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ICAP vs PFFA

Infrastructure Capital Equity Income Fund ETF vs Virtus InfraCap U.S. Preferred Stock ETF

ICAP

Infrastructure Capital Equity Income Fund ETF

InfraCap

Annual cost

2.47%

Fund size

$100M

PFFA

Virtus InfraCap U.S. Preferred Stock ETF

Virtus

Annual cost

2.11%

Fund size

$2.3B

Key differences

  • PFFA costs 0.36% less per year.
  • PFFA is significantly larger than ICAP — larger funds tend to be more liquid and less likely to close.
  • ICAP is classified as alternative, while PFFA is fixed income — different risk/return profiles.
  • ICAP follows a option income strategy; PFFA uses active selection.
  • Over the last 3 years, ICAP has delivered higher annualized returns.

Side-by-side comparison

ICAPPFFA
Annual cost (TER)2.47%2.11%
Fund size (AUM)$100M$2.3B
Since20212018
Dividend yield9.34%9.57%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+28.6%+15.0%
CAGR 3Y+18.5%+16.0%
CAGR 5YN/A+7.1%
Sharpe 3Y0.931.22
Volatility 1Y13.08%7.07%
Max drawdown-24.20%-70.52%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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