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PRFD vs FXG

Comparison between PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE EXCHANGE-TRADED FUND (PRFD, ETF) and FIRST TRUST CONSUMER STAPLES ALPHADEX FUND (FXG, ETF).

PRFD vs FXG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PRFD
$219M
FXG
$219M
Expense Ratio
PRFD
0.73%
Winner
FXG
0.63%
Max Drawdown
Winner
PRFD
14.13%
FXG
40.05%
Sharpe Ratio
Winner
PRFD
1.05
FXG
0.07
5Y Beta
Winner
PRFD
0.07
FXG
0.25
P/E Ratio
PRFD
N/A
FXG
16.54
Forward P/E
PRFD
N/A
FXG
14.25
PEG Ratio
PRFD
N/A
FXG
0.13
5Y Dividends CAGR
PRFD
N/A
FXG
16.56%
5Y EPS CAGR
PRFD
N/A
FXG
14.59%
Debt to Equity
PRFD
N/A
FXG
-16.57%
P/S Ratio
PRFD
N/A
FXG
0.57
P/B Ratio
PRFD
N/A
FXG
2.26

PRFD vs FXG - Historical Returns

Returns include dividend reinvestment.

1M
PRFD
+0.44%
Winner
FXG
+3.89%
3M
Winner
PRFD
+1.08%
FXG
-0.68%
6M
PRFD
+1.83%
Winner
FXG
+3.04%
1Y
Winner
PRFD
+7.08%
FXG
+2.79%
5Y(CAGR)
PRFD
N/A
FXG
+3.31%
10Y(CAGR)
PRFD
N/A
FXG
+4.94%
Max(CAGR)
PRFD
+6.35%
Winner
FXG
+8.03%

PRFD vs FXG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearPRFDFXG
2026+1.37%+5.03%
2025+8.41%-2.73%
2024+10.35%+1.53%
2023+1.83%+2.95%
2022N/A+2.91%
2021N/A+22.14%
2020N/A+5.92%
2019N/A+21.13%
2018N/A-11.58%
2017N/A+7.10%
2016N/A+5.89%
2015N/A+6.91%
2014N/A+22.08%
2013N/A+38.16%
2012N/A+10.58%
2011N/A+13.08%
2010N/A+18.79%
2009N/A+24.81%
2008N/A-24.28%
2007N/A-2.32%

PRFD vs FXG Drawdown Comparison

The maximum drawdown for PRFD was -11.93%, occurring on Mar 20, 2023. Recovery took 245 trading sessions.

The maximum drawdown for FXG was -38.69%, occurring on Mar 6, 2009. Recovery took 713 trading sessions.

The current PRFD drawdown is -0.49%. The current FXG drawdown is -7.71%.

RankPRFDFXG
#1-11.93%
Feb 2, 2023 - Jan 25, 2024
-38.69%
Jun 4, 2007 - Apr 1, 2010
#2-3.55%
Mar 3, 2025 - Jun 4, 2025
-27.54%
Dec 27, 2019 - Aug 4, 2020
#3-3.28%
Feb 24, 2026 - Mar 27, 2026
-19.27%
Jan 26, 2018 - Dec 20, 2019
#4-2.49%
Dec 9, 2024 - Feb 14, 2025
-15.70%
Apr 20, 2022 - Mar 11, 2024
#5-2.16%
Mar 28, 2024 - May 9, 2024
-15.25%
Jul 7, 2011 - Nov 28, 2012
#6-1.48%
Sep 27, 2024 - Dec 4, 2024
-12.75%
Feb 27, 2026 - Jun 2, 2026
#7-1.09%
Feb 1, 2024 - Feb 23, 2024
-12.01%
Nov 29, 2024 - Feb 6, 2026
#8-1.02%
Oct 27, 2025 - Dec 24, 2025
-10.95%
Jul 8, 2016 - Nov 30, 2017
#9-0.71%
May 20, 2024 - Jun 3, 2024
-10.92%
Apr 14, 2010 - Oct 13, 2010
#10-0.67%
Aug 1, 2024 - Aug 13, 2024
-9.84%
Aug 17, 2015 - Mar 16, 2016
#11-0.66%
Jan 16, 2026 - Jan 23, 2026
-8.93%
May 10, 2021 - Nov 15, 2021
#12-0.58%
Jun 6, 2024 - Jun 12, 2024
-7.06%
Jan 14, 2014 - Feb 20, 2014
#13-0.50%
Jul 10, 2025 - Jul 28, 2025
-6.47%
Jun 20, 2014 - Oct 30, 2014
#14-0.49%
Sep 23, 2025 - Oct 15, 2025
-6.45%
Mar 27, 2024 - Aug 30, 2024
#15-0.34%
Jul 17, 2024 - Jul 31, 2024
-6.23%
May 31, 2011 - Jul 1, 2011

Correlation

Correlation between PRFD and FXG is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66
-101

Dividend Comparison (2007 - 2026)

PRFD vs FXG dividend yield comparison.

YearPRFDFXG
20262.45%0.47%
20255.63%2.83%
20245.53%1.70%
20235.04%1.41%
20220.00%1.83%
20210.00%1.38%
20200.00%1.41%
20190.00%1.63%
20180.00%2.31%
20170.00%1.34%
20160.00%1.72%
20150.00%1.67%
20140.00%1.24%
20130.00%0.95%
20120.00%3.21%
20110.00%0.76%
20100.00%1.04%
20090.00%1.10%
20080.00%1.77%
20070.00%0.58%

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