Correlation
The correlation between PRFD and PFFA 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.
PRFD vs. PFFA
Compare and contrast key facts about PIMCO Preferred And Capital Securities Active Exchange-Traded Fund (PRFD) and Virtus InfraCap U.S. Preferred Stock ETF (PFFA).
PRFD and PFFA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PRFD is an actively managed fund by PIMCO. It was launched on Jan 18, 2023. 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: PRFD or PFFA.
Performance
PRFD vs. PFFA - Performance Comparison
Loading data...
Key characteristics
PRFD:
2.27
PFFA:
0.68
PRFD:
3.00
PFFA:
0.94
PRFD:
1.45
PFFA:
1.14
PRFD:
2.22
PFFA:
0.59
PRFD:
7.88
PFFA:
2.12
PRFD:
1.00%
PFFA:
3.39%
PRFD:
3.56%
PFFA:
10.51%
PRFD:
-11.93%
PFFA:
-70.52%
PRFD:
-0.20%
PFFA:
-6.27%
Returns By Period
In the year-to-date period, PRFD achieves a 1.90% return, which is significantly higher than PFFA's -2.82% return.
PRFD
1.90%
1.39%
1.18%
8.00%
N/A
N/A
N/A
PFFA
-2.82%
-0.06%
-5.35%
7.04%
5.99%
12.37%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PRFD vs. PFFA - Expense Ratio Comparison
PRFD has a 0.74% expense ratio, which is lower than PFFA's 1.47% expense ratio.
Risk-Adjusted Performance
PRFD vs. PFFA — Risk-Adjusted Performance Rank
PRFD
PFFA
PRFD vs. PFFA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Preferred And Capital Securities Active Exchange-Traded Fund (PRFD) 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.
Loading data...
Dividends
PRFD vs. PFFA - Dividend Comparison
PRFD's dividend yield for the trailing twelve months is around 5.88%, less than PFFA's 9.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
PRFD PIMCO Preferred And Capital Securities Active Exchange-Traded Fund | 5.88% | 5.76% | 5.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PFFA Virtus InfraCap U.S. Preferred Stock ETF | 9.89% | 9.18% | 9.56% | 10.75% | 7.64% | 8.54% | 10.02% | 5.15% |
Drawdowns
PRFD vs. PFFA - Drawdown Comparison
The maximum PRFD drawdown since its inception was -11.93%, smaller than the maximum PFFA drawdown of -70.52%. Use the drawdown chart below to compare losses from any high point for PRFD and PFFA.
Loading data...
Volatility
PRFD vs. PFFA - Volatility Comparison
The current volatility for PIMCO Preferred And Capital Securities Active Exchange-Traded Fund (PRFD) is 0.77%, while Virtus InfraCap U.S. Preferred Stock ETF (PFFA) has a volatility of 3.20%. This indicates that PRFD 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.
Loading data...