PFO vs FTHF

Comparison between Flaherty & Crumrine Preferred and Income Opportunity Fund Inc (PFO, ETF) and FIRST TRUST EMERGING MARKETS HUMAN FLOURISHING ETF (FTHF, ETF).

PFO vs FTHF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFO(ETF)	FTHF(ETF)
Net Assets	$133M	$133M
Expense Ratio	N/A	0.75%
Max Drawdown	83.18%	19.03%
Sharpe Ratio	0.24	1.76
5Y Beta	0.33	1.06
5Y Dividends CAGR	-2.72%	N/A

Net Assets

Winner

PFO

$133M

FTHF

$133M

Expense Ratio

PFO

N/A

FTHF

0.75%

Max Drawdown

PFO

83.18%

Winner

FTHF

19.03%

Sharpe Ratio

PFO

0.24

Winner

FTHF

1.76

5Y Beta

Winner

PFO

0.33

FTHF

1.06

5Y Dividends CAGR

PFO

-2.72%

FTHF

N/A

PFO vs FTHF - Historical Returns

Returns include dividend reinvestment.

Period	PFO	FTHF
1 month	-0.87%	-7.64%
3 months	-1.17%	+8.22%
6 months	-2.26%	+21.70%
1 year	+5.34%	+74.36%
5 years(CAGR)	-0.63%	N/A
10 years(CAGR)	+3.81%	N/A
Max(CAGR)	+7.15%	+39.30%

Winner

PFO

-0.87%

FTHF

-7.64%

PFO

-1.17%

Winner

FTHF

+8.22%

PFO

-2.26%

Winner

FTHF

+21.70%

PFO

+5.34%

Winner

FTHF

+74.36%

5Y(CAGR)

PFO

-0.63%

FTHF

N/A

10Y(CAGR)

PFO

+3.81%

FTHF

N/A

Max(CAGR)

PFO

+7.15%

Winner

FTHF

+39.30%

PFO vs FTHF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PFO	FTHF
2026	-0.55%	+33.71%
2025	+11.59%	+64.18%
2024	+21.08%	-6.59%
2023	-2.15%	+18.14%
2022	-26.67%	N/A
2021	+5.84%	N/A
2020	+13.55%	N/A
2019	+19.59%	N/A
2018	-3.86%	N/A
2017	+13.17%	N/A
2016	+12.87%	N/A
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 FTHF Drawdown Comparison

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

The maximum drawdown for FTHF was -17.38%, occurring on Apr 8, 2025. Recovery took 207 trading sessions.

The current PFO drawdown is -5.19%. The current FTHF drawdown is -13.91%.

Rank	PFO	FTHF
#1	-77.42% Mar 28, 2007 - Mar 18, 2010	-17.38% Jul 16, 2024 - May 13, 2025
#2	-48.97% Feb 21, 2020 - Oct 15, 2020	-16.73% Jun 22, 2026 - Jul 20, 2026
#3	-40.11% Jul 7, 2021 - Oct 19, 2023	-16.30% Feb 26, 2026 - Apr 17, 2026
#4	-20.60% Apr 23, 2013 - May 16, 2014	-13.46% Jul 18, 2025 - Oct 3, 2025
#5	-20.28% Apr 21, 2015 - Mar 28, 2016	-11.66% Jun 2, 2026 - Jun 18, 2026
#6	-20.05% Jul 21, 2011 - Dec 19, 2011	-8.29% Dec 27, 2023 - Mar 7, 2024
#7	-19.67% Nov 9, 2018 - May 8, 2019	-7.29% May 15, 2024 - Jul 10, 2024
#8	-18.41% Mar 26, 2004 - Sep 7, 2005	-7.25% May 11, 2026 - May 26, 2026
#9	-17.71% Sep 7, 2005 - Jan 9, 2007	-7.08% Apr 9, 2024 - May 15, 2024
#10	-16.67% Aug 10, 2016 - Apr 20, 2017	-5.48% Nov 11, 2025 - Dec 9, 2025
#11	-15.36% Sep 14, 2010 - Feb 28, 2011	-4.76% Jan 28, 2026 - Feb 9, 2026
#12	-15.12% Jan 5, 2000 - Dec 29, 2000	-3.98% Oct 8, 2025 - Oct 15, 2025
#13	-12.87% May 13, 2010 - Aug 6, 2010	-2.87% Jul 3, 2025 - Jul 18, 2025
#14	-12.70% Aug 23, 2002 - Dec 24, 2002	-2.55% Apr 17, 2026 - Apr 30, 2026
#15	-12.63% Jul 17, 2017 - Aug 21, 2018	-2.47% Nov 3, 2025 - Nov 10, 2025

Correlation

Correlation between PFO and FTHF is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (2000 - 2026)

PFO vs FTHF dividend yield comparison.

Year	PFO	FTHF
2026	3.63%	0.74%
2025	6.84%	4.40%
2024	6.75%	3.34%
2023	7.18%	0.51%
2022	8.73%	0.00%
2021	6.49%	0.00%
2020	6.10%	0.00%
2019	6.31%	0.00%
2018	7.55%	0.00%
2017	7.25%	0.00%
2016	8.03%	0.00%
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%