SMDX vs PFO

Comparison between INTECH S&P SMALL-MID CAP DIVERSIFIED ALPHA ETF (SMDX, ETF) and Flaherty & Crumrine Preferred and Income Opportunity Fund Inc (PFO, ETF).

SMDX vs PFO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMDX(ETF)	PFO(ETF)
Net Assets	$133M	$133M
Expense Ratio	0.35%	N/A
Max Drawdown	14.52%	83.18%
Sharpe Ratio	1.18	0.24
5Y Beta	0.94	0.33
P/E Ratio	21.98	N/A
Forward P/E	15.64	N/A
5Y Dividends CAGR	N/A	-2.72%
5Y EPS CAGR	15.36%	N/A
Debt to Equity	35.89%	N/A
P/S Ratio	1.36	N/A
P/B Ratio	2.69	N/A

Net Assets

Winner

SMDX

$133M

PFO

$133M

Expense Ratio

SMDX

0.35%

PFO

N/A

Max Drawdown

Winner

SMDX

14.52%

PFO

83.18%

Sharpe Ratio

Winner

SMDX

1.18

PFO

0.24

5Y Beta

SMDX

0.94

Winner

PFO

0.33

P/E Ratio

SMDX

21.98

PFO

N/A

Forward P/E

SMDX

15.64

PFO

N/A

5Y Dividends CAGR

SMDX

N/A

PFO

-2.72%

5Y EPS CAGR

SMDX

15.36%

PFO

N/A

Debt to Equity

SMDX

35.89%

PFO

N/A

P/S Ratio

SMDX

1.36

PFO

N/A

P/B Ratio

SMDX

2.69

PFO

N/A

SMDX vs PFO - Historical Returns

Returns include dividend reinvestment.

Period	SMDX	PFO
1 month	+0.57%	-0.87%
3 months	+4.05%	-1.17%
6 months	+11.39%	-2.26%
1 year	+22.56%	+5.34%
5 years(CAGR)	N/A	-0.63%
10 years(CAGR)	N/A	+3.81%
Max(CAGR)	+22.58%	+7.15%

Winner

SMDX

+0.57%

PFO

-0.87%

Winner

SMDX

+4.05%

PFO

-1.17%

Winner

SMDX

+11.39%

PFO

-2.26%

Winner

SMDX

+22.56%

PFO

+5.34%

5Y(CAGR)

SMDX

N/A

PFO

-0.63%

10Y(CAGR)

SMDX

N/A

PFO

+3.81%

Max(CAGR)

Winner

SMDX

+22.58%

PFO

+7.15%

SMDX vs PFO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SMDX	PFO
2026	+14.99%	-0.55%
2025	+14.21%	+11.59%
2024	N/A	+21.08%
2023	N/A	-2.15%
2022	N/A	-26.67%
2021	N/A	+5.84%
2020	N/A	+13.55%
2019	N/A	+19.59%
2018	N/A	-3.86%
2017	N/A	+13.17%
2016	N/A	+12.87%
2015	N/A	-0.19%
2014	N/A	+22.10%
2013	N/A	-4.32%
2012	N/A	+11.19%
2011	N/A	+27.17%
2010	N/A	+23.40%
2009	N/A	+83.83%
2008	N/A	-47.04%
2007	N/A	-17.95%
2006	N/A	+15.92%
2005	N/A	-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%

SMDX vs PFO Drawdown Comparison

The maximum drawdown for SMDX was -14.52%, occurring on Apr 7, 2025. Recovery took 50 trading sessions.

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

The current SMDX drawdown is -2.15%. The current PFO drawdown is -5.19%.

Rank	SMDX	PFO
#1	-14.52% Feb 28, 2025 - May 12, 2025	-77.42% Mar 28, 2007 - Mar 18, 2010
#2	-8.66% Feb 6, 2026 - Apr 14, 2026	-48.97% Feb 21, 2020 - Oct 15, 2020
#3	-6.74% Oct 27, 2025 - Nov 28, 2025	-40.11% Jul 7, 2021 - Oct 19, 2023
#4	-5.15% Sep 11, 2025 - Oct 24, 2025	-20.60% Apr 23, 2013 - May 16, 2014
#5	-4.44% May 6, 2026 - Jun 4, 2026	-20.28% Apr 21, 2015 - Mar 28, 2016
#6	-3.79% Jul 25, 2025 - Aug 12, 2025	-20.05% Jul 21, 2011 - Dec 19, 2011
#7	-3.74% May 16, 2025 - Jun 23, 2025	-19.67% Nov 9, 2018 - May 8, 2019
#8	-3.16% Jul 10, 2025 - Jul 25, 2025	-18.41% Mar 26, 2004 - Sep 7, 2005
#9	-2.70% Jun 30, 2026 - Jul 8, 2026	-17.71% Sep 7, 2005 - Jan 9, 2007
#10	-2.52% Dec 11, 2025 - Jan 6, 2026	-16.67% Aug 10, 2016 - Apr 20, 2017
#11	-2.21% Apr 20, 2026 - May 6, 2026	-15.36% Sep 14, 2010 - Feb 28, 2011
#12	-1.76% Aug 13, 2025 - Aug 22, 2025	-15.12% Jan 5, 2000 - Dec 29, 2000
#13	-1.69% Jan 15, 2026 - Jan 21, 2026	-12.87% May 13, 2010 - Aug 6, 2010
#14	-1.56% Jan 21, 2026 - Feb 4, 2026	-12.70% Aug 23, 2002 - Dec 24, 2002
#15	-1.55% Jun 12, 2026 - Jun 25, 2026	-12.63% Jul 17, 2017 - Aug 21, 2018

Correlation

Correlation between SMDX and PFO is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2000 - 2026)

SMDX vs PFO dividend yield comparison.

Year	SMDX	PFO
2026	0.00%	3.63%
2025	0.61%	6.84%
2024	0.00%	6.75%
2023	0.00%	7.18%
2022	0.00%	8.73%
2021	0.00%	6.49%
2020	0.00%	6.10%
2019	0.00%	6.31%
2018	0.00%	7.55%
2017	0.00%	7.25%
2016	0.00%	8.03%
2015	0.00%	8.21%
2014	0.00%	7.58%
2013	0.00%	8.69%
2012	0.00%	9.09%
2011	0.00%	8.37%
2010	0.00%	8.67%
2009	0.00%	7.35%
2008	0.00%	16.63%
2007	0.00%	8.40%
2006	0.00%	6.40%
2005	0.00%	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%