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FTSL vs PFFA

Comparison between FIRST TRUST SENIOR LOAN FUND (FTSL, ETF) and VIRTUS INFRACAP U.S. PREFERRED STOCK ETF (PFFA, ETF).

5-Year PerformancePFFA has outperformed FTSL, delivering a return of +5.8% compared to +5.0%

FTSL vs PFFA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FTSL
$2.30B
Winner
PFFA
$2.40B
Expense Ratio
Winner
FTSL
0.70%
PFFA
2.11%
Max Drawdown
Winner
FTSL
26.38%
PFFA
70.73%
Sharpe Ratio
FTSL
0.19
Winner
PFFA
1.04
5Y Beta
Winner
FTSL
0.09
PFFA
0.33
5Y Dividends CAGR
Winner
FTSL
14.01%
PFFA
0.44%

FTSL vs PFFA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FTSL
+0.08%
PFFA
-1.46%
3M
FTSL
+1.56%
Winner
PFFA
+4.00%
6M
FTSL
+0.49%
Winner
PFFA
+0.70%
1Y
FTSL
+3.96%
Winner
PFFA
+9.56%
5Y(CAGR)
FTSL
+4.97%
Winner
PFFA
+5.84%
10Y(CAGR)
FTSL
+4.44%
Winner
PFFA
+7.32%
Max(CAGR)
FTSL
+3.97%
Winner
PFFA
+7.32%

FTSL vs PFFA - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearFTSLPFFA
2026+0.47%+0.28%
2025+6.00%+7.63%
2024+8.32%+16.02%
2023+10.96%+24.23%
2022-2.44%-20.79%
2021+4.05%+24.31%
2020+2.82%-8.05%
2019+10.16%+29.98%
2018-1.40%-7.08%
2017+2.64%N/A
2016+7.28%N/A
2015+0.16%N/A
2014+1.32%N/A
2013+1.79%N/A

FTSL vs PFFA Drawdown Comparison

The maximum drawdown for FTSL was -22.67%, occurring on Mar 23, 2020. Recovery took 198 trading sessions.

The maximum drawdown for PFFA was -70.52%, occurring on Mar 18, 2020. Recovery took 281 trading sessions.

The current FTSL drawdown is -0.15%. The current PFFA drawdown is -3.49%.

RankFTSLPFFA
#1-22.67%
Jan 29, 2020 - Nov 9, 2020
-70.52%
Feb 18, 2020 - Mar 30, 2021
#2-6.96%
Jan 24, 2022 - Feb 1, 2023
-22.67%
Dec 31, 2021 - Dec 29, 2023
#3-4.61%
Oct 22, 2018 - Feb 20, 2019
-16.49%
Aug 31, 2018 - Mar 15, 2019
#4-4.29%
Jul 21, 2015 - Apr 21, 2016
-12.16%
Oct 16, 2024 - Aug 4, 2025
#5-2.66%
Mar 25, 2025 - Apr 28, 2025
-6.47%
Feb 19, 2026 - Apr 17, 2026
#6-2.54%
Dec 2, 2014 - Feb 5, 2015
-4.96%
Mar 27, 2024 - May 15, 2024
#7-2.33%
Jan 16, 2026 - May 5, 2026
-3.59%
Sep 19, 2025 - Jan 8, 2026
#8-2.06%
Jul 28, 2014 - Nov 24, 2014
-3.49%
May 8, 2026 - Jun 24, 2026
#9-1.83%
May 31, 2013 - Oct 22, 2013
-3.17%
Nov 5, 2021 - Dec 30, 2021
#10-1.54%
Feb 7, 2023 - Apr 3, 2023
-2.68%
May 7, 2021 - May 28, 2021
#11-1.21%
Sep 17, 2019 - Nov 11, 2019
-2.29%
Aug 1, 2024 - Aug 13, 2024
#12-1.09%
Jul 31, 2024 - Aug 19, 2024
-2.09%
Oct 24, 2019 - Dec 18, 2019
#13-0.98%
Jun 9, 2016 - Jul 8, 2016
-1.95%
Feb 1, 2024 - Feb 23, 2024
#14-0.97%
Jul 30, 2019 - Sep 10, 2019
-1.93%
Sep 2, 2021 - Oct 14, 2021
#15-0.93%
Oct 24, 2016 - Dec 7, 2016
-1.58%
May 17, 2024 - May 31, 2024

Correlation

Correlation between FTSL and PFFA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2013 - 2026)

FTSL vs PFFA dividend yield comparison.

YearFTSLPFFA
20262.64%4.99%
20256.59%9.47%
20247.56%9.18%
20237.59%9.56%
20224.77%10.75%
20213.17%7.64%
20203.48%8.54%
20194.44%10.02%
20184.29%5.15%
20173.64%0.00%
20163.70%0.00%
20153.95%0.00%
20143.75%0.00%
20132.64%0.00%

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