PDN vs XFLT
Comparison between INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF (PDN, ETF) and XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT, ETF).
5-Year PerformancePDN has outperformed XFLT, delivering a return of +6.9% compared to -4.3%
PDN vs XFLT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PDN vs XFLT - Historical Returns
Returns include dividend reinvestment.
PDN vs XFLT - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | PDN | XFLT |
|---|---|---|
| 2026 | +8.21% | -19.06% |
| 2025 | +38.01% | -16.36% |
| 2024 | +1.90% | +6.28% |
| 2023 | +13.05% | +26.15% |
| 2022 | -17.78% | -21.31% |
| 2021 | +8.57% | +32.32% |
| 2020 | +9.69% | +3.94% |
| 2019 | +18.83% | +17.84% |
| 2018 | -18.83% | -15.56% |
| 2017 | +29.71% | -5.54% |
| 2016 | +8.84% | N/A |
| 2015 | +2.02% | N/A |
| 2014 | -3.77% | N/A |
| 2013 | +19.38% | N/A |
| 2012 | +14.16% | N/A |
| 2011 | -15.10% | N/A |
| 2010 | +14.90% | N/A |
| 2009 | +51.56% | N/A |
| 2008 | -40.50% | N/A |
| 2007 | -4.91% | N/A |
PDN vs XFLT Drawdown Comparison
The maximum drawdown for PDN was -59.30%, occurring on Mar 9, 2009. Recovery took 798 trading sessions.
The maximum drawdown for XFLT was -55.39%, occurring on Mar 24, 2020. Recovery took 841 trading sessions.
The current PDN drawdown is -3.77%. The current XFLT drawdown is -36.31%.
| Rank | PDN | XFLT |
|---|---|---|
| #1 | -59.30% Nov 1, 2007 - Jan 3, 2011 | -55.39% Oct 3, 2017 - Feb 5, 2021 |
| #2 | -41.92% Jan 26, 2018 - Dec 15, 2020 | -47.03% Dec 2, 2024 - Mar 9, 2026 |
| #3 | -33.67% Sep 3, 2021 - May 5, 2025 | -33.03% Feb 2, 2022 - Jan 30, 2024 |
| #4 | -24.21% May 2, 2011 - Apr 25, 2013 | -10.75% Jul 6, 2021 - Jan 11, 2022 |
| #5 | -20.59% May 15, 2015 - Feb 10, 2017 | -9.07% Jan 12, 2022 - Jan 31, 2022 |
| #6 | -14.31% Jul 3, 2014 - May 15, 2015 | -8.89% Feb 24, 2021 - Mar 11, 2021 |
| #7 | -11.26% Feb 27, 2026 - May 6, 2026 | -8.47% Mar 17, 2021 - Jun 14, 2021 |
| #8 | -10.18% Feb 7, 2011 - Apr 26, 2011 | -7.62% Feb 7, 2024 - Nov 7, 2024 |
| #9 | -9.84% May 21, 2013 - Aug 2, 2013 | -3.20% Jun 16, 2021 - Jun 30, 2021 |
| #10 | -6.89% Oct 22, 2013 - Feb 24, 2014 | -2.24% Feb 1, 2024 - Feb 6, 2024 |
| #11 | -6.02% Jun 8, 2021 - Sep 2, 2021 | -1.73% Feb 17, 2021 - Feb 22, 2021 |
| #12 | -5.54% May 8, 2026 - Jun 10, 2026 | -1.07% Feb 5, 2021 - Feb 10, 2021 |
| #13 | -5.04% Oct 27, 2025 - Nov 28, 2025 | -0.52% Jul 1, 2021 - Jul 6, 2021 |
| #14 | -4.33% Mar 6, 2014 - May 29, 2014 | -0.32% Mar 15, 2021 - Mar 17, 2021 |
| #15 | -4.28% Aug 14, 2013 - Sep 9, 2013 | -0.30% Sep 28, 2017 - Oct 3, 2017 |
Correlation
Correlation between PDN and XFLT is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2007 - 2026)
PDN vs XFLT dividend yield comparison.
| Year | PDN | XFLT |
|---|---|---|
| 2026 | 1.55% | 10.31% |
| 2025 | 3.36% | 18.23% |
| 2024 | 3.36% | 15.24% |
| 2023 | 3.16% | 13.61% |
| 2022 | 2.68% | 13.86% |
| 2021 | 2.42% | 9.82% |
| 2020 | 1.79% | 10.64% |
| 2019 | 2.60% | 10.63% |
| 2018 | 2.21% | 11.33% |
| 2017 | 2.42% | 1.47% |
| 2016 | 2.16% | 0.00% |
| 2015 | 2.06% | 0.00% |
| 2014 | 1.95% | 0.00% |
| 2013 | 2.15% | 0.00% |
| 2012 | 2.31% | 0.00% |
| 2011 | 2.42% | 0.00% |
| 2010 | 1.80% | 0.00% |
| 2009 | 3.37% | 0.00% |
| 2008 | 2.44% | 0.00% |
| 2007 | 0.14% | 0.00% |
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