RPRX vs. PFFD
Compare and contrast key facts about Royalty Pharma plc (RPRX) and Global X U.S. Preferred ETF (PFFD).
PFFD is a passively managed fund by Global X that tracks the performance of the ICE BofAML Diversified Core U.S. Preferred Securities Index. It was launched on Sep 11, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPRX or PFFD.
Correlation
The correlation between RPRX and PFFD is 0.24, 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.
Performance
RPRX vs. PFFD - Performance Comparison
Key characteristics
RPRX:
-0.10
PFFD:
0.92
RPRX:
0.01
PFFD:
1.31
RPRX:
1.00
PFFD:
1.16
RPRX:
-0.04
PFFD:
0.54
RPRX:
-0.20
PFFD:
3.76
RPRX:
10.98%
PFFD:
2.10%
RPRX:
21.69%
PFFD:
8.63%
RPRX:
-49.68%
PFFD:
-30.93%
RPRX:
-46.04%
PFFD:
-8.11%
Returns By Period
In the year-to-date period, RPRX achieves a 2.08% return, which is significantly higher than PFFD's 0.72% return.
RPRX
2.08%
0.50%
3.23%
-3.97%
N/A
N/A
PFFD
0.72%
-2.54%
3.35%
6.96%
0.84%
N/A
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Risk-Adjusted Performance
RPRX vs. PFFD — Risk-Adjusted Performance Rank
RPRX
PFFD
RPRX vs. PFFD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Royalty Pharma plc (RPRX) and Global X U.S. Preferred ETF (PFFD). 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
RPRX vs. PFFD - Dividend Comparison
RPRX's dividend yield for the trailing twelve months is around 3.23%, less than PFFD's 6.38% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|
Royalty Pharma plc | 3.23% | 3.29% | 2.85% | 1.92% | 1.71% | 0.60% | 0.00% | 0.00% | 0.00% |
Global X U.S. Preferred ETF | 6.38% | 6.43% | 6.49% | 6.63% | 5.09% | 5.19% | 5.49% | 6.22% | 1.94% |
Drawdowns
RPRX vs. PFFD - Drawdown Comparison
The maximum RPRX drawdown since its inception was -49.68%, which is greater than PFFD's maximum drawdown of -30.93%. Use the drawdown chart below to compare losses from any high point for RPRX and PFFD. For additional features, visit the drawdowns tool.
Volatility
RPRX vs. PFFD - Volatility Comparison
Royalty Pharma plc (RPRX) has a higher volatility of 5.79% compared to Global X U.S. Preferred ETF (PFFD) at 2.99%. This indicates that RPRX's price experiences larger fluctuations and is considered to be riskier than PFFD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.