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PFFA vs TBLL

Comparison between VIRTUS INFRACAP U.S. PREFERRED STOCK ETF (PFFA, ETF) and INVESCO SHORT TERM TREASURY ETF (TBLL, ETF).

5-Year PerformancePFFA has outperformed TBLL, delivering a return of +6.0% compared to +3.5%

PFFA vs TBLL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PFFA
$2.50B
Winner
TBLL
$2.60B
Expense Ratio
PFFA
2.11%
Winner
TBLL
0.08%
Max Drawdown
PFFA
70.73%
Winner
TBLL
1.30%
Sharpe Ratio
Winner
PFFA
0.34
TBLL
-0.49
5Y Beta
PFFA
0.34
Winner
TBLL
-0.00
5Y Dividends CAGR
PFFA
1.90%
Winner
TBLL
93.19%

PFFA vs TBLL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PFFA
+3.49%
TBLL
+0.35%
3M
PFFA
+0.77%
Winner
TBLL
+0.90%
6M
PFFA
+1.51%
Winner
TBLL
+1.77%
1Y
Winner
PFFA
+6.65%
TBLL
+3.76%
5Y(CAGR)
Winner
PFFA
+5.97%
TBLL
+3.53%
10Y(CAGR)
Winner
PFFA
+7.52%
TBLL
+2.41%
Max(CAGR)
Winner
PFFA
+7.52%
TBLL
+2.41%

PFFA vs TBLL - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

YearPFFATBLL
2026+3.08%+2.24%
2025+7.63%+4.21%
2024+16.02%+5.11%
2023+24.23%+4.98%
2022-20.79%+1.12%
2021+24.31%-0.02%
2020-8.05%+0.87%
2019+29.98%+2.16%
2018-7.08%+1.83%
2017N/A+0.62%

PFFA vs TBLL Drawdown Comparison

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

The maximum drawdown for TBLL was -0.63%, occurring on Feb 14, 2022. Recovery took 631 trading sessions.

The current PFFA drawdown is -0.79%.

RankPFFATBLL
#1-70.52%
Feb 18, 2020 - Mar 30, 2021
-0.63%
May 11, 2020 - Nov 9, 2022
#2-22.67%
Dec 31, 2021 - Dec 29, 2023
-0.52%
Mar 18, 2020 - May 11, 2020
#3-16.49%
Aug 31, 2018 - Mar 15, 2019
-0.36%
Sep 28, 2023 - Oct 20, 2023
#4-12.16%
Oct 16, 2024 - Aug 4, 2025
-0.18%
Dec 19, 2023 - Dec 21, 2023
#5-6.47%
Feb 19, 2026 - Apr 17, 2026
-0.17%
Apr 1, 2019 - Apr 4, 2019
#6-4.96%
Mar 27, 2024 - May 15, 2024
-0.16%
Sep 24, 2018 - Oct 22, 2018
#7-4.51%
May 8, 2026 - Jun 25, 2026
-0.15%
Dec 19, 2019 - Jan 23, 2020
#8-3.59%
Sep 19, 2025 - Jan 8, 2026
-0.14%
Mar 13, 2020 - Mar 18, 2020
#9-3.17%
Nov 5, 2021 - Dec 30, 2021
-0.11%
Dec 4, 2018 - Dec 7, 2018
#10-2.68%
May 7, 2021 - May 28, 2021
-0.10%
Nov 10, 2022 - Nov 14, 2022
#11-2.29%
Aug 1, 2024 - Aug 13, 2024
-0.10%
Nov 13, 2017 - Nov 28, 2017
#12-2.09%
Oct 24, 2019 - Dec 18, 2019
-0.10%
Aug 17, 2018 - Aug 22, 2018
#13-1.95%
Feb 1, 2024 - Feb 23, 2024
-0.09%
Nov 6, 2023 - Nov 9, 2023
#14-1.93%
Sep 2, 2021 - Oct 14, 2021
-0.08%
Dec 15, 2023 - Dec 19, 2023
#15-1.58%
May 17, 2024 - May 31, 2024
-0.08%
Jul 11, 2024 - Jul 15, 2024

Correlation

Correlation between PFFA and TBLL is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2017 - 2026)

PFFA vs TBLL dividend yield comparison.

YearPFFATBLL
20266.58%2.32%
20259.47%4.08%
20249.18%4.99%
20239.56%4.63%
202210.75%1.37%
20217.64%0.03%
20208.54%0.80%
201910.02%2.08%
20185.15%1.69%
20170.00%0.71%

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