DFP vs JTNY

Comparison between Flaherty & Crumrine Dynamic Preferred and Income Fund Inc (DFP, ETF) and JPMorgan New York Tax Free Bond ETF (JTNY, ETF).

DFP vs JTNY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFP(ETF)	JTNY(ETF)
Net Assets	$461M	$463M
Expense Ratio	N/A	0.34%
Max Drawdown	50.80%	1.44%
Sharpe Ratio	0.89	-5.01
5Y Beta	0.38	0.05
5Y Dividends CAGR	-3.45%	N/A

Net Assets

DFP

$461M

Winner

JTNY

$463M

Expense Ratio

DFP

N/A

JTNY

0.34%

Max Drawdown

DFP

50.80%

Winner

JTNY

1.44%

Sharpe Ratio

Winner

DFP

0.89

JTNY

-5.01

5Y Beta

DFP

0.38

Winner

JTNY

0.05

5Y Dividends CAGR

DFP

-3.45%

JTNY

N/A

DFP vs JTNY - Historical Returns

Returns include dividend reinvestment.

Period	DFP	JTNY
1 month	+4.60%	-1.03%
3 months	+1.94%	N/A
6 months	+2.96%	N/A
1 year	+9.93%	N/A
5 years(CAGR)	+0.77%	N/A
10 years(CAGR)	+6.04%	N/A
Max(CAGR)	+6.51%	-7.98%

Winner

DFP

+4.60%

JTNY

-1.03%

DFP

+1.94%

JTNY

N/A

DFP

+2.96%

JTNY

N/A

DFP

+9.93%

JTNY

N/A

5Y(CAGR)

DFP

+0.77%

JTNY

N/A

10Y(CAGR)

DFP

+6.04%

JTNY

N/A

Max(CAGR)

Winner

DFP

+6.51%

JTNY

-7.98%

DFP vs JTNY - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	DFP	JTNY
2026	+4.94%	-0.82%
2025	+10.31%	N/A
2024	+19.43%	N/A
2023	-0.07%	N/A
2022	-26.48%	N/A
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 JTNY Drawdown Comparison

The maximum drawdown for DFP was -47.27%, occurring on Mar 23, 2020. Recovery took 146 trading sessions.

The maximum drawdown for JTNY was -1.15%, occurring on Jul 21, 2026. This drawdown has not yet recovered.

The current DFP drawdown is -0.95%. The current JTNY drawdown is -1.15%.

Rank	DFP	JTNY
#1	-47.27% Feb 19, 2020 - Sep 16, 2020	-1.15% Jun 29, 2026 - Jul 21, 2026
#2	-39.97% Apr 21, 2021 - Feb 17, 2026	-0.23% Jun 18, 2026 - Jun 26, 2026
#3	-22.67% Dec 20, 2017 - Apr 16, 2019	-0.17% Jun 16, 2026 - Jun 18, 2026
#4	-19.29% May 29, 2013 - Jun 13, 2014	N/A
#5	-12.86% Oct 3, 2016 - Jan 23, 2017	N/A
#6	-9.97% Feb 18, 2026 - Mar 30, 2026	N/A
#7	-8.10% May 4, 2015 - Nov 3, 2015	N/A
#8	-6.40% Dec 22, 2020 - Feb 3, 2021	N/A
#9	-5.78% Jun 26, 2014 - Nov 11, 2014	N/A
#10	-5.74% Nov 30, 2015 - Dec 29, 2015	N/A
#11	-5.70% Feb 27, 2017 - Apr 7, 2017	N/A
#12	-5.42% Dec 1, 2014 - Jan 27, 2015	N/A
#13	-4.87% Feb 17, 2021 - Mar 11, 2021	N/A
#14	-4.71% Sep 8, 2016 - Sep 30, 2016	N/A
#15	-4.56% Jan 6, 2016 - Mar 14, 2016	N/A

Correlation

Correlation between DFP and JTNY is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-1.00

-101

Dividend Comparison (2013 - 2026)

DFP vs JTNY dividend yield comparison.

Year	DFP	JTNY
2026	3.63%	0.30%
2025	6.99%	0.00%
2024	6.81%	0.00%
2023	7.39%	0.00%
2022	10.54%	0.00%
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%