PFF vs IWO

Comparison between ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF, ETF) and ISHARES RUSSELL 2000 GROWTH ETF (IWO, ETF).

5-Year PerformanceIWO has outperformed PFF, delivering a return of +5.9% compared to +2.0%

PFF vs IWO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFF(ETF)	IWO(ETF)
Net Assets	$14B	$14B
Expense Ratio	0.45%	0.24%
Max Drawdown	70.19%	60.31%
Sharpe Ratio	1.06	1.61
5Y Beta	0.32	1.20
P/E Ratio	N/A	103.87
Forward P/E	N/A	19.86
5Y Dividends CAGR	1.29%	8.29%
5Y EPS CAGR	N/A	17.95%
P/S Ratio	N/A	2.08
P/B Ratio	N/A	4.77

Net Assets

PFF

$14B

IWO

$14B

Expense Ratio

PFF

0.45%

Winner

IWO

0.24%

Max Drawdown

PFF

70.19%

Winner

IWO

60.31%

Sharpe Ratio

PFF

1.06

Winner

IWO

1.61

5Y Beta

Winner

PFF

0.32

IWO

1.20

P/E Ratio

PFF

N/A

IWO

103.87

Forward P/E

PFF

N/A

IWO

19.86

5Y Dividends CAGR

PFF

1.29%

Winner

IWO

8.29%

5Y EPS CAGR

PFF

N/A

IWO

17.95%

P/S Ratio

PFF

N/A

IWO

2.08

P/B Ratio

PFF

N/A

IWO

4.77

PFF vs IWO - Historical Returns

Returns include dividend reinvestment.

Period	PFF	IWO
1 month	+3.35%	+12.34%
3 months	+1.34%	+9.98%
6 months	+4.02%	+15.30%
1 year	+10.49%	+37.93%
5 years(CAGR)	+2.04%	+5.94%
10 years(CAGR)	+3.58%	+11.77%
Max(CAGR)	+3.94%	+7.08%

PFF

+3.35%

Winner

IWO

+12.34%

PFF

+1.34%

Winner

IWO

+9.98%

PFF

+4.02%

Winner

IWO

+15.30%

PFF

+10.49%

Winner

IWO

+37.93%

5Y(CAGR)

PFF

+2.04%

Winner

IWO

+5.94%

10Y(CAGR)

PFF

+3.58%

Winner

IWO

+11.77%

Max(CAGR)

PFF

+3.94%

Winner

IWO

+7.08%

PFF vs IWO - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	PFF	IWO
2026	+2.92%	+14.00%
2025	+3.62%	+12.52%
2024	+7.38%	+16.13%
2023	+8.66%	+19.56%
2022	-17.58%	-27.17%
2021	+8.17%	+4.06%
2020	+7.28%	+34.46%
2019	+14.86%	+28.07%
2018	-4.10%	-10.30%
2017	+7.26%	+21.71%
2016	+0.84%	+14.71%
2015	+3.82%	-0.66%
2014	+13.42%	+6.99%
2013	-1.29%	+39.28%
2012	+17.15%	+13.33%
2011	-2.15%	-4.60%
2010	+13.19%	+26.19%
2009	+33.55%	+31.85%
2008	-26.08%	-37.46%
2007	-12.60%	+6.76%
2006	N/A	+10.89%
2005	N/A	+5.59%
2004	N/A	+13.00%
2003	N/A	+44.40%
2002	N/A	-30.51%
2001	N/A	-4.63%
2000	N/A	-14.94%

PFF vs IWO Drawdown Comparison

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

The maximum drawdown for IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1624 trading sessions.

The current PFF drawdown is -0.13%. The current IWO drawdown is -0.36%.

Rank	PFF	IWO
#1	-65.49% May 14, 2007 - Jul 26, 2010	-60.11% Sep 1, 2000 - Feb 22, 2007
#2	-34.11% Feb 11, 2020 - Oct 7, 2020	-57.62% Oct 10, 2007 - Dec 21, 2010
#3	-21.05% Dec 31, 2021 - Sep 24, 2024	-42.02% Feb 9, 2021 - Oct 6, 2025
#4	-15.19% May 19, 2011 - Feb 3, 2012	-39.81% Feb 19, 2020 - Aug 7, 2020
#5	-10.61% Oct 16, 2024 - Sep 5, 2025	-29.23% Apr 29, 2011 - Sep 14, 2012
#6	-9.72% Aug 31, 2018 - Apr 1, 2019	-28.80% Aug 31, 2018 - Jan 14, 2020
#7	-8.67% May 8, 2013 - Mar 17, 2014	-28.69% Jun 23, 2015 - Dec 8, 2016
#8	-7.48% Aug 9, 2016 - Apr 10, 2017	-14.87% Jan 22, 2026 - Apr 17, 2026
#9	-6.77% Jan 5, 2016 - Mar 22, 2016	-14.44% Mar 4, 2014 - Dec 22, 2014
#10	-5.28% Feb 17, 2026 - May 6, 2026	-10.85% Sep 14, 2012 - Jan 2, 2013
#11	-4.64% Sep 19, 2025 - Jan 9, 2026	-10.26% Jul 19, 2007 - Oct 5, 2007
#12	-4.17% May 7, 2012 - Jun 19, 2012	-10.24% Oct 15, 2025 - Dec 11, 2025
#13	-3.81% Nov 27, 2015 - Jan 4, 2016	-9.04% Jan 26, 2018 - Mar 9, 2018
#14	-3.81% Dec 7, 2017 - Jun 14, 2018	-8.73% Feb 22, 2007 - Apr 16, 2007
#15	-3.15% Dec 31, 2020 - Mar 26, 2021	-7.76% Sep 2, 2020 - Oct 5, 2020

Correlation

Correlation between PFF and IWO is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2000 - 2026)

PFF vs IWO dividend yield comparison.

Year	PFF	IWO
2026	1.55%	0.03%
2025	6.30%	0.56%
2024	6.32%	0.80%
2023	6.63%	0.73%
2022	6.01%	0.73%
2021	4.45%	0.32%
2020	4.79%	0.44%
2019	5.31%	0.71%
2018	6.32%	0.76%
2017	5.59%	0.73%
2016	5.85%	0.97%
2015	5.76%	0.89%
2014	6.32%	0.73%
2013	6.60%	0.72%
2012	6.01%	1.46%
2011	6.98%	0.68%
2010	7.33%	0.66%
2009	7.87%	0.50%
2008	9.45%	1.10%
2007	6.01%	0.59%
2006	0.00%	0.32%
2005	0.00%	0.47%
2004	0.00%	0.24%
2003	0.00%	0.34%
2002	0.00%	0.43%
2001	0.00%	0.19%
2000	0.00%	0.09%