PUI vs RDFI
Comparison between INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF (PUI, ETF) and RAREVIEW DYNAMIC FIXED INCOME ETF (RDFI, ETF).
5-Year PerformancePUI has outperformed RDFI, delivering a return of +8.7% compared to +2.5%
PUI vs RDFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PUI vs RDFI - Historical Returns
Returns include dividend reinvestment.
PUI vs RDFI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PUI | RDFI |
|---|---|---|
| 2026 | +5.45% | +0.38% |
| 2025 | +14.52% | +9.15% |
| 2024 | +22.33% | +13.20% |
| 2023 | -3.99% | +7.53% |
| 2022 | -1.46% | -17.26% |
| 2021 | +17.50% | +13.17% |
| 2020 | -3.62% | +8.65% |
| 2019 | +23.78% | N/A |
| 2018 | +7.65% | N/A |
| 2017 | +11.98% | N/A |
| 2016 | +20.58% | N/A |
| 2015 | -2.75% | N/A |
| 2014 | +19.27% | N/A |
| 2013 | +19.67% | N/A |
| 2012 | +9.61% | N/A |
| 2011 | +6.01% | N/A |
| 2010 | +6.47% | N/A |
| 2009 | +1.83% | N/A |
| 2008 | -19.56% | N/A |
| 2007 | +6.73% | N/A |
| 2006 | +21.61% | N/A |
| 2005 | +2.23% | N/A |
PUI vs RDFI Drawdown Comparison
The maximum drawdown for PUI was -43.22%, occurring on Mar 9, 2009. Recovery took 1347 trading sessions.
The maximum drawdown for RDFI was -23.72%, occurring on Oct 24, 2022. Recovery took 737 trading sessions.
The current PUI drawdown is -4.79%. The current RDFI drawdown is -3.82%.
| Rank | PUI | RDFI |
|---|---|---|
| #1 | -43.22% May 21, 2007 - Sep 21, 2012 | -23.72% Sep 13, 2021 - Aug 19, 2024 |
| #2 | -35.59% Feb 18, 2020 - Mar 25, 2022 | -8.00% Feb 26, 2026 - Mar 30, 2026 |
| #3 | -23.47% Aug 18, 2022 - Jul 31, 2024 | -7.75% Sep 30, 2024 - Jun 30, 2025 |
| #4 | -16.85% Nov 30, 2017 - Aug 17, 2018 | -2.55% Sep 17, 2025 - Jan 6, 2026 |
| #5 | -16.14% Apr 20, 2022 - Aug 15, 2022 | -2.28% Jul 1, 2021 - Aug 10, 2021 |
| #6 | -15.64% Jan 29, 2015 - Feb 3, 2016 | -1.80% Sep 3, 2024 - Sep 17, 2024 |
| #7 | -12.58% Jul 6, 2016 - Mar 22, 2017 | -1.71% Jul 3, 2025 - Aug 6, 2025 |
| #8 | -11.07% Oct 15, 2025 - Apr 9, 2026 | -1.70% Feb 10, 2021 - Feb 26, 2021 |
| #9 | -10.24% Nov 26, 2024 - May 19, 2025 | -1.61% Oct 21, 2020 - Nov 5, 2020 |
| #10 | -10.04% Dec 13, 2018 - Feb 21, 2019 | -1.31% Jan 27, 2026 - Feb 3, 2026 |
| #11 | -8.91% Oct 18, 2012 - Jan 22, 2013 | -1.26% May 7, 2021 - May 20, 2021 |
| #12 | -8.29% Jun 30, 2014 - Oct 30, 2014 | -0.91% Aug 13, 2025 - Aug 28, 2025 |
| #13 | -7.16% May 15, 2013 - Jul 12, 2013 | -0.88% Jun 10, 2021 - Jun 28, 2021 |
| #14 | -6.66% Sep 26, 2019 - Jan 15, 2020 | -0.88% Mar 15, 2021 - Mar 29, 2021 |
| #15 | -6.56% Apr 30, 2026 - Jun 1, 2026 | -0.88% Jan 21, 2021 - Feb 1, 2021 |
Correlation
Correlation between PUI and RDFI is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
PUI vs RDFI dividend yield comparison.
| Year | PUI | RDFI |
|---|---|---|
| 2026 | 0.56% | 4.23% |
| 2025 | 2.22% | 8.17% |
| 2024 | 2.06% | 8.14% |
| 2023 | 2.36% | 7.38% |
| 2022 | 2.16% | 4.70% |
| 2021 | 2.03% | 6.78% |
| 2020 | 2.42% | 1.01% |
| 2019 | 2.02% | 0.00% |
| 2018 | 1.87% | 0.00% |
| 2017 | 2.98% | 0.00% |
| 2016 | 3.35% | 0.00% |
| 2015 | 2.82% | 0.00% |
| 2014 | 2.12% | 0.00% |
| 2013 | 2.53% | 0.00% |
| 2012 | 2.67% | 0.00% |
| 2011 | 2.81% | 0.00% |
| 2010 | 3.18% | 0.00% |
| 2009 | 4.86% | 0.00% |
| 2008 | 2.95% | 0.00% |
| 2007 | 2.55% | 0.00% |
| 2006 | 1.97% | 0.00% |
| 2005 | 0.75% | 0.00% |
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