PFO vs FTRI

Comparison between Flaherty & Crumrine Preferred and Income Opportunity Fund Inc (PFO, ETF) and FIRST TRUST INDXX GLOBAL NATURAL RESOURCES INCOME ETF (FTRI, ETF).

5-Year PerformanceFTRI has outperformed PFO, delivering a return of +8.0% compared to -0.8%

PFO vs FTRI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFO(ETF)	FTRI(ETF)
Net Assets	$133M	$133M
Expense Ratio	N/A	0.70%
Max Drawdown	83.18%	45.13%
Sharpe Ratio	0.57	1.05
5Y Beta	0.33	0.62
5Y Dividends CAGR	-4.19%	-5.33%

Net Assets

Winner

PFO

$133M

FTRI

$133M

Expense Ratio

PFO

N/A

FTRI

0.70%

Max Drawdown

PFO

83.18%

Winner

FTRI

45.13%

Sharpe Ratio

PFO

0.57

Winner

FTRI

1.05

5Y Beta

Winner

PFO

0.33

FTRI

0.62

5Y Dividends CAGR

Winner

PFO

-4.19%

FTRI

-5.33%

PFO vs FTRI - Historical Returns

Returns include dividend reinvestment.

Period	PFO	FTRI
1 month	+0.40%	-5.24%
3 months	+1.16%	-6.95%
6 months	+0.72%	+10.43%
1 year	+7.26%	+21.84%
5 years(CAGR)	-0.77%	+8.01%
10 years(CAGR)	+4.56%	+10.33%
Max(CAGR)	+7.19%	+10.74%

Winner

PFO

+0.40%

FTRI

-5.24%

Winner

PFO

+1.16%

FTRI

-6.95%

PFO

+0.72%

Winner

FTRI

+10.43%

PFO

+7.26%

Winner

FTRI

+21.84%

5Y(CAGR)

PFO

-0.77%

Winner

FTRI

+8.01%

10Y(CAGR)

PFO

+4.56%

Winner

FTRI

+10.33%

Max(CAGR)

PFO

+7.19%

Winner

FTRI

+10.74%

PFO vs FTRI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PFO	FTRI
2026	-0.39%	+7.03%
2025	+11.59%	+31.91%
2024	+21.08%	-4.07%
2023	-2.15%	+3.32%
2022	-26.67%	+7.26%
2021	+5.84%	+23.44%
2020	+13.55%	-2.00%
2019	+19.59%	+21.80%
2018	-3.86%	-9.21%
2017	+13.17%	+11.19%
2016	+12.87%	+24.04%
2015	-0.19%	+0.78%
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 FTRI Drawdown Comparison

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

The maximum drawdown for FTRI was -43.82%, occurring on Mar 18, 2020. Recovery took 244 trading sessions.

The current PFO drawdown is -5.03%. The current FTRI drawdown is -10.83%.

Rank	PFO	FTRI
#1	-77.42% Mar 28, 2007 - Mar 18, 2010	-43.82% Jan 17, 2020 - Jan 6, 2021
#2	-48.97% Feb 21, 2020 - Oct 15, 2020	-27.55% Apr 18, 2022 - Jun 12, 2025
#3	-40.11% Jul 7, 2021 - Oct 19, 2023	-17.27% May 21, 2018 - Apr 8, 2019
#4	-20.60% Apr 23, 2013 - May 16, 2014	-14.54% Dec 23, 2015 - Mar 2, 2016
#5	-20.28% Apr 21, 2015 - Mar 28, 2016	-14.38% May 10, 2021 - Jan 12, 2022
#6	-20.05% Jul 21, 2011 - Dec 19, 2011	-14.18% Mar 2, 2026 - Jun 10, 2026
#7	-19.67% Nov 9, 2018 - May 8, 2019	-13.58% Apr 8, 2019 - Dec 16, 2019
#8	-18.41% Mar 26, 2004 - Sep 7, 2005	-10.18% Apr 29, 2016 - Jul 18, 2016
#9	-17.71% Sep 7, 2005 - Jan 9, 2007	-9.42% Jan 14, 2021 - Feb 16, 2021
#10	-16.67% Aug 10, 2016 - Apr 20, 2017	-8.90% Jan 26, 2018 - May 14, 2018
#11	-15.36% Sep 14, 2010 - Feb 28, 2011	-8.48% Mar 17, 2016 - Apr 13, 2016
#12	-15.12% Jan 5, 2000 - Dec 29, 2000	-8.35% Jul 18, 2016 - Dec 5, 2016
#13	-12.87% May 13, 2010 - Aug 6, 2010	-8.32% Mar 11, 2021 - Apr 16, 2021
#14	-12.70% Aug 23, 2002 - Dec 24, 2002	-7.37% Jan 25, 2017 - Aug 1, 2017
#15	-12.63% Jul 17, 2017 - Aug 21, 2018	-7.27% Mar 3, 2022 - Mar 21, 2022

Correlation

Correlation between PFO and FTRI is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2000 - 2026)

PFO vs FTRI dividend yield comparison.

Year	PFO	FTRI
2026	3.00%	0.39%
2025	6.84%	2.35%
2024	6.75%	4.29%
2023	7.18%	6.56%
2022	8.73%	8.37%
2021	6.49%	6.58%
2020	6.10%	3.64%
2019	6.31%	6.25%
2018	7.55%	4.24%
2017	7.25%	3.60%
2016	8.03%	2.96%
2015	8.21%	0.89%
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%