IBHJ vs PFO

Comparison between ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF (IBHJ, ETF) and Flaherty & Crumrine Preferred and Income Opportunity Fund Inc (PFO, ETF).

IBHJ vs PFO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBHJ(ETF)	PFO(ETF)
Net Assets	$133M	$133M
Expense Ratio	0.35%	N/A
Max Drawdown	7.18%	83.18%
Sharpe Ratio	0.75	0.57
5Y Beta	0.22	0.33
5Y Dividends CAGR	N/A	-4.19%

Net Assets

IBHJ

$133M

PFO

$133M

Expense Ratio

IBHJ

0.35%

PFO

N/A

Max Drawdown

Winner

IBHJ

7.18%

PFO

83.18%

Sharpe Ratio

Winner

IBHJ

0.75

PFO

0.57

5Y Beta

Winner

IBHJ

0.22

PFO

0.33

5Y Dividends CAGR

IBHJ

N/A

PFO

-4.19%

IBHJ vs PFO - Historical Returns

Returns include dividend reinvestment.

Period	IBHJ	PFO
1 month	-0.09%	-1.12%
3 months	+0.91%	-0.90%
6 months	+1.71%	+0.59%
1 year	+7.00%	+7.73%
5 years(CAGR)	N/A	-0.68%
10 years(CAGR)	N/A	+4.23%
Max(CAGR)	+8.90%	+7.17%

Winner

IBHJ

-0.09%

PFO

-1.12%

Winner

IBHJ

+0.91%

PFO

-0.90%

Winner

IBHJ

+1.71%

PFO

+0.59%

IBHJ

+7.00%

Winner

PFO

+7.73%

5Y(CAGR)

IBHJ

N/A

PFO

-0.68%

10Y(CAGR)

IBHJ

N/A

PFO

+4.23%

Max(CAGR)

Winner

IBHJ

+8.90%

PFO

+7.17%

IBHJ vs PFO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IBHJ	PFO
2026	+1.15%	-0.94%
2025	+9.01%	+11.59%
2024	+7.44%	+21.08%
2023	+8.36%	-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%

IBHJ vs PFO Drawdown Comparison

The maximum drawdown for IBHJ was -4.93%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.

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

The current IBHJ drawdown is -0.69%. The current PFO drawdown is -5.55%.

Rank	IBHJ	PFO
#1	-4.93% Feb 26, 2025 - May 12, 2025	-77.42% Mar 28, 2007 - Mar 18, 2010
#2	-4.71% Jul 13, 2023 - Nov 3, 2023	-48.97% Feb 21, 2020 - Oct 15, 2020
#3	-2.76% Mar 27, 2024 - May 3, 2024	-40.11% Jul 7, 2021 - Oct 19, 2023
#4	-2.46% Feb 11, 2026 - Apr 8, 2026	-20.60% Apr 23, 2013 - May 16, 2014
#5	-1.98% Dec 6, 2024 - Jan 21, 2025	-20.28% Apr 21, 2015 - Mar 28, 2016
#6	-1.64% Dec 27, 2023 - Feb 1, 2024	-20.05% Jul 21, 2011 - Dec 19, 2011
#7	-1.51% Sep 22, 2025 - Oct 27, 2025	-19.67% Nov 9, 2018 - May 8, 2019
#8	-1.45% Sep 20, 2024 - Nov 8, 2024	-18.41% Mar 26, 2004 - Sep 7, 2005
#9	-1.45% Jun 30, 2023 - Jul 12, 2023	-17.71% Sep 7, 2005 - Jan 9, 2007
#10	-1.42% Feb 1, 2024 - Mar 6, 2024	-16.67% Aug 10, 2016 - Apr 20, 2017
#11	-1.19% Oct 27, 2025 - Nov 28, 2025	-15.36% Sep 14, 2010 - Feb 28, 2011
#12	-1.05% Jul 31, 2024 - Aug 13, 2024	-15.12% Jan 5, 2000 - Dec 29, 2000
#13	-1.00% May 15, 2024 - Jun 5, 2024	-12.87% May 13, 2010 - Aug 6, 2010
#14	-0.96% Apr 17, 2026 - May 28, 2026	-12.70% Aug 23, 2002 - Dec 24, 2002
#15	-0.91% Nov 3, 2023 - Nov 14, 2023	-12.63% Jul 17, 2017 - Aug 21, 2018

Correlation

Correlation between IBHJ and PFO is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2000 - 2026)

IBHJ vs PFO dividend yield comparison.

Year	IBHJ	PFO
2026	2.81%	3.01%
2025	6.64%	6.84%
2024	6.87%	6.75%
2023	3.66%	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%