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PFFL vs IVSX

Comparison between ETRACS 2xMonthly Pay Leveraged Preferred Stock Index ETN due September 25 2048 (PFFL, ETF) and APPLIED FINANCE IVS INTERNATIONAL SMID ETF (IVSX, ETF).

PFFL vs IVSX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PFFL
$4.50M
Winner
IVSX
$4.60M
Expense Ratio
PFFL
N/A
IVSX
0.75%
Max Drawdown
PFFL
80.86%
Winner
IVSX
11.96%
Sharpe Ratio
Winner
PFFL
-0.24
IVSX
-0.40
5Y Beta
Winner
PFFL
0.53
IVSX
1.04
5Y Dividends CAGR
PFFL
-9.31%
IVSX
N/A

PFFL vs IVSX - Historical Returns

Returns include dividend reinvestment.

1M
PFFL
-1.83%
Winner
IVSX
+0.82%
3M
PFFL
-3.97%
Winner
IVSX
+1.40%
6M
PFFL
-7.60%
Winner
IVSX
-2.24%
1Y
PFFL
-0.63%
IVSX
N/A
5Y(CAGR)
PFFL
-6.80%
IVSX
N/A
Max(CAGR)
Winner
PFFL
-4.08%
IVSX
-5.33%

PFFL vs IVSX - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearPFFLIVSX
2026-5.23%-2.24%
2025-0.81%N/A
2024+5.26%N/A
2023+6.54%N/A
2022-38.49%N/A
2021+10.31%N/A
2020-16.64%N/A
2019+27.54%N/A
2018-11.05%N/A

PFFL vs IVSX Drawdown Comparison

The maximum drawdown for PFFL was -80.68%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The maximum drawdown for IVSX was -11.96%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The current PFFL drawdown is -40.30%. The current IVSX drawdown is -2.94%.

RankPFFLIVSX
#1-80.68%
Feb 12, 2020 - Mar 18, 2020
-11.96%
Feb 27, 2026 - Mar 20, 2026
#2-15.15%
Sep 28, 2018 - Feb 15, 2019
-0.68%
Feb 20, 2026 - Feb 25, 2026
#3-3.84%
Oct 23, 2019 - Dec 20, 2019
-0.16%
Feb 25, 2026 - Feb 27, 2026
#4-2.98%
Sep 6, 2019 - Sep 23, 2019
N/A
#5-1.75%
Apr 5, 2019 - May 16, 2019
N/A
#6-1.73%
Jul 29, 2019 - Aug 14, 2019
N/A
#7-1.38%
Mar 18, 2019 - Apr 1, 2019
N/A
#8-1.30%
May 16, 2019 - Jun 4, 2019
N/A
#9-1.16%
Jun 20, 2019 - Jul 3, 2019
N/A
#10-1.09%
Oct 7, 2019 - Oct 14, 2019
N/A
#11-1.05%
Jan 21, 2020 - Feb 4, 2020
N/A
#12-0.86%
Aug 22, 2019 - Sep 4, 2019
N/A
#13-0.81%
Mar 6, 2019 - Mar 13, 2019
N/A
#14-0.72%
Jul 3, 2019 - Jul 11, 2019
N/A
#15-0.70%
Sep 23, 2019 - Oct 7, 2019
N/A

Correlation

Correlation between PFFL and IVSX is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

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