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DDX vs PQDI

Comparison between DEFINED DURATION 10 ETF (DDX, ETF) and PRINCIPAL SPECTRUM TAX-ADVANTAGED DIVIDEND ACTIVE ETF (PQDI, ETF).

5-Year PerformancePQDI has outperformed DDX, delivering a return of +3.2% compared to +2.7%

DDX vs PQDI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
DDX
$70M
PQDI
$70M
Expense Ratio
Winner
DDX
0.25%
PQDI
0.60%
Max Drawdown
Winner
DDX
22.16%
PQDI
23.92%
Sharpe Ratio
Winner
DDX
1.25
PQDI
0.60
5Y Beta
DDX
0.24
Winner
PQDI
0.10
5Y Dividends CAGR
DDX
N/A
PQDI
1.04%

DDX vs PQDI - Historical Returns

Returns include dividend reinvestment.

1M
DDX
-0.65%
Winner
PQDI
+0.27%
3M
Winner
DDX
+1.95%
PQDI
+0.70%
6M
Winner
DDX
+3.67%
PQDI
+1.16%
1Y
Winner
DDX
+10.82%
PQDI
+5.90%
5Y(CAGR)
DDX
+2.66%
Winner
PQDI
+3.18%
Max(CAGR)
DDX
+2.66%
Winner
PQDI
+4.66%

DDX vs PQDI - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearDDXPQDI
2026+4.62%+1.49%
2025+11.97%+8.29%
2024+3.36%+10.24%
2023+10.05%+5.96%
2022-15.84%-9.61%
2021+1.34%+3.21%
2020N/A+9.80%

DDX vs PQDI Drawdown Comparison

The maximum drawdown for DDX was -21.28%, occurring on Oct 14, 2022. Recovery took 907 trading sessions.

The maximum drawdown for PQDI was -17.41%, occurring on Mar 20, 2023. Recovery took 686 trading sessions.

The current DDX drawdown is -0.69%. The current PQDI drawdown is -0.46%.

RankDDXPQDI
#1-21.28%
Nov 9, 2021 - Jun 24, 2025
-17.41%
Sep 23, 2021 - Jun 17, 2024
#2-4.41%
Feb 27, 2026 - May 6, 2026
-3.31%
Feb 25, 2026 - Jun 29, 2026
#3-2.36%
Sep 23, 2021 - Oct 28, 2021
-2.46%
Sep 2, 2020 - Nov 5, 2020
#4-1.80%
Oct 27, 2025 - Dec 11, 2025
-2.25%
Mar 20, 2025 - May 8, 2025
#5-1.43%
May 6, 2026 - May 26, 2026
-2.04%
Feb 12, 2021 - Apr 8, 2021
#6-1.38%
Jun 2, 2026 - Jun 15, 2026
-0.96%
Aug 1, 2024 - Aug 14, 2024
#7-1.20%
Jun 30, 2025 - Jul 23, 2025
-0.92%
Jan 3, 2025 - Jan 30, 2025
#8-1.08%
Jul 6, 2026 - Jul 20, 2026
-0.86%
Dec 31, 2020 - Feb 5, 2021
#9-0.85%
Jun 22, 2026 - Jul 6, 2026
-0.82%
Oct 28, 2025 - Nov 26, 2025
#10-0.77%
Jan 15, 2026 - Jan 23, 2026
-0.75%
Jun 17, 2020 - Jun 25, 2020
#11-0.73%
Sep 16, 2025 - Oct 1, 2025
-0.74%
Jun 25, 2020 - Jun 30, 2020
#12-0.72%
Jul 25, 2025 - Aug 4, 2025
-0.72%
Oct 17, 2024 - Dec 6, 2024
#13-0.63%
Aug 28, 2025 - Sep 4, 2025
-0.71%
Oct 8, 2025 - Oct 23, 2025
#14-0.62%
Oct 3, 2025 - Oct 14, 2025
-0.65%
May 5, 2021 - May 28, 2021
#15-0.50%
Aug 13, 2025 - Aug 22, 2025
-0.65%
Feb 10, 2025 - Feb 28, 2025

Correlation

Correlation between DDX and PQDI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2020 - 2026)

DDX vs PQDI dividend yield comparison.

YearDDXPQDI
20261.28%2.94%
20253.17%5.02%
20243.11%4.93%
20232.41%5.35%
20221.38%5.60%
20211.14%5.21%
20200.00%2.69%

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