PREF vs XHLF
Comparison between PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF (PREF, ETF) and BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF (XHLF, ETF).
PREF vs XHLF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PREF
$1.80B
Winner
XHLF
$1.90B
Expense Ratio
PREF
0.55%
Winner
XHLF
0.03%
Max Drawdown
PREF
23.28%
Winner
XHLF
0.62%
Sharpe Ratio
Winner
PREF
0.49
XHLF
-0.04
5Y Beta
PREF
0.08
Winner
XHLF
-0.00
5Y Dividends CAGR
PREF
2.39%
XHLF
N/A
PREF vs XHLF - Historical Returns
Returns include dividend reinvestment.
1M
PREF
-0.03%
Winner
XHLF
+0.24%
3M
PREF
+0.73%
Winner
XHLF
+0.85%
6M
PREF
+1.49%
Winner
XHLF
+1.64%
1Y
Winner
PREF
+5.26%
XHLF
+3.81%
5Y(CAGR)
PREF
+2.92%
XHLF
N/A
10Y(CAGR)
PREF
+4.13%
XHLF
N/A
Max(CAGR)
PREF
+4.13%
Winner
XHLF
+4.41%
PREF vs XHLF - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | PREF | XHLF |
|---|---|---|
| 2026 | +1.81% | +1.70% |
| 2025 | +7.58% | +4.21% |
| 2024 | +11.55% | +5.06% |
| 2023 | +6.79% | +4.90% |
| 2022 | -11.84% | +0.96% |
| 2021 | +2.13% | N/A |
| 2020 | +7.33% | N/A |
| 2019 | +17.66% | N/A |
| 2018 | -5.23% | N/A |
| 2017 | +2.04% | N/A |
PREF vs XHLF Drawdown Comparison
The maximum drawdown for PREF was -22.99%, occurring on Mar 19, 2020. Recovery took 129 trading sessions.
The maximum drawdown for XHLF was -0.11%, occurring on Oct 19, 2022. Recovery took 13 trading sessions.
The current PREF drawdown is -0.37%.
| Rank | PREF | XHLF |
|---|---|---|
| #1 | -22.99% Feb 21, 2020 - Aug 25, 2020 | -0.11% Oct 10, 2022 - Oct 27, 2022 |
| #2 | -16.99% Sep 16, 2021 - Jul 12, 2024 | -0.09% Mar 13, 2023 - Mar 15, 2023 |
| #3 | -6.42% Jan 16, 2018 - Mar 20, 2019 | -0.07% Mar 17, 2023 - Mar 23, 2023 |
| #4 | -2.88% Feb 24, 2026 - May 27, 2026 | -0.07% Mar 24, 2023 - Apr 4, 2023 |
| #5 | -2.56% Mar 20, 2025 - May 12, 2025 | -0.07% Dec 23, 2022 - Dec 29, 2022 |
| #6 | -1.98% Feb 11, 2021 - Apr 21, 2021 | -0.07% Oct 28, 2022 - Nov 8, 2022 |
| #7 | -1.50% Dec 5, 2017 - Dec 26, 2017 | -0.06% Apr 5, 2023 - Apr 20, 2023 |
| #8 | -1.18% Sep 17, 2020 - Nov 5, 2020 | -0.06% Mar 3, 2023 - Mar 10, 2023 |
| #9 | -0.98% Oct 17, 2024 - Nov 25, 2024 | -0.06% Feb 2, 2023 - Feb 10, 2023 |
| #10 | -0.97% Oct 28, 2025 - Dec 22, 2025 | -0.06% Feb 1, 2024 - Feb 8, 2024 |
| #11 | -0.91% Jan 6, 2025 - Jan 30, 2025 | -0.06% Aug 5, 2024 - Aug 12, 2024 |
| #12 | -0.90% Aug 1, 2024 - Aug 16, 2024 | -0.06% Oct 2, 2024 - Oct 11, 2024 |
| #13 | -0.86% Oct 30, 2017 - Nov 28, 2017 | -0.06% Mar 15, 2023 - Mar 17, 2023 |
| #14 | -0.83% Dec 16, 2019 - Dec 19, 2019 | -0.04% Mar 1, 2024 - Mar 7, 2024 |
| #15 | -0.72% Oct 3, 2017 - Oct 30, 2017 | -0.04% May 9, 2025 - May 16, 2025 |
Correlation
Correlation between PREF and XHLF is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2017 - 2026)
PREF vs XHLF dividend yield comparison.
| Year | PREF | XHLF |
|---|---|---|
| 2026 | 2.65% | 1.82% |
| 2025 | 4.87% | 3.99% |
| 2024 | 4.65% | 4.96% |
| 2023 | 4.67% | 4.50% |
| 2022 | 4.63% | 0.86% |
| 2021 | 4.07% | 0.00% |
| 2020 | 4.35% | 0.00% |
| 2019 | 4.67% | 0.00% |
| 2018 | 5.49% | 0.00% |
| 2017 | 2.35% | 0.00% |
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