Screener
BRTR vs PFF
iShares Total Return Active ETF vs iShares Preferred and Income Securities ETF
Key differences
Both BRTR and PFF are fixed income ETFs. BRTR charges 0.38% a year and PFF 0.45%. The main difference: BRTR follows a active selection strategy; PFF uses index tracking.
- BRTR follows a active selection strategy; PFF uses index tracking.
- BRTR costs 0.07% less per year.
- PFF is much larger than BRTR. Larger funds are usually more liquid and less likely to close.
- PFF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BRTR | PFF | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.45% |
| Fund size (AUM) | $663M | $13.8B |
| Since | 2023 | 2007 |
| Dividend yield | 4.65% | 5.54% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.6% | +7.9% |
| CAGR 3Y | N/A | +6.6% |
| CAGR 5Y | N/A | +1.4% |
| Sharpe 3Y | N/A | 0.38 |
| Volatility 1Y | 3.64% | 6.89% |
| Max drawdown | -5.07% | -34.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.