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PFF vs SCHO

Comparison between ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF, ETF) and SCHWAB SHORT-TERM U.S. TREASURY ETF (SCHO, ETF).

5-Year PerformanceSCHO has outperformed PFF, delivering a return of +1.9% compared to +0.8%

PFF vs SCHO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PFF
$13B
SCHO
$13B
Expense Ratio
PFF
0.45%
Winner
SCHO
0.03%
Max Drawdown
PFF
70.19%
Winner
SCHO
7.87%
Sharpe Ratio
Winner
PFF
-0.13
SCHO
-0.61
5Y Beta
PFF
0.33
Winner
SCHO
-0.01
5Y Dividends CAGR
PFF
-0.82%
Winner
SCHO
36.77%

PFF vs SCHO - Historical Returns

Returns include dividend reinvestment.

1M
PFF
-1.23%
Winner
SCHO
+0.20%
3M
PFF
-1.63%
Winner
SCHO
+0.16%
6M
PFF
-2.42%
Winner
SCHO
+0.62%
1Y
PFF
+2.78%
Winner
SCHO
+2.88%
5Y(CAGR)
PFF
+0.78%
Winner
SCHO
+1.85%
10Y(CAGR)
Winner
PFF
+2.92%
SCHO
+1.70%
Max(CAGR)
Winner
PFF
+3.71%
SCHO
+1.34%

PFF vs SCHO - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearPFFSCHO
2026-0.61%+0.66%
2025+3.62%+5.14%
2024+7.38%+3.78%
2023+8.66%+4.20%
2022-17.58%-3.76%
2021+8.17%-0.66%
2020+7.28%+3.11%
2019+14.86%+3.49%
2018-4.10%+1.36%
2017+7.26%+0.35%
2016+0.84%+0.68%
2015+3.82%+0.43%
2014+13.42%+0.61%
2013-1.29%+0.35%
2012+17.15%+0.31%
2011-2.15%+1.43%
2010+13.19%+0.15%
2009+33.55%N/A
2008-26.08%N/A
2007-12.60%N/A

PFF vs SCHO Drawdown Comparison

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

The maximum drawdown for SCHO was -5.69%, occurring on Oct 20, 2022. Recovery took 700 trading sessions.

The current PFF drawdown is -3.55%. The current SCHO drawdown is -0.17%.

RankPFFSCHO
#1-65.49%
May 14, 2007 - Jul 26, 2010
-5.69%
Aug 3, 2021 - May 15, 2024
#2-34.11%
Feb 11, 2020 - Oct 7, 2020
-1.07%
Sep 7, 2017 - Nov 19, 2018
#3-21.05%
Dec 31, 2021 - Sep 24, 2024
-0.98%
Sep 24, 2024 - Jan 24, 2025
#4-15.19%
May 19, 2011 - Feb 3, 2012
-0.94%
Jul 5, 2016 - Aug 1, 2017
#5-10.61%
Oct 16, 2024 - Sep 5, 2025
-0.86%
Feb 27, 2026 - Jun 29, 2026
#6-9.72%
Aug 31, 2018 - Apr 1, 2019
-0.78%
Nov 1, 2010 - Apr 29, 2011
#7-8.67%
May 8, 2013 - Mar 17, 2014
-0.70%
Oct 14, 2015 - Feb 2, 2016
#8-7.48%
Aug 9, 2016 - Apr 10, 2017
-0.69%
Sep 4, 2019 - Oct 3, 2019
#9-6.77%
Jan 5, 2016 - Mar 22, 2016
-0.64%
Apr 30, 2025 - Jun 20, 2025
#10-5.28%
Feb 17, 2026 - May 6, 2026
-0.53%
Oct 15, 2014 - Jan 14, 2015
#11-4.64%
Sep 19, 2025 - Jan 9, 2026
-0.48%
Feb 11, 2016 - Apr 5, 2016
#12-4.17%
May 7, 2012 - Jun 19, 2012
-0.45%
Apr 4, 2025 - Apr 21, 2025
#13-3.87%
May 8, 2026 - Jun 26, 2026
-0.45%
Feb 2, 2015 - Apr 1, 2015
#14-3.81%
Nov 27, 2015 - Jan 4, 2016
-0.45%
Jan 30, 2012 - May 11, 2012
#15-3.81%
Dec 7, 2017 - Jun 14, 2018
-0.42%
May 1, 2013 - Sep 25, 2013

Correlation

Correlation between PFF and SCHO is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (2007 - 2026)

PFF vs SCHO dividend yield comparison.

YearPFFSCHO
20262.54%1.91%
20256.30%4.06%
20246.32%4.29%
20236.63%3.76%
20226.01%1.34%
20214.45%0.42%
20204.79%1.28%
20195.31%2.27%
20186.32%1.60%
20175.59%1.12%
20165.85%0.82%
20155.76%0.68%
20146.32%0.47%
20136.60%0.29%
20126.01%0.29%
20116.98%0.41%
20107.33%0.13%
20097.87%0.00%
20089.45%0.00%
20076.01%0.00%

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