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PIO vs RISR

Comparison between INVESCO GLOBAL WATER ETF (PIO, ETF) and FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF (RISR, ETF).

5-Year PerformanceRISR has outperformed PIO, delivering a return of +14.5% compared to +2.6%

PIO vs RISR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PIO
$275M
RISR
$274M
Expense Ratio
Winner
PIO
0.75%
RISR
1.04%
Max Drawdown
PIO
65.37%
Winner
RISR
14.88%
Sharpe Ratio
PIO
-0.20
Winner
RISR
0.25
5Y Beta
PIO
0.75
Winner
RISR
-0.00
P/E Ratio
PIO
26.15
RISR
N/A
Forward P/E
PIO
20.13
RISR
N/A
PEG Ratio
PIO
1.62
RISR
N/A
5Y Dividends CAGR
PIO
10.89%
RISR
N/A
Debt to Equity
PIO
42.47%
RISR
N/A
P/S Ratio
PIO
3.43
RISR
N/A
P/B Ratio
PIO
3.52
RISR
N/A

PIO vs RISR - Historical Returns

Returns include dividend reinvestment.

1M
PIO
-1.47%
Winner
RISR
+1.40%
3M
PIO
-4.65%
Winner
RISR
+2.59%
6M
PIO
-5.56%
Winner
RISR
+4.78%
1Y
PIO
-0.79%
Winner
RISR
+4.94%
5Y(CAGR)
PIO
+2.59%
Winner
RISR
+14.52%
10Y(CAGR)
PIO
+8.49%
RISR
N/A
Max(CAGR)
PIO
+4.35%
Winner
RISR
+14.52%

PIO vs RISR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearPIORISR
2026-0.71%+5.08%
2025+14.88%+4.15%
2024+0.77%+23.40%
2023+21.34%+7.62%
2022-23.40%+32.75%
2021+26.12%+0.02%
2020+13.96%N/A
2019+35.07%N/A
2018-9.66%N/A
2017+26.39%N/A
2016+1.84%N/A
2015-7.16%N/A
2014+2.10%N/A
2013+28.16%N/A
2012+14.11%N/A
2011-21.57%N/A
2010+9.36%N/A
2009+36.58%N/A
2008-44.55%N/A
2007+0.08%N/A

PIO vs RISR Drawdown Comparison

The maximum drawdown for PIO was -64.88%, occurring on Mar 9, 2009. Recovery took 1661 trading sessions.

The maximum drawdown for RISR was -14.31%, occurring on Aug 16, 2022. Recovery took 192 trading sessions.

The current PIO drawdown is -9.17%.

RankPIORISR
#1-64.88%
Oct 31, 2007 - Jun 9, 2014
-14.31%
Jun 14, 2022 - Mar 21, 2023
#2-35.76%
Feb 19, 2020 - Sep 2, 2020
-8.06%
Oct 30, 2023 - Feb 15, 2024
#3-34.27%
Dec 29, 2021 - Mar 28, 2024
-5.36%
Mar 21, 2023 - May 22, 2023
#4-26.33%
May 21, 2015 - Sep 8, 2017
-4.92%
Oct 11, 2021 - Nov 24, 2021
#5-17.09%
May 15, 2024 - May 15, 2025
-4.82%
Feb 16, 2022 - Mar 15, 2022
#6-16.95%
Jan 22, 2018 - Mar 13, 2019
-4.26%
Nov 24, 2021 - Jan 6, 2022
#7-16.14%
Jul 13, 2007 - Oct 29, 2007
-4.16%
Jul 1, 2024 - Oct 9, 2024
#8-13.88%
Jun 20, 2014 - May 14, 2015
-3.78%
May 25, 2023 - Jul 6, 2023
#9-13.15%
Feb 26, 2026 - Mar 27, 2026
-3.40%
May 17, 2022 - Jun 10, 2022
#10-9.89%
Sep 2, 2021 - Dec 29, 2021
-3.07%
Jul 11, 2023 - Aug 3, 2023
#11-7.14%
Mar 28, 2024 - May 15, 2024
-2.99%
Oct 1, 2021 - Oct 7, 2021
#12-6.54%
Jan 8, 2021 - Apr 1, 2021
-2.60%
Sep 3, 2025 - Jan 6, 2026
#13-6.20%
Oct 24, 2025 - Jan 15, 2026
-2.50%
Feb 21, 2024 - Apr 10, 2024
#14-5.98%
May 3, 2019 - Jun 20, 2019
-2.10%
May 13, 2024 - May 28, 2024
#15-5.80%
Oct 12, 2020 - Nov 5, 2020
-2.03%
Apr 10, 2025 - May 21, 2025

Correlation

Correlation between PIO and RISR is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

Dividend Comparison (2008 - 2026)

PIO vs RISR dividend yield comparison.

YearPIORISR
20260.80%2.95%
20251.04%5.95%
20240.78%5.67%
20230.84%7.96%
20221.02%4.26%
20211.19%0.30%
20200.88%0.00%
20191.20%0.00%
20182.00%0.00%
20171.00%0.00%
20161.45%0.00%
20151.63%0.00%
20141.42%0.00%
20131.50%0.00%
20121.82%0.00%
20111.63%0.00%
20100.87%0.00%
20091.27%0.00%
20081.38%0.00%

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