PFLD vs XJH

Comparison between AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF (PFLD, ETF) and ISHARES ESG SELECT SCREENED S&P MID-CAP ETF (XJH, ETF).

5-Year PerformanceXJH has outperformed PFLD, delivering a return of +8.3% compared to +0.9%

PFLD vs XJH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFLD(ETF)	XJH(ETF)
Net Assets	$420M	$420M
Expense Ratio	0.45%	0.12%
Max Drawdown	33.54%	25.71%
Sharpe Ratio	0.62	1.07
5Y Beta	0.14	0.99
P/E Ratio	N/A	25.76
Forward P/E	N/A	17.13
5Y Dividends CAGR	-4.47%	20.75%
5Y EPS CAGR	N/A	12.02%
Debt to Equity	N/A	40.95%
P/S Ratio	N/A	1.62
P/B Ratio	N/A	2.75

Net Assets

Winner

PFLD

$420M

XJH

$420M

Expense Ratio

PFLD

0.45%

Winner

XJH

0.12%

Max Drawdown

PFLD

33.54%

Winner

XJH

25.71%

Sharpe Ratio

PFLD

0.62

Winner

XJH

1.07

5Y Beta

Winner

PFLD

0.14

XJH

0.99

P/E Ratio

PFLD

N/A

XJH

25.76

Forward P/E

PFLD

N/A

XJH

17.13

5Y Dividends CAGR

PFLD

-4.47%

Winner

XJH

20.75%

5Y EPS CAGR

PFLD

N/A

XJH

12.02%

Debt to Equity

PFLD

N/A

XJH

40.95%

P/S Ratio

PFLD

N/A

XJH

1.62

P/B Ratio

PFLD

N/A

XJH

2.75

PFLD vs XJH - Historical Returns

Returns include dividend reinvestment.

Period	PFLD	XJH
1 month	+0.31%	-0.16%
3 months	+1.15%	+4.38%
6 months	+1.98%	+8.42%
1 year	+5.93%	+22.86%
5 years(CAGR)	+0.92%	+8.27%
Max(CAGR)	+2.20%	+14.86%

Winner

PFLD

+0.31%

XJH

-0.16%

PFLD

+1.15%

Winner

XJH

+4.38%

PFLD

+1.98%

Winner

XJH

+8.42%

PFLD

+5.93%

Winner

XJH

+22.86%

5Y(CAGR)

PFLD

+0.92%

Winner

XJH

+8.27%

Max(CAGR)

PFLD

+2.20%

Winner

XJH

+14.86%

PFLD vs XJH - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	PFLD	XJH
2026	+2.53%	+13.79%
2025	+0.80%	+8.63%
2024	+5.48%	+12.53%
2023	+7.49%	+17.08%
2022	-12.51%	-14.48%
2021	+4.81%	+25.63%
2020	+4.70%	+29.59%
2019	+1.04%	N/A

PFLD vs XJH Drawdown Comparison

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

The maximum drawdown for XJH was -25.06%, occurring on Jun 16, 2022. Recovery took 564 trading sessions.

The current PFLD drawdown is -0.15%. The current XJH drawdown is -1.69%.

Rank	PFLD	XJH
#1	-33.20% Feb 11, 2020 - Nov 10, 2020	-25.06% Nov 16, 2021 - Feb 15, 2024
#2	-15.51% Nov 4, 2021 - Sep 11, 2024	-24.55% Nov 25, 2024 - Dec 10, 2025
#3	-6.41% Mar 3, 2025 - Jan 27, 2026	-9.61% Feb 20, 2026 - Apr 17, 2026
#4	-2.85% Nov 8, 2024 - Feb 26, 2025	-8.10% Jul 16, 2024 - Sep 19, 2024
#5	-2.23% Feb 23, 2026 - Apr 17, 2026	-7.62% Mar 28, 2024 - Jul 15, 2024
#6	-1.61% Jan 22, 2021 - Mar 10, 2021	-7.29% May 7, 2021 - Sep 2, 2021
#7	-1.38% Dec 31, 2020 - Jan 19, 2021	-6.13% Mar 15, 2021 - Apr 12, 2021
#8	-1.31% Sep 19, 2024 - Oct 15, 2024	-5.93% Oct 23, 2020 - Nov 5, 2020
#9	-1.12% Apr 26, 2021 - Jun 2, 2021	-5.17% Jan 20, 2021 - Feb 5, 2021
#10	-0.99% Sep 22, 2021 - Oct 28, 2021	-5.12% Sep 2, 2021 - Oct 20, 2021
#11	-0.75% Oct 16, 2024 - Nov 8, 2024	-4.91% Feb 24, 2021 - Mar 10, 2021
#12	-0.72% Aug 6, 2021 - Sep 22, 2021	-4.36% May 6, 2026 - May 26, 2026
#13	-0.71% May 7, 2026 - May 28, 2026	-3.42% Oct 18, 2024 - Nov 6, 2024
#14	-0.67% Mar 16, 2021 - Mar 22, 2021	-3.39% Nov 11, 2024 - Nov 22, 2024
#15	-0.64% Jul 9, 2021 - Aug 2, 2021	-2.88% Jun 30, 2026 - Jul 8, 2026