UFEB vs PRFD
Comparison between Innovator U.S. Equity Ultra Buffer ETF - February (UFEB, ETF) and PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE EXCHANGE-TRADED FUND (PRFD, ETF).
UFEB vs PRFD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UFEB
$238M
PRFD
$237M
Expense Ratio
UFEB
0.79%
Winner
PRFD
0.73%
Max Drawdown
Winner
UFEB
13.32%
PRFD
14.13%
Sharpe Ratio
Winner
UFEB
1.42
PRFD
0.40
5Y Beta
UFEB
0.36
Winner
PRFD
0.07
UFEB vs PRFD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UFEB
+1.82%
PRFD
+0.65%
3M
Winner
UFEB
+2.12%
PRFD
+0.64%
6M
Winner
UFEB
+5.46%
PRFD
-0.05%
1Y
Winner
UFEB
+12.04%
PRFD
+4.97%
5Y(CAGR)
UFEB
+7.27%
PRFD
N/A
Max(CAGR)
Winner
UFEB
+7.40%
PRFD
+6.09%
UFEB vs PRFD - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | UFEB | PRFD |
|---|---|---|
| 2026 | +6.85% | +1.77% |
| 2025 | +10.58% | +8.41% |
| 2024 | +12.98% | +10.35% |
| 2023 | +11.91% | +1.83% |
| 2022 | -6.00% | N/A |
| 2021 | +7.62% | N/A |
| 2020 | +5.78% | N/A |
UFEB vs PRFD Drawdown Comparison
The maximum drawdown for UFEB was -13.32%, occurring on Mar 20, 2020. Recovery took 116 trading sessions.
The maximum drawdown for PRFD was -11.93%, occurring on Mar 20, 2023. Recovery took 245 trading sessions.
The current UFEB drawdown is -0.16%. The current PRFD drawdown is -0.35%.
| Rank | UFEB | PRFD |
|---|---|---|
| #1 | -13.32% Feb 19, 2020 - Aug 4, 2020 | -11.93% Feb 2, 2023 - Jan 25, 2024 |
| #2 | -9.02% Feb 2, 2022 - Sep 14, 2023 | -3.55% Mar 3, 2025 - Jun 4, 2025 |
| #3 | -8.69% Feb 19, 2025 - Jun 24, 2025 | -3.28% Feb 24, 2026 - Jun 25, 2026 |
| #4 | -5.34% Sep 14, 2023 - Nov 14, 2023 | -2.49% Dec 9, 2024 - Feb 14, 2025 |
| #5 | -3.90% Feb 9, 2026 - Apr 14, 2026 | -2.16% Mar 28, 2024 - May 9, 2024 |
| #6 | -3.19% Jul 16, 2024 - Aug 16, 2024 | -1.48% Sep 27, 2024 - Dec 4, 2024 |
| #7 | -2.59% Oct 12, 2020 - Nov 6, 2020 | -1.21% Jul 6, 2026 - Jul 30, 2026 |
| #8 | -2.34% Mar 28, 2024 - May 9, 2024 | -1.09% Feb 1, 2024 - Feb 23, 2024 |
| #9 | -2.31% Sep 2, 2020 - Oct 12, 2020 | -1.02% Oct 27, 2025 - Dec 24, 2025 |
| #10 | -1.92% Nov 11, 2025 - Nov 26, 2025 | -0.71% May 20, 2024 - Jun 3, 2024 |
| #11 | -1.55% Aug 30, 2024 - Sep 17, 2024 | -0.67% Aug 1, 2024 - Aug 13, 2024 |
| #12 | -1.49% Jun 2, 2026 - Jul 6, 2026 | -0.66% Jan 16, 2026 - Jan 23, 2026 |
| #13 | -1.44% Feb 24, 2021 - Mar 12, 2021 | -0.58% Jun 6, 2024 - Jun 12, 2024 |
| #14 | -1.34% Oct 6, 2025 - Oct 20, 2025 | -0.50% Jul 10, 2025 - Jul 28, 2025 |
| #15 | -1.23% Feb 2, 2026 - Feb 9, 2026 | -0.49% Sep 23, 2025 - Oct 15, 2025 |
Correlation
Correlation between UFEB and PRFD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
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