EMXF vs PFD

Comparison between ISHARES ESG ADVANCED MSCI EM ETF (EMXF, ETF) and Flaherty & Crumrine Preferred and Income Fund Inc (PFD, ETF).

5-Year PerformanceEMXF has outperformed PFD, delivering a return of +7.0% compared to -1.5%

EMXF vs PFD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EMXF(ETF)	PFD(ETF)
Net Assets	$161M	$161M
Expense Ratio	0.16%	N/A
Max Drawdown	34.69%	85.75%
Sharpe Ratio	1.65	0.66
5Y Beta	0.77	0.34
5Y Dividends CAGR	68.81%	-4.63%

Net Assets

EMXF

$161M

PFD

$161M

Expense Ratio

EMXF

0.16%

PFD

N/A

Max Drawdown

Winner

EMXF

34.69%

PFD

85.75%

Sharpe Ratio

Winner

EMXF

1.65

PFD

0.66

5Y Beta

EMXF

0.77

Winner

PFD

0.34

5Y Dividends CAGR

Winner

EMXF

68.81%

PFD

-4.63%

EMXF vs PFD - Historical Returns

Returns include dividend reinvestment.

Period	EMXF	PFD
1 month	+4.66%	-0.18%
3 months	+20.39%	+1.71%
6 months	+26.44%	+0.94%
1 year	+40.25%	+9.35%
5 years(CAGR)	+7.02%	-1.51%
10 years(CAGR)	N/A	+4.12%
Max(CAGR)	+10.95%	+7.08%

Winner

EMXF

+4.66%

PFD

-0.18%

Winner

EMXF

+20.39%

PFD

+1.71%

Winner

EMXF

+26.44%

PFD

+0.94%

Winner

EMXF

+40.25%

PFD

+9.35%

5Y(CAGR)

Winner

EMXF

+7.02%

PFD

-1.51%

10Y(CAGR)

EMXF

N/A

PFD

+4.12%

Max(CAGR)

Winner

EMXF

+10.95%

PFD

+7.08%

EMXF vs PFD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EMXF	PFD
2026	+21.71%	-1.16%
2025	+29.80%	+12.90%
2024	+9.97%	+21.17%
2023	+5.60%	-5.20%
2022	-19.52%	-30.70%
2021	+3.55%	+0.18%
2020	+15.32%	+30.45%
2019	N/A	+39.91%
2018	N/A	-17.19%
2017	N/A	+12.96%
2016	N/A	+18.95%
2015	N/A	-1.03%
2014	N/A	+23.32%
2013	N/A	-4.77%
2012	N/A	+4.69%
2011	N/A	+31.81%
2010	N/A	+23.00%
2009	N/A	+78.47%
2008	N/A	-47.50%
2007	N/A	-25.92%
2006	N/A	+11.40%
2005	N/A	-5.01%
2004	N/A	+6.87%
2003	N/A	+30.64%
2002	N/A	+10.18%
2001	N/A	+28.11%
2000	N/A	-0.12%
1999	N/A	-3.92%

EMXF vs PFD Drawdown Comparison

The maximum drawdown for EMXF was -33.11%, occurring on Oct 24, 2022. Recovery took 1092 trading sessions.

The maximum drawdown for PFD was -81.73%, occurring on Oct 10, 2008. Recovery took 892 trading sessions.

The current EMXF drawdown is -2.02%. The current PFD drawdown is -21.38%.

Rank	EMXF	PFD
#1	-33.11% Feb 17, 2021 - Jun 24, 2025	-81.73% Jan 25, 2007 - Aug 10, 2010
#2	-12.53% Feb 25, 2026 - Apr 17, 2026	-53.39% Feb 20, 2020 - Sep 22, 2020
#3	-6.91% Jun 2, 2026 - Jun 5, 2026	-50.55% Dec 23, 2020 - Oct 17, 2023
#4	-5.67% May 11, 2026 - May 26, 2026	-26.91% Dec 15, 2017 - May 23, 2019
#5	-4.91% Jan 21, 2021 - Feb 9, 2021	-24.03% Mar 25, 2004 - Feb 10, 2005
#6	-4.78% Nov 11, 2025 - Dec 30, 2025	-21.09% Apr 22, 2013 - Apr 25, 2014
#7	-3.77% Oct 8, 2025 - Oct 16, 2025	-20.74% Jul 20, 2011 - Sep 14, 2011
#8	-3.22% Jul 23, 2025 - Aug 12, 2025	-20.19% Aug 18, 2016 - May 4, 2017
#9	-3.13% Oct 23, 2020 - Nov 4, 2020	-19.42% Apr 22, 2015 - Apr 20, 2016
#10	-2.55% Nov 24, 2020 - Dec 3, 2020	-18.04% Mar 2, 2005 - Nov 6, 2006
#11	-2.51% Aug 22, 2025 - Sep 10, 2025	-16.16% Oct 12, 2010 - Apr 20, 2011
#12	-2.30% Apr 17, 2026 - Apr 30, 2026	-13.88% Sep 4, 2002 - Jan 6, 2003
#13	-2.22% Jan 28, 2026 - Feb 6, 2026	-12.38% Sep 19, 2011 - Oct 19, 2011
#14	-1.90% Sep 17, 2025 - Oct 2, 2025	-12.00% Oct 19, 2012 - Jan 23, 2013
#15	-1.82% Oct 29, 2025 - Nov 11, 2025	-11.92% Feb 24, 2012 - Aug 13, 2012

Correlation

Correlation between EMXF and PFD is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2000 - 2026)

EMXF vs PFD dividend yield comparison.

Year	EMXF	PFD
2026	0.00%	2.96%
2025	3.43%	6.47%
2024	2.92%	6.46%
2023	2.25%	6.94%
2022	2.42%	7.97%
2021	1.87%	5.82%
2020	0.41%	5.09%
2019	0.00%	5.85%
2018	0.00%	8.14%
2017	0.00%	6.85%
2016	0.00%	7.44%
2015	0.00%	8.36%
2014	0.00%	7.67%
2013	0.00%	9.46%
2012	0.00%	9.05%
2011	0.00%	8.08%
2010	0.00%	8.70%
2009	0.00%	7.31%
2008	0.00%	16.51%
2007	0.00%	8.82%
2006	0.00%	6.17%
2005	0.00%	6.83%
2004	0.00%	6.60%
2003	0.00%	6.20%
2002	0.00%	7.67%
2001	0.00%	7.25%
2000	0.00%	3.38%