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PFFA: Preferred ETF With Over 9% Yield And Potential For Appreciation (NYSEARCA:PFFA)

Introduction:

The Virtus InfraCap U.S. Preferred Stock ETF (NYSEARCA:PFFA) is an ETF (Exchange-Traded fund) and was incepted in May 2018. So as such, it has a short history of 6 years, and that makes it difficult to analyze its future. The fund

Item Desc.

PFFA

FFC

JPC

PFF

S&P 500

Dividend Yield% (as of 08/20/2024)

9.09%

6.60%

10.11%

6.18%

1.25%

Annualized Return [CAGR] From Jan. 2019 – Aug. 31, 2024.

9.80%

6.42%

6.94%

4.49%

10.06%

Max. Drawdown Jan. 2019 – Aug. 2024.

-51%

-36%

-29%

-20%

-24%

Std. Deviation Jan. 2019 – Aug. 2024.

29.6%

20.5%

19.5%

12.5%

17.7%

3-Year CAGR NAV

4.95%

-4.80%

-0.02%

-0.86%

9.22%

1-Year CAGR NAV

21.13%

26.10%

31.57%

12.24%

26.95%

Discount/Premium

+0.32%

-4.85%

-3.55%

n/a

n/a

Fees (excluding interest)

0.80%

0.98%

1.58%

0.46%

0.09%

Leverage

20% – 30%

38%

37%

0%

0%

No of holdings

187

238

310

446

504

Assets (Total AUM)

$1.2 Billion

$1.3 Billion

$4.1 Billion

$14.9 Billion

$551 Billion

Allocation

Preferred Securities ETF (With Leverage)

Preferred Securities ETF (With Leverage)

Preferred Securities ETF (With Leverage)

Preferred Securities ETF (With no Leverage)

Largest 500 US companies

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