PQDI vs MVPA
Comparison between PRINCIPAL SPECTRUM TAX-ADVANTAGED DIVIDEND ACTIVE ETF (PQDI, ETF) and MILLER VALUE PARTNERS APPRECIATION ETF (MVPA, ETF).
PQDI vs MVPA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PQDI
$70M
Winner
MVPA
$70M
Expense Ratio
PQDI
0.60%
MVPA
0.60%
Max Drawdown
Winner
PQDI
23.92%
MVPA
26.48%
Sharpe Ratio
Winner
PQDI
0.60
MVPA
0.12
5Y Beta
Winner
PQDI
0.10
MVPA
1.07
P/E Ratio
PQDI
N/A
MVPA
-137.76
Forward P/E
PQDI
N/A
MVPA
8.29
5Y Dividends CAGR
PQDI
1.04%
MVPA
N/A
P/S Ratio
PQDI
N/A
MVPA
0.73
P/B Ratio
PQDI
N/A
MVPA
1.81
PQDI vs MVPA - Historical Returns
Returns include dividend reinvestment.
1M
PQDI
+0.27%
Winner
MVPA
+7.76%
3M
PQDI
+0.70%
Winner
MVPA
+3.52%
6M
PQDI
+1.16%
Winner
MVPA
+1.24%
1Y
Winner
PQDI
+5.90%
MVPA
+4.80%
5Y(CAGR)
PQDI
+3.18%
MVPA
N/A
Max(CAGR)
PQDI
+4.66%
Winner
MVPA
+16.60%
PQDI vs MVPA - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | PQDI | MVPA |
|---|---|---|
| 2026 | +1.49% | +6.26% |
| 2025 | +8.29% | -3.31% |
| 2024 | +10.24% | +40.72% |
| 2023 | +5.96% | N/A |
| 2022 | -9.61% | N/A |
| 2021 | +3.21% | N/A |
| 2020 | +9.80% | N/A |
PQDI vs MVPA Drawdown Comparison
The maximum drawdown for PQDI was -17.41%, occurring on Mar 20, 2023. Recovery took 686 trading sessions.
The maximum drawdown for MVPA was -25.91%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current PQDI drawdown is -0.46%. The current MVPA drawdown is -3.74%.
| Rank | PQDI | MVPA |
|---|---|---|
| #1 | -17.41% Sep 23, 2021 - Jun 17, 2024 | -25.91% Feb 14, 2025 - Apr 8, 2025 |
| #2 | -3.31% Feb 25, 2026 - Jun 29, 2026 | -9.67% Jul 31, 2024 - Oct 7, 2024 |
| #3 | -2.46% Sep 2, 2020 - Nov 5, 2020 | -8.22% Mar 27, 2024 - Jul 31, 2024 |
| #4 | -2.25% Mar 20, 2025 - May 8, 2025 | -7.93% Dec 4, 2024 - Feb 14, 2025 |
| #5 | -2.04% Feb 12, 2021 - Apr 8, 2021 | -4.72% Mar 4, 2024 - Mar 8, 2024 |
| #6 | -0.96% Aug 1, 2024 - Aug 14, 2024 | -4.44% Nov 11, 2024 - Nov 22, 2024 |
| #7 | -0.92% Jan 3, 2025 - Jan 30, 2025 | -4.21% Mar 13, 2024 - Mar 21, 2024 |
| #8 | -0.86% Dec 31, 2020 - Feb 5, 2021 | -2.88% Feb 12, 2024 - Feb 15, 2024 |
| #9 | -0.82% Oct 28, 2025 - Nov 26, 2025 | -2.57% Feb 15, 2024 - Feb 26, 2024 |
| #10 | -0.75% Jun 17, 2020 - Jun 25, 2020 | -2.39% Oct 11, 2024 - Nov 5, 2024 |
| #11 | -0.74% Jun 25, 2020 - Jun 30, 2020 | -2.27% Nov 25, 2024 - Dec 3, 2024 |
| #12 | -0.72% Oct 17, 2024 - Dec 6, 2024 | -2.06% Feb 1, 2024 - Feb 8, 2024 |
| #13 | -0.71% Oct 8, 2025 - Oct 23, 2025 | -1.52% Mar 21, 2024 - Mar 25, 2024 |
| #14 | -0.65% May 5, 2021 - May 28, 2021 | -0.96% Oct 9, 2024 - Oct 11, 2024 |
| #15 | -0.65% Feb 10, 2025 - Feb 28, 2025 | -0.35% Nov 6, 2024 - Nov 11, 2024 |
Correlation
Correlation between PQDI and MVPA is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.59
-101
Dividend Comparison (2020 - 2026)
PQDI vs MVPA dividend yield comparison.
| Year | PQDI | MVPA |
|---|---|---|
| 2026 | 2.94% | 0.00% |
| 2025 | 5.02% | 0.56% |
| 2024 | 4.93% | 0.94% |
| 2023 | 5.35% | 0.00% |
| 2022 | 5.60% | 0.00% |
| 2021 | 5.21% | 0.00% |
| 2020 | 2.69% | 0.00% |
Select Stocks to Compare
Popular: PQDI vs SPYMVPA vs SPY
More Comparisons
Compare with similar stocks