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PFFA vs USCL

Comparison between VIRTUS INFRACAP U.S. PREFERRED STOCK ETF (PFFA, ETF) and ISHARES CLIMATE CONSCIOUS & TRANSITION MSCI USA ETF (USCL, ETF).

PFFA vs USCL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PFFA
$2.10B
USCL
$2.10B
Expense Ratio
PFFA
2.11%
Winner
USCL
0.08%
Max Drawdown
PFFA
70.73%
Winner
USCL
19.23%
Sharpe Ratio
PFFA
1.52
Winner
USCL
1.55
5Y Beta
Winner
PFFA
0.33
USCL
0.95
P/E Ratio
PFFA
N/A
USCL
27.44
Forward P/E
PFFA
N/A
USCL
21.99
5Y Dividends CAGR
PFFA
2.21%
USCL
N/A
5Y EPS CAGR
PFFA
N/A
USCL
24.48%
Debt to Equity
PFFA
N/A
USCL
16.27%
P/S Ratio
PFFA
N/A
USCL
4.17
P/B Ratio
PFFA
N/A
USCL
5.23

PFFA vs USCL - Historical Returns

Returns include dividend reinvestment.

1M
PFFA
+4.68%
Winner
USCL
+8.10%
3M
PFFA
+2.65%
Winner
USCL
+5.02%
6M
Winner
PFFA
+6.44%
USCL
+6.19%
1Y
PFFA
+16.45%
Winner
USCL
+24.18%
5Y(CAGR)
PFFA
+7.19%
USCL
N/A
Max(CAGR)
PFFA
+7.92%
Winner
USCL
+20.22%

PFFA vs USCL - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearPFFAUSCL
2026+3.90%+4.82%
2025+7.63%+14.58%
2024+16.02%+27.52%
2023+24.23%+12.72%
2022-20.79%N/A
2021+24.31%N/A
2020-8.05%N/A
2019+29.98%N/A
2018-7.08%N/A

PFFA vs USCL Drawdown Comparison

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

The maximum drawdown for USCL was -18.99%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

RankPFFAUSCL
#1-70.52%
Feb 18, 2020 - Mar 30, 2021
-18.99%
Feb 19, 2025 - Jun 30, 2025
#2-22.67%
Dec 31, 2021 - Dec 29, 2023
-10.24%
Jan 12, 2026 - Apr 17, 2026
#3-16.49%
Aug 31, 2018 - Mar 15, 2019
-10.00%
Jul 31, 2023 - Nov 30, 2023
#4-12.16%
Oct 16, 2024 - Aug 4, 2025
-8.58%
Jul 16, 2024 - Sep 19, 2024
#5-6.47%
Feb 19, 2026 - Apr 17, 2026
-5.61%
Oct 28, 2025 - Dec 24, 2025
#6-4.96%
Mar 27, 2024 - May 15, 2024
-5.42%
Mar 28, 2024 - May 15, 2024
#7-3.59%
Sep 19, 2025 - Jan 8, 2026
-4.69%
Dec 11, 2024 - Jan 30, 2025
#8-3.17%
Nov 5, 2021 - Dec 30, 2021
-2.57%
Oct 8, 2025 - Oct 24, 2025
#9-2.68%
May 7, 2021 - May 28, 2021
-2.45%
Jun 15, 2023 - Jun 30, 2023
#10-2.29%
Aug 1, 2024 - Aug 13, 2024
-2.44%
Jul 25, 2025 - Aug 13, 2025
#11-2.09%
Oct 24, 2019 - Dec 18, 2019
-2.39%
Oct 18, 2024 - Nov 6, 2024
#12-1.95%
Feb 1, 2024 - Feb 23, 2024
-2.19%
Nov 11, 2024 - Nov 26, 2024
#13-1.93%
Sep 2, 2021 - Oct 14, 2021
-1.82%
Jan 29, 2024 - Feb 2, 2024
#14-1.58%
May 17, 2024 - May 31, 2024
-1.81%
Dec 28, 2023 - Jan 10, 2024
#15-1.55%
Jan 22, 2026 - Feb 17, 2026
-1.68%
Sep 22, 2025 - Oct 6, 2025

Correlation

Correlation between PFFA and USCL is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2018 - 2026)

PFFA vs USCL dividend yield comparison.

YearPFFAUSCL
20263.16%0.28%
20259.47%1.10%
20249.18%1.18%
20239.56%0.85%
202210.75%0.00%
20217.64%0.00%
20208.54%0.00%
201910.02%0.00%
20185.15%0.00%

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