XJH vs PFLD

Comparison between ISHARES ESG SELECT SCREENED S&P MID-CAP ETF (XJH, ETF) and AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF (PFLD, ETF).

5-Year PerformanceXJH has outperformed PFLD, delivering a return of +8.3% compared to +0.9%

XJH vs PFLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XJH(ETF)	PFLD(ETF)
Net Assets	$420M	$420M
Expense Ratio	0.12%	0.45%
Max Drawdown	25.71%	33.54%
Sharpe Ratio	1.07	0.62
5Y Beta	0.99	0.14
P/E Ratio	25.76	N/A
Forward P/E	17.13	N/A
5Y Dividends CAGR	20.75%	-4.47%
5Y EPS CAGR	12.02%	N/A
Debt to Equity	40.95%	N/A
P/S Ratio	1.62	N/A
P/B Ratio	2.75	N/A

Net Assets

XJH

$420M

Winner

PFLD

$420M

Expense Ratio

Winner

XJH

0.12%

PFLD

0.45%

Max Drawdown

Winner

XJH

25.71%

PFLD

33.54%

Sharpe Ratio

Winner

XJH

1.07

PFLD

0.62

5Y Beta

XJH

0.99

Winner

PFLD

0.14

P/E Ratio

XJH

25.76

PFLD

N/A

Forward P/E

XJH

17.13

PFLD

N/A

5Y Dividends CAGR

Winner

XJH

20.75%

PFLD

-4.47%

5Y EPS CAGR

XJH

12.02%

PFLD

N/A

Debt to Equity

XJH

40.95%

PFLD

N/A

P/S Ratio

XJH

1.62

PFLD

N/A

P/B Ratio

XJH

2.75

PFLD

N/A

XJH vs PFLD - Historical Returns

Returns include dividend reinvestment.

Period	XJH	PFLD
1 month	-0.16%	+0.31%
3 months	+4.38%	+1.15%
6 months	+8.42%	+1.98%
1 year	+22.86%	+5.93%
5 years(CAGR)	+8.27%	+0.92%
Max(CAGR)	+14.86%	+2.20%

XJH

-0.16%

Winner

PFLD

+0.31%

Winner

XJH

+4.38%

PFLD

+1.15%

Winner

XJH

+8.42%

PFLD

+1.98%

Winner

XJH

+22.86%

PFLD

+5.93%

5Y(CAGR)

Winner

XJH

+8.27%

PFLD

+0.92%

Max(CAGR)

Winner

XJH

+14.86%

PFLD

+2.20%

XJH vs PFLD - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	XJH	PFLD
2026	+13.79%	+2.53%
2025	+8.63%	+0.80%
2024	+12.53%	+5.48%
2023	+17.08%	+7.49%
2022	-14.48%	-12.51%
2021	+25.63%	+4.81%
2020	+29.59%	+4.70%
2019	N/A	+1.04%

XJH vs PFLD Drawdown Comparison

The maximum drawdown for XJH was -25.06%, occurring on Jun 16, 2022. Recovery took 564 trading sessions.

The maximum drawdown for PFLD was -33.20%, occurring on Mar 18, 2020. Recovery took 190 trading sessions.

The current XJH drawdown is -1.69%. The current PFLD drawdown is -0.15%.

Rank	XJH	PFLD
#1	-25.06% Nov 16, 2021 - Feb 15, 2024	-33.20% Feb 11, 2020 - Nov 10, 2020
#2	-24.55% Nov 25, 2024 - Dec 10, 2025	-15.51% Nov 4, 2021 - Sep 11, 2024
#3	-9.61% Feb 20, 2026 - Apr 17, 2026	-6.41% Mar 3, 2025 - Jan 27, 2026
#4	-8.10% Jul 16, 2024 - Sep 19, 2024	-2.85% Nov 8, 2024 - Feb 26, 2025
#5	-7.62% Mar 28, 2024 - Jul 15, 2024	-2.23% Feb 23, 2026 - Apr 17, 2026
#6	-7.29% May 7, 2021 - Sep 2, 2021	-1.61% Jan 22, 2021 - Mar 10, 2021
#7	-6.13% Mar 15, 2021 - Apr 12, 2021	-1.38% Dec 31, 2020 - Jan 19, 2021
#8	-5.93% Oct 23, 2020 - Nov 5, 2020	-1.31% Sep 19, 2024 - Oct 15, 2024
#9	-5.17% Jan 20, 2021 - Feb 5, 2021	-1.12% Apr 26, 2021 - Jun 2, 2021
#10	-5.12% Sep 2, 2021 - Oct 20, 2021	-0.99% Sep 22, 2021 - Oct 28, 2021
#11	-4.91% Feb 24, 2021 - Mar 10, 2021	-0.75% Oct 16, 2024 - Nov 8, 2024
#12	-4.36% May 6, 2026 - May 26, 2026	-0.72% Aug 6, 2021 - Sep 22, 2021
#13	-3.42% Oct 18, 2024 - Nov 6, 2024	-0.71% May 7, 2026 - May 28, 2026
#14	-3.39% Nov 11, 2024 - Nov 22, 2024	-0.67% Mar 16, 2021 - Mar 22, 2021
#15	-2.88% Jun 30, 2026 - Jul 8, 2026	-0.64% Jul 9, 2021 - Aug 2, 2021