FDMO vs FFC

Comparison between FIDELITY MOMENTUM FACTOR ETF (FDMO, ETF) and Flaherty & Crumrine Preferred and Income Securities Fund Inc (FFC, ETF).

5-Year PerformanceFDMO has outperformed FFC, delivering a return of +15.4% compared to +0.4%

FDMO vs FFC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDMO(ETF)	FFC(ETF)
Net Assets	$842M	$840M
Expense Ratio	0.15%	N/A
Max Drawdown	34.17%	84.52%
Sharpe Ratio	1.31	0.55
5Y Beta	1.17	0.38
P/E Ratio	33.19	N/A
Forward P/E	23.22	N/A
PEG Ratio	0.42	N/A
5Y Dividends CAGR	9.85%	-4.47%
5Y EPS CAGR	28.97%	N/A
Debt to Equity	30.24%	N/A
P/S Ratio	4.44	N/A
P/B Ratio	5.94	N/A

Net Assets

Winner

FDMO

$842M

FFC

$840M

Expense Ratio

FDMO

0.15%

FFC

N/A

Max Drawdown

Winner

FDMO

34.17%

FFC

84.52%

Sharpe Ratio

Winner

FDMO

1.31

FFC

0.55

5Y Beta

FDMO

1.17

Winner

FFC

0.38

P/E Ratio

FDMO

33.19

FFC

N/A

Forward P/E

FDMO

23.22

FFC

N/A

PEG Ratio

FDMO

0.42

FFC

N/A

5Y Dividends CAGR

Winner

FDMO

9.85%

FFC

-4.47%

5Y EPS CAGR

FDMO

28.97%

FFC

N/A

Debt to Equity

FDMO

30.24%

FFC

N/A

P/S Ratio

FDMO

4.44

FFC

N/A

P/B Ratio

FDMO

5.94

FFC

N/A

FDMO vs FFC - Historical Returns

Returns include dividend reinvestment.

Period	FDMO	FFC
1 month	+1.43%	-0.85%
3 months	+11.85%	-1.41%
6 months	+9.42%	-0.55%
1 year	+28.29%	+8.74%
5 years(CAGR)	+15.38%	+0.42%
10 years(CAGR)	+15.48%	+4.63%
Max(CAGR)	+15.48%	+6.87%

Winner

FDMO

+1.43%

FFC

-0.85%

Winner

FDMO

+11.85%

FFC

-1.41%

Winner

FDMO

+9.42%

FFC

-0.55%

Winner

FDMO

+28.29%

FFC

+8.74%

5Y(CAGR)

Winner

FDMO

+15.38%

FFC

+0.42%

10Y(CAGR)

Winner

FDMO

+15.48%

FFC

+4.63%

Max(CAGR)

Winner

FDMO

+15.48%

FFC

+6.87%

FDMO vs FFC - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	FDMO	FFC
2026	+9.87%	-1.24%
2025	+21.00%	+12.69%
2024	+34.43%	+18.93%
2023	+25.71%	-2.70%
2022	-19.61%	-24.85%
2021	+23.81%	+0.24%
2020	+20.80%	+15.33%
2019	+25.42%	+36.09%
2018	-4.72%	-10.57%
2017	+23.58%	+12.35%
2016	+1.88%	+1.96%
2015	N/A	+10.61%
2014	N/A	+16.64%
2013	N/A	-2.95%
2012	N/A	+21.79%
2011	N/A	+17.58%
2010	N/A	+26.92%
2009	N/A	+91.83%
2008	N/A	-45.64%
2007	N/A	-18.92%
2006	N/A	+16.18%
2005	N/A	-19.12%
2004	N/A	+5.73%
2003	N/A	+17.65%

FDMO vs FFC Drawdown Comparison

The maximum drawdown for FDMO was -33.93%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The maximum drawdown for FFC was -77.78%, occurring on Oct 10, 2008. Recovery took 743 trading sessions.

The current FDMO drawdown is -4.39%. The current FFC drawdown is -3.51%.

Rank	FDMO	FFC
#1	-33.93% Feb 19, 2020 - Aug 3, 2020	-77.78% Apr 5, 2007 - Mar 18, 2010
#2	-25.44% Nov 8, 2021 - Dec 27, 2023	-54.06% Feb 11, 2020 - Sep 1, 2020
#3	-21.88% Feb 18, 2025 - Jun 24, 2025	-39.53% Aug 2, 2021 - Feb 2, 2026
#4	-21.72% Oct 1, 2018 - Jun 10, 2019	-22.80% Feb 7, 2005 - Mar 22, 2007
#5	-12.22% Jan 28, 2026 - Apr 17, 2026	-19.96% Jul 14, 2017 - May 16, 2019
#6	-12.15% Feb 12, 2021 - Apr 26, 2021	-18.07% Apr 29, 2013 - Apr 16, 2014
#7	-10.43% Jan 26, 2018 - Jun 4, 2018	-17.61% Mar 29, 2004 - Dec 31, 2004
#8	-10.22% Jul 16, 2024 - Sep 19, 2024	-17.36% Jul 22, 2011 - Dec 22, 2011
#9	-9.90% Sep 2, 2020 - Oct 12, 2020	-14.89% Aug 18, 2016 - May 1, 2017
#10	-8.92% Oct 13, 2020 - Nov 30, 2020	-13.14% May 3, 2010 - Jun 18, 2010
#11	-7.65% Apr 27, 2021 - Jun 25, 2021	-12.95% May 19, 2015 - Nov 2, 2015
#12	-7.34% Oct 29, 2025 - Jan 5, 2026	-11.09% Oct 13, 2010 - Feb 7, 2011
#13	-6.89% Mar 21, 2024 - May 9, 2024	-10.93% Oct 17, 2012 - Jan 9, 2013
#14	-6.70% Jul 15, 2019 - Dec 20, 2019	-10.12% Feb 17, 2026 - Mar 30, 2026
#15	-5.58% Sep 3, 2021 - Oct 21, 2021	-9.43% Dec 22, 2020 - Mar 31, 2021

Correlation

Correlation between FDMO and FFC is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2003 - 2026)

FDMO vs FFC dividend yield comparison.

Year	FDMO	FFC
2026	0.13%	3.17%
2025	0.61%	7.08%
2024	0.90%	6.97%
2023	0.87%	7.54%
2022	1.19%	9.11%
2021	0.60%	7.03%
2020	0.77%	6.18%
2019	1.23%	6.27%
2018	1.22%	8.21%
2017	1.09%	7.29%
2016	0.45%	8.62%
2015	0.00%	8.14%
2014	0.00%	8.57%
2013	0.00%	9.58%
2012	0.00%	8.95%
2011	0.00%	9.51%
2010	0.00%	9.17%
2009	0.00%	9.79%
2008	0.00%	20.46%
2007	0.00%	9.50%
2006	0.00%	7.26%
2005	0.00%	9.83%
2004	0.00%	8.59%
2003	0.00%	9.16%