PREF vs ASHR

Comparison between PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF (PREF, ETF) and XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF (ASHR, ETF).

5-Year PerformancePREF has outperformed ASHR, delivering a return of +3.1% compared to -0.2%

PREF vs ASHR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PREF(ETF)	ASHR(ETF)
Net Assets	$1.40B	$1.50B
Expense Ratio	0.55%	0.65%
Max Drawdown	23.28%	61.79%
Sharpe Ratio	1.30	1.89
5Y Beta	0.08	0.36
5Y Dividends CAGR	3.44%	26.63%

Net Assets

PREF

$1.40B

Winner

ASHR

$1.50B

Expense Ratio

Winner

PREF

0.55%

ASHR

0.65%

Max Drawdown

Winner

PREF

23.28%

ASHR

61.79%

Sharpe Ratio

PREF

1.30

Winner

ASHR

1.89

5Y Beta

Winner

PREF

0.08

ASHR

0.36

5Y Dividends CAGR

PREF

3.44%

Winner

ASHR

26.63%

PREF vs ASHR - Historical Returns

Returns include dividend reinvestment.

Period	PREF	ASHR
1 month	+0.52%	+6.56%
3 months	+0.83%	+4.78%
6 months	+2.63%	+9.94%
1 year	+7.57%	+38.15%
5 years(CAGR)	+3.15%	-0.17%
10 years(CAGR)	+4.17%	+5.96%
Max(CAGR)	+4.17%	+6.22%

PREF

+0.52%

Winner

ASHR

+6.56%

PREF

+0.83%

Winner

ASHR

+4.78%

PREF

+2.63%

Winner

ASHR

+9.94%

PREF

+7.57%

Winner

ASHR

+38.15%

5Y(CAGR)

Winner

PREF

+3.15%

ASHR

-0.17%

10Y(CAGR)

PREF

+4.17%

Winner

ASHR

+5.96%

Max(CAGR)

PREF

+4.17%

Winner

ASHR

+6.22%

PREF vs ASHR - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	PREF	ASHR
2026	+1.36%	+7.23%
2025	+7.58%	+30.87%
2024	+11.55%	+14.29%
2023	+6.79%	-13.35%
2022	-11.84%	-27.39%
2021	+2.13%	-3.01%
2020	+7.33%	+33.50%
2019	+17.66%	+37.57%
2018	-5.23%	-29.75%
2017	+2.04%	+31.00%
2016	N/A	-7.74%
2015	N/A	-2.63%
2014	N/A	+54.20%
2013	N/A	-0.56%

PREF vs ASHR Drawdown Comparison

The maximum drawdown for PREF was -22.99%, occurring on Mar 19, 2020. Recovery took 129 trading sessions.

The maximum drawdown for ASHR was -51.28%, occurring on Feb 2, 2024. This drawdown has not yet recovered.

The current PREF drawdown is -0.06%. The current ASHR drawdown is -16.63%.

Rank	PREF	ASHR
#1	-22.99% Feb 21, 2020 - Aug 25, 2020	-51.28% Feb 17, 2021 - Feb 2, 2024
#2	-16.99% Sep 16, 2021 - Jul 12, 2024	-50.43% Jun 12, 2015 - Jan 4, 2021
#3	-6.42% Jan 16, 2018 - Mar 20, 2019	-18.34% Dec 4, 2013 - Oct 8, 2014
#4	-2.88% Feb 24, 2026 - Mar 27, 2026	-11.42% Jan 7, 2015 - Mar 16, 2015
#5	-2.56% Mar 20, 2025 - May 12, 2025	-7.46% May 4, 2015 - May 21, 2015
#6	-1.98% Feb 11, 2021 - Apr 21, 2021	-7.34% Dec 8, 2014 - Dec 17, 2014
#7	-1.50% Dec 5, 2017 - Dec 26, 2017	-6.81% May 26, 2015 - Jun 8, 2015
#8	-1.18% Sep 17, 2020 - Nov 5, 2020	-5.41% Dec 17, 2014 - Dec 26, 2014
#9	-0.98% Oct 17, 2024 - Nov 25, 2024	-5.36% Jan 12, 2021 - Feb 9, 2021
#10	-0.97% Oct 28, 2025 - Dec 22, 2025	-5.22% Oct 8, 2014 - Oct 31, 2014
#11	-0.91% Jan 6, 2025 - Jan 30, 2025	-4.96% Apr 16, 2015 - Apr 21, 2015
#12	-0.90% Aug 1, 2024 - Aug 16, 2024	-4.17% Nov 18, 2013 - Dec 4, 2013
#13	-0.86% Oct 30, 2017 - Nov 28, 2017	-3.79% Nov 14, 2014 - Nov 21, 2014
#14	-0.83% Dec 16, 2019 - Dec 19, 2019	-3.56% Nov 28, 2014 - Dec 2, 2014
#15	-0.72% Oct 3, 2017 - Oct 30, 2017	-2.91% Mar 30, 2015 - Apr 6, 2015

Correlation

Correlation between PREF and ASHR is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48

-101

Dividend Comparison (2014 - 2026)

PREF vs ASHR dividend yield comparison.

Year	PREF	ASHR
2026	1.75%	0.00%
2025	4.87%	2.31%
2024	4.65%	1.13%
2023	4.67%	2.48%
2022	4.63%	1.13%
2021	4.07%	0.88%
2020	4.35%	0.81%
2019	4.67%	0.98%
2018	5.49%	1.32%
2017	2.35%	0.84%
2016	0.00%	0.73%
2015	0.00%	30.13%
2014	0.00%	0.27%