WDI vs. PFFA
Compare and contrast key facts about Western Asset Diversified Income Fund (WDI) and Virtus InfraCap U.S. Preferred Stock ETF (PFFA).
WDI is managed by Franklin Templeton. It was launched on Jun 24, 2021. PFFA is an actively managed fund by Virtus Investment Partners. It was launched on May 15, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WDI or PFFA.
Correlation
The correlation between WDI and PFFA is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
WDI vs. PFFA - Performance Comparison
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Key characteristics
WDI:
6.04%
PFFA:
3.77%
WDI:
-0.28%
PFFA:
-1.25%
WDI:
0.00%
PFFA:
-1.25%
Returns By Period
WDI
N/A
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PFFA
N/A
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WDI vs. PFFA - Expense Ratio Comparison
WDI has a 1.73% expense ratio, which is higher than PFFA's 1.47% expense ratio.
Risk-Adjusted Performance
WDI vs. PFFA — Risk-Adjusted Performance Rank
WDI
PFFA
WDI vs. PFFA - Risk-Adjusted Performance Comparison
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.
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Dividends
WDI vs. PFFA - Dividend Comparison
WDI has not paid dividends to shareholders, while PFFA's dividend yield for the trailing twelve months is around 9.82%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
WDI Western Asset Diversified Income Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PFFA Virtus InfraCap U.S. Preferred Stock ETF | 9.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WDI vs. PFFA - Drawdown Comparison
The maximum WDI drawdown since its inception was -0.28%, smaller than the maximum PFFA drawdown of -1.25%. Use the drawdown chart below to compare losses from any high point for WDI and PFFA. For additional features, visit the drawdowns tool.
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Volatility
WDI vs. PFFA - Volatility Comparison
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