PFO vs KNCT

Comparison between Flaherty & Crumrine Preferred and Income Opportunity Fund Inc (PFO, ETF) and INVESCO NEXT GEN CONNECTIVITY ETF (KNCT, ETF).

5-Year PerformanceKNCT has outperformed PFO, delivering a return of +18.9% compared to -0.7%

PFO vs KNCT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFO(ETF)	KNCT(ETF)
Net Assets	$133M	$134M
Expense Ratio	N/A	0.40%
Max Drawdown	83.18%	57.18%
Sharpe Ratio	0.57	2.42
5Y Beta	0.33	1.16
P/E Ratio	N/A	38.66
Forward P/E	N/A	24.77
PEG Ratio	N/A	0.15
5Y Dividends CAGR	-4.19%	57.22%
5Y EPS CAGR	N/A	21.67%
Debt to Equity	N/A	46.39%
P/S Ratio	N/A	6.28
P/B Ratio	N/A	7.62

Net Assets

PFO

$133M

Winner

KNCT

$134M

Expense Ratio

PFO

N/A

KNCT

0.40%

Max Drawdown

PFO

83.18%

Winner

KNCT

57.18%

Sharpe Ratio

PFO

0.57

Winner

KNCT

2.42

5Y Beta

Winner

PFO

0.33

KNCT

1.16

P/E Ratio

PFO

N/A

KNCT

38.66

Forward P/E

PFO

N/A

KNCT

24.77

PEG Ratio

PFO

N/A

KNCT

0.15

5Y Dividends CAGR

PFO

-4.19%

Winner

KNCT

57.22%

5Y EPS CAGR

PFO

N/A

KNCT

21.67%

Debt to Equity

PFO

N/A

KNCT

46.39%

P/S Ratio

PFO

N/A

KNCT

6.28

P/B Ratio

PFO

N/A

KNCT

7.62

PFO vs KNCT - Historical Returns

Returns include dividend reinvestment.

Period	PFO	KNCT
1 month	-1.12%	+8.88%
3 months	-0.90%	+34.98%
6 months	+0.59%	+43.82%
1 year	+7.73%	+76.17%
5 years(CAGR)	-0.68%	+18.91%
10 years(CAGR)	+4.23%	+19.95%
Max(CAGR)	+7.17%	+13.54%

PFO

-1.12%

Winner

KNCT

+8.88%

PFO

-0.90%

Winner

KNCT

+34.98%

PFO

+0.59%

Winner

KNCT

+43.82%

PFO

+7.73%

Winner

KNCT

+76.17%

5Y(CAGR)

PFO

-0.68%

Winner

KNCT

+18.91%

10Y(CAGR)

PFO

+4.23%

Winner

KNCT

+19.95%

Max(CAGR)

PFO

+7.17%

Winner

KNCT

+13.54%

PFO vs KNCT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PFO	KNCT
2026	-0.94%	+42.59%
2025	+11.59%	+28.77%
2024	+21.08%	+21.30%
2023	-2.15%	+27.92%
2022	-26.67%	-28.14%
2021	+5.84%	+24.57%
2020	+13.55%	+37.18%
2019	+19.59%	+27.44%
2018	-3.86%	+5.34%
2017	+13.17%	+15.63%
2016	+12.87%	+20.74%
2015	-0.19%	+0.56%
2014	+22.10%	+12.71%
2013	-4.32%	+21.29%
2012	+11.19%	+3.25%
2011	+27.17%	-9.67%
2010	+23.40%	+43.61%
2009	+83.83%	+63.13%
2008	-47.04%	-36.85%
2007	-17.95%	+1.86%
2006	+15.92%	+11.49%
2005	-11.38%	+3.65%
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 KNCT Drawdown Comparison

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

The maximum drawdown for KNCT was -57.18%, occurring on Nov 21, 2008. Recovery took 683 trading sessions.

The current PFO drawdown is -5.55%. The current KNCT drawdown is -11.59%.

Rank	PFO	KNCT
#1	-77.42% Mar 28, 2007 - Mar 18, 2010	-57.18% Jul 19, 2007 - Apr 6, 2010
#2	-48.97% Feb 21, 2020 - Oct 15, 2020	-34.55% Nov 9, 2021 - Jul 8, 2024
#3	-40.11% Jul 7, 2021 - Oct 19, 2023	-31.91% Feb 14, 2011 - Aug 8, 2013
#4	-20.60% Apr 23, 2013 - May 16, 2014	-31.71% Feb 6, 2020 - Jun 1, 2020
#5	-20.28% Apr 21, 2015 - Mar 28, 2016	-30.00% Jun 18, 2015 - Sep 19, 2016
#6	-20.05% Jul 21, 2011 - Dec 19, 2011	-26.16% Apr 5, 2006 - Jan 11, 2007
#7	-19.67% Nov 9, 2018 - May 8, 2019	-22.36% Sep 14, 2018 - Feb 27, 2019
#8	-18.41% Mar 26, 2004 - Sep 7, 2005	-21.40% Feb 18, 2025 - Jun 10, 2025
#9	-17.71% Sep 7, 2005 - Jan 9, 2007	-17.04% Apr 26, 2010 - Sep 13, 2010
#10	-16.67% Aug 10, 2016 - Apr 20, 2017	-14.58% Apr 29, 2019 - Jan 13, 2020
#11	-15.36% Sep 14, 2010 - Feb 28, 2011	-14.06% Feb 12, 2021 - Jul 9, 2021
#12	-15.12% Jan 5, 2000 - Dec 29, 2000	-13.45% Mar 20, 2014 - Nov 28, 2014
#13	-12.87% May 13, 2010 - Aug 6, 2010	-13.07% Jul 16, 2024 - Oct 11, 2024
#14	-12.70% Aug 23, 2002 - Dec 24, 2002	-11.59% Jun 2, 2026 - Jun 5, 2026
#15	-12.63% Jul 17, 2017 - Aug 21, 2018	-11.22% Sep 2, 2020 - Nov 27, 2020

Correlation

Correlation between PFO and KNCT is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2000 - 2026)

PFO vs KNCT dividend yield comparison.

Year	PFO	KNCT
2026	3.01%	0.16%
2025	6.84%	0.86%
2024	6.75%	1.38%
2023	7.18%	0.60%
2022	8.73%	2.24%
2021	6.49%	0.55%
2020	6.10%	0.18%
2019	6.31%	0.44%
2018	7.55%	1.22%
2017	7.25%	0.66%
2016	8.03%	0.44%
2015	8.21%	0.00%
2014	7.58%	0.00%
2013	8.69%	0.64%
2012	9.09%	0.24%
2011	8.37%	0.00%
2010	8.67%	0.41%
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%