WDI vs. PFFA

In the year-to-date period, WDI achieves a 8.59% return, which is significantly higher than PFFA's -2.82% return.

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WDI has a 1.73% expense ratio, which is higher than PFFA's 1.47% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Western Asset Diversified Income Fund (WDI) and Virtus InfraCap U.S. Preferred Stock ETF (PFFA). 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.

The current WDI Sharpe Ratio is 1.19, which is higher than the PFFA Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of WDI and PFFA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WDI's dividend yield for the trailing twelve months is around 12.16%, more than PFFA's 9.89% yield.

The maximum WDI drawdown since its inception was -32.45%, smaller than the maximum PFFA drawdown of -70.52%. Use the drawdown chart below to compare losses from any high point for WDI and PFFA.

The current volatility for Western Asset Diversified Income Fund (WDI) is 2.10%, while Virtus InfraCap U.S. Preferred Stock ETF (PFFA) has a volatility of 3.20%. This indicates that WDI experiences smaller price fluctuations and is considered to be less risky than PFFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.