FT vs PRFD
Comparison between Franklin Universal Trust (FT, ETF) and PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE EXCHANGE-TRADED FUND (PRFD, ETF).
FT vs PRFD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FT
$223M
PRFD
$223M
Expense Ratio
FT
N/A
PRFD
0.73%
Max Drawdown
FT
65.18%
Winner
PRFD
14.13%
Sharpe Ratio
FT
0.62
Winner
PRFD
0.71
5Y Beta
FT
0.29
Winner
PRFD
0.07
5Y Dividends CAGR
FT
5.27%
PRFD
N/A
FT vs PRFD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FT
+0.91%
PRFD
-0.09%
3M
FT
-0.39%
Winner
PRFD
+0.32%
6M
Winner
FT
+2.19%
PRFD
+1.18%
1Y
Winner
FT
+9.82%
PRFD
+6.08%
5Y(CAGR)
FT
+6.58%
PRFD
N/A
10Y(CAGR)
FT
+8.09%
PRFD
N/A
Max(CAGR)
Winner
FT
+7.29%
PRFD
+6.18%
FT vs PRFD - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FT | PRFD |
|---|---|---|
| 2026 | +3.47% | +1.49% |
| 2025 | +16.44% | +8.41% |
| 2024 | +17.47% | +10.35% |
| 2023 | +4.51% | +1.83% |
| 2022 | -13.44% | N/A |
| 2021 | +21.55% | N/A |
| 2020 | +1.47% | N/A |
| 2019 | +30.84% | N/A |
| 2018 | -5.40% | N/A |
| 2017 | +13.25% | N/A |
| 2016 | +24.94% | N/A |
| 2015 | -12.94% | N/A |
| 2014 | +10.27% | N/A |
| 2013 | +3.10% | N/A |
| 2012 | +12.59% | N/A |
| 2011 | +13.70% | N/A |
| 2010 | +17.58% | N/A |
| 2009 | +59.78% | N/A |
| 2008 | -40.85% | N/A |
| 2007 | +7.05% | N/A |
| 2006 | +21.52% | N/A |
| 2005 | +10.02% | N/A |
| 2004 | +10.93% | N/A |
| 2003 | +21.38% | N/A |
| 2002 | -29.73% | N/A |
| 2001 | +16.33% | N/A |
| 2000 | +12.12% | N/A |
| 1999 | -14.17% | N/A |
FT vs PRFD Drawdown Comparison
The maximum drawdown for FT was -54.80%, occurring on Nov 20, 2008. Recovery took 708 trading sessions.
The maximum drawdown for PRFD was -11.93%, occurring on Mar 20, 2023. Recovery took 245 trading sessions.
The current FT drawdown is -1.95%. The current PRFD drawdown is -0.63%.
| Rank | FT | PRFD |
|---|---|---|
| #1 | -54.80% May 16, 2007 - Mar 9, 2010 | -11.93% Feb 2, 2023 - Jan 25, 2024 |
| #2 | -40.90% Feb 21, 2020 - May 3, 2021 | -3.55% Mar 3, 2025 - Jun 4, 2025 |
| #3 | -40.83% Apr 15, 2002 - May 16, 2006 | -3.28% Feb 24, 2026 - Jun 25, 2026 |
| #4 | -23.17% Dec 28, 2021 - Jul 31, 2024 | -2.49% Dec 9, 2024 - Feb 14, 2025 |
| #5 | -22.90% Nov 5, 1999 - Jan 3, 2001 | -2.16% Mar 28, 2024 - May 9, 2024 |
| #6 | -22.53% Mar 24, 2015 - May 26, 2016 | -1.48% Sep 27, 2024 - Dec 4, 2024 |
| #7 | -18.10% Mar 9, 2001 - Nov 28, 2001 | -1.09% Feb 1, 2024 - Feb 23, 2024 |
| #8 | -13.30% May 20, 2013 - Apr 16, 2014 | -1.02% Oct 27, 2025 - Dec 24, 2025 |
| #9 | -12.55% Jul 7, 2011 - Oct 21, 2011 | -0.71% May 20, 2024 - Jun 3, 2024 |
| #10 | -12.20% Sep 26, 2012 - Jan 29, 2013 | -0.70% Jul 6, 2026 - Jul 13, 2026 |
| #11 | -10.78% Dec 6, 2017 - Feb 25, 2019 | -0.67% Aug 1, 2024 - Aug 13, 2024 |
| #12 | -9.94% Apr 29, 2010 - Jul 20, 2010 | -0.66% Jan 16, 2026 - Jan 23, 2026 |
| #13 | -9.44% Jul 22, 2016 - Jan 17, 2017 | -0.58% Jun 6, 2024 - Jun 12, 2024 |
| #14 | -8.76% Mar 3, 2025 - Jun 12, 2025 | -0.50% Jul 10, 2025 - Jul 28, 2025 |
| #15 | -7.68% Nov 3, 2014 - Jan 16, 2015 | -0.49% Sep 23, 2025 - Oct 15, 2025 |
Correlation
Correlation between FT and PRFD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
FT vs PRFD dividend yield comparison.
| Year | FT | PRFD |
|---|---|---|
| 2026 | 3.17% | 2.95% |
| 2025 | 6.37% | 5.63% |
| 2024 | 6.98% | 5.53% |
| 2023 | 7.67% | 5.04% |
| 2022 | 8.49% | 0.00% |
| 2021 | 6.00% | 0.00% |
| 2020 | 5.13% | 0.00% |
| 2019 | 4.95% | 0.00% |
| 2018 | 6.05% | 0.00% |
| 2017 | 5.36% | 0.00% |
| 2016 | 6.53% | 0.00% |
| 2015 | 8.28% | 0.00% |
| 2014 | 7.24% | 0.00% |
| 2013 | 6.64% | 0.00% |
| 2012 | 5.92% | 0.00% |
| 2011 | 6.82% | 0.00% |
| 2010 | 7.20% | 0.00% |
| 2009 | 7.86% | 0.00% |
| 2008 | 12.16% | 0.00% |
| 2007 | 6.60% | 0.00% |
| 2006 | 6.58% | 0.00% |
| 2005 | 6.82% | 0.00% |
| 2004 | 5.96% | 0.00% |
| 2003 | 6.79% | 0.00% |
| 2002 | 14.57% | 0.00% |
| 2001 | 9.85% | 0.00% |
| 2000 | 4.50% | 0.00% |
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