DFP vs IBHH
Comparison between Flaherty & Crumrine Dynamic Preferred and Income Fund Inc (DFP, ETF) and ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF (IBHH, ETF).
DFP vs IBHH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFP
$457M
Winner
IBHH
$457M
Expense Ratio
DFP
N/A
IBHH
0.35%
Max Drawdown
DFP
50.80%
Winner
IBHH
14.74%
Sharpe Ratio
DFP
0.28
Winner
IBHH
0.31
5Y Beta
DFP
0.38
Winner
IBHH
0.19
5Y Dividends CAGR
DFP
-4.64%
IBHH
N/A
DFP vs IBHH - Historical Returns
Returns include dividend reinvestment.
1M
DFP
-0.33%
Winner
IBHH
+0.82%
3M
Winner
DFP
+1.32%
IBHH
+1.13%
6M
DFP
-1.76%
Winner
IBHH
+2.19%
1Y
Winner
DFP
+5.52%
IBHH
+4.72%
5Y(CAGR)
DFP
+0.41%
Winner
IBHH
+5.26%
10Y(CAGR)
DFP
+5.64%
IBHH
N/A
Max(CAGR)
Winner
DFP
+6.34%
IBHH
+5.26%
DFP vs IBHH - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | DFP | IBHH |
|---|---|---|
| 2026 | +3.35% | +2.90% |
| 2025 | +10.31% | +7.69% |
| 2024 | +19.43% | +8.26% |
| 2023 | -0.07% | +12.70% |
| 2022 | -26.48% | -6.71% |
| 2021 | +3.72% | N/A |
| 2020 | +16.02% | N/A |
| 2019 | +37.39% | N/A |
| 2018 | -17.37% | N/A |
| 2017 | +19.84% | N/A |
| 2016 | +11.94% | N/A |
| 2015 | +9.80% | N/A |
| 2014 | +17.05% | N/A |
| 2013 | -13.92% | N/A |
DFP vs IBHH Drawdown Comparison
The maximum drawdown for DFP was -47.27%, occurring on Mar 23, 2020. Recovery took 146 trading sessions.
The maximum drawdown for IBHH was -12.04%, occurring on Sep 27, 2022. Recovery took 414 trading sessions.
The current DFP drawdown is -2.45%. The current IBHH drawdown is -0.13%.
| Rank | DFP | IBHH |
|---|---|---|
| #1 | -47.27% Feb 19, 2020 - Sep 16, 2020 | -12.04% Mar 31, 2022 - Nov 22, 2023 |
| #2 | -39.97% Apr 21, 2021 - Feb 17, 2026 | -4.66% Feb 28, 2025 - May 12, 2025 |
| #3 | -22.67% Dec 20, 2017 - Apr 16, 2019 | -2.08% Mar 10, 2022 - Mar 17, 2022 |
| #4 | -19.29% May 29, 2013 - Jun 13, 2014 | -1.88% Mar 27, 2024 - May 6, 2024 |
| #5 | -12.86% Oct 3, 2016 - Jan 23, 2017 | -1.49% Dec 27, 2023 - Feb 1, 2024 |
| #6 | -9.97% Feb 18, 2026 - Mar 30, 2026 | -1.49% Dec 6, 2024 - Jan 16, 2025 |
| #7 | -8.10% May 4, 2015 - Nov 3, 2015 | -1.46% Sep 19, 2024 - Nov 29, 2024 |
| #8 | -6.40% Dec 22, 2020 - Feb 3, 2021 | -1.22% Feb 23, 2026 - Apr 8, 2026 |
| #9 | -5.78% Jun 26, 2014 - Nov 11, 2014 | -1.11% Feb 1, 2024 - Mar 6, 2024 |
| #10 | -5.74% Nov 30, 2015 - Dec 29, 2015 | -1.00% Oct 1, 2025 - Oct 23, 2025 |
| #11 | -5.70% Feb 27, 2017 - Apr 7, 2017 | -0.95% May 15, 2024 - Jun 5, 2024 |
| #12 | -5.42% Dec 1, 2014 - Jan 27, 2015 | -0.92% Mar 18, 2022 - Mar 29, 2022 |
| #13 | -4.87% Feb 17, 2021 - Mar 11, 2021 | -0.88% Jul 31, 2024 - Aug 13, 2024 |
| #14 | -4.71% Sep 8, 2016 - Sep 30, 2016 | -0.81% May 19, 2025 - May 29, 2025 |
| #15 | -4.56% Jan 6, 2016 - Mar 14, 2016 | -0.74% Dec 4, 2023 - Dec 13, 2023 |
Correlation
Correlation between DFP and IBHH is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2013 - 2026)
DFP vs IBHH dividend yield comparison.
| Year | DFP | IBHH |
|---|---|---|
| 2026 | 5.00% | 3.64% |
| 2025 | 6.99% | 6.39% |
| 2024 | 6.81% | 6.93% |
| 2023 | 7.39% | 6.65% |
| 2022 | 10.54% | 5.36% |
| 2021 | 7.03% | 0.00% |
| 2020 | 6.36% | 0.00% |
| 2019 | 6.41% | 0.00% |
| 2018 | 8.75% | 0.00% |
| 2017 | 7.11% | 0.00% |
| 2016 | 8.16% | 0.00% |
| 2015 | 8.38% | 0.00% |
| 2014 | 8.63% | 0.00% |
| 2013 | 4.83% | 0.00% |
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