PRFD vs FT
Comparison between PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE EXCHANGE-TRADED FUND (PRFD, ETF) and Franklin Universal Trust (FT, ETF).
PRFD vs FT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PRFD
$223M
Winner
FT
$223M
Expense Ratio
PRFD
0.73%
FT
N/A
Max Drawdown
Winner
PRFD
14.13%
FT
65.18%
Sharpe Ratio
Winner
PRFD
0.71
FT
0.62
5Y Beta
Winner
PRFD
0.07
FT
0.29
5Y Dividends CAGR
PRFD
N/A
FT
5.27%
PRFD vs FT - Historical Returns
Returns include dividend reinvestment.
1M
PRFD
-0.09%
Winner
FT
+0.91%
3M
Winner
PRFD
+0.32%
FT
-0.39%
6M
PRFD
+1.18%
Winner
FT
+2.19%
1Y
PRFD
+6.08%
Winner
FT
+9.82%
5Y(CAGR)
PRFD
N/A
FT
+6.58%
10Y(CAGR)
PRFD
N/A
FT
+8.09%
Max(CAGR)
PRFD
+6.18%
Winner
FT
+7.29%
PRFD vs FT - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PRFD | FT |
|---|---|---|
| 2026 | +1.49% | +3.47% |
| 2025 | +8.41% | +16.44% |
| 2024 | +10.35% | +17.47% |
| 2023 | +1.83% | +4.51% |
| 2022 | N/A | -13.44% |
| 2021 | N/A | +21.55% |
| 2020 | N/A | +1.47% |
| 2019 | N/A | +30.84% |
| 2018 | N/A | -5.40% |
| 2017 | N/A | +13.25% |
| 2016 | N/A | +24.94% |
| 2015 | N/A | -12.94% |
| 2014 | N/A | +10.27% |
| 2013 | N/A | +3.10% |
| 2012 | N/A | +12.59% |
| 2011 | N/A | +13.70% |
| 2010 | N/A | +17.58% |
| 2009 | N/A | +59.78% |
| 2008 | N/A | -40.85% |
| 2007 | N/A | +7.05% |
| 2006 | N/A | +21.52% |
| 2005 | N/A | +10.02% |
| 2004 | N/A | +10.93% |
| 2003 | N/A | +21.38% |
| 2002 | N/A | -29.73% |
| 2001 | N/A | +16.33% |
| 2000 | N/A | +12.12% |
| 1999 | N/A | -14.17% |
PRFD vs FT Drawdown Comparison
The maximum drawdown for PRFD was -11.93%, occurring on Mar 20, 2023. Recovery took 245 trading sessions.
The maximum drawdown for FT was -54.80%, occurring on Nov 20, 2008. Recovery took 708 trading sessions.
The current PRFD drawdown is -0.63%. The current FT drawdown is -1.95%.
| Rank | PRFD | FT |
|---|---|---|
| #1 | -11.93% Feb 2, 2023 - Jan 25, 2024 | -54.80% May 16, 2007 - Mar 9, 2010 |
| #2 | -3.55% Mar 3, 2025 - Jun 4, 2025 | -40.90% Feb 21, 2020 - May 3, 2021 |
| #3 | -3.28% Feb 24, 2026 - Jun 25, 2026 | -40.83% Apr 15, 2002 - May 16, 2006 |
| #4 | -2.49% Dec 9, 2024 - Feb 14, 2025 | -23.17% Dec 28, 2021 - Jul 31, 2024 |
| #5 | -2.16% Mar 28, 2024 - May 9, 2024 | -22.90% Nov 5, 1999 - Jan 3, 2001 |
| #6 | -1.48% Sep 27, 2024 - Dec 4, 2024 | -22.53% Mar 24, 2015 - May 26, 2016 |
| #7 | -1.09% Feb 1, 2024 - Feb 23, 2024 | -18.10% Mar 9, 2001 - Nov 28, 2001 |
| #8 | -1.02% Oct 27, 2025 - Dec 24, 2025 | -13.30% May 20, 2013 - Apr 16, 2014 |
| #9 | -0.71% May 20, 2024 - Jun 3, 2024 | -12.55% Jul 7, 2011 - Oct 21, 2011 |
| #10 | -0.70% Jul 6, 2026 - Jul 13, 2026 | -12.20% Sep 26, 2012 - Jan 29, 2013 |
| #11 | -0.67% Aug 1, 2024 - Aug 13, 2024 | -10.78% Dec 6, 2017 - Feb 25, 2019 |
| #12 | -0.66% Jan 16, 2026 - Jan 23, 2026 | -9.94% Apr 29, 2010 - Jul 20, 2010 |
| #13 | -0.58% Jun 6, 2024 - Jun 12, 2024 | -9.44% Jul 22, 2016 - Jan 17, 2017 |
| #14 | -0.50% Jul 10, 2025 - Jul 28, 2025 | -8.76% Mar 3, 2025 - Jun 12, 2025 |
| #15 | -0.49% Sep 23, 2025 - Oct 15, 2025 | -7.68% Nov 3, 2014 - Jan 16, 2015 |
Correlation
Correlation between PRFD and FT is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
PRFD vs FT dividend yield comparison.
| Year | PRFD | FT |
|---|---|---|
| 2026 | 2.95% | 3.17% |
| 2025 | 5.63% | 6.37% |
| 2024 | 5.53% | 6.98% |
| 2023 | 5.04% | 7.67% |
| 2022 | 0.00% | 8.49% |
| 2021 | 0.00% | 6.00% |
| 2020 | 0.00% | 5.13% |
| 2019 | 0.00% | 4.95% |
| 2018 | 0.00% | 6.05% |
| 2017 | 0.00% | 5.36% |
| 2016 | 0.00% | 6.53% |
| 2015 | 0.00% | 8.28% |
| 2014 | 0.00% | 7.24% |
| 2013 | 0.00% | 6.64% |
| 2012 | 0.00% | 5.92% |
| 2011 | 0.00% | 6.82% |
| 2010 | 0.00% | 7.20% |
| 2009 | 0.00% | 7.86% |
| 2008 | 0.00% | 12.16% |
| 2007 | 0.00% | 6.60% |
| 2006 | 0.00% | 6.58% |
| 2005 | 0.00% | 6.82% |
| 2004 | 0.00% | 5.96% |
| 2003 | 0.00% | 6.79% |
| 2002 | 0.00% | 14.57% |
| 2001 | 0.00% | 9.85% |
| 2000 | 0.00% | 4.50% |
Select Stocks to Compare
Popular: PRFD vs SPYFT vs SPY
More Comparisons
Compare with similar stocks