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GTO vs PFFA

Comparison between INVESCO TOTAL RETURN BOND ETF (GTO, ETF) and VIRTUS INFRACAP U.S. PREFERRED STOCK ETF (PFFA, ETF).

5-Year PerformancePFFA has outperformed GTO, delivering a return of +6.1% compared to +0.1%

GTO vs PFFA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GTO
$2.30B
Winner
PFFA
$2.40B
Expense Ratio
Winner
GTO
0.35%
PFFA
2.11%
Max Drawdown
Winner
GTO
25.87%
PFFA
70.73%
Sharpe Ratio
GTO
0.56
Winner
PFFA
1.04
5Y Beta
Winner
GTO
0.05
PFFA
0.33
5Y Dividends CAGR
Winner
GTO
1.43%
PFFA
0.44%

GTO vs PFFA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
GTO
+0.68%
PFFA
-0.23%
3M
GTO
+1.15%
Winner
PFFA
+5.20%
6M
GTO
+0.93%
Winner
PFFA
+1.96%
1Y
GTO
+5.49%
Winner
PFFA
+11.57%
5Y(CAGR)
GTO
+0.07%
Winner
PFFA
+6.14%
10Y(CAGR)
GTO
+2.95%
Winner
PFFA
+7.48%
Max(CAGR)
GTO
+3.09%
Winner
PFFA
+7.48%

GTO vs PFFA - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

YearGTOPFFA
2026+0.88%+1.54%
2025+7.08%+7.63%
2024+3.00%+16.02%
2023+5.50%+24.23%
2022-14.06%-20.79%
2021-0.44%+24.31%
2020+10.58%-8.05%
2019+11.26%+29.98%
2018-0.02%-7.08%
2017+7.33%N/A
2016+3.62%N/A

GTO vs PFFA Drawdown Comparison

The maximum drawdown for GTO was -20.60%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

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

The current GTO drawdown is -1.45%. The current PFFA drawdown is -2.28%.

RankGTOPFFA
#1-20.60%
Sep 14, 2021 - Oct 24, 2022
-70.52%
Feb 18, 2020 - Mar 30, 2021
#2-11.26%
Mar 6, 2020 - Jun 4, 2020
-22.67%
Dec 31, 2021 - Dec 29, 2023
#3-5.38%
Feb 16, 2016 - Jul 25, 2016
-16.49%
Aug 31, 2018 - Mar 15, 2019
#4-3.61%
Sep 6, 2016 - Apr 12, 2017
-12.16%
Oct 16, 2024 - Aug 4, 2025
#5-3.57%
Aug 22, 2018 - Jan 24, 2019
-6.47%
Feb 19, 2026 - Apr 17, 2026
#6-2.96%
Jan 4, 2021 - Jul 6, 2021
-4.96%
Mar 27, 2024 - May 15, 2024
#7-2.35%
Sep 4, 2019 - Oct 4, 2019
-3.59%
Sep 19, 2025 - Jan 8, 2026
#8-2.06%
Dec 15, 2017 - Jul 19, 2018
-3.17%
Nov 5, 2021 - Dec 30, 2021
#9-1.48%
Oct 4, 2019 - Dec 3, 2019
-2.70%
May 8, 2026 - Jun 10, 2026
#10-1.34%
Aug 6, 2020 - Nov 19, 2020
-2.68%
May 7, 2021 - May 28, 2021
#11-0.99%
Jun 26, 2017 - Aug 3, 2017
-2.29%
Aug 1, 2024 - Aug 13, 2024
#12-0.78%
Aug 4, 2021 - Sep 14, 2021
-2.09%
Oct 24, 2019 - Dec 18, 2019
#13-0.77%
Jul 19, 2018 - Aug 10, 2018
-1.95%
Feb 1, 2024 - Feb 23, 2024
#14-0.73%
Jul 3, 2019 - Aug 1, 2019
-1.93%
Sep 2, 2021 - Oct 14, 2021
#15-0.67%
Mar 27, 2019 - Apr 26, 2019
-1.58%
May 17, 2024 - May 31, 2024

Correlation

Correlation between GTO and PFFA is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49
-101

Dividend Comparison (2016 - 2026)

GTO vs PFFA dividend yield comparison.

YearGTOPFFA
20262.31%4.93%
20254.70%9.47%
20244.42%9.18%
20234.05%9.56%
20223.47%10.75%
20211.93%7.64%
20204.04%8.54%
20192.97%10.02%
20185.25%5.15%
20172.81%0.00%
20162.57%0.00%

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