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PQDI vs XDSQ

Comparison between PRINCIPAL SPECTRUM TAX-ADVANTAGED DIVIDEND ACTIVE ETF (PQDI, ETF) and Innovator U.S. Equity Accelerated ETF - Quarterly (XDSQ, ETF).

5-Year PerformanceXDSQ has outperformed PQDI, delivering a return of +9.6% compared to +3.2%

PQDI vs XDSQ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PQDI
$70M
XDSQ
$70M
Expense Ratio
Winner
PQDI
0.60%
XDSQ
0.79%
Max Drawdown
Winner
PQDI
23.92%
XDSQ
26.06%
Sharpe Ratio
PQDI
0.60
Winner
XDSQ
0.92
5Y Beta
Winner
PQDI
0.10
XDSQ
0.87
5Y Dividends CAGR
PQDI
1.04%
XDSQ
N/A

PQDI vs XDSQ - Historical Returns

Returns include dividend reinvestment.

1M
PQDI
+0.27%
Winner
XDSQ
+0.70%
3M
PQDI
+0.70%
Winner
XDSQ
+3.66%
6M
PQDI
+1.16%
Winner
XDSQ
+3.10%
1Y
PQDI
+5.90%
Winner
XDSQ
+13.56%
5Y(CAGR)
PQDI
+3.18%
Winner
XDSQ
+9.60%
Max(CAGR)
PQDI
+4.66%
Winner
XDSQ
+10.34%

PQDI vs XDSQ - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearPQDIXDSQ
2026+1.49%+3.71%
2025+8.29%+14.28%
2024+10.24%+24.06%
2023+5.96%+23.35%
2022-9.61%-17.12%
2021+3.21%+12.75%
2020+9.80%N/A

PQDI vs XDSQ Drawdown Comparison

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

The maximum drawdown for XDSQ was -26.06%, occurring on Oct 12, 2022. Recovery took 383 trading sessions.

The current PQDI drawdown is -0.46%. The current XDSQ drawdown is -0.55%.

RankPQDIXDSQ
#1-17.41%
Sep 23, 2021 - Jun 17, 2024
-26.06%
Jan 4, 2022 - Jul 17, 2023
#2-3.31%
Feb 25, 2026 - Jun 29, 2026
-19.15%
Feb 19, 2025 - Jul 23, 2025
#3-2.46%
Sep 2, 2020 - Nov 5, 2020
-9.87%
Sep 1, 2023 - Dec 8, 2023
#4-2.25%
Mar 20, 2025 - May 8, 2025
-9.60%
Feb 25, 2026 - May 22, 2026
#5-2.04%
Feb 12, 2021 - Apr 8, 2021
-7.56%
Jul 16, 2024 - Aug 19, 2024
#6-0.96%
Aug 1, 2024 - Aug 14, 2024
-5.43%
Mar 28, 2024 - May 10, 2024
#7-0.92%
Jan 3, 2025 - Jan 30, 2025
-5.16%
Sep 27, 2021 - Nov 3, 2021
#8-0.86%
Dec 31, 2020 - Feb 5, 2021
-4.31%
Oct 27, 2025 - Nov 26, 2025
#9-0.82%
Oct 28, 2025 - Nov 26, 2025
-3.94%
Aug 30, 2024 - Sep 13, 2024
#10-0.75%
Jun 17, 2020 - Jun 25, 2020
-3.90%
Jul 31, 2023 - Sep 1, 2023
#11-0.74%
Jun 25, 2020 - Jun 30, 2020
-2.86%
May 7, 2021 - May 24, 2021
#12-0.72%
Oct 17, 2024 - Dec 6, 2024
-2.62%
Dec 26, 2024 - Jan 17, 2025
#13-0.71%
Oct 8, 2025 - Oct 23, 2025
-2.61%
Oct 8, 2025 - Oct 21, 2025
#14-0.65%
May 5, 2021 - May 28, 2021
-2.61%
Dec 11, 2025 - Dec 22, 2025
#15-0.65%
Feb 10, 2025 - Feb 28, 2025
-2.58%
Jul 12, 2021 - Jul 23, 2021

Correlation

Correlation between PQDI and XDSQ is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

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