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PFLD vs. EINC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PFLD vs. EINC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AAM Low Duration Preferred and Income Securities ETF 144A (PFLD) and VanEck Energy Income ETF (EINC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PFLD achieves a 2.84% return, which is significantly lower than EINC's 25.97% return.


PFLD

1D
0.25%
1M
0.69%
YTD
2.84%
6M
2.85%
1Y
5.44%
3Y*
5.22%
5Y*
0.95%
10Y*

EINC

1D
1.37%
1M
-4.50%
YTD
25.97%
6M
25.98%
1Y
29.82%
3Y*
30.36%
5Y*
21.18%
10Y*
12.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PFLD vs. EINC - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
PFLD
AAM Low Duration Preferred and Income Securities ETF 144A
2.84%1.44%5.48%8.16%-12.73%4.49%5.34%0.86%
EINC
VanEck Energy Income ETF
25.97%7.11%42.79%15.55%19.18%38.05%-19.89%5.42%

Correlation

The correlation between PFLD and EINC is -0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.04

Correlation (3Y)
Calculated over the trailing 3-year period

0.20

Correlation (5Y)
Calculated over the trailing 5-year period

0.27

Correlation (All Time)
Calculated using the full available price history since Nov 20, 2019

0.31

The correlation between PFLD and EINC shifts across timeframes, from -0.04 (1 year) to 0.31 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

PFLD vs. EINC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PFLD
PFLD Risk / Return Rank: 5757
Overall Rank
PFLD Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
PFLD Sortino Ratio Rank: 6262
Sortino Ratio Rank
PFLD Omega Ratio Rank: 5454
Omega Ratio Rank
PFLD Calmar Ratio Rank: 5353
Calmar Ratio Rank
PFLD Martin Ratio Rank: 6464
Martin Ratio Rank

EINC
EINC Risk / Return Rank: 6464
Overall Rank
EINC Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
EINC Sortino Ratio Rank: 6060
Sortino Ratio Rank
EINC Omega Ratio Rank: 6060
Omega Ratio Rank
EINC Calmar Ratio Rank: 7777
Calmar Ratio Rank
EINC Martin Ratio Rank: 5757
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PFLD vs. EINC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AAM Low Duration Preferred and Income Securities ETF 144A (PFLD) and VanEck Energy Income ETF (EINC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PFLDEINCDifference
Sharpe ratioReturn per unit of total volatility

-0.32

Sortino ratioReturn per unit of downside risk

+0.01

Omega ratioGain probability vs. loss probability

1.31

1.35

-0.03

Calmar ratioReturn relative to maximum drawdown

2.45

3.80

-1.35

Martin ratioReturn relative to average drawdown

10.87

9.63

+1.25

PFLD vs. EINC - Sharpe Ratio Comparison

The current PFLD Sharpe Ratio is 1.67, which is comparable to the EINC Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of PFLD and EINC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

PFLD vs. EINC - Drawdown Comparison

The maximum PFLD drawdown since its inception was -33.20%, smaller than the maximum EINC drawdown of -87.55%. Use the drawdown chart below to compare losses from any high point for PFLD and EINC.


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Drawdown Indicators


PFLDEINCDifference

Max Drawdown

Largest peak-to-trough decline

-33.20%

-87.55%

+54.35%

Max Drawdown (1Y)

Largest decline over 1 year

-2.23%

-7.89%

+5.66%

Max Drawdown (3Y)

Largest decline over 3 years

-6.41%

-16.01%

+9.60%

Max Drawdown (5Y)

Largest decline over 5 years

-15.51%

-19.87%

+4.36%

Max Drawdown (10Y)

Largest decline over 10 years

-68.85%

Current Drawdown

Current decline from peak

0.00%

-4.50%

+4.50%

Average Drawdown

Average peak-to-trough decline

-4.14%

-44.15%

+40.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.50%

3.10%

-2.60%

Volatility

PFLD vs. EINC - Volatility Comparison

The current volatility for AAM Low Duration Preferred and Income Securities ETF 144A (PFLD) is 0.79%, while VanEck Energy Income ETF (EINC) has a volatility of 6.51%. This indicates that PFLD experiences smaller price fluctuations and is considered to be less risky than EINC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PFLDEINCDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.79%

6.51%

-5.72%

Volatility (6M)

Calculated over the trailing 6-month period

2.27%

11.88%

-9.61%

Volatility (1Y)

Calculated over the trailing 1-year period

3.31%

15.10%

-11.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.51%

19.54%

-12.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.32%

25.43%

-12.11%

PFLD vs. EINC - Expense Ratio Comparison

Both PFLD and EINC have an expense ratio of 0.45%.


Dividends

PFLD vs. EINC - Dividend Comparison

PFLD's dividend yield for the trailing twelve months is around 5.59%, more than EINC's 3.51% yield.


PositionTTM20252024202320222021202020192018201720162015
EINC
VanEck Energy Income ETF
3.51%4.51%3.33%3.77%2.89%6.03%6.69%9.66%11.31%8.53%9.71%28.53%
PFLD
AAM Low Duration Preferred and Income Securities ETF 144A
5.59%6.52%7.09%7.09%5.76%4.52%4.79%0.82%0.00%0.00%0.00%0.00%

Frequently Asked Questions


PFLD and EINC have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EINC has higher volatility (6.51%) compared to PFLD (0.79%). In terms of maximum drawdown, PFLD dropped -33.20% vs EINC's -87.55%.

On 5-year performance, EINC leads with 21.18% vs 0.95% for PFLD. Both ETFs have the same 0.45% expense ratio. On volatility, PFLD has been the lower-risk option at 0.79%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, EINC has performed better with a 21.18% return vs 0.95%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

PFLD and EINC have the same expense ratio: 0.45% per year.

PFLD has the higher dividend yield at 5.59%, compared with 3.51% for EINC.

PFLD is categorized as Preferred Stock/Convertible Bonds, while EINC is Energy Equities. PFLD tracks ICE 0-5 Year Duration Exchange-Listed Preferred & Hybrid Securities Index, while EINC tracks MVIS North America Energy Infrastructure Index. They also come from different issuers: Advisors Asset Management and VanEck.

EINC currently has the higher Sharpe Ratio (1.99 vs 1.67), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for PFLD and EINC

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