PFF vs DFUV

Comparison between ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF, ETF) and DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV, ETF).

PFF vs DFUV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFF(ETF)	DFUV(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.45%	0.21%
Max Drawdown	70.19%	18.26%
Sharpe Ratio	1.07	2.16
5Y Beta	0.32	0.79
P/E Ratio	N/A	20.10
Forward P/E	N/A	14.42
5Y Dividends CAGR	1.29%	N/A
5Y EPS CAGR	N/A	12.72%
Debt to Equity	N/A	37.58%
P/S Ratio	N/A	1.73
P/B Ratio	N/A	2.36

Net Assets

PFF

$13B

Winner

DFUV

$13B

Expense Ratio

PFF

0.45%

Winner

DFUV

0.21%

Max Drawdown

PFF

70.19%

Winner

DFUV

18.26%

Sharpe Ratio

PFF

1.07

Winner

DFUV

2.16

5Y Beta

Winner

PFF

0.32

DFUV

0.79

P/E Ratio

PFF

N/A

DFUV

20.10

Forward P/E

PFF

N/A

DFUV

14.42

5Y Dividends CAGR

PFF

1.29%

DFUV

N/A

5Y EPS CAGR

PFF

N/A

DFUV

12.72%

Debt to Equity

PFF

N/A

DFUV

37.58%

P/S Ratio

PFF

N/A

DFUV

1.73

P/B Ratio

PFF

N/A

DFUV

2.36

PFF vs DFUV - Historical Returns

Returns include dividend reinvestment.

Period	PFF	DFUV
1 month	+3.65%	+4.76%
3 months	+1.69%	+4.00%
6 months	+4.73%	+17.84%
1 year	+11.36%	+32.60%
5 years(CAGR)	+1.84%	N/A
10 years(CAGR)	+3.62%	N/A
Max(CAGR)	+3.95%	+13.75%

PFF

+3.65%

Winner

DFUV

+4.76%

PFF

+1.69%

Winner

DFUV

+4.00%

PFF

+4.73%

Winner

DFUV

+17.84%

PFF

+11.36%

Winner

DFUV

+32.60%

5Y(CAGR)

PFF

+1.84%

DFUV

N/A

10Y(CAGR)

PFF

+3.62%

DFUV

N/A

Max(CAGR)

PFF

+3.95%

Winner

DFUV

+13.75%

PFF vs DFUV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	PFF	DFUV
2026	+3.05%	+11.57%
2025	+3.62%	+15.99%
2024	+7.38%	+11.55%
2023	+8.66%	+13.68%
2022	-17.58%	+1.23%
2021	+8.17%	N/A
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 DFUV Drawdown Comparison

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

The maximum drawdown for DFUV was -17.59%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.

The current DFUV drawdown is -0.27%.

Rank	PFF	DFUV
#1	-65.49% May 14, 2007 - Jul 26, 2010	-17.59% Nov 25, 2024 - Aug 22, 2025
#2	-34.11% Feb 11, 2020 - Oct 7, 2020	-15.33% Jun 7, 2022 - Nov 23, 2022
#3	-21.05% Dec 31, 2021 - Sep 24, 2024	-11.55% Jul 31, 2023 - Dec 13, 2023
#4	-15.19% May 19, 2011 - Feb 3, 2012	-10.97% Feb 2, 2023 - Jul 19, 2023
#5	-10.61% Oct 16, 2024 - Sep 5, 2025	-6.78% Jul 31, 2024 - Aug 30, 2024
#6	-9.72% Aug 31, 2018 - Apr 1, 2019	-6.67% Nov 30, 2022 - Jan 26, 2023
#7	-8.67% May 8, 2013 - Mar 17, 2014	-6.01% Feb 11, 2026 - Apr 17, 2026
#8	-7.48% Aug 9, 2016 - Apr 10, 2017	-5.79% Mar 28, 2024 - Jul 16, 2024
#9	-6.77% Jan 5, 2016 - Mar 22, 2016	-4.44% Nov 12, 2025 - Nov 28, 2025
#10	-5.28% Feb 17, 2026 - May 6, 2026	-4.18% May 17, 2022 - May 26, 2022
#11	-4.64% Sep 19, 2025 - Jan 9, 2026	-4.06% Aug 30, 2024 - Sep 19, 2024
#12	-4.17% May 7, 2012 - Jun 19, 2012	-3.33% Oct 6, 2025 - Oct 24, 2025
#13	-3.81% Nov 27, 2015 - Jan 4, 2016	-3.13% Dec 27, 2023 - Jan 29, 2024
#14	-3.81% Dec 7, 2017 - Jun 14, 2018	-3.07% Oct 17, 2024 - Nov 6, 2024
#15	-3.15% Dec 31, 2020 - Mar 26, 2021	-2.57% Jul 16, 2024 - Jul 31, 2024

Correlation

Correlation between PFF and DFUV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2007 - 2026)

PFF vs DFUV dividend yield comparison.

Year	PFF	DFUV
2026	1.55%	0.34%
2025	6.30%	1.55%
2024	6.32%	1.64%
2023	6.63%	1.72%
2022	6.01%	1.34%
2021	4.45%	0.00%
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%