DFAS vs PFF

Comparison between DIMENSIONAL U.S. SMALL CAP ETF (DFAS, ETF) and ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF, ETF).

5-Year PerformanceDFAS has outperformed PFF, delivering a return of +7.3% compared to +2.0%

DFAS vs PFF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFAS(ETF)	PFF(ETF)
Net Assets	$14B	$14B
Expense Ratio	0.26%	0.45%
Max Drawdown	27.31%	70.19%
Sharpe Ratio	1.40	1.06
5Y Beta	1.02	0.32
P/E Ratio	50.31	N/A
Forward P/E	14.11	N/A
5Y Dividends CAGR	N/A	1.29%
5Y EPS CAGR	10.48%	N/A
P/S Ratio	1.12	N/A
P/B Ratio	1.98	N/A

Net Assets

Winner

DFAS

$14B

PFF

$14B

Expense Ratio

Winner

DFAS

0.26%

PFF

0.45%

Max Drawdown

Winner

DFAS

27.31%

PFF

70.19%

Sharpe Ratio

Winner

DFAS

1.40

PFF

1.06

5Y Beta

DFAS

1.02

Winner

PFF

0.32

P/E Ratio

DFAS

50.31

PFF

N/A

Forward P/E

DFAS

14.11

PFF

N/A

5Y Dividends CAGR

DFAS

N/A

PFF

1.29%

5Y EPS CAGR

DFAS

10.48%

PFF

N/A

P/S Ratio

DFAS

1.12

PFF

N/A

P/B Ratio

DFAS

1.98

PFF

N/A

DFAS vs PFF - Historical Returns

Returns include dividend reinvestment.

Period	DFAS	PFF
1 month	+4.48%	+3.35%
3 months	+1.98%	+1.34%
6 months	+13.88%	+4.02%
1 year	+25.50%	+10.49%
5 years(CAGR)	+7.35%	+2.04%
10 years(CAGR)	N/A	+3.58%
Max(CAGR)	+7.35%	+3.94%

Winner

DFAS

+4.48%

PFF

+3.35%

Winner

DFAS

+1.98%

PFF

+1.34%

Winner

DFAS

+13.88%

PFF

+4.02%

Winner

DFAS

+25.50%

PFF

+10.49%

5Y(CAGR)

Winner

DFAS

+7.35%

PFF

+2.04%

10Y(CAGR)

DFAS

N/A

PFF

+3.58%

Max(CAGR)

Winner

DFAS

+7.35%

PFF

+3.94%

DFAS vs PFF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	DFAS	PFF
2026	+10.30%	+2.92%
2025	+8.32%	+3.62%
2024	+10.86%	+7.38%
2023	+18.17%	+8.66%
2022	-14.54%	-17.58%
2021	+4.98%	+8.17%
2020	N/A	+7.28%
2019	N/A	+14.86%
2018	N/A	-4.10%
2017	N/A	+7.26%
2016	N/A	+0.84%
2015	N/A	+3.82%
2014	N/A	+13.42%
2013	N/A	-1.29%
2012	N/A	+17.15%
2011	N/A	-2.15%
2010	N/A	+13.19%
2009	N/A	+33.55%
2008	N/A	-26.08%
2007	N/A	-12.60%

DFAS vs PFF Drawdown Comparison

The maximum drawdown for DFAS was -26.13%, occurring on Apr 8, 2025. Recovery took 256 trading sessions.

The maximum drawdown for PFF was -65.49%, occurring on Mar 6, 2009. Recovery took 806 trading sessions.

The current DFAS drawdown is -1.26%. The current PFF drawdown is -0.13%.

Rank	DFAS	PFF
#1	-26.13% Nov 25, 2024 - Dec 4, 2025	-65.49% May 14, 2007 - Jul 26, 2010
#2	-25.02% Nov 8, 2021 - Mar 21, 2024	-34.11% Feb 11, 2020 - Oct 7, 2020
#3	-9.36% Feb 10, 2026 - Apr 17, 2026	-21.05% Dec 31, 2021 - Sep 24, 2024
#4	-9.31% Jul 31, 2024 - Oct 14, 2024	-15.19% May 19, 2011 - Feb 3, 2012
#5	-7.89% Mar 28, 2024 - May 15, 2024	-10.61% Oct 16, 2024 - Sep 5, 2025
#6	-7.10% Jun 15, 2021 - Aug 11, 2021	-9.72% Aug 31, 2018 - Apr 1, 2019
#7	-5.29% May 15, 2024 - Jul 12, 2024	-8.67% May 8, 2013 - Mar 17, 2014
#8	-5.03% Sep 2, 2021 - Oct 18, 2021	-7.48% Aug 9, 2016 - Apr 10, 2017
#9	-4.70% Aug 11, 2021 - Aug 27, 2021	-6.77% Jan 5, 2016 - Mar 22, 2016
#10	-4.27% Nov 11, 2024 - Nov 25, 2024	-5.28% Feb 17, 2026 - May 6, 2026
#11	-3.63% Oct 16, 2024 - Nov 6, 2024	-4.64% Sep 19, 2025 - Jan 9, 2026
#12	-3.34% Dec 11, 2025 - Jan 6, 2026	-4.17% May 7, 2012 - Jun 19, 2012
#13	-3.17% Jul 16, 2024 - Jul 31, 2024	-3.81% Nov 27, 2015 - Jan 4, 2016
#14	-2.92% Jan 22, 2026 - Feb 6, 2026	-3.81% Dec 7, 2017 - Jun 14, 2018
#15	-2.61% Oct 25, 2021 - Nov 1, 2021	-3.15% Dec 31, 2020 - Mar 26, 2021

Correlation

Correlation between DFAS and PFF is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2007 - 2026)

DFAS vs PFF dividend yield comparison.

Year	DFAS	PFF
2026	0.21%	1.55%
2025	0.99%	6.30%
2024	0.93%	6.32%
2023	1.00%	6.63%
2022	1.03%	6.01%
2021	2.87%	4.45%
2020	0.00%	4.79%
2019	0.00%	5.31%
2018	0.00%	6.32%
2017	0.00%	5.59%
2016	0.00%	5.85%
2015	0.00%	5.76%
2014	0.00%	6.32%
2013	0.00%	6.60%
2012	0.00%	6.01%
2011	0.00%	6.98%
2010	0.00%	7.33%
2009	0.00%	7.87%
2008	0.00%	9.45%
2007	0.00%	6.01%