PSET vs BTCZ

Comparison between PRINCIPAL QUALITY ETF (PSET, ETF) and T-REX 2X INVERSE BITCOIN DAILY TARGET ETF (BTCZ, ETF).

PSET vs BTCZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PSET(ETF)	BTCZ(ETF)
Net Assets	$29M	$29M
Expense Ratio	0.15%	N/A
Max Drawdown	34.74%	91.06%
Sharpe Ratio	0.21	1.01
5Y Beta	1.02	-2.56
P/E Ratio	24.97	N/A
Forward P/E	21.18	N/A
PEG Ratio	0.80	N/A
5Y Dividends CAGR	-1.59%	N/A
5Y EPS CAGR	25.86%	N/A
Debt to Equity	4.49%	N/A
P/S Ratio	4.29	N/A
P/B Ratio	5.73	N/A

Net Assets

PSET

$29M

BTCZ

$29M

Expense Ratio

PSET

0.15%

BTCZ

N/A

Max Drawdown

Winner

PSET

34.74%

BTCZ

91.06%

Sharpe Ratio

PSET

0.21

Winner

BTCZ

1.01

5Y Beta

PSET

1.02

Winner

BTCZ

-2.56

P/E Ratio

PSET

24.97

BTCZ

N/A

Forward P/E

PSET

21.18

BTCZ

N/A

PEG Ratio

PSET

0.80

BTCZ

N/A

5Y Dividends CAGR

PSET

-1.59%

BTCZ

N/A

5Y EPS CAGR

PSET

25.86%

BTCZ

N/A

Debt to Equity

PSET

4.49%

BTCZ

N/A

P/S Ratio

PSET

4.29

BTCZ

N/A

P/B Ratio

PSET

5.73

BTCZ

N/A

PSET vs BTCZ - Holdings Comparison

PSET and BTCZ have 0 common holdings. Overlap is 0.00%

PSET's top 25 holdings weight is 53.98%. BTCZ's top 25 holdings weight is 4.69%.

Rank	PSET	BTCZ
#1	NVIDIA CORP (NVDA) - 7.16%	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.69%
#2	APPLE INC (AAPL) - 5.75%	N/A
#3	MICROSOFT CORP (MSFT) - 4.02%	N/A
#4	ALPHABET INC CLASS C (GOOG) - 3.22%	N/A
#5	AMAZON.COM INC (AMZN) - 2.44%	N/A
#6	PALO ALTO NETWORKS INC (PANW) - 2.30%	N/A
#7	APPLIED MATERIALS INC (AMAT) - 2.08%	N/A
#8	VISA INC CLASS A (V) - 1.96%	N/A
#9	NETAPP INC (NTAP) - 1.93%	N/A
#10	MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.70%	N/A
#11	MASTERCARD INC CLASS A (MA) - 1.66%	N/A
#12	CADENCE DESIGN SYSTEMS INC (CDNS) - 1.65%	N/A
#13	GE AEROSPACE (GE) - 1.62%	N/A
#14	BROADCOM INC (AVGO) - 1.59%	N/A
#15	EATON CORP PLC (ETN) - 1.46%	N/A
#16	ALPHABET INC CLASS A (GOOGL) - 1.43%	N/A
#17	SALESFORCE INC (CRM) - 1.42%	N/A
#18	CUMMINS INC (CMI) - 1.40%	N/A
#19	WATERS CORP (WAT) - 1.37%	N/A
#20	SLB LTD (SLB) - 1.36%	N/A
#21	NORTHERN TRUST CORP (NTRS) - 1.33%	N/A
#22	AGILENT TECHNOLOGIES INC (A) - 1.30%	N/A
#23	TJX COMPANIES INC (TJX) - 1.29%	N/A
#24	TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.28%	N/A
#25	CORPAY INC (CPAY) - 1.26%	N/A
Total Holdings	73	1

PSET vs BTCZ - Historical Returns

Returns include dividend reinvestment.

Period	PSET	BTCZ
1 month	+0.58%	+55.02%
3 months	+5.99%	+11.56%
6 months	-1.39%	+44.41%
1 year	+5.89%	+64.52%
5 years(CAGR)	+8.53%	N/A
10 years(CAGR)	+12.63%	N/A
Max(CAGR)	+12.61%	-53.62%

PSET

+0.58%

Winner

BTCZ

+55.02%

PSET

+5.99%

Winner

BTCZ

+11.56%

PSET

-1.39%

Winner

BTCZ

+44.41%

PSET

+5.89%

Winner

BTCZ

+64.52%

5Y(CAGR)

PSET

+8.53%

BTCZ

N/A

10Y(CAGR)

PSET

+12.63%

BTCZ

N/A

Max(CAGR)

Winner

PSET

+12.61%

BTCZ

-53.62%

PSET vs BTCZ - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	PSET	BTCZ
2026	-1.22%	+45.11%
2025	+7.74%	-22.31%
2024	+19.06%	-76.58%
2023	+24.21%	N/A
2022	-15.17%	N/A
2021	+31.75%	N/A
2020	+15.73%	N/A
2019	+34.98%	N/A
2018	-2.29%	N/A
2017	+24.21%	N/A
2016	+5.66%	N/A

PSET vs BTCZ Drawdown Comparison

The maximum drawdown for PSET was -34.74%, occurring on Mar 23, 2020. Recovery took 131 trading sessions.

The maximum drawdown for BTCZ was -91.06%, occurring on Oct 6, 2025. This drawdown has not yet recovered.

The current PSET drawdown is -3.51%. The current BTCZ drawdown is -77.82%.

Rank	PSET	BTCZ
#1	-34.74% Feb 19, 2020 - Aug 25, 2020	-91.06% Aug 5, 2024 - Oct 6, 2025
#2	-25.61% Dec 31, 2021 - Dec 11, 2023	-32.42% Jul 10, 2024 - Aug 5, 2024
#3	-21.96% Jan 23, 2025 - Jul 24, 2025	N/A
#4	-13.62% Sep 18, 2018 - Feb 25, 2019	N/A
#5	-12.94% Jan 9, 2026 - Mar 30, 2026	N/A
#6	-10.12% Jul 16, 2024 - Sep 24, 2024	N/A
#7	-8.04% Jan 26, 2018 - Aug 6, 2018	N/A
#8	-7.59% Sep 3, 2021 - Nov 4, 2021	N/A
#9	-7.55% Sep 2, 2020 - Oct 13, 2020	N/A
#10	-7.43% Mar 22, 2024 - Jun 12, 2024	N/A
#11	-6.73% Oct 14, 2020 - Nov 5, 2020	N/A
#12	-5.98% Aug 23, 2016 - Jan 19, 2017	N/A
#13	-5.85% Jul 26, 2019 - Sep 19, 2019	N/A
#14	-5.80% Oct 27, 2025 - Jan 6, 2026	N/A
#15	-5.29% Apr 30, 2019 - Jun 13, 2019	N/A

Correlation

Correlation between PSET and BTCZ is -0.54 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.54

-101

Dividend Comparison (2016 - 2026)

PSET vs BTCZ dividend yield comparison.

Year	PSET	BTCZ
2026	0.19%	0.00%
2025	0.59%	0.02%
2024	0.69%	0.08%
2023	0.85%	0.00%
2022	1.47%	0.00%
2021	0.89%	0.00%
2020	1.09%	0.00%
2019	1.52%	0.00%
2018	1.33%	0.00%
2017	1.02%	0.00%
2016	1.26%	0.00%