BRTR vs PCQ

Comparison between BlackRock Total Return ETF (BRTR, ETF) and Pimco California Municipal Income Fund (PCQ, ETF).

BRTR vs PCQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRTR(ETF)	PCQ(ETF)
Net Assets	$557M	$556M
Expense Ratio	0.38%	N/A
Max Drawdown	7.15%	60.60%
Sharpe Ratio	0.36	0.81
5Y Beta	0.05	0.14
P/E Ratio	0.11	N/A
Forward P/E	384.62	N/A
PEG Ratio	0.94	N/A
5Y Dividends CAGR	N/A	-8.38%
Debt to Equity	73.31%	N/A
P/S Ratio	6.05	N/A
P/B Ratio	4.68	N/A

Net Assets

Winner

BRTR

$557M

PCQ

$556M

Expense Ratio

BRTR

0.38%

PCQ

N/A

Max Drawdown

Winner

BRTR

7.15%

PCQ

60.60%

Sharpe Ratio

BRTR

0.36

Winner

PCQ

0.81

5Y Beta

Winner

BRTR

0.05

PCQ

0.14

P/E Ratio

BRTR

0.11

PCQ

N/A

Forward P/E

BRTR

384.62

PCQ

N/A

PEG Ratio

BRTR

0.94

PCQ

N/A

5Y Dividends CAGR

BRTR

N/A

PCQ

-8.38%

Debt to Equity

BRTR

73.31%

PCQ

N/A

P/S Ratio

BRTR

6.05

PCQ

N/A

P/B Ratio

BRTR

4.68

PCQ

N/A

BRTR vs PCQ - Historical Returns

Returns include dividend reinvestment.

Period	BRTR	PCQ
1 month	-0.04%	+1.55%
3 months	-0.95%	+0.33%
6 months	+0.27%	+3.64%
1 year	+5.14%	+9.78%
5 years(CAGR)	N/A	-9.71%
10 years(CAGR)	N/A	-1.43%
Max(CAGR)	+3.95%	+3.76%

BRTR

-0.04%

Winner

PCQ

+1.55%

BRTR

-0.95%

Winner

PCQ

+0.33%

BRTR

+0.27%

Winner

PCQ

+3.64%

BRTR

+5.14%

Winner

PCQ

+9.78%

5Y(CAGR)

BRTR

N/A

PCQ

-9.71%

10Y(CAGR)

BRTR

N/A

PCQ

-1.43%

Max(CAGR)

Winner

BRTR

+3.95%

PCQ

+3.76%

BRTR vs PCQ - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BRTR	PCQ
2026	+0.12%	+3.33%
2025	+8.01%	+0.17%
2024	+1.78%	+1.28%
2023	+0.43%	-36.42%
2022	N/A	-15.26%
2021	N/A	+7.87%
2020	N/A	-6.19%
2019	N/A	+26.15%
2018	N/A	-1.10%
2017	N/A	+16.44%
2016	N/A	+5.62%
2015	N/A	+6.94%
2014	N/A	+26.59%
2013	N/A	-14.10%
2012	N/A	+25.62%
2011	N/A	+18.97%
2010	N/A	+6.14%
2009	N/A	+45.10%
2008	N/A	-41.29%
2007	N/A	-3.73%
2006	N/A	+16.83%
2005	N/A	+24.28%
2004	N/A	+8.38%
2003	N/A	+0.07%
2002	N/A	+2.59%
2001	N/A	+0.78%

BRTR vs PCQ Drawdown Comparison

The maximum drawdown for BRTR was -5.07%, occurring on Jan 13, 2025. Recovery took 194 trading sessions.

The maximum drawdown for PCQ was -56.28%, occurring on Dec 16, 2008. Recovery took 839 trading sessions.

The current BRTR drawdown is -2.00%. The current PCQ drawdown is -44.87%.

Rank	BRTR	PCQ
#1	-5.07% Sep 16, 2024 - Jun 26, 2025	-56.28% May 11, 2007 - Sep 9, 2010
#2	-3.43% Feb 1, 2024 - Jun 13, 2024	-54.86% Nov 12, 2021 - Oct 6, 2023
#3	-3.26% Feb 27, 2026 - Mar 27, 2026	-37.82% Dec 9, 2019 - Jul 15, 2021
#4	-1.82% Dec 28, 2023 - Feb 1, 2024	-22.43% Jan 23, 2013 - Nov 20, 2014
#5	-1.40% Jun 25, 2024 - Jul 8, 2024	-17.69% Oct 15, 2010 - Sep 29, 2011
#6	-1.21% Jun 30, 2025 - Aug 1, 2025	-17.09% Dec 11, 2017 - Jul 9, 2018
#7	-1.13% Aug 5, 2024 - Aug 14, 2024	-14.13% Aug 13, 2018 - Jan 28, 2019
#8	-1.05% Oct 28, 2025 - Jan 9, 2026	-13.13% Sep 8, 2016 - May 8, 2017
#9	-0.81% Sep 16, 2025 - Oct 14, 2025	-12.06% Jun 13, 2003 - Apr 1, 2004
#10	-0.76% Jul 17, 2024 - Jul 30, 2024	-11.35% Feb 2, 2015 - Oct 20, 2015
#11	-0.68% Jan 14, 2026 - Feb 5, 2026	-10.17% Jul 11, 2012 - Nov 28, 2012
#12	-0.58% Aug 27, 2024 - Sep 4, 2024	-9.02% Jan 30, 2012 - Apr 24, 2012
#13	-0.56% Aug 13, 2025 - Aug 26, 2025	-8.76% Apr 1, 2004 - Aug 6, 2004
#14	-0.41% Aug 21, 2024 - Aug 27, 2024	-8.05% Sep 13, 2002 - May 22, 2003
#15	-0.38% Aug 5, 2025 - Aug 13, 2025	-7.19% Aug 16, 2001 - Aug 6, 2002

Correlation

Correlation between BRTR and PCQ is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29

-101

Dividend Comparison (2001 - 2026)

BRTR vs PCQ dividend yield comparison.

Year	BRTR	PCQ
2026	1.83%	2.03%
2025	4.86%	4.95%
2024	5.58%	4.78%
2023	0.22%	4.64%
2022	0.00%	5.29%
2021	0.00%	4.20%
2020	0.00%	4.39%
2019	0.00%	4.65%
2018	0.00%	5.72%
2017	0.00%	5.35%
2016	0.00%	5.89%
2015	0.00%	5.89%
2014	0.00%	5.90%
2013	0.00%	7.10%
2012	0.00%	5.80%
2011	0.00%	6.87%
2010	0.00%	7.45%
2009	0.00%	7.46%
2008	0.00%	10.68%
2007	0.00%	5.95%
2006	0.00%	5.25%
2005	0.00%	5.83%
2004	0.00%	6.83%
2003	0.00%	6.90%
2002	0.00%	6.45%
2001	0.00%	2.53%