REET vs. PFFR
Compare and contrast key facts about iShares Global REIT ETF (REET) and InfraCap REIT Preferred ETF (PFFR).
REET and PFFR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. REET is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Global REIT Index. It was launched on Jul 8, 2014. PFFR is a passively managed fund by Virtus Investment Partners that tracks the performance of the Indxx REIT Preferred Stock Index. It was launched on Feb 7, 2017. Both REET and PFFR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
REET vs. PFFR - Performance Comparison
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REET vs. PFFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
REET iShares Global REIT ETF | 2.31% | 7.97% | 2.65% | 10.28% | -24.10% | 32.43% | -10.48% | 24.42% | -5.27% | 6.84% |
PFFR InfraCap REIT Preferred ETF | -2.40% | 5.36% | 7.12% | 21.04% | -23.90% | 6.76% | 0.19% | 20.28% | -7.45% | 7.60% |
Returns By Period
In the year-to-date period, REET achieves a 2.31% return, which is significantly higher than PFFR's -2.40% return.
REET
- 1D
- 0.99%
- 1M
- -6.30%
- YTD
- 2.31%
- 6M
- 1.07%
- 1Y
- 8.44%
- 3Y*
- 7.14%
- 5Y*
- 2.84%
- 10Y*
- 3.57%
PFFR
- 1D
- -0.17%
- 1M
- -2.57%
- YTD
- -2.40%
- 6M
- -5.09%
- 1Y
- 2.74%
- 3Y*
- 9.17%
- 5Y*
- 0.66%
- 10Y*
- —
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REET vs. PFFR - Expense Ratio Comparison
REET has a 0.14% expense ratio, which is lower than PFFR's 0.45% expense ratio.
Return for Risk
REET vs. PFFR — Risk / Return Rank
REET
PFFR
REET vs. PFFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global REIT ETF (REET) 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.
| REET | PFFR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 0.32 | +0.24 |
Sortino ratioReturn per unit of downside risk | 0.86 | 0.48 | +0.38 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.06 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.73 | 0.45 | +0.28 |
Martin ratioReturn relative to average drawdown | 3.04 | 1.11 | +1.93 |
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
| REET | PFFR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 0.32 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.06 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.19 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.14 | +0.08 |
Correlation
The correlation between REET and PFFR is 0.41, 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.
Dividends
REET vs. PFFR - Dividend Comparison
REET's dividend yield for the trailing twelve months is around 3.62%, less than PFFR's 8.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REET iShares Global REIT ETF | 3.62% | 3.67% | 3.64% | 3.27% | 2.43% | 3.18% | 2.65% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% |
PFFR InfraCap REIT Preferred ETF | 8.41% | 7.99% | 7.78% | 7.72% | 8.60% | 6.08% | 6.11% | 5.77% | 6.48% | 6.59% | 0.00% | 0.00% |
Drawdowns
REET vs. PFFR - Drawdown Comparison
The maximum REET drawdown since its inception was -44.59%, smaller than the maximum PFFR drawdown of -53.02%. Use the drawdown chart below to compare losses from any high point for REET and PFFR.
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Drawdown Indicators
| REET | PFFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.59% | -53.02% | +8.43% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -6.57% | -5.13% |
Max Drawdown (5Y)Largest decline over 5 years | -32.11% | -29.80% | -2.31% |
Max Drawdown (10Y)Largest decline over 10 years | -44.59% | — | — |
Current DrawdownCurrent decline from peak | -6.47% | -6.14% | -0.33% |
Average DrawdownAverage peak-to-trough decline | -9.91% | -7.07% | -2.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 2.68% | +0.14% |
Volatility
REET vs. PFFR - Volatility Comparison
iShares Global REIT ETF (REET) has a higher volatility of 4.74% compared to InfraCap REIT Preferred ETF (PFFR) at 3.66%. This indicates that REET'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.
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Volatility by Period
| REET | PFFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.74% | 3.66% | +1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 8.32% | 5.73% | +2.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.10% | 8.57% | +6.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 10.38% | +6.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.83% | 20.69% | -1.86% |