PFLD vs IAK

Comparison between AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF (PFLD, ETF) and ISHARES U.S. INSURANCE ETF (IAK, ETF).

5-Year PerformanceIAK has outperformed PFLD, delivering a return of +15.7% compared to +0.9%

PFLD vs IAK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFLD(ETF)	IAK(ETF)
Net Assets	$420M	$422M
Expense Ratio	0.45%	0.38%
Max Drawdown	33.54%	78.02%
Sharpe Ratio	0.62	0.77
5Y Beta	0.14	0.42
P/E Ratio	N/A	11.05
Forward P/E	N/A	11.73
5Y Dividends CAGR	-4.47%	17.28%
5Y EPS CAGR	N/A	17.73%
Debt to Equity	N/A	13.69%
P/S Ratio	N/A	1.33
P/B Ratio	N/A	1.90

Net Assets

PFLD

$420M

Winner

IAK

$422M

Expense Ratio

PFLD

0.45%

Winner

IAK

0.38%

Max Drawdown

Winner

PFLD

33.54%

IAK

78.02%

Sharpe Ratio

PFLD

0.62

Winner

IAK

0.77

5Y Beta

Winner

PFLD

0.14

IAK

0.42

P/E Ratio

PFLD

N/A

IAK

11.05

Forward P/E

PFLD

N/A

IAK

11.73

5Y Dividends CAGR

PFLD

-4.47%

Winner

IAK

17.28%

5Y EPS CAGR

PFLD

N/A

IAK

17.73%

Debt to Equity

PFLD

N/A

IAK

13.69%

P/S Ratio

PFLD

N/A

IAK

1.33

P/B Ratio

PFLD

N/A

IAK

1.90

PFLD vs IAK - Historical Returns

Returns include dividend reinvestment.

Period	PFLD	IAK
1 month	+0.31%	+7.47%
3 months	+1.15%	+9.41%
6 months	+1.98%	+13.82%
1 year	+5.93%	+16.81%
5 years(CAGR)	+0.92%	+15.68%
10 years(CAGR)	N/A	+13.22%
Max(CAGR)	+2.20%	+7.33%

PFLD

+0.31%

Winner

IAK

+7.47%

PFLD

+1.15%

Winner

IAK

+9.41%

PFLD

+1.98%

Winner

IAK

+13.82%

PFLD

+5.93%

Winner

IAK

+16.81%

5Y(CAGR)

PFLD

+0.92%

Winner

IAK

+15.68%

10Y(CAGR)

PFLD

N/A

IAK

+13.22%

Max(CAGR)

PFLD

+2.20%

Winner

IAK

+7.33%

PFLD vs IAK - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	PFLD	IAK
2026	+2.53%	+9.86%
2025	+0.80%	+10.18%
2024	+5.48%	+26.86%
2023	+7.49%	+11.32%
2022	-12.51%	+11.43%
2021	+4.81%	+29.77%
2020	+4.70%	-3.63%
2019	+1.04%	+26.33%
2018	N/A	-10.35%
2017	N/A	+13.97%
2016	N/A	+21.48%
2015	N/A	+4.29%
2014	N/A	+8.92%
2013	N/A	+41.70%
2012	N/A	+16.16%
2011	N/A	-9.14%
2010	N/A	+18.03%
2009	N/A	+12.63%
2008	N/A	-50.01%
2007	N/A	-7.80%
2006	N/A	+8.66%

PFLD vs IAK Drawdown Comparison

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

The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.

The current PFLD drawdown is -0.15%. The current IAK drawdown is -1.55%.

Rank	PFLD	IAK
#1	-33.20% Feb 11, 2020 - Nov 10, 2020	-77.37% May 22, 2007 - Dec 29, 2014
#2	-15.51% Nov 4, 2021 - Sep 11, 2024	-44.95% Feb 11, 2020 - Mar 8, 2021
#3	-6.41% Mar 3, 2025 - Jan 27, 2026	-20.30% Jan 26, 2018 - Apr 30, 2019
#4	-2.85% Nov 8, 2024 - Feb 26, 2025	-16.97% Dec 1, 2015 - Aug 29, 2016
#5	-2.23% Feb 23, 2026 - Apr 17, 2026	-14.74% Apr 20, 2022 - Nov 10, 2022
#6	-1.61% Jan 22, 2021 - Mar 10, 2021	-14.38% Feb 13, 2023 - Sep 19, 2023
#7	-1.38% Dec 31, 2020 - Jan 19, 2021	-11.58% Apr 2, 2025 - Dec 15, 2025
#8	-1.31% Sep 19, 2024 - Oct 15, 2024	-11.30% Nov 29, 2024 - Mar 17, 2025
#9	-1.12% Apr 26, 2021 - Jun 2, 2021	-10.64% Aug 17, 2015 - Dec 1, 2015
#10	-0.99% Sep 22, 2021 - Oct 28, 2021	-9.08% Dec 30, 2014 - May 19, 2015
#11	-0.75% Oct 16, 2024 - Nov 8, 2024	-8.71% May 7, 2021 - Aug 25, 2021
#12	-0.72% Aug 6, 2021 - Sep 22, 2021	-8.55% Aug 2, 2017 - Oct 10, 2017
#13	-0.71% May 7, 2026 - May 28, 2026	-8.41% Nov 3, 2021 - Jan 4, 2022
#14	-0.67% Mar 16, 2021 - Mar 22, 2021	-7.70% Feb 9, 2022 - Mar 18, 2022
#15	-0.64% Jul 9, 2021 - Aug 2, 2021	-7.62% Dec 15, 2025 - Jun 16, 2026

Correlation

Correlation between PFLD and IAK is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2006 - 2026)

PFLD vs IAK dividend yield comparison.

Year	PFLD	IAK
2026	2.63%	1.64%
2025	6.52%	1.69%
2024	7.09%	1.49%
2023	7.09%	1.44%
2022	5.76%	1.69%
2021	4.52%	2.26%
2020	4.79%	2.07%
2019	0.82%	1.84%
2018	0.00%	2.33%
2017	0.00%	1.62%
2016	0.00%	1.68%
2015	0.00%	1.62%
2014	0.00%	1.57%
2013	0.00%	1.13%
2012	0.00%	1.74%
2011	0.00%	1.51%
2010	0.00%	2.08%
2009	0.00%	1.60%
2008	0.00%	2.46%
2007	0.00%	1.19%
2006	0.00%	0.63%