PFL vs IQQQ
Comparison between Pimco Income Strategy Fund (PFL, ETF) and PROSHARES NASDAQ-100 HIGH INCOME ETF (IQQQ, ETF).
PFL vs IQQQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PFL
$386M
Winner
IQQQ
$386M
Expense Ratio
PFL
N/A
IQQQ
0.55%
Max Drawdown
PFL
82.23%
Winner
IQQQ
23.87%
Sharpe Ratio
PFL
-0.04
Winner
IQQQ
1.55
5Y Beta
Winner
PFL
0.31
IQQQ
1.05
P/E Ratio
PFL
N/A
IQQQ
38.41
Forward P/E
PFL
N/A
IQQQ
25.95
PEG Ratio
PFL
N/A
IQQQ
0.34
5Y Dividends CAGR
PFL
1.34%
IQQQ
N/A
5Y EPS CAGR
PFL
N/A
IQQQ
30.73%
Debt to Equity
PFL
N/A
IQQQ
35.83%
P/S Ratio
PFL
N/A
IQQQ
5.98
P/B Ratio
PFL
N/A
IQQQ
9.33
PFL vs IQQQ - Historical Returns
Returns include dividend reinvestment.
1M
PFL
-3.88%
Winner
IQQQ
+2.90%
3M
PFL
-5.79%
Winner
IQQQ
+12.89%
6M
PFL
-4.62%
Winner
IQQQ
+11.11%
1Y
PFL
+2.76%
Winner
IQQQ
+32.26%
5Y(CAGR)
PFL
+0.78%
IQQQ
N/A
10Y(CAGR)
PFL
+7.91%
IQQQ
N/A
Max(CAGR)
PFL
+6.35%
Winner
IQQQ
+19.99%
PFL vs IQQQ - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | PFL | IQQQ |
|---|---|---|
| 2026 | -4.98% | +12.90% |
| 2025 | +11.82% | +17.39% |
| 2024 | +11.12% | +13.47% |
| 2023 | +13.96% | N/A |
| 2022 | -18.24% | N/A |
| 2021 | +5.12% | N/A |
| 2020 | +7.28% | N/A |
| 2019 | +18.44% | N/A |
| 2018 | +1.32% | N/A |
| 2017 | +21.16% | N/A |
| 2016 | +21.05% | N/A |
| 2015 | -9.22% | N/A |
| 2014 | +14.79% | N/A |
| 2013 | -4.61% | N/A |
| 2012 | +35.22% | N/A |
| 2011 | -0.77% | N/A |
| 2010 | +13.49% | N/A |
| 2009 | +73.44% | N/A |
| 2008 | -50.21% | N/A |
| 2007 | -13.07% | N/A |
| 2006 | +18.15% | N/A |
| 2005 | -5.19% | N/A |
| 2004 | +12.73% | N/A |
| 2003 | +0.72% | N/A |
PFL vs IQQQ Drawdown Comparison
The maximum drawdown for PFL was -77.93%, occurring on Mar 9, 2009. Recovery took 1006 trading sessions.
The maximum drawdown for IQQQ was -20.42%, occurring on Apr 8, 2025. Recovery took 132 trading sessions.
The current PFL drawdown is -6.46%. The current IQQQ drawdown is -5.39%.
| Rank | PFL | IQQQ |
|---|---|---|
| #1 | -77.93% Jun 18, 2007 - Jun 14, 2011 | -20.42% Dec 16, 2024 - Jun 30, 2025 |
| #2 | -48.37% Feb 19, 2020 - Dec 8, 2020 | -13.05% Jul 10, 2024 - Nov 6, 2024 |
| #3 | -33.25% Sep 1, 2021 - Aug 4, 2025 | -11.13% Oct 29, 2025 - Apr 17, 2026 |
| #4 | -26.65% Jul 8, 2011 - Jul 2, 2012 | -6.82% Mar 22, 2024 - May 15, 2024 |
| #5 | -18.95% Nov 11, 2014 - Jul 7, 2016 | -5.39% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -18.45% May 8, 2013 - Jun 30, 2014 | -3.57% Oct 8, 2025 - Oct 20, 2025 |
| #7 | -15.09% Feb 7, 2005 - Jun 5, 2006 | -3.50% Nov 8, 2024 - Dec 2, 2024 |
| #8 | -13.47% Jun 5, 2018 - Mar 19, 2019 | -2.91% Aug 14, 2025 - Sep 8, 2025 |
| #9 | -8.48% Oct 8, 2012 - Jan 4, 2013 | -2.63% May 14, 2026 - May 26, 2026 |
| #10 | -7.62% Feb 27, 2026 - Mar 27, 2026 | -2.43% Jul 28, 2025 - Aug 8, 2025 |
| #11 | -7.51% Sep 19, 2014 - Nov 4, 2014 | -2.07% Jun 18, 2024 - Jul 2, 2024 |
| #12 | -7.35% Aug 2, 2019 - Oct 22, 2019 | -1.72% May 28, 2024 - Jun 5, 2024 |
| #13 | -5.91% Oct 5, 2017 - Apr 3, 2018 | -1.52% Sep 22, 2025 - Oct 1, 2025 |
| #14 | -5.86% Nov 12, 2004 - Jan 7, 2005 | -1.13% Dec 6, 2024 - Dec 11, 2024 |
| #15 | -5.54% Sep 8, 2016 - Dec 23, 2016 | -1.09% Oct 21, 2025 - Oct 24, 2025 |
Correlation
Correlation between PFL and IQQQ is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2003 - 2026)
PFL vs IQQQ dividend yield comparison.
| Year | PFL | IQQQ |
|---|---|---|
| 2026 | 5.32% | 2.62% |
| 2025 | 11.59% | 10.34% |
| 2024 | 11.66% | 7.27% |
| 2023 | 11.57% | 0.00% |
| 2022 | 12.04% | 0.00% |
| 2021 | 9.53% | 0.00% |
| 2020 | 9.44% | 0.00% |
| 2019 | 9.11% | 0.00% |
| 2018 | 9.94% | 0.00% |
| 2017 | 9.25% | 0.00% |
| 2016 | 10.22% | 0.00% |
| 2015 | 11.09% | 0.00% |
| 2014 | 10.39% | 0.00% |
| 2013 | 9.55% | 0.00% |
| 2012 | 10.52% | 0.00% |
| 2011 | 10.19% | 0.00% |
| 2010 | 9.87% | 0.00% |
| 2009 | 18.58% | 0.00% |
| 2008 | 19.85% | 0.00% |
| 2007 | 13.13% | 0.00% |
| 2006 | 9.73% | 0.00% |
| 2005 | 7.72% | 0.00% |
| 2004 | 5.36% | 0.00% |
| 2003 | 1.18% | 0.00% |
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