PFO vs SPYA

Comparison between Flaherty & Crumrine Preferred and Income Opportunity Fund Inc (PFO, ETF) and Twin Oak Endure ETF (SPYA, ETF).

PFO vs SPYA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFO(ETF)	SPYA(ETF)
Net Assets	$133M	$134M
Expense Ratio	N/A	0.49%
Max Drawdown	83.18%	9.59%
Sharpe Ratio	0.57	1.13
5Y Beta	0.33	0.89
5Y Dividends CAGR	-4.19%	N/A

Net Assets

PFO

$133M

Winner

SPYA

$134M

Expense Ratio

PFO

N/A

SPYA

0.49%

Max Drawdown

PFO

83.18%

Winner

SPYA

9.59%

Sharpe Ratio

PFO

0.57

Winner

SPYA

1.13

5Y Beta

Winner

PFO

0.33

SPYA

0.89

5Y Dividends CAGR

PFO

-4.19%

SPYA

N/A

PFO vs SPYA - Historical Returns

Returns include dividend reinvestment.

Period	PFO	SPYA
1 month	+0.40%	-0.68%
3 months	+1.16%	+11.32%
6 months	+0.72%	+6.55%
1 year	+7.26%	+17.33%
5 years(CAGR)	-0.77%	N/A
10 years(CAGR)	+4.56%	N/A
Max(CAGR)	+7.19%	+18.06%

Winner

PFO

+0.40%

SPYA

-0.68%

PFO

+1.16%

Winner

SPYA

+11.32%

PFO

+0.72%

Winner

SPYA

+6.55%

PFO

+7.26%

Winner

SPYA

+17.33%

5Y(CAGR)

PFO

-0.77%

SPYA

N/A

10Y(CAGR)

PFO

+4.56%

SPYA

N/A

Max(CAGR)

PFO

+7.19%

Winner

SPYA

+18.06%

PFO vs SPYA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PFO	SPYA
2026	-0.39%	+6.37%
2025	+11.59%	+11.69%
2024	+21.08%	N/A
2023	-2.15%	N/A
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 SPYA Drawdown Comparison

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

The maximum drawdown for SPYA was -9.51%, occurring on Mar 30, 2026. Recovery took 66 trading sessions.

The current PFO drawdown is -5.03%. The current SPYA drawdown is -2.43%.

Rank	PFO	SPYA
#1	-77.42% Mar 28, 2007 - Mar 18, 2010	-9.51% Jan 12, 2026 - Apr 17, 2026
#2	-48.97% Feb 21, 2020 - Oct 15, 2020	-5.26% Oct 28, 2025 - Jan 6, 2026
#3	-40.11% Jul 7, 2021 - Oct 19, 2023	-4.25% Jun 2, 2026 - Jun 10, 2026
#4	-20.60% Apr 23, 2013 - May 16, 2014	-2.71% Oct 8, 2025 - Oct 24, 2025
#5	-20.28% Apr 21, 2015 - Mar 28, 2016	-1.96% May 14, 2026 - May 26, 2026
#6	-20.05% Jul 21, 2011 - Dec 19, 2011	-1.93% Jul 28, 2025 - Aug 12, 2025
#7	-19.67% Nov 9, 2018 - May 8, 2019	-1.47% Aug 12, 2025 - Aug 27, 2025
#8	-18.41% Mar 26, 2004 - Sep 7, 2005	-1.47% Sep 22, 2025 - Oct 6, 2025
#9	-17.71% Sep 7, 2005 - Jan 9, 2007	-1.33% Aug 28, 2025 - Sep 9, 2025
#10	-16.67% Aug 10, 2016 - Apr 20, 2017	-0.82% May 1, 2026 - May 5, 2026
#11	-15.36% Sep 14, 2010 - Feb 28, 2011	-0.77% Jun 6, 2025 - Jun 24, 2025
#12	-15.12% Jan 5, 2000 - Dec 29, 2000	-0.68% Apr 27, 2026 - Apr 30, 2026
#13	-12.87% May 13, 2010 - Aug 6, 2010	-0.66% Apr 17, 2026 - Apr 22, 2026
#14	-12.70% Aug 23, 2002 - Dec 24, 2002	-0.57% Jan 6, 2026 - Jan 12, 2026
#15	-12.63% Jul 17, 2017 - Aug 21, 2018	-0.49% Jul 10, 2025 - Jul 17, 2025

Correlation

Correlation between PFO and SPYA 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 SPYA dividend yield comparison.

Year	PFO	SPYA
2026	3.00%	0.00%
2025	6.84%	0.37%
2024	6.75%	0.00%
2023	7.18%	0.00%
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%