VCLN vs. PFFR
VCLN (Virtus Duff & Phelps Clean Energy ETF) and PFFR (InfraCap REIT Preferred ETF) are both exchange-traded funds - VCLN is a Sustainable fund actively managed by Virtus Investment Partners, while PFFR is a Preferred Stock/Convertible Bonds fund tracking the Indxx REIT Preferred Stock Index. VCLN is actively managed, while PFFR is passively managed. Over the past 3 years, VCLN returned 19.29%/yr vs 9.48%/yr for PFFR. At a 0.37 correlation, their price movements are largely independent. VCLN charges 0.59%/yr vs 0.45%/yr for PFFR.
Performance
VCLN vs. PFFR - Performance Comparison
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Returns By Period
In the year-to-date period, VCLN achieves a 29.71% return, which is significantly higher than PFFR's 2.11% return.
VCLN
- 1D
- 1.65%
- 1M
- -3.17%
- YTD
- 29.71%
- 6M
- 25.66%
- 1Y
- 73.69%
- 3Y*
- 19.29%
- 5Y*
- —
- 10Y*
- —
PFFR
- 1D
- -0.13%
- 1M
- 1.55%
- YTD
- 2.11%
- 6M
- 1.32%
- 1Y
- 6.89%
- 3Y*
- 9.48%
- 5Y*
- 1.07%
- 10Y*
- —
VCLN vs. PFFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VCLN Virtus Duff & Phelps Clean Energy ETF | 29.71% | 55.75% | -6.69% | -17.54% | -7.87% | -5.21% |
PFFR InfraCap REIT Preferred ETF | 2.11% | 5.36% | 7.12% | 21.04% | -23.90% | -1.45% |
Correlation
The correlation between VCLN and PFFR is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Aug 4, 2021 | 0.37 |
The correlation between VCLN and PFFR shifts across timeframes, from 0.19 (1 year) to 0.37 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VCLN vs. PFFR — Risk / Return Rank
VCLN
PFFR
VCLN vs. PFFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Duff & Phelps Clean Energy ETF (VCLN) 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.
| VCLN | PFFR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.56 | ||
| Sortino ratioReturn per unit of downside risk | +1.87 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.16 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 5.13 | 1.05 | +4.08 |
| Martin ratioReturn relative to average drawdown | 18.99 | 2.42 | +16.56 |
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Drawdowns
VCLN vs. PFFR - Drawdown Comparison
The maximum VCLN drawdown since its inception was -45.66%, smaller than the maximum PFFR drawdown of -53.02%. Use the drawdown chart below to compare losses from any high point for VCLN and PFFR.
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Drawdown Indicators
| VCLN | PFFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.66% | -53.02% | +7.36% |
Max Drawdown (1Y)Largest decline over 1 year | -14.45% | -6.57% | -7.88% |
Max Drawdown (3Y)Largest decline over 3 years | -29.25% | -11.16% | -18.09% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.80% | — |
Current DrawdownCurrent decline from peak | -7.87% | -1.79% | -6.08% |
Average DrawdownAverage peak-to-trough decline | -23.92% | -6.97% | -16.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.90% | 2.85% | +1.05% |
Volatility
VCLN vs. PFFR - Volatility Comparison
Virtus Duff & Phelps Clean Energy ETF (VCLN) has a higher volatility of 11.49% compared to InfraCap REIT Preferred ETF (PFFR) at 2.34%. This indicates that VCLN'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
| VCLN | PFFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.49% | 2.34% | +9.15% |
Volatility (6M)Calculated over the trailing 6-month period | 21.11% | 6.05% | +15.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.28% | 7.81% | +22.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.62% | 10.48% | +17.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.62% | 20.48% | +7.14% |
VCLN vs. PFFR - Expense Ratio Comparison
VCLN has a 0.59% expense ratio, which is higher than PFFR's 0.45% expense ratio.
Dividends
VCLN vs. PFFR - Dividend Comparison
VCLN's dividend yield for the trailing twelve months is around 1.61%, less than PFFR's 8.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
PFFR InfraCap REIT Preferred ETF | 8.26% | 7.99% | 7.78% | 7.72% | 8.60% | 6.08% | 6.11% | 5.77% | 6.48% | 6.59% |
VCLN Virtus Duff & Phelps Clean Energy ETF | 1.61% | 2.01% | 1.16% | 1.14% | 0.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VCLN and PFFR have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VCLN has higher volatility (11.49%) compared to PFFR (2.34%). In terms of maximum drawdown, VCLN dropped -45.66% vs PFFR's -53.02%.
On 3-year performance, VCLN leads with 19.29% vs 9.48% for PFFR. On fees, PFFR is cheaper at 0.45% per year. On volatility, PFFR has been the lower-risk option at 2.34%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, VCLN has performed better with a 19.29% return vs 9.48%. 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 0.59% for VCLN.
PFFR has the higher dividend yield at 8.26%, compared with 1.61% for VCLN.
VCLN is categorized as Sustainable, while PFFR is Preferred Stock/Convertible Bonds. Their fees differ too: 0.59% for VCLN and 0.45% for PFFR.
VCLN currently has the higher Sharpe Ratio (2.45 vs 0.89), 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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