PRFZ vs USO

Comparison between INVESCO RAFI US 1500 SMALL-MID ETF (PRFZ, ETF) and United States Oil Fund (USO, ETF).

5-Year PerformanceUSO has outperformed PRFZ, delivering a return of +26.1% compared to +9.0%

PRFZ vs USO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PRFZ(ETF)	USO(ETF)
Net Assets	$2.90B	$1.90B
Expense Ratio	0.34%	0.86%
Max Drawdown	63.04%	98.19%
Sharpe Ratio	1.47	1.93
5Y Beta	1.04	0.08
P/E Ratio	-29.44	N/A
Forward P/E	14.58	N/A
5Y Dividends CAGR	6.33%	N/A
5Y EPS CAGR	11.22%	N/A
P/S Ratio	1.13	N/A
P/B Ratio	2.06	N/A

Net Assets

Winner

PRFZ

$2.90B

USO

$1.90B

Expense Ratio

Winner

PRFZ

0.34%

USO

0.86%

Max Drawdown

Winner

PRFZ

63.04%

USO

98.19%

Sharpe Ratio

PRFZ

1.47

Winner

USO

1.93

5Y Beta

PRFZ

1.04

Winner

USO

0.08

P/E Ratio

PRFZ

-29.44

USO

N/A

Forward P/E

PRFZ

14.58

USO

N/A

5Y Dividends CAGR

PRFZ

6.33%

USO

N/A

5Y EPS CAGR

PRFZ

11.22%

USO

N/A

P/S Ratio

PRFZ

1.13

USO

N/A

P/B Ratio

PRFZ

2.06

USO

N/A

PRFZ vs USO - Historical Returns

Returns include dividend reinvestment.

Period	PRFZ	USO
1 month	+4.22%	+12.32%
3 months	+5.72%	+88.92%
6 months	+11.80%	+106.76%
1 year	+29.08%	+113.46%
5 years(CAGR)	+9.02%	+26.12%
10 years(CAGR)	+11.71%	+4.65%
Max(CAGR)	+9.81%	-6.39%

PRFZ

+4.22%

Winner

USO

+12.32%

PRFZ

+5.72%

Winner

USO

+88.92%

PRFZ

+11.80%

Winner

USO

+106.76%

PRFZ

+29.08%

Winner

USO

+113.46%

5Y(CAGR)

PRFZ

+9.02%

Winner

USO

+26.12%

10Y(CAGR)

Winner

PRFZ

+11.71%

USO

+4.65%

Max(CAGR)

Winner

PRFZ

+9.81%

USO

-6.39%

PRFZ vs USO - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	PRFZ	USO
2026	+9.80%	+109.25%
2025	+11.06%	-10.10%
2024	+13.71%	+14.87%
2023	+20.63%	-1.46%
2022	-16.92%	+27.87%
2021	+29.77%	+67.88%
2020	+11.69%	-67.79%
2019	+21.04%	+30.05%
2018	-12.17%	-19.97%
2017	+12.95%	+4.98%
2016	+27.40%	+6.74%
2015	-5.03%	-44.70%
2014	+5.29%	-40.52%
2013	+37.93%	+4.44%
2012	+16.23%	-15.92%
2011	-7.67%	-2.41%
2010	+26.22%	-3.15%
2009	+55.38%	+10.24%
2008	-38.15%	-57.82%
2007	-0.59%	+53.36%
2006	+8.00%	-24.14%

PRFZ vs USO Drawdown Comparison

The maximum drawdown for PRFZ was -62.42%, occurring on Mar 9, 2009. Recovery took 693 trading sessions.

The maximum drawdown for USO was -98.19%, occurring on Apr 28, 2020. This drawdown has not yet recovered.

The current PRFZ drawdown is -2.01%. The current USO drawdown is -84.65%.

Rank	PRFZ	USO
#1	-62.42% Jul 13, 2007 - Apr 14, 2010	-98.19% Jul 14, 2008 - Apr 28, 2020
#2	-44.27% Aug 31, 2018 - Nov 24, 2020	-40.98% Jul 13, 2006 - Oct 31, 2007
#3	-29.36% Apr 29, 2011 - Sep 14, 2012	-12.04% Jan 2, 2008 - Feb 19, 2008
#4	-26.58% Nov 8, 2021 - Mar 27, 2024	-11.18% Nov 20, 2007 - Jan 2, 2008
#5	-26.54% Nov 25, 2024 - Sep 5, 2025	-10.48% Apr 21, 2006 - Jul 13, 2006
#6	-24.05% Jun 23, 2015 - Sep 2, 2016	-8.61% May 21, 2008 - Jun 6, 2008
#7	-22.45% Apr 23, 2010 - Dec 3, 2010	-7.97% Mar 13, 2008 - Apr 9, 2008
#8	-12.72% Jul 3, 2014 - Dec 29, 2014	-6.15% Jul 2, 2008 - Jul 11, 2008
#9	-10.39% Jan 22, 2026 - Apr 17, 2026	-5.85% Nov 6, 2007 - Nov 20, 2007
#10	-9.52% Sep 14, 2012 - Dec 20, 2012	-5.55% Apr 28, 2008 - May 5, 2008
#11	-9.44% Jun 8, 2021 - Oct 22, 2021	-4.69% Jun 6, 2008 - Jun 26, 2008
#12	-9.42% Jul 31, 2024 - Sep 19, 2024	-2.55% Feb 28, 2008 - Mar 5, 2008
#13	-9.27% Jan 23, 2018 - May 17, 2018	-2.51% Feb 20, 2008 - Feb 26, 2008
#14	-8.51% Mar 15, 2021 - May 27, 2021	-2.08% Apr 23, 2008 - Apr 25, 2008
#15	-8.15% Oct 27, 2025 - Dec 4, 2025	-1.97% May 9, 2008 - May 16, 2008

Correlation

Correlation between PRFZ and USO is -0.69 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.69

-101