PBOT vs RJVI
Comparison between Pictet AI & Automation ETF (PBOT, ETF) and RJ EAGLE VERTICAL INCOME ETF (RJVI, ETF).
PBOT vs RJVI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBOT
$14M
RJVI
$14M
Expense Ratio
PBOT
0.70%
Winner
RJVI
0.51%
Max Drawdown
PBOT
15.78%
Winner
RJVI
3.21%
Sharpe Ratio
Winner
PBOT
1.49
RJVI
-0.17
5Y Beta
PBOT
1.64
Winner
RJVI
0.16
P/E Ratio
PBOT
61.55
RJVI
N/A
Forward P/E
PBOT
31.54
RJVI
N/A
PEG Ratio
PBOT
0.10
RJVI
N/A
5Y EPS CAGR
PBOT
32.57%
RJVI
N/A
P/S Ratio
PBOT
4.54
RJVI
N/A
P/B Ratio
PBOT
12.39
RJVI
N/A
PBOT vs RJVI - Holdings Comparison
PBOT and RJVI have 1 common holdings. Overlap is 0.00%
PBOT's top 25 holdings weight is 79.62%. RJVI's top 25 holdings weight is 39.49%.
| Rank | PBOT | RJVI |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 7.22% | UNION PACIFIC CORPORATION 3.25% (n/a) - 1.94% |
| #2 | BROADCOM INC (AVGO) - 6.22% | HONEYWELL INTERNATIONAL INC. 4.5% (n/a) - 1.94% |
| #3 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 6.06% | DOLLAR GENERAL CORPORATION 5% (n/a) - 1.94% |
| #4 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 5.98% | APPLE INC. 3.75% (n/a) - 1.93% |
| #5 | PALO ALTO NETWORKS INC (PANW) - 5.69% | COMCAST CORPORATION 5.35% (n/a) - 1.92% |
| #6 | KLA CORP (KLAC) - 5.06% | CISCO SYSTEMS INC (CSCO) - 1.85% |
| #7 | NVIDIA CORP (NVDA) - 4.45% | AMERICAN ELECTRIC POWER CO, INC. 5.8% (n/a) - 1.51% |
| #8 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 3.23% | CMS ENERGY CORPORATION 4.75% (n/a) - 1.50% |
| #9 | ZSCALER INC (ZS) - 3.18% | DELL INTERNATIONAL LLC / EMC CORP. 4.75% (n/a) - 1.49% |
| #10 | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.89% | EQUIFAX INC. 5.1% (n/a) - 1.48% |
| #11 | FORTINET INC (FTNT) - 2.85% | GOLDMAN SACHS GROUP, INC. 7.5% (n/a) - 1.48% |
| #12 | INFINEON TECHNOLOGIES AG (n/a) - 2.62% | PNC FINANCIAL SERVICES GROUP INC. 6.25% (n/a) - 1.48% |
| #13 | NXP SEMICONDUCTORS NV (NXPI) - 2.57% | AUTOZONE, INC. 4% (n/a) - 1.47% |
| #14 | ASML HOLDING NV (n/a) - 2.53% | MOODYS CORP. 4.88% (n/a) - 1.47% |
| #15 | SALESFORCE INC (CRM) - 2.38% | BURLINGTON NORTHERN SANTA FE LLC 5.05% (n/a) - 1.47% |
| #16 | SERVICENOW INC (NOW) - 2.06% | JPMORGAN CHASE & CO. 6.5% (n/a) - 1.47% |
| #17 | TOKYO ELECTRON LTD (n/a) - 1.82% | n/a (n/a) - 1.47% |
| #18 | CLOUDFLARE INC (NET) - 1.82% | NORTHROP GRUMMAN CORPORATION 5.2% (n/a) - 1.46% |
| #19 | SAP SE (n/a) - 1.76% | THE J M SMUCKER COMPANY 6.2% (n/a) - 1.46% |
| #20 | DATADOG INC CLASS A (DDOG) - 1.75% | ORACLE CORP. 6.25% (n/a) - 1.46% |
| #21 | ASM INTERNATIONAL NV (n/a) - 1.71% | FISERV INC. 5.38% (n/a) - 1.46% |
| #22 | LAM RESEARCH CORP (LRCX) - 1.49% | BROADCOM INC 5.15% (n/a) - 1.46% |
| #23 | META PLATFORMS INC CLASS A (META) - 1.47% | BROWN & BROWN INC 5.25% (n/a) - 1.46% |
| #24 | INTUITIVE SURGICAL INC (ISRG) - 1.43% | AMGEN INC. 5.25% (n/a) - 1.46% |
| #25 | APPLIED MATERIALS INC (AMAT) - 1.38% | BORGWARNER INC. 5.4% (n/a) - 1.46% |
| Total Holdings | 51 | 79 |
PBOT vs RJVI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PBOT
+8.10%
RJVI
+0.11%
3M
Winner
PBOT
+26.82%
RJVI
-0.68%
6M
Winner
PBOT
+23.15%
RJVI
+1.65%
Max(CAGR)
Winner
PBOT
+45.74%
RJVI
+2.93%
PBOT vs RJVI - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | PBOT | RJVI |
|---|---|---|
| 2026 | +24.78% | +1.50% |
| 2025 | +1.59% | +0.50% |
PBOT vs RJVI Drawdown Comparison
The maximum drawdown for PBOT was -15.78%, occurring on Mar 30, 2026. Recovery took 58 trading sessions.
The maximum drawdown for RJVI was -3.12%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The current PBOT drawdown is -6.85%. The current RJVI drawdown is -1.67%.
| Rank | PBOT | RJVI |
|---|---|---|
| #1 | -15.78% Jan 28, 2026 - Apr 22, 2026 | -3.12% Feb 27, 2026 - Mar 20, 2026 |
| #2 | -10.39% Nov 3, 2025 - Jan 27, 2026 | -1.99% Oct 27, 2025 - Jan 14, 2026 |
| #3 | -8.12% Jun 2, 2026 - Jun 5, 2026 | -0.64% Jan 15, 2026 - Jan 22, 2026 |
| #4 | -2.20% May 26, 2026 - May 28, 2026 | -0.47% Oct 2, 2025 - Oct 16, 2025 |
| #5 | -2.03% Apr 22, 2026 - Apr 24, 2026 | -0.29% Feb 13, 2026 - Feb 26, 2026 |
| #6 | -2.01% Apr 27, 2026 - May 1, 2026 | -0.29% Oct 21, 2025 - Oct 27, 2025 |
| #7 | -1.61% May 8, 2026 - May 13, 2026 | -0.07% Jan 27, 2026 - Jan 29, 2026 |
| #8 | -1.22% May 14, 2026 - May 20, 2026 | -0.04% Jan 22, 2026 - Jan 26, 2026 |
| #9 | -1.20% Oct 21, 2025 - Oct 23, 2025 | N/A |
| #10 | -0.76% Oct 28, 2025 - Nov 3, 2025 | N/A |
Correlation
Correlation between PBOT and RJVI is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.
0.28
-101
Dividend Comparison (2025 - 2026)
PBOT vs RJVI dividend yield comparison.
| Year | PBOT | RJVI |
|---|---|---|
| 2026 | 0.00% | 1.69% |
| 2025 | 0.10% | 0.93% |
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