AESR vs PFD

Comparison between Anfield U.S. Equity Sector Rotation ETF (AESR, ETF) and Flaherty & Crumrine Preferred and Income Fund Inc (PFD, ETF).

5-Year PerformanceAESR has outperformed PFD, delivering a return of +14.6% compared to -1.2%

AESR vs PFD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AESR(ETF)	PFD(ETF)
Net Assets	$161M	$161M
Expense Ratio	1.16%	N/A
Max Drawdown	31.06%	85.75%
Sharpe Ratio	1.54	0.79
5Y Beta	1.09	0.34
5Y Dividends CAGR	157.86%	-4.63%

Net Assets

Winner

AESR

$161M

PFD

$161M

Expense Ratio

AESR

1.16%

PFD

N/A

Max Drawdown

Winner

AESR

31.06%

PFD

85.75%

Sharpe Ratio

Winner

AESR

1.54

PFD

0.79

5Y Beta

AESR

1.09

Winner

PFD

0.34

5Y Dividends CAGR

Winner

AESR

157.86%

PFD

-4.63%

AESR vs PFD - Historical Returns

Returns include dividend reinvestment.

Period	AESR	PFD
1 month	+0.69%	-0.62%
3 months	+13.95%	+2.25%
6 months	+17.06%	+0.03%
1 year	+33.87%	+10.21%
5 years(CAGR)	+14.58%	-1.21%
10 years(CAGR)	N/A	+3.90%
Max(CAGR)	+16.36%	+7.09%

Winner

AESR

+0.69%

PFD

-0.62%

Winner

AESR

+13.95%

PFD

+2.25%

Winner

AESR

+17.06%

PFD

+0.03%

Winner

AESR

+33.87%

PFD

+10.21%

5Y(CAGR)

Winner

AESR

+14.58%

PFD

-1.21%

10Y(CAGR)

AESR

N/A

PFD

+3.90%

Max(CAGR)

Winner

AESR

+16.36%

PFD

+7.09%

AESR vs PFD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AESR	PFD
2026	+15.63%	-1.07%
2025	+20.47%	+12.90%
2024	+27.11%	+21.17%
2023	+21.99%	-5.20%
2022	-18.11%	-30.70%
2021	+26.93%	+0.18%
2020	+18.81%	+30.45%
2019	+0.77%	+39.91%
2018	N/A	-17.19%
2017	N/A	+12.96%
2016	N/A	+18.95%
2015	N/A	-1.03%
2014	N/A	+23.32%
2013	N/A	-4.77%
2012	N/A	+4.69%
2011	N/A	+31.81%
2010	N/A	+23.00%
2009	N/A	+78.47%
2008	N/A	-47.50%
2007	N/A	-25.92%
2006	N/A	+11.40%
2005	N/A	-5.01%
2004	N/A	+6.87%
2003	N/A	+30.64%
2002	N/A	+10.18%
2001	N/A	+28.11%
2000	N/A	-0.12%
1999	N/A	-3.92%

AESR vs PFD Drawdown Comparison

The maximum drawdown for AESR was -31.06%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.

The maximum drawdown for PFD was -81.73%, occurring on Oct 10, 2008. Recovery took 892 trading sessions.

The current AESR drawdown is -3.27%. The current PFD drawdown is -21.32%.

Rank	AESR	PFD
#1	-31.06% Feb 14, 2020 - Aug 3, 2020	-81.73% Jan 25, 2007 - Aug 10, 2010
#2	-25.04% Jan 3, 2022 - Jan 18, 2024	-53.39% Feb 20, 2020 - Sep 22, 2020
#3	-19.85% Feb 19, 2025 - Jun 23, 2025	-50.55% Dec 23, 2020 - Oct 17, 2023
#4	-9.96% Sep 2, 2020 - Dec 1, 2020	-26.91% Dec 15, 2017 - May 23, 2019
#5	-9.82% Feb 25, 2026 - Apr 13, 2026	-24.03% Mar 25, 2004 - Feb 10, 2005
#6	-9.76% Jul 10, 2024 - Sep 26, 2024	-21.09% Apr 22, 2013 - Apr 25, 2014
#7	-8.49% Oct 27, 2025 - Dec 24, 2025	-20.74% Jul 20, 2011 - Sep 14, 2011
#8	-6.43% Mar 21, 2024 - May 15, 2024	-20.19% Aug 18, 2016 - May 4, 2017
#9	-5.36% Sep 2, 2021 - Oct 21, 2021	-19.42% Apr 22, 2015 - Apr 20, 2016
#10	-5.12% Jun 2, 2026 - Jun 5, 2026	-18.04% Mar 2, 2005 - Nov 6, 2006
#11	-4.73% Dec 4, 2024 - Jan 22, 2025	-16.16% Oct 12, 2010 - Apr 20, 2011
#12	-4.65% Jan 29, 2026 - Feb 25, 2026	-13.88% Sep 4, 2002 - Jan 6, 2003
#13	-4.55% Feb 16, 2021 - Mar 11, 2021	-12.38% Sep 19, 2011 - Oct 19, 2011
#14	-4.45% Nov 18, 2021 - Dec 27, 2021	-12.00% Oct 19, 2012 - Jan 23, 2013
#15	-4.27% May 7, 2021 - Jun 14, 2021	-11.92% Feb 24, 2012 - Aug 13, 2012

Correlation

Correlation between AESR and PFD is 0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

0.22

-101

Dividend Comparison (2000 - 2026)

AESR vs PFD dividend yield comparison.

Year	AESR	PFD
2026	0.00%	2.96%
2025	23.02%	6.47%
2024	0.17%	6.46%
2023	0.33%	6.94%
2022	0.73%	7.97%
2021	6.59%	5.82%
2020	1.06%	5.09%
2019	0.33%	5.85%
2018	0.00%	8.14%
2017	0.00%	6.85%
2016	0.00%	7.44%
2015	0.00%	8.36%
2014	0.00%	7.67%
2013	0.00%	9.46%
2012	0.00%	9.05%
2011	0.00%	8.08%
2010	0.00%	8.70%
2009	0.00%	7.31%
2008	0.00%	16.51%
2007	0.00%	8.82%
2006	0.00%	6.17%
2005	0.00%	6.83%
2004	0.00%	6.60%
2003	0.00%	6.20%
2002	0.00%	7.67%
2001	0.00%	7.25%
2000	0.00%	3.38%