FSMD vs PFXF
Comparison between FIDELITY SMALL-MID MULTIFACTOR ETF (FSMD, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).
5-Year PerformanceFSMD has outperformed PFXF, delivering a return of +11.0% compared to +4.2%
FSMD vs PFXF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FSMD vs PFXF - Historical Returns
Returns include dividend reinvestment.
FSMD vs PFXF - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | FSMD | PFXF |
|---|---|---|
| 2026 | +16.77% | +5.59% |
| 2025 | +8.92% | +8.88% |
| 2024 | +15.63% | +8.29% |
| 2023 | +17.73% | +10.52% |
| 2022 | -11.54% | -18.62% |
| 2021 | +27.63% | +12.47% |
| 2020 | +8.61% | +7.34% |
| 2019 | +8.81% | +19.71% |
| 2018 | N/A | -3.18% |
| 2017 | N/A | +7.69% |
| 2016 | N/A | +5.79% |
| 2015 | N/A | -2.03% |
| 2014 | N/A | +15.44% |
| 2013 | N/A | -2.29% |
| 2012 | N/A | +4.44% |
FSMD vs PFXF Drawdown Comparison
The maximum drawdown for FSMD was -40.66%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.
The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.
The current FSMD drawdown is -0.39%. The current PFXF drawdown is -2.37%.
| Rank | FSMD | PFXF |
|---|---|---|
| #1 | -40.66% Feb 19, 2020 - Nov 23, 2020 | -35.50% Feb 5, 2020 - Nov 9, 2020 |
| #2 | -22.16% Nov 25, 2024 - Sep 11, 2025 | -21.80% Dec 31, 2021 - Sep 17, 2024 |
| #3 | -20.63% Nov 16, 2021 - Dec 14, 2023 | -11.89% Oct 16, 2024 - Jul 3, 2025 |
| #4 | -8.43% Feb 26, 2026 - Apr 13, 2026 | -10.73% Aug 29, 2018 - Feb 22, 2019 |
| #5 | -7.33% May 3, 2019 - Jul 24, 2019 | -9.71% May 21, 2013 - Feb 28, 2014 |
| #6 | -7.32% Jul 31, 2024 - Aug 30, 2024 | -8.39% Jul 29, 2016 - May 2, 2017 |
| #7 | -7.15% Mar 28, 2024 - May 15, 2024 | -8.08% May 18, 2015 - Mar 17, 2016 |
| #8 | -6.03% Jul 26, 2019 - Oct 28, 2019 | -5.83% Feb 25, 2026 - Apr 16, 2026 |
| #9 | -5.92% Sep 18, 2025 - Dec 10, 2025 | -5.05% Dec 11, 2017 - Jun 11, 2018 |
| #10 | -5.53% Jun 11, 2021 - Aug 11, 2021 | -4.93% Oct 27, 2025 - Dec 18, 2025 |
| #11 | -5.44% Mar 15, 2021 - Apr 14, 2021 | -4.06% Jun 2, 2026 - Jun 10, 2026 |
| #12 | -5.01% Sep 2, 2021 - Oct 20, 2021 | -3.70% Oct 18, 2012 - Dec 31, 2012 |
| #13 | -4.72% Aug 30, 2024 - Sep 19, 2024 | -3.44% May 11, 2026 - May 29, 2026 |
| #14 | -4.70% May 7, 2021 - Jun 8, 2021 | -3.04% Jan 20, 2021 - Mar 12, 2021 |
| #15 | -4.49% Feb 24, 2021 - Mar 10, 2021 | -3.03% Nov 5, 2021 - Dec 17, 2021 |
Correlation
Correlation between FSMD and PFXF is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2012 - 2026)
FSMD vs PFXF dividend yield comparison.
| Year | FSMD | PFXF |
|---|---|---|
| 2026 | 0.66% | 2.07% |
| 2025 | 1.33% | 6.72% |
| 2024 | 1.29% | 7.82% |
| 2023 | 1.37% | 7.88% |
| 2022 | 1.54% | 6.74% |
| 2021 | 1.18% | 4.66% |
| 2020 | 1.32% | 5.19% |
| 2019 | 1.37% | 5.35% |
| 2018 | 0.00% | 6.56% |
| 2017 | 0.00% | 5.93% |
| 2016 | 0.00% | 5.81% |
| 2015 | 0.00% | 5.99% |
| 2014 | 0.00% | 5.91% |
| 2013 | 0.00% | 6.51% |
| 2012 | 0.00% | 2.56% |
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