PFO vs CWS

Comparison between Flaherty & Crumrine Preferred and Income Opportunity Fund Inc (PFO, ETF) and ADVISORSHARES FOCUSED EQUITY ETF (CWS, ETF).

5-Year PerformanceCWS has outperformed PFO, delivering a return of +8.6% compared to -0.8%

PFO vs CWS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFO(ETF)	CWS(ETF)
Net Assets	$133M	$133M
Expense Ratio	N/A	0.65%
Max Drawdown	83.18%	33.82%
Sharpe Ratio	0.57	-0.14
5Y Beta	0.33	0.67
P/E Ratio	N/A	23.50
Forward P/E	N/A	19.79
PEG Ratio	N/A	0.68
5Y Dividends CAGR	-4.19%	32.22%
5Y EPS CAGR	N/A	24.56%
Debt to Equity	N/A	47.52%
P/S Ratio	N/A	1.40
P/B Ratio	N/A	5.65

Net Assets

PFO

$133M

CWS

$133M

Expense Ratio

PFO

N/A

CWS

0.65%

Max Drawdown

PFO

83.18%

Winner

CWS

33.82%

Sharpe Ratio

Winner

PFO

0.57

CWS

-0.14

5Y Beta

Winner

PFO

0.33

CWS

0.67

P/E Ratio

PFO

N/A

CWS

23.50

Forward P/E

PFO

N/A

CWS

19.79

PEG Ratio

PFO

N/A

CWS

0.68

5Y Dividends CAGR

PFO

-4.19%

Winner

CWS

32.22%

5Y EPS CAGR

PFO

N/A

CWS

24.56%

Debt to Equity

PFO

N/A

CWS

47.52%

P/S Ratio

PFO

N/A

CWS

1.40

P/B Ratio

PFO

N/A

CWS

5.65

PFO vs CWS - Historical Returns

Returns include dividend reinvestment.

Period	PFO	CWS
1 month	+0.40%	+2.24%
3 months	+1.16%	+5.14%
6 months	+0.72%	-1.52%
1 year	+7.26%	+0.72%
5 years(CAGR)	-0.77%	+8.62%
10 years(CAGR)	+4.56%	+11.45%
Max(CAGR)	+7.19%	+11.45%

PFO

+0.40%

Winner

CWS

+2.24%

PFO

+1.16%

Winner

CWS

+5.14%

Winner

PFO

+0.72%

CWS

-1.52%

Winner

PFO

+7.26%

CWS

+0.72%

5Y(CAGR)

PFO

-0.77%

Winner

CWS

+8.62%

10Y(CAGR)

PFO

+4.56%

Winner

CWS

+11.45%

Max(CAGR)

PFO

+7.19%

Winner

CWS

+11.45%

PFO vs CWS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PFO	CWS
2026	-0.39%	+0.22%
2025	+11.59%	+6.52%
2024	+21.08%	+10.75%
2023	-2.15%	+24.69%
2022	-26.67%	-8.78%
2021	+5.84%	+23.04%
2020	+13.55%	+17.50%
2019	+19.59%	+30.28%
2018	-3.86%	-6.53%
2017	+13.17%	+19.95%
2016	+12.87%	+3.01%
2015	-0.19%	N/A
2014	+22.10%	N/A
2013	-4.32%	N/A
2012	+11.19%	N/A
2011	+27.17%	N/A
2010	+23.40%	N/A
2009	+83.83%	N/A
2008	-47.04%	N/A
2007	-17.95%	N/A
2006	+15.92%	N/A
2005	-11.38%	N/A
2004	+2.06%	N/A
2003	+24.31%	N/A
2002	+10.31%	N/A
2001	+22.96%	N/A
2000	+1.79%	N/A
1999	-1.14%	N/A

PFO vs CWS Drawdown Comparison

The maximum drawdown for PFO was -77.42%, occurring on Oct 10, 2008. Recovery took 749 trading sessions.

The maximum drawdown for CWS was -33.82%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The current PFO drawdown is -5.03%. The current CWS drawdown is -4.21%.

Rank	PFO	CWS
#1	-77.42% Mar 28, 2007 - Mar 18, 2010	-33.82% Feb 19, 2020 - Aug 12, 2020
#2	-48.97% Feb 21, 2020 - Oct 15, 2020	-24.87% Dec 31, 2021 - Jun 15, 2023
#3	-40.11% Jul 7, 2021 - Oct 19, 2023	-18.40% Sep 13, 2018 - Jun 5, 2019
#4	-20.60% Apr 23, 2013 - May 16, 2014	-16.56% Nov 29, 2024 - Jan 12, 2026
#5	-20.28% Apr 21, 2015 - Mar 28, 2016	-13.07% Aug 1, 2023 - Dec 1, 2023
#6	-20.05% Jul 21, 2011 - Dec 19, 2011	-11.92% Jan 16, 2026 - Mar 30, 2026
#7	-19.67% Nov 9, 2018 - May 8, 2019	-9.59% Jan 29, 2018 - Jul 26, 2018
#8	-18.41% Mar 26, 2004 - Sep 7, 2005	-6.59% Sep 2, 2020 - Oct 9, 2020
#9	-17.71% Sep 7, 2005 - Jan 9, 2007	-6.48% Oct 14, 2020 - Nov 6, 2020
#10	-16.67% Aug 10, 2016 - Apr 20, 2017	-6.20% Mar 28, 2024 - May 15, 2024
#11	-15.36% Sep 14, 2010 - Feb 28, 2011	-6.11% Sep 2, 2021 - Oct 29, 2021
#12	-15.12% Jan 5, 2000 - Dec 29, 2000	-5.77% Jan 8, 2021 - Mar 15, 2021
#13	-12.87% May 13, 2010 - Aug 6, 2010	-4.79% Apr 23, 2021 - Jul 29, 2021
#14	-12.70% Aug 23, 2002 - Dec 24, 2002	-4.51% Sep 22, 2016 - Nov 10, 2016
#15	-12.63% Jul 17, 2017 - Aug 21, 2018	-4.34% Jul 26, 2019 - Sep 6, 2019

Correlation

Correlation between PFO and CWS is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62

-101

Dividend Comparison (2000 - 2026)

PFO vs CWS dividend yield comparison.

Year	PFO	CWS
2026	3.00%	0.00%
2025	6.84%	0.31%
2024	6.75%	0.59%
2023	7.18%	0.25%
2022	8.73%	0.50%
2021	6.49%	0.16%
2020	6.10%	0.27%
2019	6.31%	0.39%
2018	7.55%	2.07%
2017	7.25%	0.29%
2016	8.03%	0.03%
2015	8.21%	0.00%
2014	7.58%	0.00%
2013	8.69%	0.00%
2012	9.09%	0.00%
2011	8.37%	0.00%
2010	8.67%	0.00%
2009	7.35%	0.00%
2008	16.63%	0.00%
2007	8.40%	0.00%
2006	6.40%	0.00%
2005	7.76%	0.00%
2004	7.04%	0.00%
2003	6.33%	0.00%
2002	7.85%	0.00%
2001	7.46%	0.00%
2000	3.28%	0.00%