PFO vs IBHJ

Comparison between Flaherty & Crumrine Preferred and Income Opportunity Fund Inc (PFO, ETF) and ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF (IBHJ, ETF).

PFO vs IBHJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFO(ETF)	IBHJ(ETF)
Net Assets	$133M	$133M
Expense Ratio	N/A	0.35%
Max Drawdown	83.18%	7.18%
Sharpe Ratio	0.57	0.75
5Y Beta	0.33	0.22
5Y Dividends CAGR	-4.19%	N/A

Net Assets

PFO

$133M

IBHJ

$133M

Expense Ratio

PFO

N/A

IBHJ

0.35%

Max Drawdown

PFO

83.18%

Winner

IBHJ

7.18%

Sharpe Ratio

PFO

0.57

Winner

IBHJ

0.75

5Y Beta

PFO

0.33

Winner

IBHJ

0.22

5Y Dividends CAGR

PFO

-4.19%

IBHJ

N/A

PFO vs IBHJ - Historical Returns

Returns include dividend reinvestment.

Period	PFO	IBHJ
1 month	-1.12%	-0.09%
3 months	-0.90%	+0.91%
6 months	+0.59%	+1.71%
1 year	+7.73%	+7.00%
5 years(CAGR)	-0.68%	N/A
10 years(CAGR)	+4.23%	N/A
Max(CAGR)	+7.17%	+8.90%

PFO

-1.12%

Winner

IBHJ

-0.09%

PFO

-0.90%

Winner

IBHJ

+0.91%

PFO

+0.59%

Winner

IBHJ

+1.71%

Winner

PFO

+7.73%

IBHJ

+7.00%

5Y(CAGR)

PFO

-0.68%

IBHJ

N/A

10Y(CAGR)

PFO

+4.23%

IBHJ

N/A

Max(CAGR)

PFO

+7.17%

Winner

IBHJ

+8.90%

PFO vs IBHJ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PFO	IBHJ
2026	-0.94%	+1.15%
2025	+11.59%	+9.01%
2024	+21.08%	+7.44%
2023	-2.15%	+8.36%
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 IBHJ Drawdown Comparison

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

The maximum drawdown for IBHJ was -4.93%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.

The current PFO drawdown is -5.55%. The current IBHJ drawdown is -0.69%.

Rank	PFO	IBHJ
#1	-77.42% Mar 28, 2007 - Mar 18, 2010	-4.93% Feb 26, 2025 - May 12, 2025
#2	-48.97% Feb 21, 2020 - Oct 15, 2020	-4.71% Jul 13, 2023 - Nov 3, 2023
#3	-40.11% Jul 7, 2021 - Oct 19, 2023	-2.76% Mar 27, 2024 - May 3, 2024
#4	-20.60% Apr 23, 2013 - May 16, 2014	-2.46% Feb 11, 2026 - Apr 8, 2026
#5	-20.28% Apr 21, 2015 - Mar 28, 2016	-1.98% Dec 6, 2024 - Jan 21, 2025
#6	-20.05% Jul 21, 2011 - Dec 19, 2011	-1.64% Dec 27, 2023 - Feb 1, 2024
#7	-19.67% Nov 9, 2018 - May 8, 2019	-1.51% Sep 22, 2025 - Oct 27, 2025
#8	-18.41% Mar 26, 2004 - Sep 7, 2005	-1.45% Sep 20, 2024 - Nov 8, 2024
#9	-17.71% Sep 7, 2005 - Jan 9, 2007	-1.45% Jun 30, 2023 - Jul 12, 2023
#10	-16.67% Aug 10, 2016 - Apr 20, 2017	-1.42% Feb 1, 2024 - Mar 6, 2024
#11	-15.36% Sep 14, 2010 - Feb 28, 2011	-1.19% Oct 27, 2025 - Nov 28, 2025
#12	-15.12% Jan 5, 2000 - Dec 29, 2000	-1.05% Jul 31, 2024 - Aug 13, 2024
#13	-12.87% May 13, 2010 - Aug 6, 2010	-1.00% May 15, 2024 - Jun 5, 2024
#14	-12.70% Aug 23, 2002 - Dec 24, 2002	-0.96% Apr 17, 2026 - May 28, 2026
#15	-12.63% Jul 17, 2017 - Aug 21, 2018	-0.91% Nov 3, 2023 - Nov 14, 2023

Correlation

Correlation between PFO and IBHJ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2000 - 2026)

PFO vs IBHJ dividend yield comparison.

Year	PFO	IBHJ
2026	3.01%	2.81%
2025	6.84%	6.64%
2024	6.75%	6.87%
2023	7.18%	3.66%
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%