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PFFA vs IBDW

Comparison between VIRTUS INFRACAP U.S. PREFERRED STOCK ETF (PFFA, ETF) and ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW, ETF).

5-Year PerformancePFFA has outperformed IBDW, delivering a return of +6.4% compared to +0.4%

PFFA vs IBDW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PFFA
$2.30B
Winner
IBDW
$2.40B
Expense Ratio
PFFA
2.11%
Winner
IBDW
0.10%
Max Drawdown
PFFA
70.73%
Winner
IBDW
26.72%
Sharpe Ratio
Winner
PFFA
1.31
IBDW
0.25
5Y Beta
PFFA
0.33
Winner
IBDW
0.06
5Y Dividends CAGR
PFFA
2.13%
IBDW
N/A

PFFA vs IBDW - Historical Returns

Returns include dividend reinvestment.

1M
PFFA
-1.38%
Winner
IBDW
-0.37%
3M
Winner
PFFA
+0.81%
IBDW
-1.00%
6M
Winner
PFFA
+2.94%
IBDW
+0.16%
1Y
Winner
PFFA
+12.97%
IBDW
+4.89%
5Y(CAGR)
Winner
PFFA
+6.41%
IBDW
+0.38%
10Y(CAGR)
PFFA
+7.53%
IBDW
N/A
Max(CAGR)
Winner
PFFA
+7.53%
IBDW
+0.38%

PFFA vs IBDW - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearPFFAIBDW
2026+1.53%-0.22%
2025+7.63%+8.86%
2024+16.02%+3.60%
2023+24.23%+8.47%
2022-20.79%-16.41%
2021+24.31%+0.36%
2020-8.05%N/A
2019+29.98%N/A
2018-7.08%N/A

PFFA vs IBDW Drawdown Comparison

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

The maximum drawdown for IBDW was -23.88%, occurring on Oct 20, 2022. Recovery took 1132 trading sessions.

The current PFFA drawdown is -2.29%. The current IBDW drawdown is -1.51%.

RankPFFAIBDW
#1-70.52%
Feb 18, 2020 - Mar 30, 2021
-23.88%
Aug 3, 2021 - Feb 5, 2026
#2-22.67%
Dec 31, 2021 - Dec 29, 2023
-2.42%
Feb 23, 2026 - Mar 26, 2026
#3-16.49%
Aug 31, 2018 - Mar 15, 2019
-0.79%
Jul 8, 2021 - Jul 19, 2021
#4-12.16%
Oct 16, 2024 - Aug 4, 2025
-0.59%
Jul 19, 2021 - Jul 28, 2021
#5-6.47%
Feb 19, 2026 - Apr 17, 2026
-0.19%
Jul 28, 2021 - Aug 2, 2021
#6-4.96%
Mar 27, 2024 - May 15, 2024
-0.19%
Jun 30, 2021 - Jul 2, 2021
#7-3.59%
Sep 19, 2025 - Jan 8, 2026
-0.17%
Jun 24, 2021 - Jun 28, 2021
#8-3.17%
Nov 5, 2021 - Dec 30, 2021
-0.12%
Feb 10, 2026 - Feb 12, 2026
#9-2.68%
May 7, 2021 - May 28, 2021
-0.07%
Feb 17, 2026 - Feb 23, 2026
#10-2.29%
Aug 1, 2024 - Aug 13, 2024
N/A
#11-2.29%
May 8, 2026 - Jun 5, 2026
N/A
#12-2.09%
Oct 24, 2019 - Dec 18, 2019
N/A
#13-1.95%
Feb 1, 2024 - Feb 23, 2024
N/A
#14-1.93%
Sep 2, 2021 - Oct 14, 2021
N/A
#15-1.58%
May 17, 2024 - May 31, 2024
N/A

Correlation

Correlation between PFFA and IBDW is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

Dividend Comparison (2018 - 2026)

PFFA vs IBDW dividend yield comparison.

YearPFFAIBDW
20264.07%1.99%
20259.47%4.78%
20249.18%5.00%
20239.56%4.50%
202210.75%3.70%
20217.64%1.10%
20208.54%0.00%
201910.02%0.00%
20185.15%0.00%

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