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PQDI vs DBEZ

Comparison between PRINCIPAL SPECTRUM TAX-ADVANTAGED DIVIDEND ACTIVE ETF (PQDI, ETF) and XTRACKERS MSCI EUROZONE HEDGED EQUITY ETF (DBEZ, ETF).

5-Year PerformanceDBEZ has outperformed PQDI, delivering a return of +11.6% compared to +3.2%

PQDI vs DBEZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PQDI
$69M
Winner
DBEZ
$70M
Expense Ratio
PQDI
0.60%
Winner
DBEZ
0.45%
Max Drawdown
Winner
PQDI
23.92%
DBEZ
38.76%
Sharpe Ratio
PQDI
0.89
Winner
DBEZ
0.94
5Y Beta
Winner
PQDI
0.10
DBEZ
0.79
5Y Dividends CAGR
PQDI
2.24%
Winner
DBEZ
31.57%

PQDI vs DBEZ - Historical Returns

Returns include dividend reinvestment.

1M
PQDI
-0.28%
Winner
DBEZ
+2.88%
3M
PQDI
-0.09%
Winner
DBEZ
+7.31%
6M
PQDI
+1.55%
Winner
DBEZ
+10.47%
1Y
PQDI
+6.54%
Winner
DBEZ
+17.91%
5Y(CAGR)
PQDI
+3.18%
Winner
DBEZ
+11.61%
10Y(CAGR)
PQDI
N/A
DBEZ
+11.64%
Max(CAGR)
PQDI
+4.62%
Winner
DBEZ
+11.05%

PQDI vs DBEZ - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearPQDIDBEZ
2026+0.67%+7.21%
2025+8.29%+25.52%
2024+10.24%+10.08%
2023+5.96%+18.68%
2022-9.61%-11.53%
2021+3.21%+22.07%
2020+9.80%-0.97%
2019N/A+29.69%
2018N/A-10.81%
2017N/A+13.84%
2016N/A+7.63%
2015N/A+9.73%
2014N/A+4.55%

PQDI vs DBEZ Drawdown Comparison

The maximum drawdown for PQDI was -17.41%, occurring on Mar 20, 2023. Recovery took 686 trading sessions.

The maximum drawdown for DBEZ was -38.76%, occurring on Mar 16, 2020. Recovery took 225 trading sessions.

The current PQDI drawdown is -0.85%. The current DBEZ drawdown is -1.74%.

RankPQDIDBEZ
#1-17.41%
Sep 23, 2021 - Jun 17, 2024
-38.76%
Feb 19, 2020 - Jan 8, 2021
#2-3.31%
Feb 25, 2026 - Mar 30, 2026
-25.45%
Apr 10, 2015 - Mar 16, 2017
#3-2.46%
Sep 2, 2020 - Nov 5, 2020
-23.42%
Nov 16, 2021 - Feb 15, 2023
#4-2.25%
Mar 20, 2025 - May 8, 2025
-18.37%
May 22, 2018 - Apr 30, 2019
#5-2.04%
Feb 12, 2021 - Apr 8, 2021
-15.59%
Mar 19, 2025 - May 12, 2025
#6-0.96%
Aug 1, 2024 - Aug 14, 2024
-11.03%
Feb 25, 2026 - May 6, 2026
#7-0.92%
Jan 3, 2025 - Jan 30, 2025
-10.66%
Jul 31, 2023 - Dec 6, 2023
#8-0.86%
Dec 31, 2020 - Feb 5, 2021
-9.71%
May 15, 2024 - Jan 16, 2025
#9-0.82%
Oct 28, 2025 - Nov 26, 2025
-9.07%
Jan 23, 2018 - May 21, 2018
#10-0.75%
Jun 17, 2020 - Jun 25, 2020
-7.58%
Jul 24, 2019 - Sep 12, 2019
#11-0.74%
Jun 25, 2020 - Jun 30, 2020
-6.41%
Mar 3, 2023 - Apr 13, 2023
#12-0.72%
Oct 17, 2024 - Dec 6, 2024
-5.79%
Apr 30, 2019 - Jul 1, 2019
#13-0.71%
Oct 8, 2025 - Oct 23, 2025
-5.05%
Nov 12, 2025 - Dec 19, 2025
#14-0.65%
May 5, 2021 - May 28, 2021
-4.86%
Aug 13, 2021 - Oct 29, 2021
#15-0.65%
Feb 10, 2025 - Feb 28, 2025
-4.75%
May 5, 2017 - Sep 29, 2017

Correlation

Correlation between PQDI and DBEZ is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2015 - 2026)

PQDI vs DBEZ dividend yield comparison.

YearPQDIDBEZ
20262.41%0.00%
20255.02%4.20%
20244.93%0.62%
20235.35%1.84%
20225.60%1.68%
20215.21%1.64%
20202.69%1.99%
20190.00%2.86%
20180.00%2.56%
20170.00%2.11%
20160.00%3.42%
20150.00%4.92%

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