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PREF vs BAR

Comparison between PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF (PREF, ETF) and GraniteShares Gold Shares (BAR, ETF).

5-Year PerformanceBAR has outperformed PREF, delivering a return of +17.7% compared to +3.0%

PREF vs BAR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PREF
$1.50B
Winner
BAR
$1.60B
Expense Ratio
PREF
0.55%
Winner
BAR
0.17%
Max Drawdown
PREF
23.28%
Winner
BAR
21.53%
Sharpe Ratio
PREF
0.87
Winner
BAR
0.92
5Y Beta
Winner
PREF
0.08
BAR
0.20
5Y Dividends CAGR
PREF
2.28%
BAR
N/A

PREF vs BAR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PREF
+0.23%
BAR
-5.26%
3M
Winner
PREF
+0.44%
BAR
-14.98%
6M
PREF
+2.10%
Winner
BAR
+2.66%
1Y
PREF
+6.29%
Winner
BAR
+28.36%
5Y(CAGR)
PREF
+3.03%
Winner
BAR
+17.72%
10Y(CAGR)
PREF
+4.13%
Winner
BAR
+14.30%
Max(CAGR)
PREF
+4.13%
Winner
BAR
+14.30%

PREF vs BAR - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

YearPREFBAR
2026+1.36%-0.40%
2025+7.58%+61.93%
2024+11.55%+27.29%
2023+6.79%+12.03%
2022-11.84%+0.89%
2021+2.13%-6.10%
2020+7.33%+24.03%
2019+17.66%+18.10%
2018-5.23%-2.73%
2017+2.04%-1.15%

PREF vs BAR Drawdown Comparison

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

The maximum drawdown for BAR was -21.53%, occurring on Sep 26, 2022. Recovery took 853 trading sessions.

The current PREF drawdown is -0.32%. The current BAR drawdown is -20.05%.

RankPREFBAR
#1-22.99%
Feb 21, 2020 - Aug 25, 2020
-21.53%
Aug 6, 2020 - Dec 27, 2023
#2-16.99%
Sep 16, 2021 - Jul 12, 2024
-20.05%
Jan 29, 2026 - Jun 5, 2026
#3-6.42%
Jan 16, 2018 - Mar 20, 2019
-13.46%
Jan 24, 2018 - Jun 20, 2019
#4-2.88%
Feb 24, 2026 - May 27, 2026
-12.45%
Mar 9, 2020 - Apr 9, 2020
#5-2.56%
Mar 20, 2025 - May 12, 2025
-10.05%
Oct 20, 2025 - Dec 22, 2025
#6-1.98%
Feb 11, 2021 - Apr 21, 2021
-8.37%
Sep 8, 2017 - Jan 24, 2018
#7-1.50%
Dec 5, 2017 - Dec 26, 2017
-8.03%
Oct 30, 2024 - Jan 30, 2025
#8-1.18%
Sep 17, 2020 - Nov 5, 2020
-7.10%
Apr 21, 2025 - Jun 13, 2025
#9-0.98%
Oct 17, 2024 - Nov 25, 2024
-6.52%
Sep 4, 2019 - Jan 6, 2020
#10-0.97%
Oct 28, 2025 - Dec 22, 2025
-5.71%
May 20, 2024 - Jul 16, 2024
#11-0.91%
Jan 6, 2025 - Jan 30, 2025
-4.86%
Mar 31, 2025 - Apr 10, 2025
#12-0.90%
Aug 1, 2024 - Aug 16, 2024
-4.86%
Dec 26, 2025 - Jan 12, 2026
#13-0.86%
Oct 30, 2017 - Nov 28, 2017
-4.84%
Jun 13, 2025 - Aug 29, 2025
#14-0.83%
Dec 16, 2019 - Dec 19, 2019
-4.78%
Feb 24, 2020 - Mar 5, 2020
#15-0.72%
Oct 3, 2017 - Oct 30, 2017
-4.35%
Jul 16, 2024 - Aug 12, 2024

Correlation

Correlation between PREF and BAR is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

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