PFD vs IDRV

Comparison between Flaherty & Crumrine Preferred and Income Fund Inc (PFD, ETF) and ISHARES SELF-DRIVING EV AND TECH ETF (IDRV, ETF).

5-Year PerformancePFD has outperformed IDRV, delivering a return of -1.2% compared to -1.8%

PFD vs IDRV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFD(ETF)	IDRV(ETF)
Net Assets	$161M	$161M
Expense Ratio	N/A	0.48%
Max Drawdown	85.75%	56.35%
Sharpe Ratio	0.79	1.21
5Y Beta	0.34	1.11
5Y Dividends CAGR	-4.63%	17.09%

Net Assets

Winner

PFD

$161M

IDRV

$161M

Expense Ratio

PFD

N/A

IDRV

0.48%

Max Drawdown

PFD

85.75%

Winner

IDRV

56.35%

Sharpe Ratio

PFD

0.79

Winner

IDRV

1.21

5Y Beta

Winner

PFD

0.34

IDRV

1.11

5Y Dividends CAGR

PFD

-4.63%

Winner

IDRV

17.09%

PFD vs IDRV - Historical Returns

Returns include dividend reinvestment.

Period	PFD	IDRV
1 month	-0.62%	-8.98%
3 months	+2.25%	+7.93%
6 months	+0.03%	+6.73%
1 year	+10.21%	+35.73%
5 years(CAGR)	-1.21%	-1.83%
10 years(CAGR)	+3.90%	N/A
Max(CAGR)	+7.09%	+8.42%

Winner

PFD

-0.62%

IDRV

-8.98%

PFD

+2.25%

Winner

IDRV

+7.93%

PFD

+0.03%

Winner

IDRV

+6.73%

PFD

+10.21%

Winner

IDRV

+35.73%

5Y(CAGR)

Winner

PFD

-1.21%

IDRV

-1.83%

10Y(CAGR)

PFD

+3.90%

IDRV

N/A

Max(CAGR)

PFD

+7.09%

Winner

IDRV

+8.42%

PFD vs IDRV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PFD	IDRV
2026	-1.07%	+5.94%
2025	+12.90%	+33.20%
2024	+21.17%	-13.72%
2023	-5.20%	+7.87%
2022	-30.70%	-37.73%
2021	+0.18%	+26.38%
2020	+30.45%	+56.86%
2019	+39.91%	+7.24%
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 IDRV Drawdown Comparison

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

The maximum drawdown for IDRV was -52.97%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current PFD drawdown is -21.32%. The current IDRV drawdown is -20.74%.

Rank	PFD	IDRV
#1	-81.73% Jan 25, 2007 - Aug 10, 2010	-52.97% Nov 22, 2021 - Apr 8, 2025
#2	-53.39% Feb 20, 2020 - Sep 22, 2020	-38.46% Feb 19, 2020 - Jul 6, 2020
#3	-50.55% Dec 23, 2020 - Oct 17, 2023	-15.58% Apr 23, 2019 - Oct 28, 2019
#4	-26.91% Dec 15, 2017 - May 23, 2019	-8.32% Feb 12, 2021 - Apr 5, 2021
#5	-24.03% Mar 25, 2004 - Feb 10, 2005	-8.14% Apr 16, 2021 - Jun 1, 2021
#6	-21.09% Apr 22, 2013 - Apr 25, 2014	-8.08% Sep 2, 2020 - Oct 8, 2020
#7	-20.74% Jul 20, 2011 - Sep 14, 2011	-6.52% Aug 5, 2021 - Oct 19, 2021
#8	-20.19% Aug 18, 2016 - May 4, 2017	-6.43% Oct 12, 2020 - Nov 5, 2020
#9	-19.42% Apr 22, 2015 - Apr 20, 2016	-6.23% Jan 21, 2021 - Feb 11, 2021
#10	-18.04% Mar 2, 2005 - Nov 6, 2006	-5.25% Jul 2, 2021 - Jul 29, 2021
#11	-16.16% Oct 12, 2010 - Apr 20, 2011	-5.21% Jan 22, 2020 - Feb 4, 2020
#12	-13.88% Sep 4, 2002 - Jan 6, 2003	-3.61% Nov 7, 2019 - Dec 12, 2019
#13	-12.38% Sep 19, 2011 - Oct 19, 2011	-3.30% Nov 8, 2021 - Nov 18, 2021
#14	-12.00% Oct 19, 2012 - Jan 23, 2013	-3.13% Jun 4, 2021 - Jun 28, 2021
#15	-11.92% Feb 24, 2012 - Aug 13, 2012	-2.92% Jul 22, 2020 - Aug 4, 2020

Correlation

Correlation between PFD and IDRV is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53

-101

Dividend Comparison (2000 - 2026)

PFD vs IDRV dividend yield comparison.

Year	PFD	IDRV
2026	2.96%	0.00%
2025	6.47%	1.70%
2024	6.46%	2.68%
2023	6.94%	2.17%
2022	7.97%	2.29%
2021	5.82%	1.12%
2020	5.09%	0.69%
2019	5.85%	1.29%
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%