PFD vs FID

Comparison between Flaherty & Crumrine Preferred and Income Fund Inc (PFD, ETF) and First Trust S&P International Dividend Aristocrats ETF (FID, ETF).

5-Year PerformanceFID has outperformed PFD, delivering a return of +7.5% compared to -1.5%

PFD vs FID - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFD(ETF)	FID(ETF)
Net Assets	$161M	$165M
Expense Ratio	N/A	0.60%
Max Drawdown	85.75%	39.79%
Sharpe Ratio	0.66	1.57
5Y Beta	0.34	0.37
5Y Dividends CAGR	-4.63%	7.17%

Net Assets

PFD

$161M

Winner

FID

$165M

Expense Ratio

PFD

N/A

FID

0.60%

Max Drawdown

PFD

85.75%

Winner

FID

39.79%

Sharpe Ratio

PFD

0.66

Winner

FID

1.57

5Y Beta

Winner

PFD

0.34

FID

0.37

5Y Dividends CAGR

PFD

-4.63%

Winner

FID

7.17%

PFD vs FID - Historical Returns

Returns include dividend reinvestment.

Period	PFD	FID
1 month	-0.18%	+1.07%
3 months	+1.71%	+6.78%
6 months	+0.94%	+10.63%
1 year	+9.35%	+20.06%
5 years(CAGR)	-1.51%	+7.54%
10 years(CAGR)	+4.12%	N/A
Max(CAGR)	+7.08%	+7.34%

PFD

-0.18%

Winner

FID

+1.07%

PFD

+1.71%

Winner

FID

+6.78%

PFD

+0.94%

Winner

FID

+10.63%

PFD

+9.35%

Winner

FID

+20.06%

5Y(CAGR)

PFD

-1.51%

Winner

FID

+7.54%

10Y(CAGR)

PFD

+4.12%

FID

N/A

Max(CAGR)

PFD

+7.08%

Winner

FID

+7.34%

PFD vs FID - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PFD	FID
2026	-1.16%	+7.87%
2025	+12.90%	+32.95%
2024	+21.17%	+5.88%
2023	-5.20%	+8.98%
2022	-30.70%	-9.04%
2021	+0.18%	+12.94%
2020	+30.45%	-7.53%
2019	+39.91%	+22.36%
2018	-17.19%	-8.00%
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 FID Drawdown Comparison

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

The maximum drawdown for FID was -39.79%, occurring on Mar 23, 2020. Recovery took 290 trading sessions.

The current PFD drawdown is -21.38%. The current FID drawdown is -1.22%.

Rank	PFD	FID
#1	-81.73% Jan 25, 2007 - Aug 10, 2010	-39.79% Jan 21, 2020 - Mar 16, 2021
#2	-53.39% Feb 20, 2020 - Sep 22, 2020	-29.13% Jan 11, 2022 - Sep 17, 2024
#3	-50.55% Dec 23, 2020 - Oct 17, 2023	-11.32% Sep 20, 2018 - Apr 16, 2019
#4	-26.91% Dec 15, 2017 - May 23, 2019	-9.61% Sep 26, 2024 - Mar 19, 2025
#5	-24.03% Mar 25, 2004 - Feb 10, 2005	-9.34% Mar 19, 2025 - Apr 22, 2025
#6	-21.09% Apr 22, 2013 - Apr 25, 2014	-8.93% Feb 25, 2026 - Jun 1, 2026
#7	-20.74% Jul 20, 2011 - Sep 14, 2011	-8.59% Jun 11, 2021 - Dec 23, 2021
#8	-20.19% Aug 18, 2016 - May 4, 2017	-7.58% Dec 23, 2021 - Jan 11, 2022
#9	-19.42% Apr 22, 2015 - Apr 20, 2016	-7.56% Jul 3, 2019 - Sep 19, 2019
#10	-18.04% Mar 2, 2005 - Nov 6, 2006	-6.31% Apr 22, 2019 - Jul 3, 2019
#11	-16.16% Oct 12, 2010 - Apr 20, 2011	-4.45% Aug 29, 2018 - Sep 20, 2018
#12	-13.88% Sep 4, 2002 - Jan 6, 2003	-2.79% Sep 20, 2019 - Oct 11, 2019
#13	-12.38% Sep 19, 2011 - Oct 19, 2011	-2.56% Aug 22, 2025 - Oct 23, 2025
#14	-12.00% Oct 19, 2012 - Jan 23, 2013	-2.47% Nov 12, 2025 - Nov 26, 2025
#15	-11.92% Feb 24, 2012 - Aug 13, 2012	-2.47% Jun 2, 2026 - Jun 5, 2026

Correlation

Correlation between PFD and FID is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.41

-101

Dividend Comparison (2000 - 2026)

PFD vs FID dividend yield comparison.

Year	PFD	FID
2026	2.96%	0.21%
2025	6.47%	4.30%
2024	6.46%	4.31%
2023	6.94%	4.19%
2022	7.97%	4.22%
2021	5.82%	3.76%
2020	5.09%	3.91%
2019	5.85%	3.70%
2018	8.14%	1.74%
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%