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PFFR vs FPE

InfraCap REIT Preferred ETF vs First Trust Preferred Securities and Income ETF

PFFR

InfraCap REIT Preferred ETF

Virtus

Annual cost

0.45%

Fund size

$118M

FPE

First Trust Preferred Securities and Income ETF

First Trust

Annual cost

0.83%

Fund size

$6.4B

Key differences

  • PFFR costs 0.38% less per year.
  • FPE is significantly larger than PFFR — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

PFFRFPE
Annual cost (TER)0.45%0.83%
Fund size (AUM)$118M$6.4B
Since20172013
Dividend yield8.16%5.83%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.8%+9.7%
CAGR 3Y+10.5%+11.0%
CAGR 5Y+1.5%+3.3%
Sharpe 3Y0.741.44
Volatility 1Y8.00%3.91%
Max drawdown-53.02%-33.35%

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

Similar to PFFR and FPE