PFLD vs NFLT

Comparison between AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF (PFLD, ETF) and VIRTUS NEWFLEET MULTI-SECTOR BOND ETF (NFLT, ETF).

5-Year PerformanceNFLT has outperformed PFLD, delivering a return of +3.1% compared to +1.0%

PFLD vs NFLT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFLD(ETF)	NFLT(ETF)
Net Assets	$424M	$424M
Expense Ratio	0.45%	0.50%
Max Drawdown	33.54%	19.24%
Sharpe Ratio	0.56	0.75
5Y Beta	0.14	0.09
5Y Dividends CAGR	-1.70%	7.39%

Net Assets

PFLD

$424M

Winner

NFLT

$424M

Expense Ratio

Winner

PFLD

0.45%

NFLT

0.50%

Max Drawdown

PFLD

33.54%

Winner

NFLT

19.24%

Sharpe Ratio

PFLD

0.56

Winner

NFLT

0.75

5Y Beta

PFLD

0.14

Winner

NFLT

0.09

5Y Dividends CAGR

PFLD

-1.70%

Winner

NFLT

7.39%

PFLD vs NFLT - Historical Returns

Returns include dividend reinvestment.

Period	PFLD	NFLT
1 month	+0.33%	+0.27%
3 months	+1.26%	+0.33%
6 months	+3.00%	+1.55%
1 year	+5.66%	+7.06%
5 years(CAGR)	+1.00%	+3.12%
10 years(CAGR)	N/A	+4.08%
Max(CAGR)	+2.18%	+4.08%

Winner

PFLD

+0.33%

NFLT

+0.27%

Winner

PFLD

+1.26%

NFLT

+0.33%

Winner

PFLD

+3.00%

NFLT

+1.55%

PFLD

+5.66%

Winner

NFLT

+7.06%

5Y(CAGR)

PFLD

+1.00%

Winner

NFLT

+3.12%

10Y(CAGR)

PFLD

N/A

NFLT

+4.08%

Max(CAGR)

PFLD

+2.18%

Winner

NFLT

+4.08%

PFLD vs NFLT - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	PFLD	NFLT
2026	+2.11%	+1.20%
2025	+0.80%	+8.23%
2024	+5.48%	+6.16%
2023	+7.49%	+8.74%
2022	-12.51%	-9.30%
2021	+4.81%	+1.54%
2020	+4.70%	+8.12%
2019	+1.04%	+10.25%
2018	N/A	-2.52%
2017	N/A	+6.29%
2016	N/A	+7.57%
2015	N/A	-0.21%

PFLD vs NFLT Drawdown Comparison

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

The maximum drawdown for NFLT was -15.17%, occurring on Mar 19, 2020. Recovery took 108 trading sessions.

The current PFLD drawdown is -0.20%. The current NFLT drawdown is -0.50%.

Rank	PFLD	NFLT
#1	-33.20% Feb 11, 2020 - Nov 10, 2020	-15.17% Feb 21, 2020 - Jul 27, 2020
#2	-15.51% Nov 4, 2021 - Sep 11, 2024	-13.41% Sep 14, 2021 - May 21, 2024
#3	-6.41% Mar 3, 2025 - Jan 27, 2026	-3.72% Jan 5, 2018 - Mar 7, 2019
#4	-2.85% Nov 8, 2024 - Feb 26, 2025	-3.37% Oct 30, 2015 - Mar 21, 2016
#5	-2.23% Feb 23, 2026 - Apr 17, 2026	-2.89% Feb 28, 2025 - May 20, 2025
#6	-1.61% Jan 22, 2021 - Mar 10, 2021	-2.84% Oct 25, 2016 - Jan 11, 2017
#7	-1.38% Dec 31, 2020 - Jan 19, 2021	-2.41% Feb 23, 2026 - Apr 17, 2026
#8	-1.31% Sep 19, 2024 - Oct 15, 2024	-2.27% Feb 5, 2021 - Jun 9, 2021
#9	-1.12% Apr 26, 2021 - Jun 2, 2021	-1.93% Dec 9, 2024 - Jan 29, 2025
#10	-0.99% Sep 22, 2021 - Oct 28, 2021	-1.80% Oct 1, 2024 - Dec 9, 2024
#11	-0.75% Oct 16, 2024 - Nov 8, 2024	-1.64% Sep 7, 2016 - Oct 7, 2016
#12	-0.72% Aug 6, 2021 - Sep 22, 2021	-1.33% Mar 3, 2017 - Apr 10, 2017
#13	-0.71% May 7, 2026 - May 28, 2026	-1.13% May 8, 2026 - May 29, 2026
#14	-0.67% Mar 16, 2021 - Mar 22, 2021	-1.03% Oct 16, 2017 - Dec 4, 2017
#15	-0.64% Jul 9, 2021 - Aug 2, 2021	-0.99% Jun 13, 2024 - Jul 10, 2024

Correlation

Correlation between PFLD and NFLT is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2015 - 2026)

PFLD vs NFLT dividend yield comparison.

Year	PFLD	NFLT
2026	2.17%	1.97%
2025	6.52%	5.74%
2024	7.09%	5.76%
2023	7.09%	6.02%
2022	5.76%	4.16%
2021	4.52%	3.41%
2020	4.79%	3.63%
2019	0.82%	4.33%
2018	0.00%	4.81%
2017	0.00%	6.23%
2016	0.00%	5.30%
2015	0.00%	0.67%