FFC vs FDMO

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

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

FFC vs FDMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

FFC

$840M

Winner

FDMO

$842M

Expense Ratio

FFC

N/A

FDMO

0.15%

Max Drawdown

FFC

84.52%

Winner

FDMO

34.17%

Sharpe Ratio

FFC

0.55

Winner

FDMO

1.31

5Y Beta

Winner

FFC

0.38

FDMO

1.17

P/E Ratio

FFC

N/A

FDMO

33.19

Forward P/E

FFC

N/A

FDMO

23.22

PEG Ratio

FFC

N/A

FDMO

0.42

5Y Dividends CAGR

FFC

-4.47%

Winner

FDMO

9.85%

5Y EPS CAGR

FFC

N/A

FDMO

28.97%

Debt to Equity

FFC

N/A

FDMO

30.24%

P/S Ratio

FFC

N/A

FDMO

4.44

P/B Ratio

FFC

N/A

FDMO

5.94

FFC vs FDMO - Historical Returns

Returns include dividend reinvestment.

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

FFC

-0.85%

Winner

FDMO

+1.43%

FFC

-1.41%

Winner

FDMO

+11.85%

FFC

-0.55%

Winner

FDMO

+9.42%

FFC

+8.74%

Winner

FDMO

+28.29%

5Y(CAGR)

FFC

+0.42%

Winner

FDMO

+15.38%

10Y(CAGR)

FFC

+4.63%

Winner

FDMO

+15.48%

Max(CAGR)

FFC

+6.87%

Winner

FDMO

+15.48%

FFC vs FDMO - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

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

FFC vs FDMO Drawdown Comparison

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

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

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

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

Correlation

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

0.72

-101

Dividend Comparison (2003 - 2026)

FFC vs FDMO dividend yield comparison.

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