DFP vs STOT

Comparison between Flaherty & Crumrine Dynamic Preferred and Income Fund Inc (DFP, ETF) and STATE STREET(R) DOUBLELINE(R) SHORT DURATION TOTAL RETURN TACTICAL ETF (STOT, ETF).

5-Year PerformanceSTOT has outperformed DFP, delivering a return of +2.8% compared to -0.2%

DFP vs STOT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFP(ETF)	STOT(ETF)
Net Assets	$463M	$461M
Expense Ratio	N/A	0.45%
Max Drawdown	50.80%	9.93%
Sharpe Ratio	0.39	0.42
5Y Beta	0.38	-0.01
5Y Dividends CAGR	-4.91%	23.16%

Net Assets

Winner

DFP

$463M

STOT

$461M

Expense Ratio

DFP

N/A

STOT

0.45%

Max Drawdown

DFP

50.80%

Winner

STOT

9.93%

Sharpe Ratio

DFP

0.39

Winner

STOT

0.42

5Y Beta

DFP

0.38

Winner

STOT

-0.01

5Y Dividends CAGR

DFP

-4.91%

Winner

STOT

23.16%

DFP vs STOT - Historical Returns

Returns include dividend reinvestment.

Period	DFP	STOT
1 month	+0.64%	+0.50%
3 months	-0.31%	+0.76%
6 months	+2.15%	+1.51%
1 year	+7.95%	+4.20%
5 years(CAGR)	-0.23%	+2.82%
10 years(CAGR)	+6.02%	+2.43%
Max(CAGR)	+6.24%	+2.44%

Winner

DFP

+0.64%

STOT

+0.50%

DFP

-0.31%

Winner

STOT

+0.76%

Winner

DFP

+2.15%

STOT

+1.51%

Winner

DFP

+7.95%

STOT

+4.20%

5Y(CAGR)

DFP

-0.23%

Winner

STOT

+2.82%

10Y(CAGR)

Winner

DFP

+6.02%

STOT

+2.43%

Max(CAGR)

Winner

DFP

+6.24%

STOT

+2.44%

DFP vs STOT - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	DFP	STOT
2026	+0.82%	+1.11%
2025	+10.31%	+5.61%
2024	+19.43%	+5.33%
2023	-0.07%	+6.34%
2022	-26.48%	-3.62%
2021	+3.72%	+0.38%
2020	+16.02%	+2.47%
2019	+37.39%	+4.31%
2018	-17.37%	+0.97%
2017	+19.84%	+1.72%
2016	+11.94%	+0.89%
2015	+9.80%	N/A
2014	+17.05%	N/A
2013	-13.92%	N/A

DFP vs STOT Drawdown Comparison

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

The maximum drawdown for STOT was -6.07%, occurring on Nov 7, 2022. Recovery took 567 trading sessions.

The current DFP drawdown is -4.84%.

Rank	DFP	STOT
#1	-47.27% Feb 19, 2020 - Sep 16, 2020	-6.07% Aug 3, 2021 - Nov 2, 2023
#2	-39.97% Apr 21, 2021 - Feb 17, 2026	-5.13% Mar 5, 2020 - Jul 23, 2020
#3	-22.67% Dec 20, 2017 - Apr 16, 2019	-1.59% Nov 7, 2016 - Apr 12, 2017
#4	-19.29% May 29, 2013 - Jun 13, 2014	-1.33% Sep 7, 2017 - Aug 20, 2018
#5	-12.86% Oct 3, 2016 - Jan 23, 2017	-0.85% Feb 12, 2021 - Jul 6, 2021
#6	-9.97% Feb 18, 2026 - Mar 30, 2026	-0.80% May 18, 2017 - Aug 3, 2017
#7	-8.10% May 4, 2015 - Nov 3, 2015	-0.76% Feb 27, 2026 - Apr 17, 2026
#8	-6.40% Dec 22, 2020 - Feb 3, 2021	-0.72% Oct 1, 2024 - Nov 27, 2024
#9	-5.78% Jun 26, 2014 - Nov 11, 2014	-0.72% Aug 20, 2018 - Dec 18, 2018
#10	-5.74% Nov 30, 2015 - Dec 29, 2015	-0.71% May 7, 2025 - May 22, 2025
#11	-5.70% Feb 27, 2017 - Apr 7, 2017	-0.66% Apr 4, 2025 - Apr 28, 2025
#12	-5.42% Dec 1, 2014 - Jan 27, 2015	-0.57% Apr 18, 2017 - May 16, 2017
#13	-4.87% Feb 17, 2021 - Mar 11, 2021	-0.51% May 22, 2025 - Jun 18, 2025
#14	-4.71% Sep 8, 2016 - Sep 30, 2016	-0.48% Oct 18, 2016 - Nov 7, 2016
#15	-4.56% Jan 6, 2016 - Mar 14, 2016	-0.44% Sep 4, 2019 - Oct 2, 2019

Correlation

Correlation between DFP and STOT is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2013 - 2026)

DFP vs STOT dividend yield comparison.

Year	DFP	STOT
2026	3.12%	1.74%
2025	6.99%	4.52%
2024	6.81%	5.10%
2023	7.39%	4.53%
2022	10.54%	2.54%
2021	7.03%	1.76%
2020	6.36%	1.66%
2019	6.41%	2.61%
2018	8.75%	2.50%
2017	7.11%	1.95%
2016	8.16%	2.08%
2015	8.38%	0.00%
2014	8.63%	0.00%
2013	4.83%	0.00%