PFF vs SCHR

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

5-Year PerformancePFF has outperformed SCHR, delivering a return of +1.8% compared to +0.2%

PFF vs SCHR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFF(ETF)	SCHR(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.45%	0.03%
Max Drawdown	70.19%	20.13%
Sharpe Ratio	1.07	-0.00
5Y Beta	0.32	-0.01
5Y Dividends CAGR	1.29%	21.51%

Net Assets

Winner

PFF

$13B

SCHR

$13B

Expense Ratio

PFF

0.45%

Winner

SCHR

0.03%

Max Drawdown

PFF

70.19%

Winner

SCHR

20.13%

Sharpe Ratio

Winner

PFF

1.07

SCHR

-0.00

5Y Beta

PFF

0.32

Winner

SCHR

-0.01

5Y Dividends CAGR

PFF

1.29%

Winner

SCHR

21.51%

PFF vs SCHR - Historical Returns

Returns include dividend reinvestment.

Period	PFF	SCHR
1 month	+3.65%	-0.04%
3 months	+1.69%	-0.18%
6 months	+4.73%	+0.50%
1 year	+11.36%	+4.19%
5 years(CAGR)	+1.84%	+0.19%
10 years(CAGR)	+3.62%	+1.29%
Max(CAGR)	+3.95%	+1.96%

Winner

PFF

+3.65%

SCHR

-0.04%

Winner

PFF

+1.69%

SCHR

-0.18%

Winner

PFF

+4.73%

SCHR

+0.50%

Winner

PFF

+11.36%

SCHR

+4.19%

5Y(CAGR)

Winner

PFF

+1.84%

SCHR

+0.19%

10Y(CAGR)

Winner

PFF

+3.62%

SCHR

+1.29%

Max(CAGR)

Winner

PFF

+3.95%

SCHR

+1.96%

PFF vs SCHR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	PFF	SCHR
2026	+3.05%	+0.17%
2025	+3.62%	+7.37%
2024	+7.38%	+1.68%
2023	+8.66%	+3.85%
2022	-17.58%	-10.09%
2021	+8.17%	-2.67%
2020	+7.28%	+7.50%
2019	+14.86%	+6.13%
2018	-4.10%	+1.46%
2017	+7.26%	+1.52%
2016	+0.84%	+0.84%
2015	+3.82%	+1.40%
2014	+13.42%	+4.28%
2013	-1.29%	-2.60%
2012	+17.15%	+2.67%
2011	-2.15%	+10.32%
2010	+13.19%	-0.88%
2009	+33.55%	N/A
2008	-26.08%	N/A
2007	-12.60%	N/A

PFF vs SCHR Drawdown Comparison

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

The maximum drawdown for SCHR was -16.11%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current SCHR drawdown is -1.82%.

Rank	PFF	SCHR
#1	-65.49% May 14, 2007 - Jul 26, 2010	-16.11% Aug 4, 2020 - Oct 20, 2022
#2	-34.11% Feb 11, 2020 - Oct 7, 2020	-5.79% Nov 4, 2010 - Jun 24, 2011
#3	-21.05% Dec 31, 2021 - Sep 24, 2024	-5.38% Jul 5, 2016 - Mar 22, 2019
#4	-15.19% May 19, 2011 - Feb 3, 2012	-5.23% May 1, 2013 - Oct 13, 2014
#5	-10.61% Oct 16, 2024 - Sep 5, 2025	-2.68% Feb 2, 2015 - Aug 24, 2015
#6	-9.72% Aug 31, 2018 - Apr 1, 2019	-2.56% Jan 31, 2012 - May 4, 2012
#7	-8.67% May 8, 2013 - Mar 17, 2014	-2.48% Sep 22, 2011 - Dec 16, 2011
#8	-7.48% Aug 9, 2016 - Apr 10, 2017	-2.26% Sep 4, 2019 - Jan 27, 2020
#9	-6.77% Jan 5, 2016 - Mar 22, 2016	-2.21% Mar 9, 2020 - Mar 23, 2020
#10	-5.28% Feb 17, 2026 - May 6, 2026	-2.14% Oct 14, 2015 - Jan 20, 2016
#11	-4.64% Sep 19, 2025 - Jan 9, 2026	-1.89% Jun 24, 2011 - Jul 13, 2011
#12	-4.17% May 7, 2012 - Jun 19, 2012	-1.73% Feb 11, 2016 - Apr 7, 2016
#13	-3.81% Nov 27, 2015 - Jan 4, 2016	-1.56% Jul 24, 2012 - Dec 5, 2012
#14	-3.81% Dec 7, 2017 - Jun 14, 2018	-1.44% Dec 6, 2012 - Apr 4, 2013
#15	-3.15% Dec 31, 2020 - Mar 26, 2021	-1.43% Aug 31, 2010 - Sep 22, 2010

Correlation

Correlation between PFF and SCHR is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2007 - 2026)

PFF vs SCHR dividend yield comparison.

Year	PFF	SCHR
2026	1.55%	1.30%
2025	6.30%	3.85%
2024	6.32%	3.77%
2023	6.63%	3.16%
2022	6.01%	2.02%
2021	4.45%	1.00%
2020	4.79%	1.62%
2019	5.31%	2.31%
2018	6.32%	2.11%
2017	5.59%	1.65%
2016	5.85%	1.46%
2015	5.76%	1.56%
2014	6.32%	1.44%
2013	6.60%	1.07%
2012	6.01%	1.07%
2011	6.98%	1.53%
2010	7.33%	0.57%
2009	7.87%	0.00%
2008	9.45%	0.00%
2007	6.01%	0.00%