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PFFA vs OUNZ

Comparison between VIRTUS INFRACAP U.S. PREFERRED STOCK ETF (PFFA, ETF) and VanEck Merk Gold Trust (OUNZ, ETF).

5-Year PerformanceOUNZ has outperformed PFFA, delivering a return of +17.0% compared to +5.8%

PFFA vs OUNZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PFFA
$2.40B
Winner
OUNZ
$2.50B
Expense Ratio
PFFA
2.11%
Winner
OUNZ
0.25%
Max Drawdown
PFFA
70.73%
Winner
OUNZ
26.09%
Sharpe Ratio
PFFA
0.62
Winner
OUNZ
0.68
5Y Beta
PFFA
0.33
Winner
OUNZ
0.23
5Y Dividends CAGR
PFFA
0.44%
OUNZ
N/A

PFFA vs OUNZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PFFA
-0.74%
OUNZ
-6.09%
3M
Winner
PFFA
-0.26%
OUNZ
-16.37%
6M
Winner
PFFA
+0.51%
OUNZ
-12.58%
1Y
PFFA
+8.23%
Winner
OUNZ
+20.98%
5Y(CAGR)
PFFA
+5.83%
Winner
OUNZ
+17.01%
10Y(CAGR)
PFFA
+7.42%
Winner
OUNZ
+11.41%
Max(CAGR)
PFFA
+7.42%
Winner
OUNZ
+9.49%

PFFA vs OUNZ - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearPFFAOUNZ
2026+1.49%-6.48%
2025+7.63%+61.59%
2024+16.02%+27.01%
2023+24.23%+11.98%
2022-20.79%+0.97%
2021+24.31%-6.17%
2020-8.05%+23.96%
2019+29.98%+17.90%
2018-7.08%-3.19%
2017N/A+12.03%
2016N/A+6.65%
2015N/A-11.15%
2014N/A-8.73%

PFFA vs OUNZ Drawdown Comparison

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

The maximum drawdown for OUNZ was -26.09%, occurring on Jun 24, 2026. This drawdown has not yet recovered.

The current PFFA drawdown is -2.32%. The current OUNZ drawdown is -24.88%.

RankPFFAOUNZ
#1-70.52%
Feb 18, 2020 - Mar 30, 2021
-26.09%
Jan 29, 2026 - Jun 24, 2026
#2-22.67%
Dec 31, 2021 - Dec 29, 2023
-21.77%
Jul 11, 2014 - Jul 5, 2016
#3-16.49%
Aug 31, 2018 - Mar 15, 2019
-21.76%
Aug 6, 2020 - Mar 1, 2024
#4-12.16%
Oct 16, 2024 - Aug 4, 2025
-17.58%
Jul 8, 2016 - Jun 20, 2019
#5-6.47%
Feb 19, 2026 - Apr 17, 2026
-12.51%
Mar 9, 2020 - Apr 9, 2020
#6-4.96%
Mar 27, 2024 - May 15, 2024
-10.10%
Oct 20, 2025 - Dec 22, 2025
#7-4.51%
May 8, 2026 - Jun 25, 2026
-8.10%
Oct 30, 2024 - Jan 30, 2025
#8-3.59%
Sep 19, 2025 - Jan 8, 2026
-7.12%
Apr 21, 2025 - Jun 13, 2025
#9-3.17%
Nov 5, 2021 - Dec 30, 2021
-6.57%
Sep 4, 2019 - Jan 6, 2020
#10-2.68%
May 7, 2021 - May 28, 2021
-5.75%
May 20, 2024 - Jul 16, 2024
#11-2.29%
Aug 1, 2024 - Aug 13, 2024
-4.93%
Dec 26, 2025 - Jan 12, 2026
#12-2.09%
Oct 24, 2019 - Dec 18, 2019
-4.91%
Feb 24, 2020 - Mar 5, 2020
#13-1.95%
Feb 1, 2024 - Feb 23, 2024
-4.84%
Mar 31, 2025 - Apr 10, 2025
#14-1.93%
Sep 2, 2021 - Oct 14, 2021
-4.84%
Jun 13, 2025 - Aug 29, 2025
#15-1.58%
May 17, 2024 - May 31, 2024
-4.38%
Jul 16, 2024 - Aug 12, 2024

Correlation

Correlation between PFFA and OUNZ is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

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