PFLD vs POWR

Comparison between AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF (PFLD, ETF) and ISHARES U.S. POWER INFRASTRUCTURE ETF (POWR, ETF).

5-Year PerformancePOWR has outperformed PFLD, delivering a return of +16.3% compared to +0.9%

PFLD vs POWR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFLD(ETF)	POWR(ETF)
Net Assets	$420M	$420M
Expense Ratio	0.45%	0.40%
Max Drawdown	33.54%	72.09%
Sharpe Ratio	0.62	0.81
5Y Beta	0.14	0.70
P/E Ratio	N/A	21.32
Forward P/E	N/A	19.04
PEG Ratio	N/A	0.44
5Y Dividends CAGR	-4.47%	20.61%
5Y EPS CAGR	N/A	15.79%
Debt to Equity	N/A	89.25%
P/S Ratio	N/A	3.06
P/B Ratio	N/A	2.80

Net Assets

Winner

PFLD

$420M

POWR

$420M

Expense Ratio

PFLD

0.45%

Winner

POWR

0.40%

Max Drawdown

Winner

PFLD

33.54%

POWR

72.09%

Sharpe Ratio

PFLD

0.62

Winner

POWR

0.81

5Y Beta

Winner

PFLD

0.14

POWR

0.70

P/E Ratio

PFLD

N/A

POWR

21.32

Forward P/E

PFLD

N/A

POWR

19.04

PEG Ratio

PFLD

N/A

POWR

0.44

5Y Dividends CAGR

PFLD

-4.47%

Winner

POWR

20.61%

5Y EPS CAGR

PFLD

N/A

POWR

15.79%

Debt to Equity

PFLD

N/A

POWR

89.25%

P/S Ratio

PFLD

N/A

POWR

3.06

P/B Ratio

PFLD

N/A

POWR

2.80

PFLD vs POWR - Historical Returns

Returns include dividend reinvestment.

Period	PFLD	POWR
1 month	+0.31%	-5.20%
3 months	+1.15%	+0.74%
6 months	+1.98%	+9.83%
1 year	+5.93%	+17.92%
5 years(CAGR)	+0.92%	+16.28%
10 years(CAGR)	N/A	+7.81%
Max(CAGR)	+2.20%	+4.17%

Winner

PFLD

+0.31%

POWR

-5.20%

Winner

PFLD

+1.15%

POWR

+0.74%

PFLD

+1.98%

Winner

POWR

+9.83%

PFLD

+5.93%

Winner

POWR

+17.92%

5Y(CAGR)

PFLD

+0.92%

Winner

POWR

+16.28%

10Y(CAGR)

PFLD

N/A

POWR

+7.81%

Max(CAGR)

PFLD

+2.20%

Winner

POWR

+4.17%

PFLD vs POWR - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	PFLD	POWR
2026	+2.53%	+11.59%
2025	+0.80%	+9.62%
2024	+5.48%	-2.08%
2023	+7.49%	+7.60%
2022	-12.51%	+39.06%
2021	+4.81%	+41.27%
2020	+4.70%	-28.88%
2019	+1.04%	+6.62%
2018	N/A	-12.61%
2017	N/A	+8.23%
2016	N/A	+28.23%
2015	N/A	-21.79%
2014	N/A	-14.48%
2013	N/A	+12.85%
2012	N/A	-4.91%

PFLD vs POWR Drawdown Comparison

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

The maximum drawdown for POWR was -65.97%, occurring on Mar 18, 2020. Recovery took 1952 trading sessions.

The current PFLD drawdown is -0.15%. The current POWR drawdown is -5.50%.

Rank	PFLD	POWR
#1	-33.20% Feb 11, 2020 - Nov 10, 2020	-65.97% Jun 23, 2014 - Mar 23, 2022
#2	-15.51% Nov 4, 2021 - Sep 11, 2024	-25.07% Jun 8, 2022 - Nov 15, 2022
#3	-6.41% Mar 3, 2025 - Jan 27, 2026	-23.12% Apr 10, 2024 - Feb 3, 2026
#4	-2.85% Nov 8, 2024 - Feb 26, 2025	-20.95% Feb 27, 2012 - Oct 22, 2013
#5	-2.23% Feb 23, 2026 - Apr 17, 2026	-15.40% Nov 15, 2022 - Aug 11, 2023
#6	-1.61% Jan 22, 2021 - Mar 10, 2021	-10.13% Sep 14, 2023 - Mar 14, 2024
#7	-1.38% Dec 31, 2020 - Jan 19, 2021	-8.73% Dec 31, 2013 - Apr 2, 2014
#8	-1.31% Sep 19, 2024 - Oct 15, 2024	-8.41% Apr 20, 2022 - May 4, 2022
#9	-1.12% Apr 26, 2021 - Jun 2, 2021	-7.44% May 6, 2022 - May 17, 2022
#10	-0.99% Sep 22, 2021 - Oct 28, 2021	-7.09% May 5, 2026 - Jun 10, 2026
#11	-0.75% Oct 16, 2024 - Nov 8, 2024	-4.28% Nov 22, 2013 - Dec 31, 2013
#12	-0.72% Aug 6, 2021 - Sep 22, 2021	-4.20% Feb 24, 2026 - Apr 9, 2026
#13	-0.71% May 7, 2026 - May 28, 2026	-3.73% Nov 4, 2013 - Nov 15, 2013
#14	-0.67% Mar 16, 2021 - Mar 22, 2021	-3.01% Aug 11, 2023 - Aug 30, 2023
#15	-0.64% Jul 9, 2021 - Aug 2, 2021	-2.51% Mar 25, 2022 - Apr 8, 2022

Correlation

Correlation between PFLD and POWR is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (2012 - 2026)

PFLD vs POWR dividend yield comparison.

Year	PFLD	POWR
2026	2.63%	0.58%
2025	6.52%	7.56%
2024	7.09%	4.36%
2023	7.09%	4.16%
2022	5.76%	4.82%
2021	4.52%	3.94%
2020	4.79%	3.96%
2019	0.82%	5.71%
2018	0.00%	3.17%
2017	0.00%	3.11%
2016	0.00%	2.75%
2015	0.00%	3.42%
2014	0.00%	2.44%
2013	0.00%	2.46%
2012	0.00%	2.56%