PFFA vs SPY
Comparison between VIRTUS INFRACAP U.S. PREFERRED STOCK ETF (PFFA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PFFA, delivering a return of +13.3% compared to +5.6%
PFFA vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PFFA
$2.50B
Winner
SPY
$781B
Expense Ratio
PFFA
2.11%
Winner
SPY
0.09%
Max Drawdown
PFFA
70.73%
Winner
SPY
56.47%
Sharpe Ratio
PFFA
0.43
Winner
SPY
1.42
5Y Beta
Winner
PFFA
0.34
SPY
1.00
P/E Ratio
PFFA
N/A
SPY
26.48
Forward P/E
PFFA
N/A
SPY
20.90
PEG Ratio
PFFA
N/A
SPY
0.30
5Y Dividends CAGR
PFFA
1.97%
Winner
SPY
6.00%
5Y EPS CAGR
PFFA
N/A
SPY
26.40%
Debt to Equity
PFFA
N/A
SPY
48.17%
P/S Ratio
PFFA
N/A
SPY
3.72
P/B Ratio
PFFA
N/A
SPY
5.55
PFFA vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
PFFA
+0.59%
Winner
SPY
+3.42%
3M
PFFA
-1.44%
Winner
SPY
+5.97%
6M
PFFA
+0.85%
Winner
SPY
+12.56%
1Y
PFFA
+7.34%
Winner
SPY
+23.65%
5Y(CAGR)
PFFA
+5.61%
Winner
SPY
+13.33%
10Y(CAGR)
PFFA
+7.39%
Winner
SPY
+15.34%
Max(CAGR)
PFFA
+7.39%
Winner
SPY
+8.61%
PFFA vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PFFA | SPY |
|---|---|---|
| 2026 | +1.70% | +13.79% |
| 2025 | +7.63% | +18.00% |
| 2024 | +16.02% | +25.59% |
| 2023 | +24.23% | +26.72% |
| 2022 | -20.79% | -18.64% |
| 2021 | +24.31% | +30.52% |
| 2020 | -8.05% | +17.28% |
| 2019 | +29.98% | +31.09% |
| 2018 | -7.08% | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
PFFA vs SPY Drawdown Comparison
The maximum drawdown for PFFA was -70.52%, occurring on Mar 18, 2020. Recovery took 281 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PFFA drawdown is -2.12%.
| Rank | PFFA | SPY |
|---|---|---|
| #1 | -70.52% Feb 18, 2020 - Mar 30, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -22.67% Dec 31, 2021 - Dec 29, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -16.49% Aug 31, 2018 - Mar 15, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -12.16% Oct 16, 2024 - Aug 4, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -6.47% Feb 19, 2026 - Apr 17, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -4.96% Mar 27, 2024 - May 15, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -4.51% May 8, 2026 - Jun 25, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -3.59% Sep 19, 2025 - Jan 8, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -3.17% Nov 5, 2021 - Dec 30, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.68% May 7, 2021 - May 28, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.29% Aug 1, 2024 - Aug 13, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.09% Oct 24, 2019 - Dec 18, 2019 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.95% Feb 1, 2024 - Feb 23, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.93% Sep 2, 2021 - Oct 14, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.58% May 17, 2024 - May 31, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PFFA and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
PFFA vs SPY dividend yield comparison.
| Year | PFFA | SPY |
|---|---|---|
| 2026 | 5.79% | 0.48% |
| 2025 | 9.47% | 1.07% |
| 2024 | 9.18% | 1.21% |
| 2023 | 9.56% | 1.40% |
| 2022 | 10.75% | 1.65% |
| 2021 | 7.64% | 1.20% |
| 2020 | 8.54% | 1.52% |
| 2019 | 10.02% | 1.75% |
| 2018 | 5.15% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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