UTES vs. PFFR
UTES (Virtus Reaves Utilities ETF) and PFFR (InfraCap REIT Preferred ETF) are both exchange-traded funds - UTES is a Utilities Equities fund actively managed by Virtus, while PFFR is a REIT fund tracking the Indxx REIT Preferred Stock Index. UTES is actively managed, while PFFR is passively managed. Over the past 5 years, UTES returned 14.89%/yr vs 1.00%/yr for PFFR. Their 0.27 correlation means their historical movements had little consistent relationship. UTES charges 0.49%/yr vs 0.45%/yr for PFFR.
Performance
UTES vs. PFFR - Performance Comparison
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Returns By Period
In the year-to-date period, UTES achieves a 0.36% return, which is significantly lower than PFFR's 2.79% return.
UTES
- 1D
- 1.44%
- 1M
- -2.90%
- 6M
- 3.82%
- YTD
- 0.36%
- 1Y
- -2.59%
- 3Y*
- 22.82%
- 5Y*
- 14.89%
- 10Y*
- 12.14%
- ALL TIME*
- 13.64%
PFFR
- 1D
- 0.11%
- 1M
- 0.29%
- 6M
- 1.09%
- YTD
- 2.79%
- 1Y
- 4.90%
- 3Y*
- 8.58%
- 5Y*
- 1.00%
- 10Y*
- —
- ALL TIME*
- 3.39%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $838.38K | $729.26K | $621.04K | |
| $11.31M | $10.12M | $13.80M |
UTES vs. PFFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UTES Virtus Reaves Utilities ETF | 0.36% | 25.71% | 45.35% | -2.46% | 0.80% | 20.74% | -0.30% | 25.48% | 5.14% | 12.09% |
PFFR InfraCap REIT Preferred ETF | 2.79% | 5.36% | 7.12% | 21.04% | -23.90% | 6.76% | 0.19% | 20.28% | -7.45% | 7.82% |
Correlation
The correlation between UTES and PFFR is 0.22, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.22 |
Correlation (3Y) Balances recent behavior with more history. | 0.27 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.29 |
Correlation (All Time) Calculated using the full available price history since Feb 8, 2017 | 0.27 |
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Return for Risk
UTES vs. PFFR — Risk / Return Rank
UTES
PFFR
UTES vs. PFFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Reaves Utilities ETF (UTES) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UTES | PFFR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.73 | ||
| Sortino ratioReturn per unit of downside risk | -0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.11 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | -0.19 | 0.75 | -0.94 |
| Martin ratioReturn relative to average drawdown | -0.39 | 1.68 | -2.07 |
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Drawdowns
UTES vs. PFFR - Drawdown Comparison
The maximum UTES drawdown since its inception was -35.39%, smaller than the maximum PFFR drawdown of -53.02%. Use the drawdown chart below to compare losses from any high point for UTES and PFFR.
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Drawdown Indicators
| UTES | PFFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.39% | -53.02% | +17.63% |
Max Drawdown (1Y)Largest decline over 1 year | -13.88% | -6.57% | -7.31% |
Max Drawdown (3Y)Largest decline over 3 years | -17.62% | -11.16% | -6.46% |
Max Drawdown (5Y)Largest decline over 5 years | -20.40% | -29.80% | +9.40% |
Max Drawdown (10Y)Largest decline over 10 years | -35.39% | — | — |
Current DrawdownCurrent decline from peak | -9.00% | -1.14% | -7.86% |
Average DrawdownAverage peak-to-trough decline | -5.54% | -6.91% | +1.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.74% | 2.91% | +3.83% |
Volatility
UTES vs. PFFR - Volatility Comparison
Virtus Reaves Utilities ETF (UTES) has a higher volatility of 5.50% compared to InfraCap REIT Preferred ETF (PFFR) at 2.10%. This indicates that UTES'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
| UTES | PFFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.50% | 2.10% | +3.40% |
Volatility (6M)Calculated over the trailing 6-month period | 16.23% | 6.25% | +9.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.46% | 8.10% | +13.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.75% | 10.54% | +10.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.27% | 20.38% | -0.11% |
UTES vs. PFFR - Expense Ratio Comparison
UTES has a 0.49% expense ratio, which is higher than PFFR's 0.45% expense ratio.
Dividends
UTES vs. PFFR - Dividend Comparison
UTES's dividend yield for the trailing twelve months is around 1.51%, less than PFFR's 8.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFFR InfraCap REIT Preferred ETF | 8.28% | 7.99% | 7.78% | 7.72% | 8.60% | 6.08% | 6.11% | 5.77% | 6.48% | 6.59% | 0.00% | 0.00% |
UTES Virtus Reaves Utilities ETF | 1.51% | 1.42% | 1.51% | 2.44% | 2.13% | 1.94% | 2.09% | 1.84% | 2.09% | 3.44% | 3.53% | 0.61% |
Frequently Asked Questions
UTES and PFFR have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UTES has higher volatility (5.50%) compared to PFFR (2.10%). In terms of maximum drawdown, UTES dropped -35.39% vs PFFR's -53.02%.
On 5-year performance, UTES leads with 14.89% vs 1.00% for PFFR. On fees, PFFR is cheaper at 0.45% per year. On volatility, PFFR has been the lower-risk option at 2.10%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, UTES has performed better with a 14.89% return vs 1.00%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
PFFR is cheaper with a 0.45% expense ratio, compared with 0.49% for UTES.
PFFR has the higher dividend yield at 8.28%, compared with 1.51% for UTES.
UTES is categorized as Utilities Equities, while PFFR is REIT. Their fees differ too: 0.49% for UTES and 0.45% for PFFR.
PFFR currently has the higher Sharpe Ratio (0.61 vs -0.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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