FCEF vs PFOE
Comparison between FIRST TRUST INCOME OPPORTUNITIES ETF (FCEF, ETF) and PATHFINDER FOCUSED OPPORTUNITIES ETF (PFOE, ETF).
FCEF vs PFOE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FCEF
$79M
Winner
PFOE
$80M
Expense Ratio
FCEF
3.69%
Winner
PFOE
0.59%
Max Drawdown
FCEF
45.08%
Winner
PFOE
18.22%
Sharpe Ratio
Winner
FCEF
1.27
PFOE
-0.97
5Y Beta
Winner
FCEF
0.52
PFOE
1.05
P/E Ratio
FCEF
N/A
PFOE
34.43
Forward P/E
FCEF
N/A
PFOE
24.24
PEG Ratio
FCEF
N/A
PFOE
0.56
5Y Dividends CAGR
FCEF
5.95%
PFOE
N/A
5Y EPS CAGR
FCEF
N/A
PFOE
16.92%
P/S Ratio
FCEF
N/A
PFOE
2.30
P/B Ratio
FCEF
N/A
PFOE
6.60
FCEF vs PFOE - Holdings Comparison
FCEF and PFOE have 0 common holdings. Overlap is 0.00%
FCEF's top 25 holdings weight is 67.18%. PFOE's top 25 holdings weight is 99.98%.
| Rank | FCEF | PFOE |
|---|---|---|
| #1 | EATON VANCE TAX ADVGD GBL DIV INC FD (ETG) - 4.00% | UNITEDHEALTH GROUP INC (UNH) - 7.05% |
| #2 | INVESCO VARIABLE RATE INVESTMENT GRD ETF (VRIG) - 3.81% | ASML HOLDING NV ADR (ASML) - 6.55% |
| #3 | ABRDN GLOBAL INFRASTRUCTURE INCOME FUND (ASGI) - 3.52% | ALPHABET INC CLASS C (GOOG) - 6.18% |
| #4 | ABRDN HEALTHCARE OPPORTUNITIES FUND (THQ) - 3.39% | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 6.00% |
| #5 | ABRDN HEALTHCARE INVESTORS (HQH) - 3.37% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 5.88% |
| #6 | SOURCE CAPITAL INC (SOR) - 3.27% | MERCADOLIBRE INC (MELI) - 5.73% |
| #7 | JOHN HANCOCK TAX-ADVANTAGED DIV INC FD (HTD) - 3.26% | FERROVIAL NV (n/a) - 5.54% |
| #8 | EATON VANCE TAX-ADVTGD GLOBAL DIVID OPPO (ETO) - 3.24% | SPOTIFY TECHNOLOGY SA (SPOT) - 5.29% |
| #9 | EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND (EVT) - 3.19% | IDEXX LABORATORIES INC (IDXX) - 4.98% |
| #10 | GABELLI DIVIDEND & INCOME TRUST (GDV) - 2.88% | UBER TECHNOLOGIES INC (UBER) - 4.83% |
| #11 | BLACKROCK SCIENCE AND TECHNOLOGY TRUST (BST) - 2.70% | NETFLIX INC (NFLX) - 4.62% |
| #12 | COHEN & STEERS INFRASTRUCTURE FUND INC (UTF) - 2.61% | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 4.62% |
| #13 | COHEN & STEERS REIT AND PREFERRED INCOME FUND INC (RNP) - 2.50% | ELI LILLY AND CO (LLY) - 4.21% |
| #14 | NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND (JPC) - 2.46% | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 3.86% |
| #15 | PGIM GLOBAL HIGH YIELD FUND, INC (GHY) - 2.43% | QXO INC (QXO) - 3.79% |
| #16 | NUVEEN CREDIT STRATEGIES INCOME FUND (JQC) - 2.38% | HERMES INTERNATIONAL SA ADR (HESAY) - 3.78% |
| #17 | MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 2.25% | VISA INC CLASS A (V) - 3.49% |
| #18 | NUVEEN VARIABLE RATE PREFERRED&INCOME (NPFD) - 2.24% | MASTERCARD INC CLASS A (MA) - 3.37% |
| #19 | WESTERN ASSET DIVERSIFIED INCOME FUND (WDI) - 2.21% | INTUIT INC (INTU) - 3.22% |
| #20 | GENERAL AMERICAN INVESTORS CO INC (GAM) - 2.06% | NIKE INC CLASS B (NKE) - 3.04% |
| #21 | CENTRAL SECURITIES CORP (CET) - 2.01% | INTUITIVE SURGICAL INC (ISRG) - 2.65% |
| #22 | WESTERN ASSET INFLATION-LINKED OPPORTUNITIES AND INCOME FUND (WIW) - 1.94% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.29% |
| #23 | REAVES UTILITY INCOME FUND (UTG) - 1.89% | OTHER ASSETS AND LIABILITIES (n/a) - 0.85% |
| #24 | BLACKROCK CAPITAL ALLOCATION TRUST (BCAT) - 1.84% | US DOLLARS (n/a) - -0.84% |
| #25 | BROOKFIELD REAL ASSETS INCOME FUND INC. (RA) - 1.73% | N/A |
| Total Holdings | 49 | 24 |
FCEF vs PFOE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FCEF
+1.34%
PFOE
+0.07%
3M
Winner
FCEF
+3.82%
PFOE
-4.12%
6M
Winner
FCEF
+5.95%
PFOE
-10.80%
1Y
FCEF
+14.21%
PFOE
N/A
5Y(CAGR)
FCEF
+6.18%
PFOE
N/A
10Y(CAGR)
FCEF
+8.23%
PFOE
N/A
Max(CAGR)
Winner
FCEF
+8.23%
PFOE
-14.37%
FCEF vs PFOE - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | FCEF | PFOE |
|---|---|---|
| 2026 | +8.01% | -8.78% |
| 2025 | +14.75% | +0.00% |
| 2024 | +17.46% | N/A |
| 2023 | +9.76% | N/A |
| 2022 | -19.62% | N/A |
| 2021 | +20.61% | N/A |
| 2020 | +3.39% | N/A |
| 2019 | +27.64% | N/A |
| 2018 | -10.18% | N/A |
| 2017 | +14.94% | N/A |
| 2016 | +1.17% | N/A |
FCEF vs PFOE Drawdown Comparison
The maximum drawdown for FCEF was -44.80%, occurring on Mar 18, 2020. Recovery took 224 trading sessions.
The maximum drawdown for PFOE was -18.19%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current FCEF drawdown is -0.50%. The current PFOE drawdown is -13.07%.
| Rank | FCEF | PFOE |
|---|---|---|
| #1 | -44.80% Feb 19, 2020 - Jan 7, 2021 | -18.19% Jan 12, 2026 - Mar 27, 2026 |
| #2 | -25.29% Sep 7, 2021 - Jul 16, 2024 | -0.59% Jan 6, 2026 - Jan 8, 2026 |
| #3 | -17.78% Aug 29, 2018 - Apr 5, 2019 | N/A |
| #4 | -12.39% Feb 18, 2025 - Jun 3, 2025 | N/A |
| #5 | -7.03% Mar 2, 2026 - Apr 30, 2026 | N/A |
| #6 | -6.94% Oct 10, 2016 - Jan 5, 2017 | N/A |
| #7 | -6.90% Jan 26, 2018 - Jul 24, 2018 | N/A |
| #8 | -5.39% Dec 5, 2024 - Feb 5, 2025 | N/A |
| #9 | -4.87% Jul 12, 2021 - Aug 12, 2021 | N/A |
| #10 | -4.52% Jul 31, 2024 - Aug 19, 2024 | N/A |
| #11 | -4.07% May 6, 2019 - Jun 18, 2019 | N/A |
| #12 | -3.94% Jul 16, 2019 - Sep 13, 2019 | N/A |
| #13 | -3.57% Oct 13, 2017 - Dec 28, 2017 | N/A |
| #14 | -3.55% Aug 1, 2017 - Sep 18, 2017 | N/A |
| #15 | -3.23% Feb 12, 2021 - Mar 15, 2021 | N/A |
Correlation
Correlation between FCEF and PFOE is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.33
-101
Dividend Comparison (2016 - 2026)
FCEF vs PFOE dividend yield comparison.
| Year | FCEF | PFOE |
|---|---|---|
| 2026 | 4.02% | 0.22% |
| 2025 | 7.05% | 0.00% |
| 2024 | 7.13% | 0.00% |
| 2023 | 7.17% | 0.00% |
| 2022 | 7.26% | 0.00% |
| 2021 | 4.74% | 0.00% |
| 2020 | 5.03% | 0.00% |
| 2019 | 5.07% | 0.00% |
| 2018 | 5.96% | 0.00% |
| 2017 | 4.90% | 0.00% |
| 2016 | 1.51% | 0.00% |
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