PREF vs DFAR
Comparison between PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF (PREF, ETF) and DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF).
PREF vs DFAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PREF
$1.70B
DFAR
$1.70B
Expense Ratio
PREF
0.55%
Winner
DFAR
0.19%
Max Drawdown
Winner
PREF
23.28%
DFAR
34.66%
Sharpe Ratio
PREF
0.72
Winner
DFAR
0.84
5Y Beta
Winner
PREF
0.08
DFAR
0.46
P/E Ratio
PREF
N/A
DFAR
34.34
Forward P/E
PREF
N/A
DFAR
33.59
5Y Dividends CAGR
PREF
2.28%
DFAR
N/A
5Y EPS CAGR
PREF
N/A
DFAR
8.47%
Debt to Equity
PREF
N/A
DFAR
36.83%
P/S Ratio
PREF
N/A
DFAR
7.29
P/B Ratio
PREF
N/A
DFAR
2.59
PREF vs DFAR - Historical Returns
Returns include dividend reinvestment.
1M
PREF
+0.66%
Winner
DFAR
+1.22%
3M
PREF
+2.15%
Winner
DFAR
+12.30%
6M
PREF
+2.24%
Winner
DFAR
+16.22%
1Y
PREF
+6.11%
Winner
DFAR
+13.91%
5Y(CAGR)
PREF
+3.08%
Winner
DFAR
+3.79%
10Y(CAGR)
PREF
+11.25%
DFAR
N/A
Max(CAGR)
Winner
PREF
+11.25%
DFAR
+3.79%
PREF vs DFAR - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | PREF | DFAR |
|---|---|---|
| 2026 | +1.79% | +15.51% |
| 2025 | +7.58% | +2.24% |
| 2024 | +11.55% | +4.24% |
| 2023 | +6.79% | +11.20% |
| 2022 | -11.84% | -14.29% |
| 2021 | +2.13% | N/A |
| 2020 | +18.33% | N/A |
| 2019 | +42.50% | N/A |
| 2018 | +16.39% | N/A |
| 2017 | +11.91% | N/A |
PREF vs DFAR Drawdown Comparison
The maximum drawdown for PREF was -21.88%, occurring on Mar 19, 2020. Recovery took 61 trading sessions.
The maximum drawdown for DFAR was -32.25%, occurring on Oct 25, 2023. Recovery took 1000 trading sessions.
The current PREF drawdown is -0.08%. The current DFAR drawdown is -0.79%.
| Rank | PREF | DFAR |
|---|---|---|
| #1 | -21.88% Mar 4, 2020 - Jun 1, 2020 | -32.25% Apr 20, 2022 - Apr 16, 2026 |
| #2 | -16.99% Sep 16, 2021 - Jul 12, 2024 | -3.26% Jun 12, 2026 - Jun 18, 2026 |
| #3 | -2.88% Feb 24, 2026 - May 27, 2026 | -3.24% May 26, 2026 - Jun 9, 2026 |
| #4 | -2.56% Mar 20, 2025 - May 12, 2025 | -2.71% Apr 20, 2026 - May 6, 2026 |
| #5 | -2.25% Feb 21, 2020 - Mar 4, 2020 | -2.69% May 6, 2026 - May 20, 2026 |
| #6 | -1.98% Feb 11, 2021 - Apr 21, 2021 | -2.33% Mar 4, 2022 - Mar 17, 2022 |
| #7 | -1.86% Jun 8, 2020 - Jul 1, 2020 | -2.14% Apr 6, 2022 - Apr 20, 2022 |
| #8 | -1.77% Dec 3, 2018 - Dec 27, 2018 | -2.01% Feb 25, 2022 - Mar 3, 2022 |
| #9 | -1.58% Nov 9, 2018 - Dec 3, 2018 | -1.70% Mar 29, 2022 - Apr 1, 2022 |
| #10 | -1.50% Dec 5, 2017 - Dec 22, 2017 | -1.49% Mar 18, 2022 - Mar 25, 2022 |
| #11 | -1.26% Mar 8, 2018 - Apr 2, 2018 | -1.00% Apr 1, 2022 - Apr 6, 2022 |
| #12 | -1.25% Feb 1, 2018 - Mar 1, 2018 | N/A |
| #13 | -1.22% Oct 1, 2018 - Nov 1, 2018 | N/A |
| #14 | -1.18% Sep 17, 2020 - Nov 5, 2020 | N/A |
| #15 | -1.17% May 1, 2018 - Jun 1, 2018 | N/A |
Correlation
Correlation between PREF and DFAR is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2017 - 2026)
PREF vs DFAR dividend yield comparison.
| Year | PREF | DFAR |
|---|---|---|
| 2026 | 2.19% | 0.69% |
| 2025 | 4.87% | 2.97% |
| 2024 | 4.65% | 2.89% |
| 2023 | 4.67% | 3.06% |
| 2022 | 4.63% | 1.69% |
| 2021 | 4.07% | 0.00% |
| 2020 | 13.51% | 0.00% |
| 2019 | 23.37% | 0.00% |
| 2018 | 27.44% | 0.00% |
| 2017 | 11.74% | 0.00% |
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