FIGB vs DFP

Comparison between FIDELITY INVESTMENT GRADE BOND ETF (FIGB, ETF) and Flaherty & Crumrine Dynamic Preferred and Income Fund Inc (DFP, ETF).

5-Year PerformanceFIGB has outperformed DFP, delivering a return of +0.2% compared to -0.2%

FIGB vs DFP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FIGB(ETF)	DFP(ETF)
Net Assets	$465M	$463M
Expense Ratio	0.36%	N/A
Max Drawdown	21.47%	50.80%
Sharpe Ratio	0.09	0.42
5Y Beta	0.01	0.38
5Y Dividends CAGR	66.05%	-4.91%

Net Assets

Winner

FIGB

$465M

DFP

$463M

Expense Ratio

FIGB

0.36%

DFP

N/A

Max Drawdown

Winner

FIGB

21.47%

DFP

50.80%

Sharpe Ratio

FIGB

0.09

Winner

DFP

0.42

5Y Beta

Winner

FIGB

0.01

DFP

0.38

5Y Dividends CAGR

Winner

FIGB

66.05%

DFP

-4.91%

FIGB vs DFP - Historical Returns

Returns include dividend reinvestment.

Period	FIGB	DFP
1 month	-0.22%	-3.62%
3 months	-1.12%	-3.75%
6 months	+0.14%	-0.50%
1 year	+4.31%	+6.84%
5 years(CAGR)	+0.19%	-0.22%
10 years(CAGR)	N/A	+5.74%
Max(CAGR)	+0.36%	+6.14%

Winner

FIGB

-0.22%

DFP

-3.62%

Winner

FIGB

-1.12%

DFP

-3.75%

Winner

FIGB

+0.14%

DFP

-0.50%

FIGB

+4.31%

Winner

DFP

+6.84%

5Y(CAGR)

Winner

FIGB

+0.19%

DFP

-0.22%

10Y(CAGR)

FIGB

N/A

DFP

+5.74%

Max(CAGR)

FIGB

+0.36%

Winner

DFP

+6.14%

FIGB vs DFP - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FIGB	DFP
2026	+0.04%	-0.57%
2025	+7.05%	+10.31%
2024	+1.63%	+19.43%
2023	+6.17%	-0.07%
2022	-12.86%	-26.48%
2021	+1.77%	+3.72%
2020	N/A	+16.02%
2019	N/A	+37.39%
2018	N/A	-17.37%
2017	N/A	+19.84%
2016	N/A	+11.94%
2015	N/A	+9.80%
2014	N/A	+17.05%
2013	N/A	-13.92%

FIGB vs DFP Drawdown Comparison

The maximum drawdown for FIGB was -18.08%, occurring on Oct 24, 2022. Recovery took 1108 trading sessions.

The maximum drawdown for DFP was -47.27%, occurring on Mar 23, 2020. Recovery took 146 trading sessions.

The current FIGB drawdown is -1.86%. The current DFP drawdown is -6.14%.

Rank	FIGB	DFP
#1	-18.08% Sep 14, 2021 - Feb 12, 2026	-47.27% Feb 19, 2020 - Sep 16, 2020
#2	-2.93% Feb 27, 2026 - May 19, 2026	-39.97% Apr 21, 2021 - Feb 17, 2026
#3	-1.04% Aug 2, 2021 - Sep 14, 2021	-22.67% Dec 20, 2017 - Apr 16, 2019
#4	-0.98% Mar 4, 2021 - Apr 13, 2021	-19.29% May 29, 2013 - Jun 13, 2014
#5	-0.97% May 7, 2021 - Jun 4, 2021	-12.86% Oct 3, 2016 - Jan 23, 2017
#6	-0.52% Jul 8, 2021 - Jul 19, 2021	-9.97% Feb 18, 2026 - Mar 30, 2026
#7	-0.50% Apr 21, 2021 - May 7, 2021	-8.10% May 4, 2015 - Nov 3, 2015
#8	-0.48% Jun 18, 2021 - Jun 30, 2021	-6.40% Dec 22, 2020 - Feb 3, 2021
#9	-0.43% Jun 10, 2021 - Jun 18, 2021	-5.78% Jun 26, 2014 - Nov 11, 2014
#10	-0.42% Jul 19, 2021 - Aug 2, 2021	-5.74% Nov 30, 2015 - Dec 29, 2015
#11	-0.23% Apr 16, 2021 - Apr 20, 2021	-5.70% Feb 27, 2017 - Apr 7, 2017
#12	-0.21% Feb 17, 2026 - Feb 23, 2026	-5.42% Dec 1, 2014 - Jan 27, 2015
#13	-0.18% Jun 30, 2021 - Jul 2, 2021	-4.87% Feb 17, 2021 - Mar 11, 2021
#14	-0.05% Feb 24, 2026 - Feb 26, 2026	-4.71% Sep 8, 2016 - Sep 30, 2016
#15	-0.01% Jun 4, 2021 - Jun 8, 2021	-4.56% Jan 6, 2016 - Mar 14, 2016

Correlation

Correlation between FIGB and DFP is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2013 - 2026)

FIGB vs DFP dividend yield comparison.

Year	FIGB	DFP
2026	1.62%	3.16%
2025	4.15%	6.99%
2024	4.28%	6.81%
2023	3.79%	7.39%
2022	2.44%	10.54%
2021	1.10%	7.03%
2020	0.00%	6.36%
2019	0.00%	6.41%
2018	0.00%	8.75%
2017	0.00%	7.11%
2016	0.00%	8.16%
2015	0.00%	8.38%
2014	0.00%	8.63%
2013	0.00%	4.83%