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PFD vs SPY

Comparison between Flaherty & Crumrine Preferred and Income Fund Inc (PFD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PFD, delivering a return of +13.4% compared to -1.5%

PFD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PFD
$161M
Winner
SPY
$784B
Expense Ratio
PFD
N/A
SPY
0.09%
Max Drawdown
PFD
85.75%
Winner
SPY
56.47%
Sharpe Ratio
PFD
0.66
Winner
SPY
1.56
5Y Beta
Winner
PFD
0.34
SPY
1.00
P/E Ratio
PFD
N/A
SPY
28.29
Forward P/E
PFD
N/A
SPY
21.75
5Y Dividends CAGR
PFD
-4.63%
Winner
SPY
5.43%
5Y EPS CAGR
PFD
N/A
SPY
25.98%
Debt to Equity
PFD
N/A
SPY
30.79%
P/S Ratio
PFD
N/A
SPY
3.79
P/B Ratio
PFD
N/A
SPY
5.67

PFD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PFD
-0.18%
Winner
SPY
+0.48%
3M
PFD
+1.71%
Winner
SPY
+11.67%
6M
PFD
+0.94%
Winner
SPY
+9.42%
1Y
PFD
+9.35%
Winner
SPY
+24.27%
5Y(CAGR)
PFD
-1.51%
Winner
SPY
+13.36%
10Y(CAGR)
PFD
+4.12%
Winner
SPY
+15.42%
Max(CAGR)
PFD
+7.08%
Winner
SPY
+8.49%

PFD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPFDSPY
2026-1.16%+8.88%
2025+12.90%+18.00%
2024+21.17%+25.59%
2023-5.20%+26.72%
2022-30.70%-18.64%
2021+0.18%+30.52%
2020+30.45%+17.28%
2019+39.91%+31.09%
2018-17.19%-5.24%
2017+12.96%+20.78%
2016+18.95%+13.59%
2015-1.03%+1.31%
2014+23.32%+14.56%
2013-4.77%+29.00%
2012+4.69%+14.17%
2011+31.81%+0.85%
2010+23.00%+13.14%
2009+78.47%+22.67%
2008-47.50%-36.25%
2007-25.92%+5.32%
2006+11.40%+13.85%
2005-5.01%+5.32%
2004+6.87%+10.75%
2003+30.64%+24.18%
2002+10.18%-22.42%
2001+28.11%-10.13%
2000-0.12%-8.84%
1999-3.92%+8.61%

PFD vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PFD drawdown is -21.38%. The current SPY drawdown is -2.35%.

RankPFDSPY
#1-81.73%
Jan 25, 2007 - Aug 10, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-53.39%
Feb 20, 2020 - Sep 22, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-50.55%
Dec 23, 2020 - Oct 17, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-26.91%
Dec 15, 2017 - May 23, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-24.03%
Mar 25, 2004 - Feb 10, 2005		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-21.09%
Apr 22, 2013 - Apr 25, 2014		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-20.74%
Jul 20, 2011 - Sep 14, 2011		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-20.19%
Aug 18, 2016 - May 4, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-19.42%
Apr 22, 2015 - Apr 20, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-18.04%
Mar 2, 2005 - Nov 6, 2006		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-16.16%
Oct 12, 2010 - Apr 20, 2011		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-13.88%
Sep 4, 2002 - Jan 6, 2003		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.38%
Sep 19, 2011 - Oct 19, 2011		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-12.00%
Oct 19, 2012 - Jan 23, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.92%
Feb 24, 2012 - Aug 13, 2012		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PFD and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (1999 - 2026)

PFD vs SPY dividend yield comparison.

YearPFDSPY
20262.96%0.24%
20256.47%1.07%
20246.46%1.21%
20236.94%1.40%
20227.97%1.65%
20215.82%1.20%
20205.09%1.52%
20195.85%1.75%
20188.14%2.04%
20176.85%1.80%
20167.44%2.03%
20158.36%2.06%
20147.67%1.87%
20139.46%1.81%
20129.05%2.18%
20118.08%2.05%
20108.70%1.80%
20097.31%1.95%
200816.51%3.02%
20078.82%1.85%
20066.17%1.73%
20056.83%1.73%
20046.60%1.82%
20036.20%1.47%
20027.67%1.70%
20017.25%1.25%
20003.38%1.15%
19990.00%0.24%

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