TRIO vs PFFR
Comparison between MC TRIO EQUITY BUFFERED ETF (TRIO, ETF) and INFRACAP REIT PREFERRED ETF (PFFR, ETF).
TRIO vs PFFR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TRIO
$120M
Winner
PFFR
$121M
Expense Ratio
TRIO
0.70%
Winner
PFFR
0.45%
Max Drawdown
Winner
TRIO
11.07%
PFFR
54.17%
Sharpe Ratio
Winner
TRIO
1.19
PFFR
-0.16
5Y Beta
TRIO
0.56
Winner
PFFR
0.19
5Y Dividends CAGR
TRIO
N/A
PFFR
0.31%
TRIO vs PFFR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TRIO
+2.17%
PFFR
-0.29%
3M
Winner
TRIO
+2.49%
PFFR
+0.76%
6M
Winner
TRIO
+6.05%
PFFR
+1.02%
1Y
Winner
TRIO
+12.02%
PFFR
+1.83%
5Y(CAGR)
TRIO
N/A
PFFR
+0.98%
10Y(CAGR)
TRIO
N/A
PFFR
+3.34%
Max(CAGR)
Winner
TRIO
+13.75%
PFFR
+3.34%
TRIO vs PFFR - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | TRIO | PFFR |
|---|---|---|
| 2026 | +7.73% | +1.94% |
| 2025 | +11.98% | +2.64% |
| 2024 | N/A | +7.55% |
| 2023 | N/A | +18.70% |
| 2022 | N/A | -24.22% |
| 2021 | N/A | +6.72% |
| 2020 | N/A | -0.85% |
| 2019 | N/A | +18.99% |
| 2018 | N/A | -7.36% |
| 2017 | N/A | +7.56% |
TRIO vs PFFR Drawdown Comparison
The maximum drawdown for TRIO was -9.88%, occurring on Apr 8, 2025. Recovery took 34 trading sessions.
The maximum drawdown for PFFR was -53.02%, occurring on Mar 18, 2020. Recovery took 281 trading sessions.
The current TRIO drawdown is -0.52%. The current PFFR drawdown is -1.14%.
| Rank | TRIO | PFFR |
|---|---|---|
| #1 | -9.88% Mar 24, 2025 - May 12, 2025 | -53.02% Feb 11, 2020 - Mar 24, 2021 |
| #2 | -4.47% Feb 25, 2026 - Apr 13, 2026 | -29.79% Sep 3, 2021 - Sep 16, 2024 |
| #3 | -2.57% Oct 27, 2025 - Nov 28, 2025 | -11.17% Oct 16, 2024 - Sep 5, 2025 |
| #4 | -2.40% Mar 7, 2025 - Mar 24, 2025 | -10.84% Aug 31, 2018 - Feb 20, 2019 |
| #5 | -1.37% Jul 15, 2026 - Aug 3, 2026 | -6.55% Sep 17, 2025 - Mar 30, 2026 |
| #6 | -1.33% May 19, 2025 - Jun 3, 2025 | -6.39% Dec 8, 2017 - Jul 3, 2018 |
| #7 | -1.33% Oct 6, 2025 - Oct 20, 2025 | -2.90% Oct 25, 2019 - Dec 27, 2019 |
| #8 | -1.25% Jul 25, 2025 - Aug 8, 2025 | -1.91% Mar 1, 2017 - Apr 3, 2017 |
| #9 | -1.18% Jan 27, 2026 - Feb 9, 2026 | -1.63% Jul 24, 2017 - Sep 1, 2017 |
| #10 | -1.14% Jun 4, 2026 - Jun 15, 2026 | -1.62% Apr 27, 2021 - May 28, 2021 |
| #11 | -0.92% Jun 15, 2026 - Jun 30, 2026 | -1.48% Sep 20, 2017 - Oct 20, 2017 |
| #12 | -0.88% Jan 12, 2026 - Jan 22, 2026 | -1.36% Jul 9, 2018 - Aug 30, 2018 |
| #13 | -0.86% Aug 13, 2026 - Aug 20, 2026 | -1.24% Apr 5, 2019 - May 15, 2019 |
| #14 | -0.83% Feb 9, 2026 - Feb 25, 2026 | -1.09% Jul 2, 2021 - Aug 4, 2021 |
| #15 | -0.78% Dec 11, 2025 - Dec 19, 2025 | -0.97% Aug 6, 2021 - Aug 30, 2021 |
Correlation
Correlation between TRIO and PFFR is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2017 - 2026)
TRIO vs PFFR dividend yield comparison.
| Year | TRIO | PFFR |
|---|---|---|
| 2026 | 0.00% | 5.61% |
| 2025 | 9.01% | 7.99% |
| 2024 | 0.00% | 7.78% |
| 2023 | 0.00% | 7.72% |
| 2022 | 0.00% | 8.60% |
| 2021 | 0.00% | 6.08% |
| 2020 | 0.00% | 6.11% |
| 2019 | 0.00% | 5.77% |
| 2018 | 0.00% | 6.48% |
| 2017 | 0.00% | 6.59% |
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