ESML vs PFXF

Comparison between ISHARES ESG AWARE MSCI USA SMALL-CAP ETF (ESML, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).

5-Year PerformanceESML has outperformed PFXF, delivering a return of +7.1% compared to +4.7%

ESML vs PFXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESML(ETF)	PFXF(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.17%	0.40%
Max Drawdown	41.97%	37.25%
Sharpe Ratio	1.71	1.72
5Y Beta	1.06	0.39
P/E Ratio	38.80	N/A
Forward P/E	16.06	N/A
5Y Dividends CAGR	12.42%	2.89%
5Y EPS CAGR	14.32%	N/A
P/S Ratio	1.49	N/A
P/B Ratio	2.59	N/A

Net Assets

ESML

$2.30B

PFXF

$2.30B

Expense Ratio

Winner

ESML

0.17%

PFXF

0.40%

Max Drawdown

ESML

41.97%

Winner

PFXF

37.25%

Sharpe Ratio

ESML

1.71

Winner

PFXF

1.72

5Y Beta

ESML

1.06

Winner

PFXF

0.39

P/E Ratio

ESML

38.80

PFXF

N/A

Forward P/E

ESML

16.06

PFXF

N/A

5Y Dividends CAGR

Winner

ESML

12.42%

PFXF

2.89%

5Y EPS CAGR

ESML

14.32%

PFXF

N/A

P/S Ratio

ESML

1.49

PFXF

N/A

P/B Ratio

ESML

2.59

PFXF

N/A

ESML vs PFXF - Historical Returns

Returns include dividend reinvestment.

Period	ESML	PFXF
1 month	+3.49%	+2.47%
3 months	+7.10%	+4.75%
6 months	+17.10%	+12.27%
1 year	+36.16%	+19.66%
5 years(CAGR)	+7.11%	+4.70%
10 years(CAGR)	+10.75%	+5.58%
Max(CAGR)	+10.75%	+5.79%

Winner

ESML

+3.49%

PFXF

+2.47%

Winner

ESML

+7.10%

PFXF

+4.75%

Winner

ESML

+17.10%

PFXF

+12.27%

Winner

ESML

+36.16%

PFXF

+19.66%

5Y(CAGR)

Winner

ESML

+7.11%

PFXF

+4.70%

10Y(CAGR)

Winner

ESML

+10.75%

PFXF

+5.58%

Max(CAGR)

Winner

ESML

+10.75%

PFXF

+5.79%

ESML vs PFXF - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	ESML	PFXF
2026	+14.93%	+7.82%
2025	+10.70%	+8.88%
2024	+12.55%	+8.29%
2023	+17.68%	+10.52%
2022	-18.01%	-18.62%
2021	+20.80%	+12.47%
2020	+19.56%	+7.34%
2019	+28.89%	+19.71%
2018	-10.88%	-3.18%
2017	N/A	+7.69%
2016	N/A	+5.79%
2015	N/A	-2.03%
2014	N/A	+15.44%
2013	N/A	-2.29%
2012	N/A	+4.44%

ESML vs PFXF Drawdown Comparison

The maximum drawdown for ESML was -41.97%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

Rank	ESML	PFXF
#1	-41.97% Jan 16, 2020 - Nov 9, 2020	-35.50% Feb 5, 2020 - Nov 9, 2020
#2	-28.61% Nov 8, 2021 - Jul 16, 2024	-21.80% Dec 31, 2021 - Sep 17, 2024
#3	-26.68% Nov 25, 2024 - Sep 18, 2025	-11.89% Oct 16, 2024 - Jul 3, 2025
#4	-25.31% Aug 29, 2018 - Nov 27, 2019	-10.73% Aug 29, 2018 - Feb 22, 2019
#5	-9.04% Feb 26, 2026 - Apr 14, 2026	-9.71% May 21, 2013 - Feb 28, 2014
#6	-8.34% Jul 16, 2024 - Sep 19, 2024	-8.39% Jul 29, 2016 - May 2, 2017
#7	-7.95% Mar 15, 2021 - Apr 26, 2021	-8.08% May 18, 2015 - Mar 17, 2016
#8	-7.83% Jun 8, 2021 - Oct 20, 2021	-5.83% Feb 25, 2026 - Apr 16, 2026
#9	-7.16% Oct 27, 2025 - Dec 4, 2025	-5.05% Dec 11, 2017 - Jun 11, 2018
#10	-6.29% Apr 28, 2021 - Jun 8, 2021	-4.93% Oct 27, 2025 - Dec 18, 2025
#11	-5.39% Feb 24, 2021 - Mar 11, 2021	-3.70% Oct 18, 2012 - Dec 31, 2012
#12	-4.31% Nov 11, 2024 - Nov 25, 2024	-3.44% May 11, 2026 - May 29, 2026
#13	-4.08% Jan 20, 2021 - Feb 4, 2021	-3.04% Jan 20, 2021 - Mar 12, 2021
#14	-4.07% May 6, 2026 - May 26, 2026	-3.03% Nov 5, 2021 - Dec 17, 2021
#15	-4.06% Oct 6, 2025 - Oct 24, 2025	-2.72% Jul 28, 2014 - Aug 20, 2014

Correlation

Correlation between ESML and PFXF is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2012 - 2026)

ESML vs PFXF dividend yield comparison.

Year	ESML	PFXF
2026	0.21%	2.02%
2025	1.08%	6.72%
2024	1.22%	7.82%
2023	1.31%	7.88%
2022	1.46%	6.74%
2021	0.94%	4.66%
2020	0.99%	5.19%
2019	1.10%	5.35%
2018	1.07%	6.56%
2017	0.00%	5.93%
2016	0.00%	5.81%
2015	0.00%	5.99%
2014	0.00%	5.91%
2013	0.00%	6.51%
2012	0.00%	2.56%