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CHIQ vs PFO

Comparison between GLOBAL X MSCI CHINA CONSUMER DISCRETIONARY ETF (CHIQ, ETF) and Flaherty & Crumrine Preferred and Income Opportunity Fund Inc (PFO, ETF).

5-Year PerformancePFO has outperformed CHIQ, delivering a return of -0.8% compared to -10.8%

CHIQ vs PFO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
CHIQ
$134M
PFO
$133M
Expense Ratio
CHIQ
0.65%
PFO
N/A
Max Drawdown
Winner
CHIQ
67.12%
PFO
83.18%
Sharpe Ratio
CHIQ
-0.95
Winner
PFO
0.57
5Y Beta
CHIQ
0.76
Winner
PFO
0.33
5Y Dividends CAGR
Winner
CHIQ
30.49%
PFO
-4.19%

CHIQ vs PFO - Historical Returns

Returns include dividend reinvestment.

1M
CHIQ
-10.72%
Winner
PFO
+0.40%
3M
CHIQ
-10.22%
Winner
PFO
+1.16%
6M
CHIQ
-16.99%
Winner
PFO
+0.72%
1Y
CHIQ
-17.15%
Winner
PFO
+7.26%
5Y(CAGR)
CHIQ
-10.79%
Winner
PFO
-0.77%
10Y(CAGR)
Winner
CHIQ
+6.87%
PFO
+4.56%
Max(CAGR)
CHIQ
+1.95%
Winner
PFO
+7.19%

CHIQ vs PFO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCHIQPFO
2026-18.44%-0.39%
2025+15.27%+11.59%
2024+14.79%+21.08%
2023-13.45%-2.15%
2022-21.56%-26.67%
2021-27.59%+5.84%
2020+85.59%+13.55%
2019+44.52%+19.59%
2018-30.16%-3.86%
2017+65.53%+13.17%
2016-2.73%+12.87%
2015+1.62%-0.19%
2014-16.72%+22.10%
2013+4.45%-4.32%
2012+6.60%+11.19%
2011-24.36%+27.17%
2010+7.42%+23.40%
2009+0.98%+83.83%
2008N/A-47.04%
2007N/A-17.95%
2006N/A+15.92%
2005N/A-11.38%
2004N/A+2.06%
2003N/A+24.31%
2002N/A+10.31%
2001N/A+22.96%
2000N/A+1.79%
1999N/A-1.14%

CHIQ vs PFO Drawdown Comparison

The maximum drawdown for CHIQ was -67.04%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The maximum drawdown for PFO was -77.42%, occurring on Oct 10, 2008. Recovery took 749 trading sessions.

The current CHIQ drawdown is -56.01%. The current PFO drawdown is -5.03%.

RankCHIQPFO
#1-67.04%
Feb 17, 2021 - Oct 24, 2022
-77.42%
Mar 28, 2007 - Mar 18, 2010
#2-49.92%
Nov 4, 2010 - Jan 2, 2018
-48.97%
Feb 21, 2020 - Oct 15, 2020
#3-35.44%
Mar 12, 2018 - Jan 8, 2020
-40.11%
Jul 7, 2021 - Oct 19, 2023
#4-27.12%
Jan 17, 2020 - Jun 3, 2020
-20.60%
Apr 23, 2013 - May 16, 2014
#5-19.50%
Apr 9, 2010 - Sep 1, 2010
-20.28%
Apr 21, 2015 - Mar 28, 2016
#6-14.74%
Jan 5, 2010 - Mar 30, 2010
-20.05%
Jul 21, 2011 - Dec 19, 2011
#7-10.92%
Jan 26, 2018 - Feb 26, 2018
-19.67%
Nov 9, 2018 - May 8, 2019
#8-8.41%
Sep 2, 2020 - Oct 7, 2020
-18.41%
Mar 26, 2004 - Sep 7, 2005
#9-8.11%
Nov 24, 2020 - Jan 4, 2021
-17.71%
Sep 7, 2005 - Jan 9, 2007
#10-6.92%
Jan 25, 2021 - Feb 8, 2021
-16.67%
Aug 10, 2016 - Apr 20, 2017
#11-6.34%
Jul 9, 2020 - Aug 3, 2020
-15.36%
Sep 14, 2010 - Feb 28, 2011
#12-5.33%
Feb 26, 2018 - Mar 12, 2018
-15.12%
Jan 5, 2000 - Dec 29, 2000
#13-5.07%
Dec 7, 2009 - Jan 4, 2010
-12.87%
May 13, 2010 - Aug 6, 2010
#14-5.01%
Nov 6, 2020 - Nov 13, 2020
-12.70%
Aug 23, 2002 - Dec 24, 2002
#15-4.31%
Oct 13, 2010 - Oct 25, 2010
-12.63%
Jul 17, 2017 - Aug 21, 2018

Correlation

Correlation between CHIQ and PFO is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (2000 - 2026)

CHIQ vs PFO dividend yield comparison.

YearCHIQPFO
20260.00%3.00%
20251.48%6.84%
20242.65%6.75%
20232.26%7.18%
20220.38%8.73%
20210.00%6.49%
20200.11%6.10%
20191.05%6.31%
20182.71%7.55%
20170.62%7.25%
20161.51%8.03%
20154.86%8.21%
20142.08%7.58%
20130.94%8.69%
20121.12%9.09%
20110.41%8.37%
20101.05%8.67%
20090.00%7.35%
20080.00%16.63%
20070.00%8.40%
20060.00%6.40%
20050.00%7.76%
20040.00%7.04%
20030.00%6.33%
20020.00%7.85%
20010.00%7.46%
20000.00%3.28%

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