PFD vs QQQ
Flaherty & Crumrine Preferred Income Fund Inc vs Invesco QQQ Trust, Series 1
Which is better, PFD or QQQ?
Preferred Stock against Large Cap Growth.
QQQ led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | PFD | QQQ |
|---|---|---|
| Expense Ratio | - | 0.18% |
| AUM | $159M | $486.1B |
| Dividend Yield | 6.58% | 0.44% |
| Holdings | 245 | 107 |
| YTD Return | -0.39% | +17.54%Best |
| 1Y Return | +4.63% | +25.59%Best |
| 3Y Return (annualized) | +12.85% | +24.63%Best |
| 5Y Return (annualized) | -0.14% | +14.18%Best |
| Volatility (annualized) | 20.4%Best | 30.6% |
| Max Drawdown | -85.8% | -83.0%Best |
| $10,000 over 5 years | $9,930 | $19,407Best |
| Fund Family | Flaherty & Crumrine | Invesco (US) |
| Category | Allocation/Balanced | Equity |
| Style | Preferred Stock | Large Cap Growth |
| Inception | Jan 31, 1991 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Mar 10, 1999 to Sep 4, 2026 (27.5 years).
PFD vs QQQ growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
PFD vs QQQ Performance
Flaherty & Crumrine Preferred Income Fund Inc (PFD) is an ETF from Flaherty & Crumrine and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year PFD returned +4.63% while QQQ returned +25.59%. Year to date, PFD is down 0.39% versus a gain of 17.54% for QQQ.
Over three years, PFD compounded at +12.85% per year against +24.63% for QQQ; over five years the annualized figures are -0.14% and +14.18% respectively. Across the full 28-year window we track, QQQ has the edge at +13.05% annualized vs +0.56%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 20.4% for PFD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -85.8% for PFD and -83.0% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.19. They move largely independently of each other.
Holdings Overlap
At least 0.2% of QQQ's money is in holdings PFD also owns.
Only one direction is shown: for PFD, our book for it lists positions totalling 123.9% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
We cannot see either book well enough to say how much of this pair is duplicated.
The two holdings books were reported 250 days apart, PFD as of Nov 28, 2025 and QQQ as of Aug 5, 2026, so some of the difference between them is the time between the two reports rather than the funds.
1 positions in common, counted across the 180 positions we hold weights for in PFD and 102 in QQQ, against full books of 245 and 107.
Top Shared Holdings
| Stock | Weight in PFD | Weight in QQQ | Difference |
|---|---|---|---|
| XELXcel Energy Inc. | 0.39% | 0.21% | 0.18% |
You are not choosing between two funds in isolation.
Whichever of PFD and QQQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which performed better, PFD or QQQ?
Over the past year PFD returned +4.63% vs +25.59% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (28 years), PFD annualized +0.56% vs +13.05% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, PFD or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 20.4% for PFD. Worst drawdown: PFD -85.8% vs QQQ -83.0%.
Should I hold both PFD and QQQ?
PFD and QQQ have a monthly-return correlation of 0.19, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, PFD or QQQ?
PFD yields 6.58% while QQQ yields 0.44%, so PFD currently pays the higher dividend yield.
Is QQQ better than PFD?
QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.