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PQDI vs RSSX

Comparison between PRINCIPAL SPECTRUM TAX-ADVANTAGED DIVIDEND ACTIVE ETF (PQDI, ETF) and RETURN STACKED(R) U.S. STOCKS & GOLD/BITCOIN ETF (RSSX, ETF).

PQDI vs RSSX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PQDI
$69M
RSSX
$69M
Expense Ratio
Winner
PQDI
0.60%
RSSX
0.67%
Max Drawdown
Winner
PQDI
23.92%
RSSX
27.37%
Sharpe Ratio
Winner
PQDI
0.88
RSSX
0.59
5Y Beta
Winner
PQDI
0.10
RSSX
1.93
5Y Dividends CAGR
PQDI
2.24%
RSSX
N/A

PQDI vs RSSX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PQDI
+0.05%
RSSX
-14.26%
3M
Winner
PQDI
+1.20%
RSSX
-6.58%
6M
Winner
PQDI
+1.78%
RSSX
-5.71%
1Y
PQDI
+6.75%
Winner
RSSX
+18.11%
5Y(CAGR)
PQDI
+3.23%
RSSX
N/A
Max(CAGR)
PQDI
+4.67%
Winner
RSSX
+22.43%

PQDI vs RSSX - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearPQDIRSSX
2026+1.06%-6.15%
2025+8.29%+29.89%
2024+10.24%N/A
2023+5.96%N/A
2022-9.61%N/A
2021+3.21%N/A
2020+9.80%N/A

PQDI vs RSSX Drawdown Comparison

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

The maximum drawdown for RSSX was -27.37%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current PQDI drawdown is -0.47%. The current RSSX drawdown is -20.72%.

RankPQDIRSSX
#1-17.41%
Sep 23, 2021 - Jun 17, 2024
-27.37%
Jan 28, 2026 - Mar 30, 2026
#2-3.31%
Feb 25, 2026 - Mar 30, 2026
-14.20%
Oct 20, 2025 - Jan 12, 2026
#3-2.46%
Sep 2, 2020 - Nov 5, 2020
-5.08%
Oct 8, 2025 - Oct 20, 2025
#4-2.25%
Mar 20, 2025 - May 8, 2025
-4.57%
Jul 22, 2025 - Aug 13, 2025
#5-2.04%
Feb 12, 2021 - Apr 8, 2021
-4.12%
Aug 13, 2025 - Sep 2, 2025
#6-0.96%
Aug 1, 2024 - Aug 14, 2024
-2.79%
Jun 16, 2025 - Jun 26, 2025
#7-0.92%
Jan 3, 2025 - Jan 30, 2025
-2.60%
Jan 14, 2026 - Jan 22, 2026
#8-0.86%
Dec 31, 2020 - Feb 5, 2021
-2.23%
Sep 22, 2025 - Sep 29, 2025
#9-0.82%
Oct 28, 2025 - Nov 26, 2025
-1.96%
Jun 4, 2025 - Jun 9, 2025
#10-0.75%
Jun 17, 2020 - Jun 25, 2020
-1.82%
Jul 3, 2025 - Jul 10, 2025
#11-0.74%
Jun 25, 2020 - Jun 30, 2020
-1.36%
Jul 14, 2025 - Jul 17, 2025
#12-0.72%
Oct 17, 2024 - Dec 6, 2024
-1.20%
Jun 26, 2025 - Jun 30, 2025
#13-0.71%
Oct 8, 2025 - Oct 23, 2025
-1.06%
Sep 16, 2025 - Sep 19, 2025
#14-0.65%
May 5, 2021 - May 28, 2021
-0.96%
Oct 6, 2025 - Oct 8, 2025
#15-0.65%
Feb 10, 2025 - Feb 28, 2025
-0.69%
Jun 12, 2025 - Jun 16, 2025

Correlation

Correlation between PQDI and RSSX is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2020 - 2026)

PQDI vs RSSX dividend yield comparison.

YearPQDIRSSX
20262.40%0.00%
20255.02%1.54%
20244.93%0.00%
20235.35%0.00%
20225.60%0.00%
20215.21%0.00%
20202.69%0.00%

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