PRFD vs CSD
Comparison between PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE EXCHANGE-TRADED FUND (PRFD, ETF) and INVESCO S&P SPIN-OFF ETF (CSD, ETF).
PRFD vs CSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PRFD
$223M
Winner
CSD
$223M
Expense Ratio
PRFD
0.73%
Winner
CSD
0.65%
Max Drawdown
Winner
PRFD
14.13%
CSD
70.67%
Sharpe Ratio
PRFD
0.71
Winner
CSD
1.84
5Y Beta
Winner
PRFD
0.07
CSD
1.29
P/E Ratio
PRFD
N/A
CSD
58.53
Forward P/E
PRFD
N/A
CSD
22.83
PEG Ratio
PRFD
N/A
CSD
0.20
5Y Dividends CAGR
PRFD
N/A
CSD
-23.06%
Debt to Equity
PRFD
N/A
CSD
29.64%
P/S Ratio
PRFD
N/A
CSD
1.93
P/B Ratio
PRFD
N/A
CSD
2.54
PRFD vs CSD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PRFD
-0.09%
CSD
-7.26%
3M
PRFD
+0.32%
Winner
CSD
+9.11%
6M
PRFD
+1.18%
Winner
CSD
+20.97%
1Y
PRFD
+6.08%
Winner
CSD
+62.41%
5Y(CAGR)
PRFD
N/A
CSD
+17.17%
10Y(CAGR)
PRFD
N/A
CSD
+13.43%
Max(CAGR)
PRFD
+6.18%
Winner
CSD
+10.11%
PRFD vs CSD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PRFD | CSD |
|---|---|---|
| 2026 | +1.49% | +33.79% |
| 2025 | +8.41% | +20.31% |
| 2024 | +10.35% | +29.21% |
| 2023 | +1.83% | +24.33% |
| 2022 | N/A | -15.12% |
| 2021 | N/A | +15.54% |
| 2020 | N/A | +10.77% |
| 2019 | N/A | +19.30% |
| 2018 | N/A | -18.73% |
| 2017 | N/A | +20.00% |
| 2016 | N/A | +16.46% |
| 2015 | N/A | -12.04% |
| 2014 | N/A | +2.45% |
| 2013 | N/A | +47.95% |
| 2012 | N/A | +24.81% |
| 2011 | N/A | +2.66% |
| 2010 | N/A | +20.13% |
| 2009 | N/A | +65.62% |
| 2008 | N/A | -54.42% |
| 2007 | N/A | +8.83% |
| 2006 | N/A | -0.56% |
PRFD vs CSD Drawdown Comparison
The maximum drawdown for PRFD was -11.93%, occurring on Mar 20, 2023. Recovery took 245 trading sessions.
The maximum drawdown for CSD was -70.47%, occurring on Nov 20, 2008. Recovery took 1360 trading sessions.
The current PRFD drawdown is -0.63%. The current CSD drawdown is -8.63%.
| Rank | PRFD | CSD |
|---|---|---|
| #1 | -11.93% Feb 2, 2023 - Jan 25, 2024 | -70.47% Jul 19, 2007 - Dec 11, 2012 |
| #2 | -3.55% Mar 3, 2025 - Jun 4, 2025 | -57.54% Sep 21, 2018 - Dec 16, 2020 |
| #3 | -3.28% Feb 24, 2026 - Jun 25, 2026 | -31.85% Apr 10, 2015 - Apr 25, 2017 |
| #4 | -2.49% Dec 9, 2024 - Feb 14, 2025 | -30.15% Jan 23, 2025 - Aug 27, 2025 |
| #5 | -2.16% Mar 28, 2024 - May 9, 2024 | -29.30% Sep 2, 2021 - Feb 23, 2024 |
| #6 | -1.48% Sep 27, 2024 - Dec 4, 2024 | -11.34% Feb 26, 2026 - Apr 9, 2026 |
| #7 | -1.09% Feb 1, 2024 - Feb 23, 2024 | -10.60% Nov 29, 2013 - Mar 4, 2014 |
| #8 | -1.02% Oct 27, 2025 - Dec 24, 2025 | -9.73% Mar 7, 2014 - Feb 12, 2015 |
| #9 | -0.71% May 20, 2024 - Jun 3, 2024 | -9.64% Jun 30, 2026 - Jul 20, 2026 |
| #10 | -0.70% Jul 6, 2026 - Jul 13, 2026 | -9.58% Jun 8, 2021 - Aug 27, 2021 |
| #11 | -0.67% Aug 1, 2024 - Aug 13, 2024 | -9.40% Jan 26, 2018 - Sep 20, 2018 |
| #12 | -0.66% Jan 16, 2026 - Jan 23, 2026 | -9.37% Nov 26, 2024 - Jan 21, 2025 |
| #13 | -0.58% Jun 6, 2024 - Jun 12, 2024 | -8.79% Jul 31, 2024 - Aug 23, 2024 |
| #14 | -0.50% Jul 10, 2025 - Jul 28, 2025 | -7.88% Nov 12, 2025 - Dec 3, 2025 |
| #15 | -0.49% Sep 23, 2025 - Oct 15, 2025 | -7.88% Jan 14, 2021 - Feb 5, 2021 |
Correlation
Correlation between PRFD and CSD is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2007 - 2026)
PRFD vs CSD dividend yield comparison.
| Year | PRFD | CSD |
|---|---|---|
| 2026 | 2.95% | 0.00% |
| 2025 | 5.63% | 0.16% |
| 2024 | 5.53% | 0.17% |
| 2023 | 5.04% | 0.51% |
| 2022 | 0.00% | 0.86% |
| 2021 | 0.00% | 0.73% |
| 2020 | 0.00% | 0.99% |
| 2019 | 0.00% | 1.08% |
| 2018 | 0.00% | 0.99% |
| 2017 | 0.00% | 0.60% |
| 2016 | 0.00% | 1.62% |
| 2015 | 0.00% | 2.61% |
| 2014 | 0.00% | 1.64% |
| 2013 | 0.00% | 0.19% |
| 2012 | 0.00% | 0.26% |
| 2011 | 0.00% | 0.48% |
| 2010 | 0.00% | 0.47% |
| 2009 | 0.00% | 1.83% |
| 2008 | 0.00% | 3.70% |
| 2007 | 0.00% | 0.69% |
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