BMVP vs PIFI

Comparison between INVESCO BLOOMBERG MVP MULTI-FACTOR ETF (BMVP, ETF) and CLEARSHARES PITON INTERMEDIATE FIXED INCOME ETF (PIFI, ETF).

5-Year PerformanceBMVP has outperformed PIFI, delivering a return of +6.6% compared to +1.0%

BMVP vs PIFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BMVP(ETF)	PIFI(ETF)
Net Assets	$101M	$101M
Expense Ratio	0.29%	0.45%
Max Drawdown	79.05%	11.71%
Sharpe Ratio	0.70	0.03
5Y Beta	0.56	0.00
P/E Ratio	16.79	N/A
Forward P/E	14.73	N/A
PEG Ratio	0.23	N/A
5Y Dividends CAGR	21.66%	190.01%
5Y EPS CAGR	14.02%	N/A
Debt to Equity	183.04%	N/A
P/S Ratio	1.58	N/A
P/B Ratio	3.78	N/A

Net Assets

BMVP

$101M

PIFI

$101M

Expense Ratio

Winner

BMVP

0.29%

PIFI

0.45%

Max Drawdown

BMVP

79.05%

Winner

PIFI

11.71%

Sharpe Ratio

Winner

BMVP

0.70

PIFI

0.03

5Y Beta

BMVP

0.56

Winner

PIFI

0.00

P/E Ratio

BMVP

16.79

PIFI

N/A

Forward P/E

BMVP

14.73

PIFI

N/A

PEG Ratio

BMVP

0.23

PIFI

N/A

5Y Dividends CAGR

BMVP

21.66%

Winner

PIFI

190.01%

5Y EPS CAGR

BMVP

14.02%

PIFI

N/A

Debt to Equity

BMVP

183.04%

PIFI

N/A

P/S Ratio

BMVP

1.58

PIFI

N/A

P/B Ratio

BMVP

3.78

PIFI

N/A

BMVP vs PIFI - Historical Returns

Returns include dividend reinvestment.

Period	BMVP	PIFI
1 month	+2.56%	-0.07%
3 months	+3.30%	-0.09%
6 months	+6.60%	+0.29%
1 year	+10.82%	+3.19%
5 years(CAGR)	+6.58%	+1.01%
10 years(CAGR)	+9.66%	N/A
Max(CAGR)	+2.83%	+0.77%

Winner

BMVP

+2.56%

PIFI

-0.07%

Winner

BMVP

+3.30%

PIFI

-0.09%

Winner

BMVP

+6.60%

PIFI

+0.29%

Winner

BMVP

+10.82%

PIFI

+3.19%

5Y(CAGR)

Winner

BMVP

+6.58%

PIFI

+1.01%

10Y(CAGR)

BMVP

+9.66%

PIFI

N/A

Max(CAGR)

Winner

BMVP

+2.83%

PIFI

+0.77%

BMVP vs PIFI - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	BMVP	PIFI
2026	+6.79%	+0.00%
2025	+6.32%	+6.32%
2024	+17.42%	+2.71%
2023	+19.79%	+4.39%
2022	-15.25%	-6.88%
2021	+20.39%	-1.29%
2020	+8.23%	+0.10%
2019	+13.67%	N/A
2018	-6.36%	N/A
2017	+20.07%	N/A
2016	+16.01%	N/A
2015	+0.75%	N/A
2014	+10.08%	N/A
2013	+37.82%	N/A
2012	+19.77%	N/A
2011	-6.73%	N/A
2010	+15.14%	N/A
2009	+15.88%	N/A
2008	-35.96%	N/A
2007	+4.49%	N/A
2006	+9.97%	N/A
2005	+14.63%	N/A
2004	+19.21%	N/A
2003	-68.14%	N/A

BMVP vs PIFI Drawdown Comparison

The maximum drawdown for BMVP was -78.13%, occurring on Mar 9, 2009. Recovery took 3784 trading sessions.

The maximum drawdown for PIFI was -10.59%, occurring on Oct 20, 2022. Recovery took 927 trading sessions.

The current BMVP drawdown is -0.79%. The current PIFI drawdown is -1.34%.

Rank	BMVP	PIFI
#1	-78.13% Jul 8, 2003 - Jul 18, 2018	-10.59% Dec 31, 2020 - Sep 10, 2024
#2	-39.43% Sep 26, 2018 - Dec 4, 2020	-2.71% Sep 16, 2024 - Mar 31, 2025
#3	-26.58% Nov 16, 2021 - Jan 25, 2024	-1.93% Feb 27, 2026 - May 19, 2026
#4	-15.13% Nov 29, 2024 - Jan 6, 2026	-1.51% Apr 4, 2025 - Apr 29, 2025
#5	-10.47% Feb 12, 2021 - Apr 16, 2021	-1.24% Apr 30, 2025 - Jun 23, 2025
#6	-6.83% Jun 1, 2021 - Aug 11, 2021	-0.76% Jun 30, 2025 - Aug 1, 2025
#7	-6.64% Sep 3, 2021 - Nov 4, 2021	-0.67% Oct 22, 2025 - Nov 24, 2025
#8	-6.46% Feb 6, 2026 - Mar 30, 2026	-0.58% Nov 26, 2025 - Dec 29, 2025
#9	-5.81% Mar 28, 2024 - Jul 16, 2024	-0.54% Sep 16, 2025 - Oct 10, 2025
#10	-5.65% May 7, 2021 - Jun 1, 2021	-0.44% Jan 7, 2026 - Feb 5, 2026
#11	-5.39% Dec 22, 2020 - Jan 7, 2021	-0.41% Oct 2, 2020 - Dec 28, 2020
#12	-4.57% Jan 25, 2021 - Feb 4, 2021	-0.30% Aug 13, 2025 - Aug 22, 2025
#13	-3.86% Jul 31, 2024 - Aug 15, 2024	-0.23% Sep 10, 2024 - Sep 13, 2024
#14	-3.68% Aug 12, 2021 - Aug 25, 2021	-0.21% Aug 4, 2025 - Aug 13, 2025
#15	-3.06% Jun 17, 2003 - Jul 7, 2003	-0.19% Aug 29, 2025 - Sep 3, 2025

Correlation

Correlation between BMVP and PIFI is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2003 - 2026)

BMVP vs PIFI dividend yield comparison.

Year	BMVP	PIFI
2026	0.42%	0.78%
2025	1.77%	3.16%
2024	1.58%	2.92%
2023	1.67%	2.29%
2022	1.51%	1.22%
2021	0.56%	0.25%
2020	1.09%	0.00%
2019	0.95%	0.00%
2018	1.44%	0.00%
2017	1.75%	0.00%
2016	1.35%	0.00%
2015	1.02%	0.00%
2014	0.82%	0.00%
2013	0.78%	0.00%
2012	1.78%	0.00%
2011	1.05%	0.00%
2010	1.33%	0.00%
2009	1.01%	0.00%
2008	1.29%	0.00%
2007	1.02%	0.00%
2006	0.60%	0.00%
2005	0.70%	0.00%
2004	0.60%	0.00%
2003	0.36%	0.00%