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PFFA vs SDCP

Virtus InfraCap U.S. Preferred Stock ETF vs Virtus Newfleet Short Duration Core Plus Bond ETF

PFFA

Virtus InfraCap U.S. Preferred Stock ETF

Virtus

Annual cost

2.11%

Fund size

$2.3B

SDCP

Virtus Newfleet Short Duration Core Plus Bond ETF

Virtus

Annual cost

0.35%

Fund size

$13M

Key differences

  • SDCP costs 1.76% less per year.
  • PFFA is significantly larger than SDCP — larger funds tend to be more liquid and less likely to close.
  • PFFA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFFASDCP
Annual cost (TER)2.11%0.35%
Fund size (AUM)$2.3B$13M
Since20182023
Dividend yield9.57%5.25%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+15.0%+4.6%
CAGR 3Y+16.0%N/A
CAGR 5Y+7.1%N/A
Sharpe 3Y1.22N/A
Volatility 1Y7.07%1.61%
Max drawdown-70.52%-0.83%

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

Similar to PFFA and SDCP