PDN vs EFR
Comparison between INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF (PDN, ETF) and Eaton Vance Senior Floating-Rate Trust (EFR, ETF).
5-Year PerformancePDN has outperformed EFR, delivering a return of +6.9% compared to +3.7%
PDN vs EFR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PDN vs EFR - Historical Returns
Returns include dividend reinvestment.
PDN vs EFR - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | PDN | EFR |
|---|---|---|
| 2026 | +8.21% | +0.39% |
| 2025 | +38.01% | -5.47% |
| 2024 | +1.90% | +10.08% |
| 2023 | +13.05% | +27.98% |
| 2022 | -17.78% | -18.89% |
| 2021 | +8.57% | +23.56% |
| 2020 | +9.69% | +0.78% |
| 2019 | +18.83% | +14.57% |
| 2018 | -18.83% | -6.37% |
| 2017 | +29.71% | +3.58% |
| 2016 | +8.84% | +28.01% |
| 2015 | +2.02% | -3.00% |
| 2014 | -3.77% | -3.32% |
| 2013 | +19.38% | -1.25% |
| 2012 | +14.16% | +15.36% |
| 2011 | -15.10% | -5.92% |
| 2010 | +14.90% | +19.21% |
| 2009 | +51.56% | +90.44% |
| 2008 | -40.50% | -45.18% |
| 2007 | -4.91% | -8.68% |
| 2006 | N/A | +17.21% |
| 2005 | N/A | -8.65% |
| 2004 | N/A | +6.89% |
| 2003 | N/A | -1.32% |
PDN vs EFR Drawdown Comparison
The maximum drawdown for PDN was -59.30%, occurring on Mar 9, 2009. Recovery took 798 trading sessions.
The maximum drawdown for EFR was -60.57%, occurring on Dec 15, 2008. Recovery took 651 trading sessions.
The current PDN drawdown is -3.77%. The current EFR drawdown is -9.29%.
| Rank | PDN | EFR |
|---|---|---|
| #1 | -59.30% Nov 1, 2007 - Jan 3, 2011 | -60.57% Jun 22, 2007 - Jan 22, 2010 |
| #2 | -41.92% Jan 26, 2018 - Dec 15, 2020 | -42.01% Jan 22, 2020 - Dec 2, 2020 |
| #3 | -33.67% Sep 3, 2021 - May 5, 2025 | -25.06% Nov 16, 2021 - Dec 15, 2023 |
| #4 | -24.21% May 2, 2011 - Apr 25, 2013 | -24.17% Mar 1, 2011 - Sep 10, 2012 |
| #5 | -20.59% May 15, 2015 - Feb 10, 2017 | -22.93% Apr 24, 2013 - Oct 3, 2016 |
| #6 | -14.31% Jul 3, 2014 - May 15, 2015 | -18.31% Jan 31, 2025 - Apr 7, 2025 |
| #7 | -11.26% Feb 27, 2026 - May 6, 2026 | -15.42% Apr 18, 2018 - Dec 17, 2019 |
| #8 | -10.18% Feb 7, 2011 - Apr 26, 2011 | -14.85% May 3, 2010 - Nov 8, 2010 |
| #9 | -9.84% May 21, 2013 - Aug 2, 2013 | -13.23% Mar 4, 2005 - Jul 24, 2006 |
| #10 | -6.89% Oct 22, 2013 - Feb 24, 2014 | -10.10% Feb 3, 2010 - Mar 25, 2010 |
| #11 | -6.02% Jun 8, 2021 - Sep 2, 2021 | -6.73% Apr 5, 2010 - Apr 29, 2010 |
| #12 | -5.54% May 8, 2026 - Jun 10, 2026 | -6.69% Oct 4, 2012 - Nov 23, 2012 |
| #13 | -5.04% Oct 27, 2025 - Nov 28, 2025 | -6.36% Jul 3, 2024 - Nov 7, 2024 |
| #14 | -4.33% Mar 6, 2014 - May 29, 2014 | -6.25% Mar 17, 2017 - Mar 28, 2018 |
| #15 | -4.28% Aug 14, 2013 - Sep 9, 2013 | -5.48% Oct 19, 2021 - Nov 16, 2021 |
Correlation
Correlation between PDN and EFR is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
PDN vs EFR dividend yield comparison.
| Year | PDN | EFR |
|---|---|---|
| 2026 | 1.55% | 4.65% |
| 2025 | 3.36% | 9.53% |
| 2024 | 3.36% | 9.76% |
| 2023 | 3.16% | 10.37% |
| 2022 | 2.68% | 10.39% |
| 2021 | 2.42% | 5.62% |
| 2020 | 1.79% | 6.39% |
| 2019 | 2.60% | 7.34% |
| 2018 | 2.21% | 7.46% |
| 2017 | 2.42% | 5.42% |
| 2016 | 2.16% | 5.82% |
| 2015 | 2.06% | 6.95% |
| 2014 | 1.95% | 6.14% |
| 2013 | 2.15% | 7.03% |
| 2012 | 2.31% | 6.17% |
| 2011 | 2.42% | 6.39% |
| 2010 | 1.80% | 6.68% |
| 2009 | 3.37% | 6.43% |
| 2008 | 2.44% | 15.40% |
| 2007 | 0.14% | 9.96% |
| 2006 | 0.00% | 8.44% |
| 2005 | 0.00% | 7.46% |
| 2004 | 0.00% | 5.04% |
| 2003 | 0.00% | 0.45% |
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