PFD vs LSAF

Comparison between Flaherty & Crumrine Preferred and Income Fund Inc (PFD, ETF) and LEADERSHARES(R) ALPHAFACTOR(R) US CORE EQUITY ETF (LSAF, ETF).

5-Year PerformanceLSAF has outperformed PFD, delivering a return of +10.8% compared to -0.4%

PFD vs LSAF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFD(ETF)	LSAF(ETF)
Net Assets	$160M	$161M
Expense Ratio	N/A	0.75%
Max Drawdown	85.75%	41.67%
Sharpe Ratio	0.66	1.44
5Y Beta	0.34	0.88
P/E Ratio	N/A	22.48
Forward P/E	N/A	14.47
PEG Ratio	N/A	0.44
5Y Dividends CAGR	-3.18%	21.97%
5Y EPS CAGR	N/A	13.74%
Debt to Equity	N/A	27.77%
P/S Ratio	N/A	1.20
P/B Ratio	N/A	3.30

Net Assets

PFD

$160M

Winner

LSAF

$161M

Expense Ratio

PFD

N/A

LSAF

0.75%

Max Drawdown

PFD

85.75%

Winner

LSAF

41.67%

Sharpe Ratio

PFD

0.66

Winner

LSAF

1.44

5Y Beta

Winner

PFD

0.34

LSAF

0.88

P/E Ratio

PFD

N/A

LSAF

22.48

Forward P/E

PFD

N/A

LSAF

14.47

PEG Ratio

PFD

N/A

LSAF

0.44

5Y Dividends CAGR

PFD

-3.18%

Winner

LSAF

21.97%

5Y EPS CAGR

PFD

N/A

LSAF

13.74%

Debt to Equity

PFD

N/A

LSAF

27.77%

P/S Ratio

PFD

N/A

LSAF

1.20

P/B Ratio

PFD

N/A

LSAF

3.30

PFD vs LSAF - Historical Returns

Returns include dividend reinvestment.

Period	PFD	LSAF
1 month	+0.34%	+3.97%
3 months	+1.18%	+8.34%
6 months	+0.86%	+14.05%
1 year	+8.68%	+26.64%
5 years(CAGR)	-0.44%	+10.84%
10 years(CAGR)	+3.70%	N/A
Max(CAGR)	+7.12%	+10.86%

PFD

+0.34%

Winner

LSAF

+3.97%

PFD

+1.18%

Winner

LSAF

+8.34%

PFD

+0.86%

Winner

LSAF

+14.05%

PFD

+8.68%

Winner

LSAF

+26.64%

5Y(CAGR)

PFD

-0.44%

Winner

LSAF

+10.84%

10Y(CAGR)

PFD

+3.70%

LSAF

N/A

Max(CAGR)

PFD

+7.12%

Winner

LSAF

+10.86%

PFD vs LSAF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PFD	LSAF
2026	+0.39%	+17.08%
2025	+12.90%	+11.70%
2024	+21.17%	+18.47%
2023	-5.20%	+16.95%
2022	-30.70%	-13.02%
2021	+0.18%	+24.05%
2020	+30.45%	+6.59%
2019	+39.91%	+28.51%
2018	-17.19%	-15.47%
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 LSAF Drawdown Comparison

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

The maximum drawdown for LSAF was -41.67%, occurring on Mar 23, 2020. Recovery took 193 trading sessions.

The current PFD drawdown is -20.15%. The current LSAF drawdown is -1.04%.

Rank	PFD	LSAF
#1	-81.73% Jan 25, 2007 - Aug 10, 2010	-41.67% Feb 12, 2020 - Nov 16, 2020
#2	-53.39% Feb 20, 2020 - Sep 22, 2020	-24.93% Jan 4, 2022 - Jan 22, 2024
#3	-50.55% Dec 23, 2020 - Oct 17, 2023	-20.74% Oct 2, 2018 - Jul 1, 2019
#4	-26.91% Dec 15, 2017 - May 23, 2019	-20.26% Nov 26, 2024 - Aug 22, 2025
#5	-24.03% Mar 25, 2004 - Feb 10, 2005	-7.65% Jul 16, 2024 - Aug 23, 2024
#6	-21.09% Apr 22, 2013 - Apr 25, 2014	-7.43% Jul 26, 2019 - Oct 25, 2019
#7	-20.74% Jul 20, 2011 - Sep 14, 2011	-6.99% Mar 28, 2024 - Jul 16, 2024
#8	-20.19% Aug 18, 2016 - May 4, 2017	-6.58% Feb 6, 2026 - Apr 13, 2026
#9	-19.42% Apr 22, 2015 - Apr 20, 2016	-6.43% Aug 30, 2021 - Nov 3, 2021
#10	-18.04% Mar 2, 2005 - Nov 6, 2006	-5.93% Nov 12, 2025 - Dec 5, 2025
#11	-16.16% Oct 12, 2010 - Apr 20, 2011	-5.90% Nov 16, 2021 - Dec 29, 2021
#12	-13.88% Sep 4, 2002 - Jan 6, 2003	-5.23% May 7, 2021 - Aug 3, 2021
#13	-12.38% Sep 19, 2011 - Oct 19, 2011	-5.10% Feb 12, 2021 - Mar 11, 2021
#14	-12.00% Oct 19, 2012 - Jan 23, 2013	-4.84% Aug 30, 2024 - Sep 19, 2024
#15	-11.92% Feb 24, 2012 - Aug 13, 2012	-4.62% Jan 20, 2021 - Feb 9, 2021

Correlation

Correlation between PFD and LSAF is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36

-101

Dividend Comparison (2000 - 2026)

PFD vs LSAF dividend yield comparison.

Year	PFD	LSAF
2026	3.53%	0.00%
2025	6.47%	0.69%
2024	6.46%	0.42%
2023	6.94%	0.84%
2022	7.97%	0.96%
2021	5.82%	0.37%
2020	5.09%	0.53%
2019	5.85%	0.71%
2018	8.14%	0.20%
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%