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DFUV vs PFF

Comparison between DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV, ETF) and ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF, ETF).

DFUV vs PFF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
DFUV
$13B
PFF
$13B
Expense Ratio
Winner
DFUV
0.21%
PFF
0.45%
Max Drawdown
Winner
DFUV
18.26%
PFF
70.19%
Sharpe Ratio
Winner
DFUV
2.16
PFF
1.07
5Y Beta
DFUV
0.79
Winner
PFF
0.32
P/E Ratio
DFUV
20.10
PFF
N/A
Forward P/E
DFUV
14.42
PFF
N/A
5Y Dividends CAGR
DFUV
N/A
PFF
1.29%
5Y EPS CAGR
DFUV
12.72%
PFF
N/A
Debt to Equity
DFUV
37.58%
PFF
N/A
P/S Ratio
DFUV
1.73
PFF
N/A
P/B Ratio
DFUV
2.36
PFF
N/A

DFUV vs PFF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DFUV
+4.76%
PFF
+3.65%
3M
Winner
DFUV
+4.00%
PFF
+1.69%
6M
Winner
DFUV
+17.84%
PFF
+4.73%
1Y
Winner
DFUV
+32.60%
PFF
+11.36%
5Y(CAGR)
DFUV
N/A
PFF
+1.84%
10Y(CAGR)
DFUV
N/A
PFF
+3.62%
Max(CAGR)
Winner
DFUV
+13.75%
PFF
+3.95%

DFUV vs PFF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearDFUVPFF
2026+11.57%+3.05%
2025+15.99%+3.62%
2024+11.55%+7.38%
2023+13.68%+8.66%
2022+1.23%-17.58%
2021N/A+8.17%
2020N/A+7.28%
2019N/A+14.86%
2018N/A-4.10%
2017N/A+7.26%
2016N/A+0.84%
2015N/A+3.82%
2014N/A+13.42%
2013N/A-1.29%
2012N/A+17.15%
2011N/A-2.15%
2010N/A+13.19%
2009N/A+33.55%
2008N/A-26.08%
2007N/A-12.60%

DFUV vs PFF Drawdown Comparison

The maximum drawdown for DFUV was -17.59%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.

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

The current DFUV drawdown is -0.27%.

RankDFUVPFF
#1-17.59%
Nov 25, 2024 - Aug 22, 2025
-65.49%
May 14, 2007 - Jul 26, 2010
#2-15.33%
Jun 7, 2022 - Nov 23, 2022
-34.11%
Feb 11, 2020 - Oct 7, 2020
#3-11.55%
Jul 31, 2023 - Dec 13, 2023
-21.05%
Dec 31, 2021 - Sep 24, 2024
#4-10.97%
Feb 2, 2023 - Jul 19, 2023
-15.19%
May 19, 2011 - Feb 3, 2012
#5-6.78%
Jul 31, 2024 - Aug 30, 2024
-10.61%
Oct 16, 2024 - Sep 5, 2025
#6-6.67%
Nov 30, 2022 - Jan 26, 2023
-9.72%
Aug 31, 2018 - Apr 1, 2019
#7-6.01%
Feb 11, 2026 - Apr 17, 2026
-8.67%
May 8, 2013 - Mar 17, 2014
#8-5.79%
Mar 28, 2024 - Jul 16, 2024
-7.48%
Aug 9, 2016 - Apr 10, 2017
#9-4.44%
Nov 12, 2025 - Nov 28, 2025
-6.77%
Jan 5, 2016 - Mar 22, 2016
#10-4.18%
May 17, 2022 - May 26, 2022
-5.28%
Feb 17, 2026 - May 6, 2026
#11-4.06%
Aug 30, 2024 - Sep 19, 2024
-4.64%
Sep 19, 2025 - Jan 9, 2026
#12-3.33%
Oct 6, 2025 - Oct 24, 2025
-4.17%
May 7, 2012 - Jun 19, 2012
#13-3.13%
Dec 27, 2023 - Jan 29, 2024
-3.81%
Nov 27, 2015 - Jan 4, 2016
#14-3.07%
Oct 17, 2024 - Nov 6, 2024
-3.81%
Dec 7, 2017 - Jun 14, 2018
#15-2.57%
Jul 16, 2024 - Jul 31, 2024
-3.15%
Dec 31, 2020 - Mar 26, 2021

Correlation

Correlation between DFUV and PFF is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2007 - 2026)

DFUV vs PFF dividend yield comparison.

YearDFUVPFF
20260.34%1.55%
20251.55%6.30%
20241.64%6.32%
20231.72%6.63%
20221.34%6.01%
20210.00%4.45%
20200.00%4.79%
20190.00%5.31%
20180.00%6.32%
20170.00%5.59%
20160.00%5.85%
20150.00%5.76%
20140.00%6.32%
20130.00%6.60%
20120.00%6.01%
20110.00%6.98%
20100.00%7.33%
20090.00%7.87%
20080.00%9.45%
20070.00%6.01%

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