

The current PFXF Sharpe Ratio is 0.38, which is lower than the PFFR Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of PFXF and PFFR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.38
0.90
PFXF
PFFR

Dividends

PFXF vs. PFFR - Dividend Comparison

PFXF's dividend yield for the trailing twelve months is around 7.79%, less than PFFR's 8.03% yield.


TTM20242023202220212020201920182017201620152014
PFXF
VanEck Vectors Preferred Securities ex Financials ETF
7.79%7.82%7.88%6.74%4.66%5.19%5.34%6.56%5.93%5.81%5.99%5.91%
PFFR
InfraCap REIT Preferred ETF
8.03%7.78%7.72%9.65%6.08%6.11%5.77%6.48%5.12%0.00%0.00%0.00%

Drawdowns

PFXF vs. PFFR - Drawdown Comparison

The maximum PFXF drawdown since its inception was -35.49%, smaller than the maximum PFFR drawdown of -53.02%. Use the drawdown chart below to compare losses from any high point for PFXF and PFFR. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%NovemberDecember2025FebruaryMarchApril
-6.85%
-6.64%
PFXF
PFFR

Volatility

PFXF vs. PFFR - Volatility Comparison

VanEck Vectors Preferred Securities ex Financials ETF (PFXF) has a higher volatility of 6.82% compared to InfraCap REIT Preferred ETF (PFFR) at 4.41%. This indicates that PFXF's price experiences larger fluctuations and is considered to be riskier than PFFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%7.00%NovemberDecember2025FebruaryMarchApril
6.82%
4.41%
PFXF
PFFR