PFD vs AESR

Comparison between Flaherty & Crumrine Preferred and Income Fund Inc (PFD, ETF) and Anfield U.S. Equity Sector Rotation ETF (AESR, ETF).

5-Year PerformanceAESR has outperformed PFD, delivering a return of +14.6% compared to -1.2%

PFD vs AESR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFD(ETF)	AESR(ETF)
Net Assets	$161M	$161M
Expense Ratio	N/A	1.16%
Max Drawdown	85.75%	31.06%
Sharpe Ratio	0.79	1.54
5Y Beta	0.34	1.09
5Y Dividends CAGR	-4.63%	157.86%

Net Assets

PFD

$161M

Winner

AESR

$161M

Expense Ratio

PFD

N/A

AESR

1.16%

Max Drawdown

PFD

85.75%

Winner

AESR

31.06%

Sharpe Ratio

PFD

0.79

Winner

AESR

1.54

5Y Beta

Winner

PFD

0.34

AESR

1.09

5Y Dividends CAGR

PFD

-4.63%

Winner

AESR

157.86%

PFD vs AESR - Historical Returns

Returns include dividend reinvestment.

Period	PFD	AESR
1 month	-0.62%	+0.69%
3 months	+2.25%	+13.95%
6 months	+0.03%	+17.06%
1 year	+10.21%	+33.87%
5 years(CAGR)	-1.21%	+14.58%
10 years(CAGR)	+3.90%	N/A
Max(CAGR)	+7.09%	+16.36%

PFD

-0.62%

Winner

AESR

+0.69%

PFD

+2.25%

Winner

AESR

+13.95%

PFD

+0.03%

Winner

AESR

+17.06%

PFD

+10.21%

Winner

AESR

+33.87%

5Y(CAGR)

PFD

-1.21%

Winner

AESR

+14.58%

10Y(CAGR)

PFD

+3.90%

AESR

N/A

Max(CAGR)

PFD

+7.09%

Winner

AESR

+16.36%

PFD vs AESR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PFD	AESR
2026	-1.07%	+15.63%
2025	+12.90%	+20.47%
2024	+21.17%	+27.11%
2023	-5.20%	+21.99%
2022	-30.70%	-18.11%
2021	+0.18%	+26.93%
2020	+30.45%	+18.81%
2019	+39.91%	+0.77%
2018	-17.19%	N/A
2017	+12.96%	N/A
2016	+18.95%	N/A
2015	-1.03%	N/A
2014	+23.32%	N/A
2013	-4.77%	N/A
2012	+4.69%	N/A
2011	+31.81%	N/A
2010	+23.00%	N/A
2009	+78.47%	N/A
2008	-47.50%	N/A
2007	-25.92%	N/A
2006	+11.40%	N/A
2005	-5.01%	N/A
2004	+6.87%	N/A
2003	+30.64%	N/A
2002	+10.18%	N/A
2001	+28.11%	N/A
2000	-0.12%	N/A
1999	-3.92%	N/A

PFD vs AESR Drawdown Comparison

The maximum drawdown for PFD was -81.73%, occurring on Oct 10, 2008. Recovery took 892 trading sessions.

The maximum drawdown for AESR was -31.06%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.

The current PFD drawdown is -21.32%. The current AESR drawdown is -3.27%.

Rank	PFD	AESR
#1	-81.73% Jan 25, 2007 - Aug 10, 2010	-31.06% Feb 14, 2020 - Aug 3, 2020
#2	-53.39% Feb 20, 2020 - Sep 22, 2020	-25.04% Jan 3, 2022 - Jan 18, 2024
#3	-50.55% Dec 23, 2020 - Oct 17, 2023	-19.85% Feb 19, 2025 - Jun 23, 2025
#4	-26.91% Dec 15, 2017 - May 23, 2019	-9.96% Sep 2, 2020 - Dec 1, 2020
#5	-24.03% Mar 25, 2004 - Feb 10, 2005	-9.82% Feb 25, 2026 - Apr 13, 2026
#6	-21.09% Apr 22, 2013 - Apr 25, 2014	-9.76% Jul 10, 2024 - Sep 26, 2024
#7	-20.74% Jul 20, 2011 - Sep 14, 2011	-8.49% Oct 27, 2025 - Dec 24, 2025
#8	-20.19% Aug 18, 2016 - May 4, 2017	-6.43% Mar 21, 2024 - May 15, 2024
#9	-19.42% Apr 22, 2015 - Apr 20, 2016	-5.36% Sep 2, 2021 - Oct 21, 2021
#10	-18.04% Mar 2, 2005 - Nov 6, 2006	-5.12% Jun 2, 2026 - Jun 5, 2026
#11	-16.16% Oct 12, 2010 - Apr 20, 2011	-4.73% Dec 4, 2024 - Jan 22, 2025
#12	-13.88% Sep 4, 2002 - Jan 6, 2003	-4.65% Jan 29, 2026 - Feb 25, 2026
#13	-12.38% Sep 19, 2011 - Oct 19, 2011	-4.55% Feb 16, 2021 - Mar 11, 2021
#14	-12.00% Oct 19, 2012 - Jan 23, 2013	-4.45% Nov 18, 2021 - Dec 27, 2021
#15	-11.92% Feb 24, 2012 - Aug 13, 2012	-4.27% May 7, 2021 - Jun 14, 2021

Correlation

Correlation between PFD and AESR is 0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

0.22

-101

Dividend Comparison (2000 - 2026)

PFD vs AESR dividend yield comparison.

Year	PFD	AESR
2026	2.96%	0.00%
2025	6.47%	23.02%
2024	6.46%	0.17%
2023	6.94%	0.33%
2022	7.97%	0.73%
2021	5.82%	6.59%
2020	5.09%	1.06%
2019	5.85%	0.33%
2018	8.14%	0.00%
2017	6.85%	0.00%
2016	7.44%	0.00%
2015	8.36%	0.00%
2014	7.67%	0.00%
2013	9.46%	0.00%
2012	9.05%	0.00%
2011	8.08%	0.00%
2010	8.70%	0.00%
2009	7.31%	0.00%
2008	16.51%	0.00%
2007	8.82%	0.00%
2006	6.17%	0.00%
2005	6.83%	0.00%
2004	6.60%	0.00%
2003	6.20%	0.00%
2002	7.67%	0.00%
2001	7.25%	0.00%
2000	3.38%	0.00%