PRFD vs BSEP
Comparison between PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE EXCHANGE-TRADED FUND (PRFD, ETF) and Innovator U.S. Equity Buffer ETF - September (BSEP, ETF).
PRFD vs BSEP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PRFD vs BSEP - Historical Returns
Returns include dividend reinvestment.
PRFD vs BSEP - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | PRFD | BSEP |
|---|---|---|
| 2026 | +1.16% | +5.71% |
| 2025 | +8.41% | +14.88% |
| 2024 | +10.35% | +17.47% |
| 2023 | +1.83% | +21.06% |
| 2022 | N/A | -9.50% |
| 2021 | N/A | +15.70% |
| 2020 | N/A | +11.86% |
| 2019 | N/A | +7.23% |
PRFD vs BSEP Drawdown Comparison
The maximum drawdown for PRFD was -11.93%, occurring on Mar 20, 2023. Recovery took 245 trading sessions.
The maximum drawdown for BSEP was -23.98%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The current PRFD drawdown is -0.69%. The current BSEP drawdown is -0.95%.
| Rank | PRFD | BSEP |
|---|---|---|
| #1 | -11.93% Feb 2, 2023 - Jan 25, 2024 | -23.98% Feb 19, 2020 - Jul 20, 2020 |
| #2 | -3.55% Mar 3, 2025 - Jun 4, 2025 | -15.02% Jan 4, 2022 - Jun 12, 2023 |
| #3 | -3.28% Feb 24, 2026 - Mar 27, 2026 | -13.36% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -2.49% Dec 9, 2024 - Feb 14, 2025 | -7.95% Jul 31, 2023 - Nov 30, 2023 |
| #5 | -2.16% Mar 28, 2024 - May 9, 2024 | -6.35% Sep 2, 2020 - Nov 9, 2020 |
| #6 | -1.48% Sep 27, 2024 - Dec 4, 2024 | -5.70% Jan 28, 2026 - Apr 14, 2026 |
| #7 | -1.09% Feb 1, 2024 - Feb 23, 2024 | -3.91% Jul 16, 2024 - Aug 14, 2024 |
| #8 | -1.02% Oct 27, 2025 - Dec 24, 2025 | -3.50% Sep 3, 2021 - Oct 20, 2021 |
| #9 | -0.71% May 20, 2024 - Jun 3, 2024 | -3.34% Mar 28, 2024 - May 9, 2024 |
| #10 | -0.67% Aug 1, 2024 - Aug 13, 2024 | -2.97% Oct 28, 2025 - Dec 3, 2025 |
| #11 | -0.66% Jan 16, 2026 - Jan 23, 2026 | -2.90% Aug 30, 2024 - Sep 16, 2024 |
| #12 | -0.58% Jun 6, 2024 - Jun 12, 2024 | -2.68% Sep 12, 2019 - Oct 21, 2019 |
| #13 | -0.50% Jul 10, 2025 - Jul 28, 2025 | -2.62% Nov 18, 2021 - Dec 10, 2021 |
| #14 | -0.49% Sep 23, 2025 - Oct 15, 2025 | -2.58% Jan 21, 2021 - Feb 5, 2021 |
| #15 | -0.34% Jul 17, 2024 - Jul 31, 2024 | -2.42% Feb 16, 2021 - Mar 11, 2021 |
Correlation
Correlation between PRFD and BSEP is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2019 - 2026)
PRFD vs BSEP dividend yield comparison.
| Year | PRFD | BSEP |
|---|---|---|
| 2026 | 2.45% | 0.00% |
| 2025 | 5.63% | 0.00% |
| 2024 | 5.53% | 0.00% |
| 2023 | 5.04% | 0.00% |
| 2019 | 0.00% | 1.39% |
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