PFLD vs EAD

Comparison between AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF (PFLD, ETF) and Allspring Income Opportunities Fund (EAD, ETF).

5-Year PerformanceEAD has outperformed PFLD, delivering a return of +3.1% compared to +0.9%

PFLD vs EAD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFLD(ETF)	EAD(ETF)
Net Assets	$426M	$426M
Expense Ratio	0.45%	N/A
Max Drawdown	33.54%	75.58%
Sharpe Ratio	0.60	-0.10
5Y Beta	0.14	0.41
5Y Dividends CAGR	-1.70%	-1.11%

Net Assets

PFLD

$426M

Winner

EAD

$426M

Expense Ratio

PFLD

0.45%

EAD

N/A

Max Drawdown

Winner

PFLD

33.54%

EAD

75.58%

Sharpe Ratio

Winner

PFLD

0.60

EAD

-0.10

5Y Beta

Winner

PFLD

0.14

EAD

0.41

5Y Dividends CAGR

PFLD

-1.70%

Winner

EAD

-1.11%

PFLD vs EAD - Historical Returns

Returns include dividend reinvestment.

Period	PFLD	EAD
1 month	+0.43%	-0.57%
3 months	+2.35%	+1.06%
6 months	+2.53%	-0.94%
1 year	+5.18%	+2.09%
5 years(CAGR)	+0.91%	+3.10%
10 years(CAGR)	N/A	+7.22%
Max(CAGR)	+2.18%	+6.80%

Winner

PFLD

+0.43%

EAD

-0.57%

Winner

PFLD

+2.35%

EAD

+1.06%

Winner

PFLD

+2.53%

EAD

-0.94%

Winner

PFLD

+5.18%

EAD

+2.09%

5Y(CAGR)

PFLD

+0.91%

Winner

EAD

+3.10%

10Y(CAGR)

PFLD

N/A

EAD

+7.22%

Max(CAGR)

PFLD

+2.18%

Winner

EAD

+6.80%

PFLD vs EAD - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	PFLD	EAD
2026	+2.22%	-0.79%
2025	+0.80%	+6.49%
2024	+5.48%	+14.98%
2023	+7.49%	+10.21%
2022	-12.51%	-21.22%
2021	+4.81%	+21.77%
2020	+4.70%	+6.21%
2019	+1.04%	+23.96%
2018	N/A	-7.27%
2017	N/A	+8.19%
2016	N/A	+25.62%
2015	N/A	-7.08%
2014	N/A	+5.54%
2013	N/A	-2.29%
2012	N/A	+7.88%
2011	N/A	+17.03%
2010	N/A	+10.22%
2009	N/A	+84.44%
2008	N/A	-44.13%
2007	N/A	-15.74%
2006	N/A	+24.52%
2005	N/A	-10.09%
2004	N/A	+16.42%
2003	N/A	+14.03%

PFLD vs EAD Drawdown Comparison

The maximum drawdown for PFLD was -33.20%, occurring on Mar 18, 2020. Recovery took 190 trading sessions.

The maximum drawdown for EAD was -67.35%, occurring on Nov 21, 2008. Recovery took 792 trading sessions.

The current PFLD drawdown is -0.25%. The current EAD drawdown is -3.47%.

Rank	PFLD	EAD
#1	-33.20% Feb 11, 2020 - Nov 10, 2020	-67.35% May 31, 2007 - Jul 22, 2010
#2	-15.51% Nov 4, 2021 - Sep 11, 2024	-41.48% Feb 20, 2020 - Dec 2, 2020
#3	-6.41% Mar 3, 2025 - Jan 27, 2026	-29.37% Dec 31, 2021 - Sep 12, 2024
#4	-2.85% Nov 8, 2024 - Feb 26, 2025	-19.15% Apr 23, 2015 - Jun 8, 2016
#5	-2.23% Feb 23, 2026 - Apr 17, 2026	-18.90% May 13, 2011 - Dec 23, 2011
#6	-1.61% Jan 22, 2021 - Mar 10, 2021	-13.92% Feb 15, 2013 - Apr 23, 2014
#7	-1.38% Dec 31, 2020 - Jan 19, 2021	-12.84% Jan 7, 2005 - Aug 30, 2005
#8	-1.31% Sep 19, 2024 - Oct 15, 2024	-12.65% Feb 28, 2025 - Jun 5, 2025
#9	-1.12% Apr 26, 2021 - Jun 2, 2021	-11.97% Sep 29, 2017 - Feb 15, 2019
#10	-0.99% Sep 22, 2021 - Oct 28, 2021	-11.64% Sep 12, 2005 - Mar 3, 2006
#11	-0.75% Oct 16, 2024 - Nov 8, 2024	-11.27% Feb 1, 2012 - Jul 19, 2012
#12	-0.72% Aug 6, 2021 - Sep 22, 2021	-11.00% Nov 9, 2010 - Feb 17, 2011
#13	-0.71% May 7, 2026 - May 28, 2026	-10.75% Jan 12, 2004 - Jul 19, 2004
#14	-0.67% Mar 16, 2021 - Mar 22, 2021	-10.06% Aug 9, 2012 - Feb 5, 2013
#15	-0.64% Jul 9, 2021 - Aug 2, 2021	-9.65% Jul 11, 2014 - Mar 2, 2015

Correlation

Correlation between PFLD and EAD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2003 - 2026)

PFLD vs EAD dividend yield comparison.

Year	PFLD	EAD
2026	2.16%	5.00%
2025	6.52%	9.47%
2024	7.09%	9.08%
2023	7.09%	9.07%
2022	5.76%	10.97%
2021	4.52%	7.59%
2020	4.79%	8.51%
2019	0.82%	8.44%
2018	0.00%	9.12%
2017	0.00%	8.58%
2016	0.00%	9.62%
2015	0.00%	10.95%
2014	0.00%	9.18%
2013	0.00%	9.08%
2012	0.00%	9.57%
2011	0.00%	10.02%
2010	0.00%	10.84%
2009	0.00%	12.76%
2008	0.00%	23.83%
2007	0.00%	12.30%
2006	0.00%	9.74%
2005	0.00%	13.42%
2004	0.00%	12.26%
2003	0.00%	7.86%