SPYA vs PFO

Comparison between Twin Oak Endure ETF (SPYA, ETF) and Flaherty & Crumrine Preferred and Income Opportunity Fund Inc (PFO, ETF).

SPYA vs PFO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPYA(ETF)	PFO(ETF)
Net Assets	$134M	$133M
Expense Ratio	0.49%	N/A
Max Drawdown	9.59%	83.18%
Sharpe Ratio	1.13	0.57
5Y Beta	0.89	0.33
5Y Dividends CAGR	N/A	-4.19%

Net Assets

Winner

SPYA

$134M

PFO

$133M

Expense Ratio

SPYA

0.49%

PFO

N/A

Max Drawdown

Winner

SPYA

9.59%

PFO

83.18%

Sharpe Ratio

Winner

SPYA

1.13

PFO

0.57

5Y Beta

SPYA

0.89

Winner

PFO

0.33

5Y Dividends CAGR

SPYA

N/A

PFO

-4.19%

SPYA vs PFO - Historical Returns

Returns include dividend reinvestment.

Period	SPYA	PFO
1 month	-0.68%	+0.40%
3 months	+11.32%	+1.16%
6 months	+6.55%	+0.72%
1 year	+17.33%	+7.26%
5 years(CAGR)	N/A	-0.77%
10 years(CAGR)	N/A	+4.56%
Max(CAGR)	+18.06%	+7.19%

SPYA

-0.68%

Winner

PFO

+0.40%

Winner

SPYA

+11.32%

PFO

+1.16%

Winner

SPYA

+6.55%

PFO

+0.72%

Winner

SPYA

+17.33%

PFO

+7.26%

5Y(CAGR)

SPYA

N/A

PFO

-0.77%

10Y(CAGR)

SPYA

N/A

PFO

+4.56%

Max(CAGR)

Winner

SPYA

+18.06%

PFO

+7.19%

SPYA vs PFO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SPYA	PFO
2026	+6.37%	-0.39%
2025	+11.69%	+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%

SPYA vs PFO Drawdown Comparison

The maximum drawdown for SPYA was -9.51%, occurring on Mar 30, 2026. Recovery took 66 trading sessions.

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

The current SPYA drawdown is -2.43%. The current PFO drawdown is -5.03%.

Rank	SPYA	PFO
#1	-9.51% Jan 12, 2026 - Apr 17, 2026	-77.42% Mar 28, 2007 - Mar 18, 2010
#2	-5.26% Oct 28, 2025 - Jan 6, 2026	-48.97% Feb 21, 2020 - Oct 15, 2020
#3	-4.25% Jun 2, 2026 - Jun 10, 2026	-40.11% Jul 7, 2021 - Oct 19, 2023
#4	-2.71% Oct 8, 2025 - Oct 24, 2025	-20.60% Apr 23, 2013 - May 16, 2014
#5	-1.96% May 14, 2026 - May 26, 2026	-20.28% Apr 21, 2015 - Mar 28, 2016
#6	-1.93% Jul 28, 2025 - Aug 12, 2025	-20.05% Jul 21, 2011 - Dec 19, 2011
#7	-1.47% Aug 12, 2025 - Aug 27, 2025	-19.67% Nov 9, 2018 - May 8, 2019
#8	-1.47% Sep 22, 2025 - Oct 6, 2025	-18.41% Mar 26, 2004 - Sep 7, 2005
#9	-1.33% Aug 28, 2025 - Sep 9, 2025	-17.71% Sep 7, 2005 - Jan 9, 2007
#10	-0.82% May 1, 2026 - May 5, 2026	-16.67% Aug 10, 2016 - Apr 20, 2017
#11	-0.77% Jun 6, 2025 - Jun 24, 2025	-15.36% Sep 14, 2010 - Feb 28, 2011
#12	-0.68% Apr 27, 2026 - Apr 30, 2026	-15.12% Jan 5, 2000 - Dec 29, 2000
#13	-0.66% Apr 17, 2026 - Apr 22, 2026	-12.87% May 13, 2010 - Aug 6, 2010
#14	-0.57% Jan 6, 2026 - Jan 12, 2026	-12.70% Aug 23, 2002 - Dec 24, 2002
#15	-0.49% Jul 10, 2025 - Jul 17, 2025	-12.63% Jul 17, 2017 - Aug 21, 2018

Correlation

Correlation between SPYA and PFO is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62

-101

Dividend Comparison (2000 - 2026)

SPYA vs PFO dividend yield comparison.

Year	SPYA	PFO
2026	0.00%	3.00%
2025	0.37%	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%