PNI vs USEW
Comparison between Pimco New York Municipal Income Fund II (PNI, ETF) and Cambria US EW ETF (USEW, ETF).
PNI vs USEW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PNI
$188M
USEW
$187M
Expense Ratio
PNI
N/A
USEW
0.30%
Max Drawdown
PNI
64.22%
Winner
USEW
8.25%
Sharpe Ratio
PNI
0.91
Winner
USEW
1.16
5Y Beta
Winner
PNI
0.13
USEW
0.92
5Y Dividends CAGR
PNI
-4.39%
USEW
N/A
PNI vs USEW - Historical Returns
Returns include dividend reinvestment.
1M
PNI
+1.43%
Winner
USEW
+2.25%
3M
PNI
+2.21%
Winner
USEW
+10.89%
6M
PNI
+4.94%
Winner
USEW
+9.57%
1Y
PNI
+11.09%
USEW
N/A
5Y(CAGR)
PNI
-5.66%
USEW
N/A
10Y(CAGR)
PNI
-2.02%
USEW
N/A
Max(CAGR)
PNI
+2.74%
Winner
USEW
+20.89%
PNI vs USEW - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | PNI | USEW |
|---|---|---|
| 2026 | +4.49% | +8.60% |
| 2025 | +0.74% | +0.77% |
| 2024 | -0.59% | N/A |
| 2023 | -0.22% | N/A |
| 2022 | -26.08% | N/A |
| 2021 | +8.85% | N/A |
| 2020 | -5.47% | N/A |
| 2019 | +17.54% | N/A |
| 2018 | -6.93% | N/A |
| 2017 | +4.74% | N/A |
| 2016 | +2.82% | N/A |
| 2015 | +7.62% | N/A |
| 2014 | +26.98% | N/A |
| 2013 | -16.64% | N/A |
| 2012 | +18.08% | N/A |
| 2011 | +16.17% | N/A |
| 2010 | +1.49% | N/A |
| 2009 | +61.88% | N/A |
| 2008 | -45.31% | N/A |
| 2007 | -9.31% | N/A |
| 2006 | +1.82% | N/A |
| 2005 | +22.84% | N/A |
| 2004 | +8.37% | N/A |
| 2003 | +5.03% | N/A |
| 2002 | -3.93% | N/A |
PNI vs USEW Drawdown Comparison
The maximum drawdown for PNI was -59.91%, occurring on Dec 15, 2008. Recovery took 987 trading sessions.
The maximum drawdown for USEW was -7.85%, occurring on Mar 30, 2026. Recovery took 54 trading sessions.
The current PNI drawdown is -26.01%. The current USEW drawdown is -0.66%.
| Rank | PNI | USEW |
|---|---|---|
| #1 | -59.91% Feb 7, 2008 - Jan 6, 2012 | -7.85% Jan 27, 2026 - Apr 15, 2026 |
| #2 | -44.12% Aug 4, 2021 - Oct 27, 2023 | -3.00% Jun 4, 2026 - Jun 10, 2026 |
| #3 | -34.33% Feb 27, 2020 - Jul 6, 2021 | -2.03% Jan 12, 2026 - Jan 27, 2026 |
| #4 | -22.88% Nov 30, 2012 - Dec 3, 2014 | -1.62% May 14, 2026 - May 22, 2026 |
| #5 | -20.89% Jul 8, 2016 - Jan 7, 2020 | -1.25% Dec 24, 2025 - Jan 6, 2026 |
| #6 | -14.60% Mar 17, 2004 - Oct 15, 2004 | -0.79% May 6, 2026 - May 14, 2026 |
| #7 | -14.08% Apr 24, 2007 - Feb 7, 2008 | -0.67% Jan 6, 2026 - Jan 9, 2026 |
| #8 | -12.73% Jan 9, 2006 - Nov 29, 2006 | -0.63% Apr 17, 2026 - Apr 30, 2026 |
| #9 | -8.04% Jul 2, 2003 - Jan 22, 2004 | -0.48% May 1, 2026 - May 5, 2026 |
| #10 | -7.48% Jul 18, 2002 - May 14, 2003 | -0.42% Jun 2, 2026 - Jun 4, 2026 |
| #11 | -7.30% Sep 30, 2005 - Dec 12, 2005 | -0.11% May 26, 2026 - May 28, 2026 |
| #12 | -7.19% Feb 9, 2012 - May 1, 2012 | N/A |
| #13 | -6.86% Feb 4, 2015 - Oct 26, 2015 | N/A |
| #14 | -6.72% Mar 7, 2005 - May 2, 2005 | N/A |
| #15 | -4.78% Oct 26, 2015 - Dec 21, 2015 | N/A |
Correlation
Correlation between PNI and USEW is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2002 - 2026)
PNI vs USEW dividend yield comparison.
| Year | PNI | USEW |
|---|---|---|
| 2026 | 2.52% | 0.38% |
| 2025 | 5.14% | 0.13% |
| 2024 | 4.94% | 0.00% |
| 2023 | 4.66% | 0.00% |
| 2022 | 6.04% | 0.00% |
| 2021 | 4.23% | 0.00% |
| 2020 | 4.42% | 0.00% |
| 2019 | 4.24% | 0.00% |
| 2018 | 5.78% | 0.00% |
| 2017 | 5.20% | 0.00% |
| 2016 | 6.63% | 0.00% |
| 2015 | 6.44% | 0.00% |
| 2014 | 6.53% | 0.00% |
| 2013 | 7.78% | 0.00% |
| 2012 | 6.23% | 0.00% |
| 2011 | 6.91% | 0.00% |
| 2010 | 7.58% | 0.00% |
| 2009 | 7.19% | 0.00% |
| 2008 | 11.25% | 0.00% |
| 2007 | 5.89% | 0.00% |
| 2006 | 5.23% | 0.00% |
| 2005 | 6.06% | 0.00% |
| 2004 | 6.99% | 0.00% |
| 2003 | 6.75% | 0.00% |
| 2002 | 2.90% | 0.00% |
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