PHEQ vs PFO
Comparison between PARAMETRIC HEDGED EQUITY ETF (PHEQ, ETF) and Flaherty & Crumrine Preferred and Income Opportunity Fund Inc (PFO, ETF).
PHEQ vs PFO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PHEQ
$133M
Winner
PFO
$133M
Expense Ratio
PHEQ
0.29%
PFO
N/A
Max Drawdown
Winner
PHEQ
12.74%
PFO
83.18%
Sharpe Ratio
Winner
PHEQ
1.77
PFO
0.57
5Y Beta
PHEQ
0.53
Winner
PFO
0.33
P/E Ratio
PHEQ
29.02
PFO
N/A
Forward P/E
PHEQ
21.94
PFO
N/A
5Y Dividends CAGR
PHEQ
N/A
PFO
-4.19%
5Y EPS CAGR
PHEQ
25.36%
PFO
N/A
Debt to Equity
PHEQ
56.36%
PFO
N/A
P/S Ratio
PHEQ
3.37
PFO
N/A
P/B Ratio
PHEQ
5.40
PFO
N/A
PHEQ vs PFO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PHEQ
+0.94%
PFO
-1.12%
3M
Winner
PHEQ
+5.42%
PFO
-0.90%
6M
Winner
PHEQ
+5.59%
PFO
+0.59%
1Y
Winner
PHEQ
+15.83%
PFO
+7.73%
5Y(CAGR)
PHEQ
N/A
PFO
-0.68%
10Y(CAGR)
PHEQ
N/A
PFO
+4.23%
Max(CAGR)
Winner
PHEQ
+15.08%
PFO
+7.17%
PHEQ vs PFO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PHEQ | PFO |
|---|---|---|
| 2026 | +4.67% | -0.94% |
| 2025 | +11.81% | +11.59% |
| 2024 | +15.16% | +21.08% |
| 2023 | +7.19% | -2.15% |
| 2022 | N/A | -26.67% |
| 2021 | N/A | +5.84% |
| 2020 | N/A | +13.55% |
| 2019 | N/A | +19.59% |
| 2018 | N/A | -3.86% |
| 2017 | N/A | +13.17% |
| 2016 | N/A | +12.87% |
| 2015 | N/A | -0.19% |
| 2014 | N/A | +22.10% |
| 2013 | N/A | -4.32% |
| 2012 | N/A | +11.19% |
| 2011 | N/A | +27.17% |
| 2010 | N/A | +23.40% |
| 2009 | N/A | +83.83% |
| 2008 | N/A | -47.04% |
| 2007 | N/A | -17.95% |
| 2006 | N/A | +15.92% |
| 2005 | N/A | -11.38% |
| 2004 | N/A | +2.06% |
| 2003 | N/A | +24.31% |
| 2002 | N/A | +10.31% |
| 2001 | N/A | +22.96% |
| 2000 | N/A | +1.79% |
| 1999 | N/A | -1.14% |
PHEQ vs PFO Drawdown Comparison
The maximum drawdown for PHEQ was -12.55%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The maximum drawdown for PFO was -77.42%, occurring on Oct 10, 2008. Recovery took 749 trading sessions.
The current PHEQ drawdown is -0.82%. The current PFO drawdown is -5.55%.
| Rank | PHEQ | PFO |
|---|---|---|
| #1 | -12.55% Feb 19, 2025 - Jun 26, 2025 | -77.42% Mar 28, 2007 - Mar 18, 2010 |
| #2 | -4.26% Jan 12, 2026 - Apr 13, 2026 | -48.97% Feb 21, 2020 - Oct 15, 2020 |
| #3 | -4.11% Jul 10, 2024 - Aug 19, 2024 | -40.11% Jul 7, 2021 - Oct 19, 2023 |
| #4 | -2.60% Oct 19, 2023 - Nov 2, 2023 | -20.60% Apr 23, 2013 - May 16, 2014 |
| #5 | -2.14% Nov 11, 2025 - Nov 28, 2025 | -20.28% Apr 21, 2015 - Mar 28, 2016 |
| #6 | -1.74% Mar 28, 2024 - May 6, 2024 | -20.05% Jul 21, 2011 - Dec 19, 2011 |
| #7 | -1.70% Aug 29, 2024 - Sep 12, 2024 | -19.67% Nov 9, 2018 - May 8, 2019 |
| #8 | -1.70% Dec 26, 2024 - Jan 17, 2025 | -18.41% Mar 26, 2004 - Sep 7, 2005 |
| #9 | -1.41% Oct 8, 2025 - Oct 20, 2025 | -17.71% Sep 7, 2005 - Jan 9, 2007 |
| #10 | -1.37% Dec 6, 2024 - Dec 24, 2024 | -16.67% Aug 10, 2016 - Apr 20, 2017 |
| #11 | -1.30% Jul 28, 2025 - Aug 12, 2025 | -15.36% Sep 14, 2010 - Feb 28, 2011 |
| #12 | -1.02% Nov 11, 2024 - Nov 22, 2024 | -15.12% Jan 5, 2000 - Dec 29, 2000 |
| #13 | -0.95% Oct 29, 2024 - Nov 6, 2024 | -12.87% May 13, 2010 - Aug 6, 2010 |
| #14 | -0.92% Dec 28, 2023 - Jan 9, 2024 | -12.70% Aug 23, 2002 - Dec 24, 2002 |
| #15 | -0.85% Oct 28, 2025 - Nov 11, 2025 | -12.63% Jul 17, 2017 - Aug 21, 2018 |
Correlation
Correlation between PHEQ and PFO is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2000 - 2026)
PHEQ vs PFO dividend yield comparison.
| Year | PHEQ | PFO |
|---|---|---|
| 2026 | 0.08% | 3.01% |
| 2025 | 1.19% | 6.84% |
| 2024 | 1.39% | 6.75% |
| 2023 | 1.73% | 7.18% |
| 2022 | 0.00% | 8.73% |
| 2021 | 0.00% | 6.49% |
| 2020 | 0.00% | 6.10% |
| 2019 | 0.00% | 6.31% |
| 2018 | 0.00% | 7.55% |
| 2017 | 0.00% | 7.25% |
| 2016 | 0.00% | 8.03% |
| 2015 | 0.00% | 8.21% |
| 2014 | 0.00% | 7.58% |
| 2013 | 0.00% | 8.69% |
| 2012 | 0.00% | 9.09% |
| 2011 | 0.00% | 8.37% |
| 2010 | 0.00% | 8.67% |
| 2009 | 0.00% | 7.35% |
| 2008 | 0.00% | 16.63% |
| 2007 | 0.00% | 8.40% |
| 2006 | 0.00% | 6.40% |
| 2005 | 0.00% | 7.76% |
| 2004 | 0.00% | 7.04% |
| 2003 | 0.00% | 6.33% |
| 2002 | 0.00% | 7.85% |
| 2001 | 0.00% | 7.46% |
| 2000 | 0.00% | 3.28% |
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