BCUS vs RAFE
Comparison between BANCREEK U.S. LARGE CAP ETF (BCUS, ETF) and PIMCO RAFI ESG U.S. ETF (RAFE, ETF).
BCUS vs RAFE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BCUS
$160M
Winner
RAFE
$161M
Expense Ratio
BCUS
0.70%
Winner
RAFE
0.29%
Max Drawdown
Winner
BCUS
18.28%
RAFE
35.74%
Sharpe Ratio
BCUS
0.69
Winner
RAFE
1.93
5Y Beta
BCUS
0.88
Winner
RAFE
0.77
P/E Ratio
BCUS
32.94
Winner
RAFE
23.26
Forward P/E
BCUS
20.15
Winner
RAFE
16.64
PEG Ratio
BCUS
0.52
Winner
RAFE
0.32
5Y Dividends CAGR
BCUS
N/A
RAFE
7.74%
5Y EPS CAGR
Winner
BCUS
37.70%
RAFE
10.09%
Debt to Equity
Winner
BCUS
-108.50%
RAFE
82.67%
P/S Ratio
BCUS
3.58
Winner
RAFE
1.70
P/B Ratio
BCUS
9.23
Winner
RAFE
3.40
BCUS vs RAFE - Holdings Comparison
BCUS and RAFE have 5 common holdings. Overlap is 1.58%
BCUS's top 25 holdings weight is 86.12%. RAFE's top 25 holdings weight is 42.71%.
| Rank | BCUS | RAFE |
|---|---|---|
| #1 | META PLATFORMS INC CLASS A (META) - 4.48% | APPLE INC (AAPL) - 5.38% |
| #2 | TECHNIPFMC PLC (n/a) - 4.46% | MICROSOFT CORP (MSFT) - 3.83% |
| #3 | NVIDIA CORP (NVDA) - 4.34% | UNITEDHEALTH GROUP INC (UNH) - 3.55% |
| #4 | BROADCOM INC (AVGO) - 4.29% | JOHNSON & JOHNSON (JNJ) - 3.29% |
| #5 | NRG ENERGY INC (NRG) - 4.01% | JPMORGAN CHASE & CO (JPM) - 2.53% |
| #6 | SPOTIFY TECHNOLOGY SA (SPOT) - 3.91% | MERCK & CO INC (MRK) - 2.12% |
| #7 | CARPENTER TECHNOLOGY CORP (CRS) - 3.89% | CITIGROUP INC (C) - 1.93% |
| #8 | ROYAL CARIBBEAN GROUP (RCL) - 3.78% | PROCTER & GAMBLE CO (PG) - 1.93% |
| #9 | INTERDIGITAL INC (IDCC) - 3.76% | VERIZON COMMUNICATIONS INC (VZ) - 1.84% |
| #10 | NETFLIX INC (NFLX) - 3.74% | ABBVIE INC (ABBV) - 1.59% |
| #11 | CASEY'S GENERAL STORES INC (CASY) - 3.20% | AT&T INC (T) - 1.56% |
| #12 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.11% | CISCO SYSTEMS INC (CSCO) - 1.34% |
| #13 | BRINKER INTERNATIONAL INC (EAT) - 3.11% | ADVANCED MICRO DEVICES INC (AMD) - 1.34% |
| #14 | VISTRA CORP (VST) - 3.11% | APPLIED MATERIALS INC (AMAT) - 1.32% |
| #15 | ARCHROCK INC (AROC) - 3.10% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.27% |
| #16 | MUELLER INDUSTRIES INC (MLI) - 3.10% | NVIDIA CORP (NVDA) - 1.27% |
| #17 | XPO INC (XPO) - 3.05% | QUALCOMM INC (QCOM) - 1.23% |
| #18 | COMFORT SYSTEMS USA INC (FIX) - 3.04% | GENERAL MOTORS CO (GM) - 1.10% |
| #19 | EMCOR GROUP INC (EME) - 2.99% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.10% |
| #20 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.98% | ELEVANCE HEALTH INC (ELV) - 1.02% |
| #21 | MODINE MANUFACTURING CO (MOD) - 2.98% | MEDTRONIC PLC (MDT) - 0.45% |
| #22 | HAWKINS INC (HWKN) - 2.95% | KLA CORP (KLAC) - 0.44% |
| #23 | UNITED STATES LIME & MINERALS INC (USLM) - 2.93% | n/a (DELL) - 0.43% |
| #24 | AMNEAL PHARMACEUTICALS INC ORDINARY SHARES CLASS A (AMRX) - 2.91% | S&P GLOBAL INC (SPGI) - 0.43% |
| #25 | AMPHENOL CORP CLASS A (APH) - 2.90% | AMERICAN EXPRESS CO (AXP) - 0.42% |
| Total Holdings | 31 | 256 |
BCUS vs RAFE - Historical Returns
Returns include dividend reinvestment.
1M
BCUS
-2.48%
Winner
RAFE
+1.52%
3M
BCUS
+3.50%
Winner
RAFE
+9.68%
6M
BCUS
+9.86%
Winner
RAFE
+13.99%
1Y
BCUS
+14.41%
Winner
RAFE
+28.41%
5Y(CAGR)
BCUS
N/A
RAFE
+11.46%
Max(CAGR)
Winner
BCUS
+15.98%
RAFE
+12.60%
BCUS vs RAFE - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | BCUS | RAFE |
|---|---|---|
| 2026 | +12.71% | +15.18% |
| 2025 | +7.13% | +18.22% |
| 2024 | +22.57% | +14.02% |
| 2023 | +0.56% | +18.47% |
| 2022 | N/A | -14.77% |
| 2021 | N/A | +31.88% |
| 2020 | N/A | +4.90% |
| 2019 | N/A | +0.55% |
BCUS vs RAFE Drawdown Comparison
The maximum drawdown for BCUS was -18.13%, occurring on Apr 8, 2025. Recovery took 158 trading sessions.
The maximum drawdown for RAFE was -35.74%, occurring on Mar 23, 2020. Recovery took 199 trading sessions.
The current BCUS drawdown is -2.48%. The current RAFE drawdown is -0.13%.
| Rank | BCUS | RAFE |
|---|---|---|
| #1 | -18.13% Dec 4, 2024 - Jul 25, 2025 | -35.74% Feb 12, 2020 - Nov 24, 2020 |
| #2 | -9.81% Feb 26, 2026 - Apr 13, 2026 | -24.29% Jan 4, 2022 - Dec 26, 2023 |
| #3 | -5.91% Jul 16, 2024 - Aug 23, 2024 | -16.36% Feb 19, 2025 - Jul 1, 2025 |
| #4 | -5.91% Aug 30, 2024 - Sep 19, 2024 | -8.00% Jul 16, 2024 - Aug 30, 2024 |
| #5 | -5.56% Mar 21, 2024 - May 21, 2024 | -7.46% Feb 11, 2026 - Apr 17, 2026 |
| #6 | -5.28% May 6, 2026 - Jun 2, 2026 | -6.20% Mar 28, 2024 - Jun 18, 2024 |
| #7 | -5.05% Jun 22, 2026 - Jul 17, 2026 | -5.61% Nov 25, 2024 - Feb 13, 2025 |
| #8 | -5.02% Sep 11, 2025 - Jan 9, 2026 | -4.99% Jun 4, 2021 - Aug 6, 2021 |
| #9 | -3.75% Nov 8, 2024 - Dec 4, 2024 | -4.62% Oct 27, 2025 - Nov 28, 2025 |
| #10 | -3.63% Jul 25, 2025 - Sep 10, 2025 | -4.41% Nov 16, 2021 - Dec 16, 2021 |
| #11 | -3.52% May 21, 2024 - Jun 17, 2024 | -4.27% Jan 17, 2020 - Feb 12, 2020 |
| #12 | -3.31% Jan 29, 2026 - Feb 9, 2026 | -4.05% Jan 14, 2021 - Feb 8, 2021 |
| #13 | -3.27% Jun 2, 2026 - Jun 11, 2026 | -3.99% Aug 11, 2021 - Oct 19, 2021 |
| #14 | -3.26% Oct 14, 2024 - Nov 6, 2024 | -3.44% Aug 30, 2024 - Sep 19, 2024 |
| #15 | -2.99% Dec 27, 2023 - Jan 18, 2024 | -3.37% Jul 23, 2025 - Aug 12, 2025 |
Correlation
Correlation between BCUS and RAFE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2020 - 2026)
BCUS vs RAFE dividend yield comparison.
| Year | BCUS | RAFE |
|---|---|---|
| 2026 | 0.00% | 0.79% |
| 2025 | 0.49% | 1.67% |
| 2024 | 0.23% | 1.79% |
| 2023 | 0.00% | 1.81% |
| 2022 | 0.00% | 2.22% |
| 2021 | 0.00% | 1.42% |
| 2020 | 0.00% | 2.36% |
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