PIZ vs RA

Comparison between INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF (PIZ, ETF) and Brookfield Real Assets Income Fund Inc (RA, ETF).

5-Year PerformancePIZ has outperformed RA, delivering a return of +9.7% compared to +0.3%

PIZ vs RA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PIZ(ETF)	RA(ETF)
Net Assets	$785M	$785M
Expense Ratio	0.80%	N/A
Max Drawdown	61.09%	54.93%
Sharpe Ratio	0.99	0.62
5Y Beta	0.92	0.30
5Y Dividends CAGR	48.47%	-8.47%

Net Assets

Winner

PIZ

$785M

Expense Ratio

PIZ

0.80%

N/A

Max Drawdown

PIZ

61.09%

Winner

54.93%

Sharpe Ratio

Winner

PIZ

0.99

0.62

5Y Beta

PIZ

0.92

Winner

0.30

5Y Dividends CAGR

Winner

PIZ

48.47%

-8.47%

PIZ vs RA - Historical Returns

Returns include dividend reinvestment.

Period	PIZ	RA
1 month	-4.07%	-0.25%
3 months	+10.43%	+1.42%
6 months	+14.67%	+3.26%
1 year	+24.28%	+8.93%
5 years(CAGR)	+9.72%	+0.27%
10 years(CAGR)	+10.92%	+5.78%
Max(CAGR)	+6.22%	+5.78%

PIZ

-4.07%

Winner

-0.25%

Winner

PIZ

+10.43%

+1.42%

Winner

PIZ

+14.67%

+3.26%

Winner

PIZ

+24.28%

+8.93%

5Y(CAGR)

Winner

PIZ

+9.72%

+0.27%

10Y(CAGR)

Winner

PIZ

+10.92%

+5.78%

Max(CAGR)

Winner

PIZ

+6.22%

+5.78%

PIZ vs RA - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	PIZ	RA
2026	+12.39%	+2.78%
2025	+38.01%	+7.65%
2024	+18.15%	+15.33%
2023	+18.01%	-11.07%
2022	-30.42%	-13.86%
2021	+19.82%	+33.09%
2020	+16.95%	-4.66%
2019	+28.15%	+22.50%
2018	-16.56%	-9.24%
2017	+30.52%	+15.68%
2016	-6.35%	+0.82%
2015	-0.12%	N/A
2014	-6.69%	N/A
2013	+34.14%	N/A
2012	+15.32%	N/A
2011	-19.66%	N/A
2010	+17.77%	N/A
2009	+36.14%	N/A
2008	-43.80%	N/A

PIZ vs RA Drawdown Comparison

The maximum drawdown for PIZ was -60.61%, occurring on Mar 9, 2009. Recovery took 1342 trading sessions.

The maximum drawdown for RA was -50.66%, occurring on Mar 18, 2020. Recovery took 254 trading sessions.

The current PIZ drawdown is -6.39%. The current RA drawdown is -3.89%.

Rank	PIZ	RA
#1	-60.61% May 19, 2008 - Sep 17, 2013	-50.66% Feb 19, 2020 - Feb 22, 2021
#2	-40.94% Sep 2, 2021 - Feb 12, 2025	-30.82% May 4, 2022 - Feb 12, 2026
#3	-36.44% Feb 12, 2020 - Aug 6, 2020	-19.43% Sep 14, 2018 - Apr 3, 2019
#4	-24.78% Jan 26, 2018 - Dec 27, 2019	-7.92% Jan 26, 2018 - Jun 7, 2018
#5	-22.95% Mar 6, 2014 - Jul 17, 2017	-7.62% Nov 4, 2021 - May 4, 2022
#6	-14.68% Feb 18, 2025 - Apr 22, 2025	-6.72% Feb 18, 2026 - Mar 30, 2026
#7	-14.36% Feb 26, 2026 - Apr 14, 2026	-6.18% May 7, 2021 - Jun 7, 2021
#8	-12.24% Jan 10, 2008 - Feb 27, 2008	-5.81% Aug 6, 2021 - Nov 1, 2021
#9	-11.04% May 8, 2026 - Jun 10, 2026	-5.78% Mar 15, 2021 - Apr 6, 2021
#10	-10.75% Feb 27, 2008 - Apr 3, 2008	-5.63% Oct 28, 2019 - Feb 5, 2020
#11	-9.01% Feb 16, 2021 - Apr 8, 2021	-3.69% Jun 14, 2021 - Jul 12, 2021
#12	-8.27% Oct 12, 2020 - Nov 5, 2020	-3.68% May 1, 2019 - Jun 14, 2019
#13	-6.93% Jan 15, 2014 - Feb 18, 2014	-3.41% Oct 16, 2017 - Jan 5, 2018
#14	-5.91% Nov 3, 2025 - Dec 11, 2025	-2.89% Apr 19, 2021 - May 7, 2021
#15	-5.42% Sep 18, 2013 - Oct 18, 2013	-2.73% Jul 12, 2021 - Aug 3, 2021

Correlation

Correlation between PIZ and RA is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73

-101

Dividend Comparison (2008 - 2026)

PIZ vs RA dividend yield comparison.

Year	PIZ	RA
2026	0.27%	5.62%
2025	1.55%	10.93%
2024	1.68%	10.63%
2023	1.86%	16.74%
2022	2.04%	14.79%
2021	1.01%	11.31%
2020	0.37%	13.39%
2019	1.58%	11.19%
2018	1.06%	12.52%
2017	1.30%	10.22%
2016	2.21%	0.89%
2015	1.09%	0.00%
2014	1.61%	0.00%
2013	2.81%	0.00%
2012	1.96%	0.00%
2011	2.90%	0.00%
2010	0.43%	0.00%
2009	2.10%	0.00%
2008	2.15%	0.00%