PFOE vs FCEF
Comparison between PATHFINDER FOCUSED OPPORTUNITIES ETF (PFOE, ETF) and FIRST TRUST INCOME OPPORTUNITIES ETF (FCEF, ETF).
PFOE vs FCEF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PFOE
$79M
FCEF
$79M
Expense Ratio
Winner
PFOE
0.59%
FCEF
3.69%
Max Drawdown
Winner
PFOE
18.22%
FCEF
45.08%
Sharpe Ratio
PFOE
-1.18
Winner
FCEF
1.36
5Y Beta
PFOE
1.10
Winner
FCEF
0.52
P/E Ratio
PFOE
34.09
FCEF
N/A
Forward P/E
PFOE
23.76
FCEF
N/A
PEG Ratio
PFOE
0.54
FCEF
N/A
5Y Dividends CAGR
PFOE
N/A
FCEF
7.77%
5Y EPS CAGR
PFOE
17.19%
FCEF
N/A
P/S Ratio
PFOE
2.14
FCEF
N/A
P/B Ratio
PFOE
6.07
FCEF
N/A
PFOE vs FCEF - Holdings Comparison
PFOE and FCEF have 0 common holdings. Overlap is 0.00%
PFOE's top 25 holdings weight is 95.76%. FCEF's top 25 holdings weight is 67.18%.
| Rank | PFOE | FCEF |
|---|---|---|
| #1 | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 6.41% | EATON VANCE TAX ADVGD GBL DIV INC FD (ETG) - 4.00% |
| #2 | ASML HOLDING NV ADR (ASML) - 6.29% | INVESCO VARIABLE RATE INVESTMENT GRD ETF (VRIG) - 3.81% |
| #3 | UNITEDHEALTH GROUP INC (UNH) - 6.27% | ABRDN GLOBAL INFRASTRUCTURE INCOME FUND (ASGI) - 3.52% |
| #4 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 6.24% | ABRDN HEALTHCARE OPPORTUNITIES FUND (THQ) - 3.39% |
| #5 | ALPHABET INC CLASS C (GOOG) - 6.20% | ABRDN HEALTHCARE INVESTORS (HQH) - 3.37% |
| #6 | FERROVIAL NV (n/a) - 5.69% | SOURCE CAPITAL INC (SOR) - 3.27% |
| #7 | SPOTIFY TECHNOLOGY SA (SPOT) - 5.52% | JOHN HANCOCK TAX-ADVANTAGED DIV INC FD (HTD) - 3.26% |
| #8 | NETFLIX INC (NFLX) - 5.24% | EATON VANCE TAX-ADVTGD GLOBAL DIVID OPPO (ETO) - 3.24% |
| #9 | MERCADOLIBRE INC (MELI) - 5.11% | EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND (EVT) - 3.19% |
| #10 | IDEXX LABORATORIES INC (IDXX) - 5.08% | GABELLI DIVIDEND & INCOME TRUST (GDV) - 2.88% |
| #11 | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 4.82% | BLACKROCK SCIENCE AND TECHNOLOGY TRUST (BST) - 2.70% |
| #12 | UBER TECHNOLOGIES INC (UBER) - 4.80% | COHEN & STEERS INFRASTRUCTURE FUND INC (UTF) - 2.61% |
| #13 | QXO INC (QXO) - 4.28% | COHEN & STEERS REIT AND PREFERRED INCOME FUND INC (RNP) - 2.50% |
| #14 | ELI LILLY AND CO (LLY) - 3.89% | NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND (JPC) - 2.46% |
| #15 | HERMES INTERNATIONAL SA ADR (HESAY) - 3.76% | PGIM GLOBAL HIGH YIELD FUND, INC (GHY) - 2.43% |
| #16 | INTUIT INC (INTU) - 3.67% | NUVEEN CREDIT STRATEGIES INCOME FUND (JQC) - 2.38% |
| #17 | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 3.29% | MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 2.25% |
| #18 | VISA INC CLASS A (V) - 3.11% | NUVEEN VARIABLE RATE PREFERRED&INCOME (NPFD) - 2.24% |
| #19 | NIKE INC CLASS B (NKE) - 3.10% | WESTERN ASSET DIVERSIFIED INCOME FUND (WDI) - 2.21% |
| #20 | MASTERCARD INC CLASS A (MA) - 2.99% | GENERAL AMERICAN INVESTORS CO INC (GAM) - 2.06% |
| #21 | N/A | CENTRAL SECURITIES CORP (CET) - 2.01% |
| #22 | N/A | WESTERN ASSET INFLATION-LINKED OPPORTUNITIES AND INCOME FUND (WIW) - 1.94% |
| #23 | N/A | REAVES UTILITY INCOME FUND (UTG) - 1.89% |
| #24 | N/A | BLACKROCK CAPITAL ALLOCATION TRUST (BCAT) - 1.84% |
| #25 | N/A | BROOKFIELD REAL ASSETS INCOME FUND INC. (RA) - 1.73% |
| Total Holdings | 20 | 49 |
PFOE vs FCEF - Historical Returns
Returns include dividend reinvestment.
1M
PFOE
-1.49%
Winner
FCEF
-1.16%
3M
PFOE
-2.17%
Winner
FCEF
+4.16%
6M
PFOE
-7.47%
Winner
FCEF
+6.21%
1Y
PFOE
N/A
FCEF
+14.20%
5Y(CAGR)
PFOE
N/A
FCEF
+5.42%
10Y(CAGR)
PFOE
N/A
FCEF
+8.03%
Max(CAGR)
PFOE
-16.23%
Winner
FCEF
+8.03%
PFOE vs FCEF - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | PFOE | FCEF |
|---|---|---|
| 2026 | -8.03% | +5.15% |
| 2025 | +0.00% | +14.75% |
| 2024 | N/A | +17.46% |
| 2023 | N/A | +9.76% |
| 2022 | N/A | -19.62% |
| 2021 | N/A | +20.61% |
| 2020 | N/A | +3.39% |
| 2019 | N/A | +27.64% |
| 2018 | N/A | -10.18% |
| 2017 | N/A | +14.94% |
| 2016 | N/A | +1.17% |
PFOE vs FCEF Drawdown Comparison
The maximum drawdown for PFOE was -18.19%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for FCEF was -44.80%, occurring on Mar 18, 2020. Recovery took 224 trading sessions.
The current PFOE drawdown is -12.36%. The current FCEF drawdown is -2.24%.
| Rank | PFOE | FCEF |
|---|---|---|
| #1 | -18.19% Jan 12, 2026 - Mar 27, 2026 | -44.80% Feb 19, 2020 - Jan 7, 2021 |
| #2 | -0.59% Jan 6, 2026 - Jan 8, 2026 | -25.29% Sep 7, 2021 - Jul 16, 2024 |
| #3 | N/A | -17.78% Aug 29, 2018 - Apr 5, 2019 |
| #4 | N/A | -12.39% Feb 18, 2025 - Jun 3, 2025 |
| #5 | N/A | -7.03% Mar 2, 2026 - Apr 30, 2026 |
| #6 | N/A | -6.94% Oct 10, 2016 - Jan 5, 2017 |
| #7 | N/A | -6.90% Jan 26, 2018 - Jul 24, 2018 |
| #8 | N/A | -5.39% Dec 5, 2024 - Feb 5, 2025 |
| #9 | N/A | -4.87% Jul 12, 2021 - Aug 12, 2021 |
| #10 | N/A | -4.52% Jul 31, 2024 - Aug 19, 2024 |
| #11 | N/A | -4.07% May 6, 2019 - Jun 18, 2019 |
| #12 | N/A | -3.94% Jul 16, 2019 - Sep 13, 2019 |
| #13 | N/A | -3.57% Oct 13, 2017 - Dec 28, 2017 |
| #14 | N/A | -3.55% Aug 1, 2017 - Sep 18, 2017 |
| #15 | N/A | -3.23% Feb 12, 2021 - Mar 15, 2021 |
Correlation
Correlation between PFOE and FCEF is -0.15 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.15
-101
Dividend Comparison (2016 - 2026)
PFOE vs FCEF dividend yield comparison.
| Year | PFOE | FCEF |
|---|---|---|
| 2026 | 0.04% | 2.91% |
| 2025 | 0.00% | 7.05% |
| 2024 | 0.00% | 7.13% |
| 2023 | 0.00% | 7.17% |
| 2022 | 0.00% | 7.26% |
| 2021 | 0.00% | 4.74% |
| 2020 | 0.00% | 5.03% |
| 2019 | 0.00% | 5.07% |
| 2018 | 0.00% | 5.96% |
| 2017 | 0.00% | 4.90% |
| 2016 | 0.00% | 1.51% |
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