PFD vs EMXF

Comparison between Flaherty & Crumrine Preferred and Income Fund Inc (PFD, ETF) and ISHARES ESG ADVANCED MSCI EM ETF (EMXF, ETF).

5-Year PerformanceEMXF has outperformed PFD, delivering a return of +7.0% compared to -1.5%

PFD vs EMXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFD(ETF)	EMXF(ETF)
Net Assets	$161M	$161M
Expense Ratio	N/A	0.16%
Max Drawdown	85.75%	34.69%
Sharpe Ratio	0.62	1.65
5Y Beta	0.34	0.77
5Y Dividends CAGR	-4.63%	68.81%

Net Assets

PFD

$161M

EMXF

$161M

Expense Ratio

PFD

N/A

EMXF

0.16%

Max Drawdown

PFD

85.75%

Winner

EMXF

34.69%

Sharpe Ratio

PFD

0.62

Winner

EMXF

1.65

5Y Beta

Winner

PFD

0.34

EMXF

0.77

5Y Dividends CAGR

PFD

-4.63%

Winner

EMXF

68.81%

PFD vs EMXF - Historical Returns

Returns include dividend reinvestment.

Period	PFD	EMXF
1 month	-0.18%	+4.66%
3 months	+1.71%	+20.39%
6 months	+0.94%	+26.44%
1 year	+9.35%	+40.25%
5 years(CAGR)	-1.51%	+7.02%
10 years(CAGR)	+4.12%	N/A
Max(CAGR)	+7.08%	+10.95%

PFD

-0.18%

Winner

EMXF

+4.66%

PFD

+1.71%

Winner

EMXF

+20.39%

PFD

+0.94%

Winner

EMXF

+26.44%

PFD

+9.35%

Winner

EMXF

+40.25%

5Y(CAGR)

PFD

-1.51%

Winner

EMXF

+7.02%

10Y(CAGR)

PFD

+4.12%

EMXF

N/A

Max(CAGR)

PFD

+7.08%

Winner

EMXF

+10.95%

PFD vs EMXF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PFD	EMXF
2026	-1.16%	+21.71%
2025	+12.90%	+29.80%
2024	+21.17%	+9.97%
2023	-5.20%	+5.60%
2022	-30.70%	-19.52%
2021	+0.18%	+3.55%
2020	+30.45%	+15.32%
2019	+39.91%	N/A
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 EMXF Drawdown Comparison

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

The maximum drawdown for EMXF was -33.11%, occurring on Oct 24, 2022. Recovery took 1092 trading sessions.

The current PFD drawdown is -21.38%. The current EMXF drawdown is -2.02%.

Rank	PFD	EMXF
#1	-81.73% Jan 25, 2007 - Aug 10, 2010	-33.11% Feb 17, 2021 - Jun 24, 2025
#2	-53.39% Feb 20, 2020 - Sep 22, 2020	-12.53% Feb 25, 2026 - Apr 17, 2026
#3	-50.55% Dec 23, 2020 - Oct 17, 2023	-6.91% Jun 2, 2026 - Jun 5, 2026
#4	-26.91% Dec 15, 2017 - May 23, 2019	-5.67% May 11, 2026 - May 26, 2026
#5	-24.03% Mar 25, 2004 - Feb 10, 2005	-4.91% Jan 21, 2021 - Feb 9, 2021
#6	-21.09% Apr 22, 2013 - Apr 25, 2014	-4.78% Nov 11, 2025 - Dec 30, 2025
#7	-20.74% Jul 20, 2011 - Sep 14, 2011	-3.77% Oct 8, 2025 - Oct 16, 2025
#8	-20.19% Aug 18, 2016 - May 4, 2017	-3.22% Jul 23, 2025 - Aug 12, 2025
#9	-19.42% Apr 22, 2015 - Apr 20, 2016	-3.13% Oct 23, 2020 - Nov 4, 2020
#10	-18.04% Mar 2, 2005 - Nov 6, 2006	-2.55% Nov 24, 2020 - Dec 3, 2020
#11	-16.16% Oct 12, 2010 - Apr 20, 2011	-2.51% Aug 22, 2025 - Sep 10, 2025
#12	-13.88% Sep 4, 2002 - Jan 6, 2003	-2.30% Apr 17, 2026 - Apr 30, 2026
#13	-12.38% Sep 19, 2011 - Oct 19, 2011	-2.22% Jan 28, 2026 - Feb 6, 2026
#14	-12.00% Oct 19, 2012 - Jan 23, 2013	-1.90% Sep 17, 2025 - Oct 2, 2025
#15	-11.92% Feb 24, 2012 - Aug 13, 2012	-1.82% Oct 29, 2025 - Nov 11, 2025

Correlation

Correlation between PFD and EMXF is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2000 - 2026)

PFD vs EMXF dividend yield comparison.

Year	PFD	EMXF
2026	2.96%	0.00%
2025	6.47%	3.43%
2024	6.46%	2.92%
2023	6.94%	2.25%
2022	7.97%	2.42%
2021	5.82%	1.87%
2020	5.09%	0.41%
2019	5.85%	0.00%
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%