TREG.L vs. PFFR
Compare and contrast key facts about VanEck Global Real Estate UCITS ETF (TREG.L) and InfraCap REIT Preferred ETF (PFFR).
TREG.L and PFFR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TREG.L is a passively managed fund by VanEck that tracks the performance of the FTSE EPRA Nareit Global TR USD. It was launched on Apr 14, 2011. 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 TREG.L 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TREG.L or PFFR.
Key characteristics
| TREG.L | PFFR | |
|---|---|---|
| YTD Return | 5.47% | 12.05% |
| 1Y Return | 24.32% | 29.95% |
| 3Y Return (Ann) | 53.77% | 0.88% |
| 5Y Return (Ann) | 30.91% | 2.16% |
| Sharpe Ratio | 1.78 | 3.12 |
| Sortino Ratio | 2.63 | 4.64 |
| Omega Ratio | 1.33 | 1.61 |
| Calmar Ratio | 0.94 | 1.32 |
| Martin Ratio | 7.61 | 19.23 |
| Ulcer Index | 3.36% | 1.55% |
| Daily Std Dev | 14.39% | 9.56% |
| Max Drawdown | -44.32% | -53.02% |
| Current Drawdown | -10.55% | -1.85% |
Correlation
The correlation between TREG.L and PFFR is 0.40, 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
TREG.L vs. PFFR - Performance Comparison
In the year-to-date period, TREG.L achieves a 5.47% return, which is significantly lower than PFFR's 12.05% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TREG.L vs. PFFR - Expense Ratio Comparison
TREG.L has a 0.25% expense ratio, which is lower than PFFR's 0.45% expense ratio.
Risk-Adjusted Performance
TREG.L vs. PFFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Global Real Estate UCITS ETF (TREG.L) 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.
Dividends
TREG.L vs. PFFR - Dividend Comparison
TREG.L's dividend yield for the trailing twelve months is around 233.56%, more than PFFR's 7.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
TREG.L VanEck Global Real Estate UCITS ETF | 233.56% | 258.75% | 147.22% | 44.99% | 4.49% | 0.00% | 0.00% | 0.00% |
PFFR InfraCap REIT Preferred ETF | 7.35% | 7.72% | 9.65% | 6.08% | 6.11% | 5.77% | 6.48% | 5.12% |
Drawdowns
TREG.L vs. PFFR - Drawdown Comparison
The maximum TREG.L drawdown since its inception was -44.32%, smaller than the maximum PFFR drawdown of -53.02%. Use the drawdown chart below to compare losses from any high point for TREG.L and PFFR. For additional features, visit the drawdowns tool.
Volatility
TREG.L vs. PFFR - Volatility Comparison
VanEck Global Real Estate UCITS ETF (TREG.L) has a higher volatility of 2.89% compared to InfraCap REIT Preferred ETF (PFFR) at 1.91%. This indicates that TREG.L'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.