PFFA vs TSPA

Comparison between VIRTUS INFRACAP U.S. PREFERRED STOCK ETF (PFFA, ETF) and T. ROWE PRICE U.S. EQUITY RESEARCH ETF (TSPA, ETF).

5-Year PerformanceTSPA has outperformed PFFA, delivering a return of +14.3% compared to +7.2%

PFFA vs TSPA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFFA(ETF)	TSPA(ETF)
Net Assets	$2.10B	$2.10B
Expense Ratio	2.11%	0.34%
Max Drawdown	70.73%	24.72%
Sharpe Ratio	1.52	2.00
5Y Beta	0.33	0.97
P/E Ratio	N/A	29.92
Forward P/E	N/A	22.50
PEG Ratio	N/A	0.59
5Y Dividends CAGR	2.21%	N/A
5Y EPS CAGR	N/A	28.25%
Debt to Equity	N/A	44.08%
P/S Ratio	N/A	3.64
P/B Ratio	N/A	5.41

Net Assets

PFFA

$2.10B

TSPA

$2.10B

Expense Ratio

PFFA

2.11%

Winner

TSPA

0.34%

Max Drawdown

PFFA

70.73%

Winner

TSPA

24.72%

Sharpe Ratio

PFFA

1.52

Winner

TSPA

2.00

5Y Beta

Winner

PFFA

0.33

TSPA

0.97

P/E Ratio

PFFA

N/A

TSPA

29.92

Forward P/E

PFFA

N/A

TSPA

22.50

PEG Ratio

PFFA

N/A

TSPA

0.59

5Y Dividends CAGR

PFFA

2.21%

TSPA

N/A

5Y EPS CAGR

PFFA

N/A

TSPA

28.25%

Debt to Equity

PFFA

N/A

TSPA

44.08%

P/S Ratio

PFFA

N/A

TSPA

3.64

P/B Ratio

PFFA

N/A

TSPA

5.41

PFFA vs TSPA - Historical Returns

Returns include dividend reinvestment.

Period	PFFA	TSPA
1 month	+4.68%	+9.39%
3 months	+2.65%	+6.99%
6 months	+6.44%	+11.27%
1 year	+16.45%	+32.17%
5 years(CAGR)	+7.19%	+14.33%
Max(CAGR)	+7.92%	+14.33%

PFFA

+4.68%

Winner

TSPA

+9.39%

PFFA

+2.65%

Winner

TSPA

+6.99%

PFFA

+6.44%

Winner

TSPA

+11.27%

PFFA

+16.45%

Winner

TSPA

+32.17%

5Y(CAGR)

PFFA

+7.19%

Winner

TSPA

+14.33%

Max(CAGR)

PFFA

+7.92%

Winner

TSPA

+14.33%

PFFA vs TSPA - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	PFFA	TSPA
2026	+3.90%	+8.86%
2025	+7.63%	+16.49%
2024	+16.02%	+27.28%
2023	+24.23%	+30.41%
2022	-20.79%	-19.11%
2021	+24.31%	+13.72%
2020	-8.05%	N/A
2019	+29.98%	N/A
2018	-7.08%	N/A

PFFA vs TSPA Drawdown Comparison

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

The maximum drawdown for TSPA was -24.72%, occurring on Oct 12, 2022. Recovery took 478 trading sessions.

Rank	PFFA	TSPA
#1	-70.52% Feb 18, 2020 - Mar 30, 2021	-24.72% Dec 29, 2021 - Nov 22, 2023
#2	-22.67% Dec 31, 2021 - Dec 29, 2023	-19.04% Feb 19, 2025 - Jun 27, 2025
#3	-16.49% Aug 31, 2018 - Mar 15, 2019	-9.24% Jan 29, 2026 - Apr 14, 2026
#4	-12.16% Oct 16, 2024 - Aug 4, 2025	-8.90% Jul 16, 2024 - Sep 19, 2024
#5	-6.47% Feb 19, 2026 - Apr 17, 2026	-5.49% Mar 28, 2024 - May 14, 2024
#6	-4.96% Mar 27, 2024 - May 15, 2024	-5.40% Oct 29, 2025 - Dec 11, 2025
#7	-3.59% Sep 19, 2025 - Jan 8, 2026	-4.78% Aug 30, 2021 - Oct 19, 2021
#8	-3.17% Nov 5, 2021 - Dec 30, 2021	-4.16% Nov 16, 2021 - Dec 23, 2021
#9	-2.68% May 7, 2021 - May 28, 2021	-3.91% Dec 6, 2024 - Jan 22, 2025
#10	-2.29% Aug 1, 2024 - Aug 13, 2024	-2.97% Oct 8, 2025 - Oct 24, 2025
#11	-2.09% Oct 24, 2019 - Dec 18, 2019	-2.82% Jul 12, 2021 - Jul 23, 2021
#12	-1.95% Feb 1, 2024 - Feb 23, 2024	-2.77% Dec 11, 2025 - Dec 23, 2025
#13	-1.93% Sep 2, 2021 - Oct 14, 2021	-2.64% Oct 14, 2024 - Nov 6, 2024
#14	-1.58% May 17, 2024 - May 31, 2024	-2.59% Jan 12, 2026 - Jan 27, 2026
#15	-1.55% Jan 22, 2026 - Feb 17, 2026	-2.36% Nov 11, 2024 - Nov 26, 2024