RYSEX vs. PFFD
Compare and contrast key facts about Royce Special Equity Fund (RYSEX) and Global X U.S. Preferred ETF (PFFD).
RYSEX is managed by Royce Investment Partners. It was launched on May 1, 1998. 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: RYSEX or PFFD.
Correlation
The correlation between RYSEX and PFFD is 0.42, 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
RYSEX vs. PFFD - Performance Comparison
Key characteristics
RYSEX:
-0.35
PFFD:
0.88
RYSEX:
-0.33
PFFD:
1.27
RYSEX:
0.95
PFFD:
1.16
RYSEX:
-0.19
PFFD:
0.54
RYSEX:
-1.03
PFFD:
3.40
RYSEX:
7.01%
PFFD:
2.33%
RYSEX:
20.30%
PFFD:
9.06%
RYSEX:
-52.13%
PFFD:
-30.93%
RYSEX:
-36.45%
PFFD:
-6.52%
Returns By Period
In the year-to-date period, RYSEX achieves a -0.92% return, which is significantly lower than PFFD's 2.46% return.
RYSEX
-0.92%
-2.65%
-15.72%
-8.73%
-1.27%
-2.60%
PFFD
2.46%
2.53%
4.02%
6.47%
1.10%
N/A
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RYSEX vs. PFFD - Expense Ratio Comparison
RYSEX has a 1.20% expense ratio, which is higher than PFFD's 0.23% expense ratio.
Risk-Adjusted Performance
RYSEX vs. PFFD — Risk-Adjusted Performance Rank
RYSEX
PFFD
RYSEX vs. PFFD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce Special Equity Fund (RYSEX) 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
RYSEX vs. PFFD - Dividend Comparison
RYSEX's dividend yield for the trailing twelve months is around 2.70%, less than PFFD's 6.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYSEX Royce Special Equity Fund | 2.70% | 2.68% | 1.48% | 1.23% | 1.06% | 1.44% | 1.18% | 1.30% | 0.56% | 0.96% | 1.33% | 0.52% |
PFFD Global X U.S. Preferred ETF | 6.27% | 6.43% | 6.49% | 6.63% | 5.09% | 5.19% | 5.49% | 6.22% | 1.94% | 0.00% | 0.00% | 0.00% |
Drawdowns
RYSEX vs. PFFD - Drawdown Comparison
The maximum RYSEX drawdown since its inception was -52.13%, which is greater than PFFD's maximum drawdown of -30.93%. Use the drawdown chart below to compare losses from any high point for RYSEX and PFFD. For additional features, visit the drawdowns tool.
Volatility
RYSEX vs. PFFD - Volatility Comparison
Royce Special Equity Fund (RYSEX) and Global X U.S. Preferred ETF (PFFD) have volatilities of 4.00% and 3.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.