PFF vs DFAS

Comparison between ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF, ETF) and DIMENSIONAL U.S. SMALL CAP ETF (DFAS, ETF).

5-Year PerformanceDFAS has outperformed PFF, delivering a return of +7.3% compared to +2.0%

PFF vs DFAS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFF(ETF)	DFAS(ETF)
Net Assets	$14B	$14B
Expense Ratio	0.45%	0.26%
Max Drawdown	70.19%	27.31%
Sharpe Ratio	1.06	1.40
5Y Beta	0.32	1.02
P/E Ratio	N/A	50.31
Forward P/E	N/A	14.11
5Y Dividends CAGR	1.29%	N/A
5Y EPS CAGR	N/A	10.48%
P/S Ratio	N/A	1.12
P/B Ratio	N/A	1.98

Net Assets

PFF

$14B

Winner

DFAS

$14B

Expense Ratio

PFF

0.45%

Winner

DFAS

0.26%

Max Drawdown

PFF

70.19%

Winner

DFAS

27.31%

Sharpe Ratio

PFF

1.06

Winner

DFAS

1.40

5Y Beta

Winner

PFF

0.32

DFAS

1.02

P/E Ratio

PFF

N/A

DFAS

50.31

Forward P/E

PFF

N/A

DFAS

14.11

5Y Dividends CAGR

PFF

1.29%

DFAS

N/A

5Y EPS CAGR

PFF

N/A

DFAS

10.48%

P/S Ratio

PFF

N/A

DFAS

1.12

P/B Ratio

PFF

N/A

DFAS

1.98

PFF vs DFAS - Historical Returns

Returns include dividend reinvestment.

Period	PFF	DFAS
1 month	+3.35%	+4.48%
3 months	+1.34%	+1.98%
6 months	+4.02%	+13.88%
1 year	+10.49%	+25.50%
5 years(CAGR)	+2.04%	+7.35%
10 years(CAGR)	+3.58%	N/A
Max(CAGR)	+3.94%	+7.35%

PFF

+3.35%

Winner

DFAS

+4.48%

PFF

+1.34%

Winner

DFAS

+1.98%

PFF

+4.02%

Winner

DFAS

+13.88%

PFF

+10.49%

Winner

DFAS

+25.50%

5Y(CAGR)

PFF

+2.04%

Winner

DFAS

+7.35%

10Y(CAGR)

PFF

+3.58%

DFAS

N/A

Max(CAGR)

PFF

+3.94%

Winner

DFAS

+7.35%

PFF vs DFAS - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	PFF	DFAS
2026	+2.92%	+10.30%
2025	+3.62%	+8.32%
2024	+7.38%	+10.86%
2023	+8.66%	+18.17%
2022	-17.58%	-14.54%
2021	+8.17%	+4.98%
2020	+7.28%	N/A
2019	+14.86%	N/A
2018	-4.10%	N/A
2017	+7.26%	N/A
2016	+0.84%	N/A
2015	+3.82%	N/A
2014	+13.42%	N/A
2013	-1.29%	N/A
2012	+17.15%	N/A
2011	-2.15%	N/A
2010	+13.19%	N/A
2009	+33.55%	N/A
2008	-26.08%	N/A
2007	-12.60%	N/A

PFF vs DFAS Drawdown Comparison

The maximum drawdown for PFF was -65.49%, occurring on Mar 6, 2009. Recovery took 806 trading sessions.

The maximum drawdown for DFAS was -26.13%, occurring on Apr 8, 2025. Recovery took 256 trading sessions.

The current PFF drawdown is -0.13%. The current DFAS drawdown is -1.26%.

Rank	PFF	DFAS
#1	-65.49% May 14, 2007 - Jul 26, 2010	-26.13% Nov 25, 2024 - Dec 4, 2025
#2	-34.11% Feb 11, 2020 - Oct 7, 2020	-25.02% Nov 8, 2021 - Mar 21, 2024
#3	-21.05% Dec 31, 2021 - Sep 24, 2024	-9.36% Feb 10, 2026 - Apr 17, 2026
#4	-15.19% May 19, 2011 - Feb 3, 2012	-9.31% Jul 31, 2024 - Oct 14, 2024
#5	-10.61% Oct 16, 2024 - Sep 5, 2025	-7.89% Mar 28, 2024 - May 15, 2024
#6	-9.72% Aug 31, 2018 - Apr 1, 2019	-7.10% Jun 15, 2021 - Aug 11, 2021
#7	-8.67% May 8, 2013 - Mar 17, 2014	-5.29% May 15, 2024 - Jul 12, 2024
#8	-7.48% Aug 9, 2016 - Apr 10, 2017	-5.03% Sep 2, 2021 - Oct 18, 2021
#9	-6.77% Jan 5, 2016 - Mar 22, 2016	-4.70% Aug 11, 2021 - Aug 27, 2021
#10	-5.28% Feb 17, 2026 - May 6, 2026	-4.27% Nov 11, 2024 - Nov 25, 2024
#11	-4.64% Sep 19, 2025 - Jan 9, 2026	-3.63% Oct 16, 2024 - Nov 6, 2024
#12	-4.17% May 7, 2012 - Jun 19, 2012	-3.34% Dec 11, 2025 - Jan 6, 2026
#13	-3.81% Nov 27, 2015 - Jan 4, 2016	-3.17% Jul 16, 2024 - Jul 31, 2024
#14	-3.81% Dec 7, 2017 - Jun 14, 2018	-2.92% Jan 22, 2026 - Feb 6, 2026
#15	-3.15% Dec 31, 2020 - Mar 26, 2021	-2.61% Oct 25, 2021 - Nov 1, 2021

Correlation

Correlation between PFF and DFAS is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2007 - 2026)

PFF vs DFAS dividend yield comparison.

Year	PFF	DFAS
2026	1.55%	0.21%
2025	6.30%	0.99%
2024	6.32%	0.93%
2023	6.63%	1.00%
2022	6.01%	1.03%
2021	4.45%	2.87%
2020	4.79%	0.00%
2019	5.31%	0.00%
2018	6.32%	0.00%
2017	5.59%	0.00%
2016	5.85%	0.00%
2015	5.76%	0.00%
2014	6.32%	0.00%
2013	6.60%	0.00%
2012	6.01%	0.00%
2011	6.98%	0.00%
2010	7.33%	0.00%
2009	7.87%	0.00%
2008	9.45%	0.00%
2007	6.01%	0.00%