PQDI vs UPAR
Comparison between PRINCIPAL SPECTRUM TAX-ADVANTAGED DIVIDEND ACTIVE ETF (PQDI, ETF) and UPAR ULTRA RISK PARITY ETF (UPAR, ETF).
PQDI vs UPAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PQDI
$69M
Winner
UPAR
$69M
Expense Ratio
Winner
PQDI
0.60%
UPAR
0.68%
Max Drawdown
Winner
PQDI
23.92%
UPAR
43.05%
Sharpe Ratio
PQDI
0.89
Winner
UPAR
1.29
5Y Beta
Winner
PQDI
0.10
UPAR
0.54
5Y Dividends CAGR
PQDI
2.24%
UPAR
N/A
PQDI vs UPAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PQDI
-0.28%
UPAR
-1.81%
3M
Winner
PQDI
-0.09%
UPAR
-2.96%
6M
PQDI
+1.55%
Winner
UPAR
+6.89%
1Y
PQDI
+6.54%
Winner
UPAR
+23.02%
5Y(CAGR)
Winner
PQDI
+3.18%
UPAR
-1.15%
Max(CAGR)
Winner
PQDI
+4.62%
UPAR
-1.15%
PQDI vs UPAR - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | PQDI | UPAR |
|---|---|---|
| 2026 | +0.67% | +5.63% |
| 2025 | +8.29% | +23.87% |
| 2024 | +10.24% | -1.95% |
| 2023 | +5.96% | +4.94% |
| 2022 | -9.61% | -30.27% |
| 2021 | +3.21% | N/A |
| 2020 | +9.80% | N/A |
PQDI vs UPAR Drawdown Comparison
The maximum drawdown for PQDI was -17.41%, occurring on Mar 20, 2023. Recovery took 686 trading sessions.
The maximum drawdown for UPAR was -38.97%, occurring on Oct 25, 2023. Recovery took 1030 trading sessions.
The current PQDI drawdown is -0.85%. The current UPAR drawdown is -7.07%.
| Rank | PQDI | UPAR |
|---|---|---|
| #1 | -17.41% Sep 23, 2021 - Jun 17, 2024 | -38.97% Jan 12, 2022 - Feb 23, 2026 |
| #2 | -3.31% Feb 25, 2026 - Mar 30, 2026 | -11.13% Mar 2, 2026 - Mar 27, 2026 |
| #3 | -2.46% Sep 2, 2020 - Nov 5, 2020 | -2.22% Jan 4, 2022 - Jan 12, 2022 |
| #4 | -2.25% Mar 20, 2025 - May 8, 2025 | N/A |
| #5 | -2.04% Feb 12, 2021 - Apr 8, 2021 | N/A |
| #6 | -0.96% Aug 1, 2024 - Aug 14, 2024 | N/A |
| #7 | -0.92% Jan 3, 2025 - Jan 30, 2025 | N/A |
| #8 | -0.86% Dec 31, 2020 - Feb 5, 2021 | N/A |
| #9 | -0.82% Oct 28, 2025 - Nov 26, 2025 | N/A |
| #10 | -0.75% Jun 17, 2020 - Jun 25, 2020 | N/A |
| #11 | -0.74% Jun 25, 2020 - Jun 30, 2020 | N/A |
| #12 | -0.72% Oct 17, 2024 - Dec 6, 2024 | N/A |
| #13 | -0.71% Oct 8, 2025 - Oct 23, 2025 | N/A |
| #14 | -0.65% May 5, 2021 - May 28, 2021 | N/A |
| #15 | -0.65% Feb 10, 2025 - Feb 28, 2025 | N/A |
Correlation
Correlation between PQDI and UPAR is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2020 - 2026)
PQDI vs UPAR dividend yield comparison.
| Year | PQDI | UPAR |
|---|---|---|
| 2026 | 2.41% | 0.17% |
| 2025 | 5.02% | 3.28% |
| 2024 | 4.93% | 3.32% |
| 2023 | 5.35% | 3.04% |
| 2022 | 5.60% | 4.73% |
| 2021 | 5.21% | 0.00% |
| 2020 | 2.69% | 0.00% |
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