CWS vs PFO

Comparison between ADVISORSHARES FOCUSED EQUITY ETF (CWS, ETF) and Flaherty & Crumrine Preferred and Income Opportunity Fund Inc (PFO, ETF).

5-Year PerformanceCWS has outperformed PFO, delivering a return of +8.6% compared to -0.8%

CWS vs PFO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CWS(ETF)	PFO(ETF)
Net Assets	$133M	$133M
Expense Ratio	0.65%	N/A
Max Drawdown	33.82%	83.18%
Sharpe Ratio	-0.14	0.57
5Y Beta	0.67	0.33
P/E Ratio	23.50	N/A
Forward P/E	19.79	N/A
PEG Ratio	0.68	N/A
5Y Dividends CAGR	32.22%	-4.19%
5Y EPS CAGR	24.56%	N/A
Debt to Equity	47.52%	N/A
P/S Ratio	1.40	N/A
P/B Ratio	5.65	N/A

Net Assets

CWS

$133M

PFO

$133M

Expense Ratio

CWS

0.65%

PFO

N/A

Max Drawdown

Winner

CWS

33.82%

PFO

83.18%

Sharpe Ratio

CWS

-0.14

Winner

PFO

0.57

5Y Beta

CWS

0.67

Winner

PFO

0.33

P/E Ratio

CWS

23.50

PFO

N/A

Forward P/E

CWS

19.79

PFO

N/A

PEG Ratio

CWS

0.68

PFO

N/A

5Y Dividends CAGR

Winner

CWS

32.22%

PFO

-4.19%

5Y EPS CAGR

CWS

24.56%

PFO

N/A

Debt to Equity

CWS

47.52%

PFO

N/A

P/S Ratio

CWS

1.40

PFO

N/A

P/B Ratio

CWS

5.65

PFO

N/A

CWS vs PFO - Historical Returns

Returns include dividend reinvestment.

Period	CWS	PFO
1 month	+2.24%	+0.40%
3 months	+5.14%	+1.16%
6 months	-1.52%	+0.72%
1 year	+0.72%	+7.26%
5 years(CAGR)	+8.62%	-0.77%
10 years(CAGR)	+11.45%	+4.56%
Max(CAGR)	+11.45%	+7.19%

Winner

CWS

+2.24%

PFO

+0.40%

Winner

CWS

+5.14%

PFO

+1.16%

CWS

-1.52%

Winner

PFO

+0.72%

CWS

+0.72%

Winner

PFO

+7.26%

5Y(CAGR)

Winner

CWS

+8.62%

PFO

-0.77%

10Y(CAGR)

Winner

CWS

+11.45%

PFO

+4.56%

Max(CAGR)

Winner

CWS

+11.45%

PFO

+7.19%

CWS vs PFO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CWS	PFO
2026	+0.22%	-0.39%
2025	+6.52%	+11.59%
2024	+10.75%	+21.08%
2023	+24.69%	-2.15%
2022	-8.78%	-26.67%
2021	+23.04%	+5.84%
2020	+17.50%	+13.55%
2019	+30.28%	+19.59%
2018	-6.53%	-3.86%
2017	+19.95%	+13.17%
2016	+3.01%	+12.87%
2015	N/A	-0.19%
2014	N/A	+22.10%
2013	N/A	-4.32%
2012	N/A	+11.19%
2011	N/A	+27.17%
2010	N/A	+23.40%
2009	N/A	+83.83%
2008	N/A	-47.04%
2007	N/A	-17.95%
2006	N/A	+15.92%
2005	N/A	-11.38%
2004	N/A	+2.06%
2003	N/A	+24.31%
2002	N/A	+10.31%
2001	N/A	+22.96%
2000	N/A	+1.79%
1999	N/A	-1.14%

CWS vs PFO Drawdown Comparison

The maximum drawdown for CWS was -33.82%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

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

The current CWS drawdown is -4.21%. The current PFO drawdown is -5.03%.

Rank	CWS	PFO
#1	-33.82% Feb 19, 2020 - Aug 12, 2020	-77.42% Mar 28, 2007 - Mar 18, 2010
#2	-24.87% Dec 31, 2021 - Jun 15, 2023	-48.97% Feb 21, 2020 - Oct 15, 2020
#3	-18.40% Sep 13, 2018 - Jun 5, 2019	-40.11% Jul 7, 2021 - Oct 19, 2023
#4	-16.56% Nov 29, 2024 - Jan 12, 2026	-20.60% Apr 23, 2013 - May 16, 2014
#5	-13.07% Aug 1, 2023 - Dec 1, 2023	-20.28% Apr 21, 2015 - Mar 28, 2016
#6	-11.92% Jan 16, 2026 - Mar 30, 2026	-20.05% Jul 21, 2011 - Dec 19, 2011
#7	-9.59% Jan 29, 2018 - Jul 26, 2018	-19.67% Nov 9, 2018 - May 8, 2019
#8	-6.59% Sep 2, 2020 - Oct 9, 2020	-18.41% Mar 26, 2004 - Sep 7, 2005
#9	-6.48% Oct 14, 2020 - Nov 6, 2020	-17.71% Sep 7, 2005 - Jan 9, 2007
#10	-6.20% Mar 28, 2024 - May 15, 2024	-16.67% Aug 10, 2016 - Apr 20, 2017
#11	-6.11% Sep 2, 2021 - Oct 29, 2021	-15.36% Sep 14, 2010 - Feb 28, 2011
#12	-5.77% Jan 8, 2021 - Mar 15, 2021	-15.12% Jan 5, 2000 - Dec 29, 2000
#13	-4.79% Apr 23, 2021 - Jul 29, 2021	-12.87% May 13, 2010 - Aug 6, 2010
#14	-4.51% Sep 22, 2016 - Nov 10, 2016	-12.70% Aug 23, 2002 - Dec 24, 2002
#15	-4.34% Jul 26, 2019 - Sep 6, 2019	-12.63% Jul 17, 2017 - Aug 21, 2018

Correlation

Correlation between CWS and PFO is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62

-101

Dividend Comparison (2000 - 2026)

CWS vs PFO dividend yield comparison.

Year	CWS	PFO
2026	0.00%	3.00%
2025	0.31%	6.84%
2024	0.59%	6.75%
2023	0.25%	7.18%
2022	0.50%	8.73%
2021	0.16%	6.49%
2020	0.27%	6.10%
2019	0.39%	6.31%
2018	2.07%	7.55%
2017	0.29%	7.25%
2016	0.03%	8.03%
2015	0.00%	8.21%
2014	0.00%	7.58%
2013	0.00%	8.69%
2012	0.00%	9.09%
2011	0.00%	8.37%
2010	0.00%	8.67%
2009	0.00%	7.35%
2008	0.00%	16.63%
2007	0.00%	8.40%
2006	0.00%	6.40%
2005	0.00%	7.76%
2004	0.00%	7.04%
2003	0.00%	6.33%
2002	0.00%	7.85%
2001	0.00%	7.46%
2000	0.00%	3.28%