PIFI vs BMVP

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

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

PIFI vs BMVP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PIFI(ETF)	BMVP(ETF)
Net Assets	$101M	$101M
Expense Ratio	0.45%	0.29%
Max Drawdown	11.71%	79.05%
Sharpe Ratio	-0.13	0.78
5Y Beta	0.00	0.56
P/E Ratio	N/A	16.79
Forward P/E	N/A	14.69
PEG Ratio	N/A	0.23
5Y Dividends CAGR	190.01%	21.66%
5Y EPS CAGR	N/A	14.02%
Debt to Equity	N/A	183.04%
P/S Ratio	N/A	1.58
P/B Ratio	N/A	3.78

Net Assets

PIFI

$101M

BMVP

$101M

Expense Ratio

PIFI

0.45%

Winner

BMVP

0.29%

Max Drawdown

Winner

PIFI

11.71%

BMVP

79.05%

Sharpe Ratio

PIFI

-0.13

Winner

BMVP

0.78

5Y Beta

Winner

PIFI

0.00

BMVP

0.56

P/E Ratio

PIFI

N/A

BMVP

16.79

Forward P/E

PIFI

N/A

BMVP

14.69

PEG Ratio

PIFI

N/A

BMVP

0.23

5Y Dividends CAGR

Winner

PIFI

190.01%

BMVP

21.66%

5Y EPS CAGR

PIFI

N/A

BMVP

14.02%

Debt to Equity

PIFI

N/A

BMVP

183.04%

P/S Ratio

PIFI

N/A

BMVP

1.58

P/B Ratio

PIFI

N/A

BMVP

3.78

PIFI vs BMVP - Historical Returns

Returns include dividend reinvestment.

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

PIFI

-0.07%

Winner

BMVP

+2.56%

PIFI

-0.09%

Winner

BMVP

+3.30%

PIFI

+0.29%

Winner

BMVP

+6.60%

PIFI

+3.19%

Winner

BMVP

+10.82%

5Y(CAGR)

PIFI

+1.01%

Winner

BMVP

+6.58%

10Y(CAGR)

PIFI

N/A

BMVP

+9.66%

Max(CAGR)

PIFI

+0.77%

Winner

BMVP

+2.83%

PIFI vs BMVP - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

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

PIFI vs BMVP Drawdown Comparison

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

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

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

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

Correlation

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

0.75

-101

Dividend Comparison (2003 - 2026)

PIFI vs BMVP dividend yield comparison.

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