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PFFA vs SLQD

Comparison between VIRTUS INFRACAP U.S. PREFERRED STOCK ETF (PFFA, ETF) and ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD, ETF).

5-Year PerformancePFFA has outperformed SLQD, delivering a return of +6.0% compared to +2.6%

PFFA vs SLQD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PFFA
$2.40B
SLQD
$2.40B
Expense Ratio
PFFA
2.11%
Winner
SLQD
0.06%
Max Drawdown
PFFA
70.73%
Winner
SLQD
12.69%
Sharpe Ratio
Winner
PFFA
0.69
SLQD
0.18
5Y Beta
PFFA
0.34
Winner
SLQD
0.03
5Y Dividends CAGR
PFFA
0.44%
Winner
SLQD
16.72%

PFFA vs SLQD - Historical Returns

Returns include dividend reinvestment.

1M
PFFA
-0.03%
Winner
SLQD
+0.20%
3M
PFFA
-0.01%
Winner
SLQD
+0.47%
6M
PFFA
+0.96%
Winner
SLQD
+1.13%
1Y
Winner
PFFA
+9.15%
SLQD
+4.24%
5Y(CAGR)
Winner
PFFA
+5.99%
SLQD
+2.60%
10Y(CAGR)
Winner
PFFA
+7.51%
SLQD
+2.63%
Max(CAGR)
Winner
PFFA
+7.51%
SLQD
+2.52%

PFFA vs SLQD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

YearPFFASLQD
2026+2.21%+1.20%
2025+7.63%+6.23%
2024+16.02%+5.15%
2023+24.23%+5.87%
2022-20.79%-4.27%
2021+24.31%-0.53%
2020-8.05%+4.70%
2019+29.98%+6.05%
2018-7.08%+1.15%
2017N/A+2.17%
2016N/A+1.81%
2015N/A+1.23%
2014N/A+1.65%
2013N/A+0.49%

PFFA vs SLQD Drawdown Comparison

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

The maximum drawdown for SLQD was -12.69%, occurring on Mar 19, 2020. Recovery took 53 trading sessions.

The current PFFA drawdown is -1.62%. The current SLQD drawdown is -0.05%.

RankPFFASLQD
#1-70.52%
Feb 18, 2020 - Mar 30, 2021
-12.69%
Mar 4, 2020 - May 19, 2020
#2-22.67%
Dec 31, 2021 - Dec 29, 2023
-7.63%
Aug 2, 2021 - Dec 20, 2023
#3-16.49%
Aug 31, 2018 - Mar 15, 2019
-1.52%
Aug 24, 2016 - Apr 11, 2017
#4-12.16%
Oct 16, 2024 - Aug 4, 2025
-1.16%
Sep 8, 2017 - Aug 13, 2018
#5-6.47%
Feb 19, 2026 - Apr 17, 2026
-1.06%
Feb 27, 2026 - May 28, 2026
#6-4.96%
Mar 27, 2024 - May 15, 2024
-1.05%
Oct 27, 2015 - Mar 16, 2016
#7-4.51%
May 8, 2026 - Jun 25, 2026
-0.96%
Apr 15, 2015 - Oct 14, 2015
#8-3.59%
Sep 19, 2025 - Jan 8, 2026
-0.92%
Apr 3, 2025 - Apr 25, 2025
#9-3.17%
Nov 5, 2021 - Dec 30, 2021
-0.87%
Dec 31, 2020 - May 25, 2021
#10-2.68%
May 7, 2021 - May 28, 2021
-0.82%
Sep 27, 2024 - Dec 6, 2024
#11-2.29%
Aug 1, 2024 - Aug 13, 2024
-0.77%
Jan 30, 2015 - Mar 18, 2015
#12-2.09%
Oct 24, 2019 - Dec 18, 2019
-0.77%
Oct 15, 2014 - Jan 9, 2015
#13-1.95%
Feb 1, 2024 - Feb 23, 2024
-0.76%
Mar 27, 2024 - May 3, 2024
#14-1.93%
Sep 2, 2021 - Oct 14, 2021
-0.74%
Sep 4, 2019 - Oct 1, 2019
#15-1.58%
May 17, 2024 - May 31, 2024
-0.67%
Aug 19, 2014 - Oct 8, 2014

Correlation

Correlation between PFFA and SLQD is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2013 - 2026)

PFFA vs SLQD dividend yield comparison.

YearPFFASLQD
20264.90%2.18%
20259.47%4.15%
20249.18%3.71%
20239.56%2.99%
202210.75%2.00%
20217.64%1.67%
20208.54%2.34%
201910.02%2.89%
20185.15%2.55%
20170.00%1.98%
20160.00%1.81%
20150.00%1.43%
20140.00%1.23%
20130.00%0.23%

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