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FCAL vs PRFD

Comparison between FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF (FCAL, ETF) and PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE EXCHANGE-TRADED FUND (PRFD, ETF).

FCAL vs PRFD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FCAL
$220M
PRFD
$219M
Expense Ratio
Winner
FCAL
0.49%
PRFD
0.73%
Max Drawdown
FCAL
16.86%
Winner
PRFD
14.13%
Sharpe Ratio
Winner
FCAL
1.13
PRFD
1.05
5Y Beta
Winner
FCAL
-0.00
PRFD
0.07
5Y Dividends CAGR
FCAL
7.56%
PRFD
N/A

FCAL vs PRFD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FCAL
+0.56%
PRFD
+0.44%
3M
Winner
FCAL
+1.44%
PRFD
+1.08%
6M
Winner
FCAL
+2.24%
PRFD
+1.83%
1Y
FCAL
+6.68%
Winner
PRFD
+7.08%
5Y(CAGR)
FCAL
+0.59%
PRFD
N/A
10Y(CAGR)
FCAL
+2.59%
PRFD
N/A
Max(CAGR)
FCAL
+2.59%
Winner
PRFD
+6.35%

FCAL vs PRFD - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

YearFCALPRFD
2026+1.76%+1.37%
2025+3.05%+8.41%
2024+1.84%+10.35%
2023+6.19%+1.83%
2022-9.40%N/A
2021+3.02%N/A
2020+3.39%N/A
2019+9.63%N/A
2018+1.01%N/A
2017+4.40%N/A

FCAL vs PRFD Drawdown Comparison

The maximum drawdown for FCAL was -14.81%, occurring on Mar 20, 2020. Recovery took 204 trading sessions.

The maximum drawdown for PRFD was -11.93%, occurring on Mar 20, 2023. Recovery took 245 trading sessions.

The current FCAL drawdown is -0.32%. The current PRFD drawdown is -0.49%.

RankFCALPRFD
#1-14.81%
Feb 28, 2020 - Dec 17, 2020
-11.93%
Feb 2, 2023 - Jan 25, 2024
#2-14.44%
Jul 20, 2021 - Nov 11, 2025
-3.55%
Mar 3, 2025 - Jun 4, 2025
#3-2.96%
Dec 29, 2017 - Dec 21, 2018
-3.28%
Feb 24, 2026 - Mar 27, 2026
#4-2.57%
Feb 27, 2026 - Mar 27, 2026
-2.49%
Dec 9, 2024 - Feb 14, 2025
#5-2.28%
Feb 12, 2021 - May 6, 2021
-2.16%
Mar 28, 2024 - May 9, 2024
#6-1.27%
Aug 28, 2019 - Oct 8, 2019
-1.48%
Sep 27, 2024 - Dec 4, 2024
#7-1.10%
Oct 9, 2019 - Dec 27, 2019
-1.09%
Feb 1, 2024 - Feb 23, 2024
#8-1.03%
Dec 7, 2017 - Dec 28, 2017
-1.02%
Oct 27, 2025 - Dec 24, 2025
#9-0.88%
Aug 15, 2017 - Sep 12, 2017
-0.71%
May 20, 2024 - Jun 3, 2024
#10-0.71%
Apr 15, 2019 - Apr 30, 2019
-0.67%
Aug 1, 2024 - Aug 13, 2024
#11-0.71%
Sep 12, 2017 - Oct 19, 2017
-0.66%
Jan 16, 2026 - Jan 23, 2026
#12-0.65%
Dec 28, 2018 - Jan 31, 2019
-0.58%
Jun 6, 2024 - Jun 12, 2024
#13-0.64%
Nov 20, 2017 - Dec 5, 2017
-0.50%
Jul 10, 2025 - Jul 28, 2025
#14-0.58%
Dec 21, 2018 - Dec 28, 2018
-0.49%
Sep 23, 2025 - Oct 15, 2025
#15-0.57%
Mar 29, 2019 - Apr 15, 2019
-0.34%
Jul 17, 2024 - Jul 31, 2024

Correlation

Correlation between FCAL and PRFD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2017 - 2026)

FCAL vs PRFD dividend yield comparison.

YearFCALPRFD
20261.43%2.45%
20253.22%5.63%
20242.99%5.53%
20232.74%5.04%
20222.38%0.00%
20212.03%0.00%
20202.11%0.00%
20192.68%0.00%
20182.99%0.00%
20171.30%0.00%

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