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PFFA vs IBTG

Comparison between VIRTUS INFRACAP U.S. PREFERRED STOCK ETF (PFFA, ETF) and ISHARES IBONDS DEC 2026 TERM TREASURY ETF (IBTG, ETF).

5-Year PerformancePFFA has outperformed IBTG, delivering a return of +6.4% compared to +0.9%

PFFA vs IBTG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PFFA
$2.30B
IBTG
$2.30B
Expense Ratio
PFFA
2.11%
Winner
IBTG
0.07%
Max Drawdown
PFFA
70.73%
Winner
IBTG
15.61%
Sharpe Ratio
Winner
PFFA
1.31
IBTG
0.80
5Y Beta
PFFA
0.33
Winner
IBTG
-0.01
5Y Dividends CAGR
PFFA
2.13%
Winner
IBTG
39.69%

PFFA vs IBTG - Historical Returns

Returns include dividend reinvestment.

1M
PFFA
-1.38%
Winner
IBTG
+0.34%
3M
PFFA
+0.81%
Winner
IBTG
+0.95%
6M
Winner
PFFA
+2.94%
IBTG
+1.82%
1Y
Winner
PFFA
+12.97%
IBTG
+4.12%
5Y(CAGR)
Winner
PFFA
+6.41%
IBTG
+0.85%
10Y(CAGR)
PFFA
+7.53%
IBTG
N/A
Max(CAGR)
Winner
PFFA
+7.53%
IBTG
+1.00%

PFFA vs IBTG - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearPFFAIBTG
2026+1.53%+1.46%
2025+7.63%+4.54%
2024+16.02%+4.15%
2023+24.23%+4.13%
2022-20.79%-7.85%
2021+24.31%-3.06%
2020-8.05%+3.99%
2019+29.98%N/A
2018-7.08%N/A

PFFA vs IBTG Drawdown Comparison

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

The maximum drawdown for IBTG was -13.62%, occurring on Oct 20, 2022. Recovery took 1351 trading sessions.

The current PFFA drawdown is -2.29%.

RankPFFAIBTG
#1-70.52%
Feb 18, 2020 - Mar 30, 2021
-13.62%
Aug 4, 2020 - Dec 18, 2025
#2-22.67%
Dec 31, 2021 - Dec 29, 2023
-2.79%
Mar 9, 2020 - Mar 27, 2020
#3-16.49%
Aug 31, 2018 - Mar 15, 2019
-1.03%
May 14, 2020 - Jun 26, 2020
#4-12.16%
Oct 16, 2024 - Aug 4, 2025
-0.76%
Apr 3, 2020 - Apr 15, 2020
#5-6.47%
Feb 19, 2026 - Apr 17, 2026
-0.50%
Apr 21, 2020 - May 7, 2020
#6-4.96%
Mar 27, 2024 - May 15, 2024
-0.34%
May 7, 2020 - May 14, 2020
#7-3.59%
Sep 19, 2025 - Jan 8, 2026
-0.17%
Jul 9, 2020 - Jul 21, 2020
#8-3.17%
Nov 5, 2021 - Dec 30, 2021
-0.15%
Apr 15, 2020 - Apr 21, 2020
#9-2.68%
May 7, 2021 - May 28, 2021
-0.13%
Jul 1, 2020 - Jul 9, 2020
#10-2.29%
Aug 1, 2024 - Aug 13, 2024
-0.11%
Jul 24, 2020 - Jul 28, 2020
#11-2.29%
May 8, 2026 - Jun 5, 2026
-0.09%
Mar 31, 2020 - Apr 3, 2020
#12-2.09%
Oct 24, 2019 - Dec 18, 2019
-0.04%
Dec 26, 2025 - Jan 2, 2026
#13-1.95%
Feb 1, 2024 - Feb 23, 2024
-0.04%
Feb 9, 2026 - Feb 13, 2026
#14-1.93%
Sep 2, 2021 - Oct 14, 2021
-0.03%
Feb 27, 2026 - Mar 6, 2026
#15-1.58%
May 17, 2024 - May 31, 2024
-0.02%
Feb 28, 2020 - Mar 3, 2020

Correlation

Correlation between PFFA and IBTG is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

0.25
-101

Dividend Comparison (2018 - 2026)

PFFA vs IBTG dividend yield comparison.

YearPFFAIBTG
20264.07%1.61%
20259.47%4.03%
20249.18%4.08%
20239.56%3.61%
202210.75%2.06%
20217.64%0.66%
20208.54%0.53%
201910.02%0.00%
20185.15%0.00%

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