FTHF vs PFO

Comparison between FIRST TRUST EMERGING MARKETS HUMAN FLOURISHING ETF (FTHF, ETF) and Flaherty & Crumrine Preferred and Income Opportunity Fund Inc (PFO, ETF).

FTHF vs PFO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FTHF(ETF)	PFO(ETF)
Net Assets	$133M	$133M
Expense Ratio	0.75%	N/A
Max Drawdown	19.03%	83.18%
Sharpe Ratio	1.76	0.24
5Y Beta	1.06	0.33
5Y Dividends CAGR	N/A	-2.72%

Net Assets

FTHF

$133M

Winner

PFO

$133M

Expense Ratio

FTHF

0.75%

PFO

N/A

Max Drawdown

Winner

FTHF

19.03%

PFO

83.18%

Sharpe Ratio

Winner

FTHF

1.76

PFO

0.24

5Y Beta

FTHF

1.06

Winner

PFO

0.33

5Y Dividends CAGR

FTHF

N/A

PFO

-2.72%

FTHF vs PFO - Historical Returns

Returns include dividend reinvestment.

Period	FTHF	PFO
1 month	-7.64%	-0.87%
3 months	+8.22%	-1.17%
6 months	+21.70%	-2.26%
1 year	+74.36%	+5.34%
5 years(CAGR)	N/A	-0.63%
10 years(CAGR)	N/A	+3.81%
Max(CAGR)	+39.30%	+7.15%

FTHF

-7.64%

Winner

PFO

-0.87%

Winner

FTHF

+8.22%

PFO

-1.17%

Winner

FTHF

+21.70%

PFO

-2.26%

Winner

FTHF

+74.36%

PFO

+5.34%

5Y(CAGR)

FTHF

N/A

PFO

-0.63%

10Y(CAGR)

FTHF

N/A

PFO

+3.81%

Max(CAGR)

Winner

FTHF

+39.30%

PFO

+7.15%

FTHF vs PFO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FTHF	PFO
2026	+33.71%	-0.55%
2025	+64.18%	+11.59%
2024	-6.59%	+21.08%
2023	+18.14%	-2.15%
2022	N/A	-26.67%
2021	N/A	+5.84%
2020	N/A	+13.55%
2019	N/A	+19.59%
2018	N/A	-3.86%
2017	N/A	+13.17%
2016	N/A	+12.87%
2015	N/A	-0.19%
2014	N/A	+22.10%
2013	N/A	-4.32%
2012	N/A	+11.19%
2011	N/A	+27.17%
2010	N/A	+23.40%
2009	N/A	+83.83%
2008	N/A	-47.04%
2007	N/A	-17.95%
2006	N/A	+15.92%
2005	N/A	-11.38%
2004	N/A	+2.06%
2003	N/A	+24.31%
2002	N/A	+10.31%
2001	N/A	+22.96%
2000	N/A	+1.79%
1999	N/A	-1.14%

FTHF vs PFO Drawdown Comparison

The maximum drawdown for FTHF was -17.38%, occurring on Apr 8, 2025. Recovery took 207 trading sessions.

The maximum drawdown for PFO was -77.42%, occurring on Oct 10, 2008. Recovery took 749 trading sessions.

The current FTHF drawdown is -13.91%. The current PFO drawdown is -5.19%.

Rank	FTHF	PFO
#1	-17.38% Jul 16, 2024 - May 13, 2025	-77.42% Mar 28, 2007 - Mar 18, 2010
#2	-16.73% Jun 22, 2026 - Jul 20, 2026	-48.97% Feb 21, 2020 - Oct 15, 2020
#3	-16.30% Feb 26, 2026 - Apr 17, 2026	-40.11% Jul 7, 2021 - Oct 19, 2023
#4	-13.46% Jul 18, 2025 - Oct 3, 2025	-20.60% Apr 23, 2013 - May 16, 2014
#5	-11.66% Jun 2, 2026 - Jun 18, 2026	-20.28% Apr 21, 2015 - Mar 28, 2016
#6	-8.29% Dec 27, 2023 - Mar 7, 2024	-20.05% Jul 21, 2011 - Dec 19, 2011
#7	-7.29% May 15, 2024 - Jul 10, 2024	-19.67% Nov 9, 2018 - May 8, 2019
#8	-7.25% May 11, 2026 - May 26, 2026	-18.41% Mar 26, 2004 - Sep 7, 2005
#9	-7.08% Apr 9, 2024 - May 15, 2024	-17.71% Sep 7, 2005 - Jan 9, 2007
#10	-5.48% Nov 11, 2025 - Dec 9, 2025	-16.67% Aug 10, 2016 - Apr 20, 2017
#11	-4.76% Jan 28, 2026 - Feb 9, 2026	-15.36% Sep 14, 2010 - Feb 28, 2011
#12	-3.98% Oct 8, 2025 - Oct 15, 2025	-15.12% Jan 5, 2000 - Dec 29, 2000
#13	-2.87% Jul 3, 2025 - Jul 18, 2025	-12.87% May 13, 2010 - Aug 6, 2010
#14	-2.55% Apr 17, 2026 - Apr 30, 2026	-12.70% Aug 23, 2002 - Dec 24, 2002
#15	-2.47% Nov 3, 2025 - Nov 10, 2025	-12.63% Jul 17, 2017 - Aug 21, 2018

Correlation

Correlation between FTHF and PFO is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (2000 - 2026)

FTHF vs PFO dividend yield comparison.

Year	FTHF	PFO
2026	0.74%	3.63%
2025	4.40%	6.84%
2024	3.34%	6.75%
2023	0.51%	7.18%
2022	0.00%	8.73%
2021	0.00%	6.49%
2020	0.00%	6.10%
2019	0.00%	6.31%
2018	0.00%	7.55%
2017	0.00%	7.25%
2016	0.00%	8.03%
2015	0.00%	8.21%
2014	0.00%	7.58%
2013	0.00%	8.69%
2012	0.00%	9.09%
2011	0.00%	8.37%
2010	0.00%	8.67%
2009	0.00%	7.35%
2008	0.00%	16.63%
2007	0.00%	8.40%
2006	0.00%	6.40%
2005	0.00%	7.76%
2004	0.00%	7.04%
2003	0.00%	6.33%
2002	0.00%	7.85%
2001	0.00%	7.46%
2000	0.00%	3.28%