PXE vs PFO

Comparison between INVESCO ENERGY EXPLORATION & PRODUCTION ETF (PXE, ETF) and Flaherty & Crumrine Preferred and Income Opportunity Fund Inc (PFO, ETF).

5-Year PerformancePXE has outperformed PFO, delivering a return of +17.8% compared to -0.7%

PXE vs PFO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PXE(ETF)	PFO(ETF)
Net Assets	$134M	$133M
Expense Ratio	0.61%	N/A
Max Drawdown	86.34%	83.18%
Sharpe Ratio	1.14	0.57
5Y Beta	0.77	0.33
P/E Ratio	25.00	N/A
Forward P/E	9.00	N/A
PEG Ratio	-0.17	N/A
5Y Dividends CAGR	15.92%	-4.19%
P/S Ratio	1.16	N/A
P/B Ratio	1.60	N/A

Net Assets

Winner

PXE

$134M

PFO

$133M

Expense Ratio

PXE

0.61%

PFO

N/A

Max Drawdown

PXE

86.34%

Winner

PFO

83.18%

Sharpe Ratio

Winner

PXE

1.14

PFO

0.57

5Y Beta

PXE

0.77

Winner

PFO

0.33

P/E Ratio

PXE

25.00

PFO

N/A

Forward P/E

PXE

9.00

PFO

N/A

PEG Ratio

PXE

-0.17

PFO

N/A

5Y Dividends CAGR

Winner

PXE

15.92%

PFO

-4.19%

P/S Ratio

PXE

1.16

PFO

N/A

P/B Ratio

PXE

1.60

PFO

N/A

PXE vs PFO - Historical Returns

Returns include dividend reinvestment.

Period	PXE	PFO
1 month	-7.27%	-1.12%
3 months	+2.95%	-0.90%
6 months	+18.92%	+0.59%
1 year	+37.16%	+7.73%
5 years(CAGR)	+17.82%	-0.68%
10 years(CAGR)	+8.15%	+4.23%
Max(CAGR)	+6.16%	+7.17%

PXE

-7.27%

Winner

PFO

-1.12%

Winner

PXE

+2.95%

PFO

-0.90%

Winner

PXE

+18.92%

PFO

+0.59%

Winner

PXE

+37.16%

PFO

+7.73%

5Y(CAGR)

Winner

PXE

+17.82%

PFO

-0.68%

10Y(CAGR)

Winner

PXE

+8.15%

PFO

+4.23%

Max(CAGR)

PXE

+6.16%

Winner

PFO

+7.17%

PXE vs PFO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PXE	PFO
2026	+27.52%	-0.94%
2025	-4.38%	+11.59%
2024	-2.40%	+21.08%
2023	+13.54%	-2.15%
2022	+51.36%	-26.67%
2021	+91.28%	+5.84%
2020	-36.28%	+13.55%
2019	-4.67%	+19.59%
2018	-24.75%	-3.86%
2017	-0.67%	+13.17%
2016	+13.29%	+12.87%
2015	-19.90%	-0.19%
2014	-17.40%	+22.10%
2013	+26.19%	-4.32%
2012	+18.11%	+11.19%
2011	-2.62%	+27.17%
2010	+34.32%	+23.40%
2009	+13.12%	+83.83%
2008	-45.42%	-47.04%
2007	+40.41%	-17.95%
2006	+7.89%	+15.92%
2005	+4.46%	-11.38%
2004	N/A	+2.06%
2003	N/A	+24.31%
2002	N/A	+10.31%
2001	N/A	+22.96%
2000	N/A	+1.79%
1999	N/A	-1.14%

PXE vs PFO Drawdown Comparison

The maximum drawdown for PXE was -83.99%, occurring on Mar 23, 2020. Recovery took 1997 trading sessions.

The maximum drawdown for PFO was -77.42%, occurring on Oct 10, 2008. Recovery took 749 trading sessions.

The current PXE drawdown is -10.35%. The current PFO drawdown is -5.55%.

Rank	PXE	PFO
#1	-83.99% Jun 23, 2014 - May 26, 2022	-77.42% Mar 28, 2007 - Mar 18, 2010
#2	-68.18% Jun 18, 2008 - Jan 29, 2013	-48.97% Feb 21, 2020 - Oct 15, 2020
#3	-37.67% Apr 5, 2024 - Mar 12, 2026	-40.11% Jul 7, 2021 - Oct 19, 2023
#4	-33.35% Jun 7, 2022 - Mar 18, 2024	-20.60% Apr 23, 2013 - May 16, 2014
#5	-20.22% Apr 21, 2006 - Jul 31, 2006	-20.28% Apr 21, 2015 - Mar 28, 2016
#6	-17.86% Dec 26, 2007 - Apr 9, 2008	-20.05% Jul 21, 2011 - Dec 19, 2011
#7	-16.91% Aug 9, 2006 - Dec 5, 2006	-19.67% Nov 9, 2018 - May 8, 2019
#8	-16.20% Jul 13, 2007 - Oct 16, 2007	-18.41% Mar 26, 2004 - Sep 7, 2005
#9	-14.87% Jan 31, 2006 - Apr 19, 2006	-17.71% Sep 7, 2005 - Jan 9, 2007
#10	-13.89% Mar 27, 2026 - Apr 17, 2026	-16.67% Aug 10, 2016 - Apr 20, 2017
#11	-12.29% Dec 5, 2006 - Mar 22, 2007	-15.36% Sep 14, 2010 - Feb 28, 2011
#12	-12.16% May 20, 2013 - Oct 16, 2013	-15.12% Jan 5, 2000 - Dec 29, 2000
#13	-10.93% Mar 12, 2013 - May 17, 2013	-12.87% May 13, 2010 - Aug 6, 2010
#14	-10.00% Nov 6, 2007 - Dec 21, 2007	-12.70% Aug 23, 2002 - Dec 24, 2002
#15	-9.55% Nov 3, 2005 - Dec 5, 2005	-12.63% Jul 17, 2017 - Aug 21, 2018

Correlation

Correlation between PXE and PFO is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (2000 - 2026)

PXE vs PFO dividend yield comparison.

Year	PXE	PFO
2026	0.28%	3.01%
2025	2.98%	6.84%
2024	2.54%	6.75%
2023	2.78%	7.18%
2022	3.03%	8.73%
2021	1.86%	6.49%
2020	4.10%	6.10%
2019	1.70%	6.31%
2018	1.29%	7.55%
2017	1.54%	7.25%
2016	6.62%	8.03%
2015	2.58%	8.21%
2014	2.05%	7.58%
2013	1.73%	8.69%
2012	2.14%	9.09%
2011	1.27%	8.37%
2010	0.52%	8.67%
2009	0.52%	7.35%
2008	0.56%	16.63%
2007	0.22%	8.40%
2006	0.34%	6.40%
2005	0.10%	7.76%
2004	0.00%	7.04%
2003	0.00%	6.33%
2002	0.00%	7.85%
2001	0.00%	7.46%
2000	0.00%	3.28%