PXI vs RDFI

Comparison between INVESCO DORSEY WRIGHT ENERGY MOMENTUM ETF (PXI, ETF) and RAREVIEW DYNAMIC FIXED INCOME ETF (RDFI, ETF).

5-Year PerformancePXI has outperformed RDFI, delivering a return of +16.0% compared to +2.5%

PXI vs RDFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PXI(ETF)	RDFI(ETF)
Net Assets	$80M	$80M
Expense Ratio	0.60%	4.23%
Max Drawdown	86.17%	33.33%
Sharpe Ratio	1.64	0.56
5Y Beta	0.83	0.27
P/E Ratio	3.91	N/A
Forward P/E	12.14	N/A
5Y Dividends CAGR	24.81%	22.68%
5Y EPS CAGR	16.76%	N/A
Debt to Equity	115.19%	N/A
P/S Ratio	1.03	N/A
P/B Ratio	2.20	N/A

Net Assets

PXI

$80M

Winner

RDFI

$80M

Expense Ratio

Winner

PXI

0.60%

RDFI

4.23%

Max Drawdown

PXI

86.17%

Winner

RDFI

33.33%

Sharpe Ratio

Winner

PXI

1.64

RDFI

0.56

5Y Beta

PXI

0.83

Winner

RDFI

0.27

P/E Ratio

PXI

3.91

RDFI

N/A

Forward P/E

PXI

12.14

RDFI

N/A

5Y Dividends CAGR

Winner

PXI

24.81%

RDFI

22.68%

5Y EPS CAGR

PXI

16.76%

RDFI

N/A

Debt to Equity

PXI

115.19%

RDFI

N/A

P/S Ratio

PXI

1.03

RDFI

N/A

P/B Ratio

PXI

2.20

RDFI

N/A

PXI vs RDFI - Historical Returns

Returns include dividend reinvestment.

Period	PXI	RDFI
1 month	+0.87%	-1.56%
3 months	+6.27%	+0.44%
6 months	+25.04%	+1.24%
1 year	+41.82%	+7.45%
5 years(CAGR)	+16.00%	+2.53%
10 years(CAGR)	+5.46%	N/A
Max(CAGR)	+5.57%	+5.86%

Winner

PXI

+0.87%

RDFI

-1.56%

Winner

PXI

+6.27%

RDFI

+0.44%

Winner

PXI

+25.04%

RDFI

+1.24%

Winner

PXI

+41.82%

RDFI

+7.45%

5Y(CAGR)

Winner

PXI

+16.00%

RDFI

+2.53%

10Y(CAGR)

PXI

+5.46%

RDFI

N/A

Max(CAGR)

PXI

+5.57%

Winner

RDFI

+5.86%

PXI vs RDFI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	PXI	RDFI
2026	+26.46%	+0.47%
2025	+1.58%	+9.15%
2024	+0.95%	+13.20%
2023	+12.13%	+7.53%
2022	+40.47%	-17.26%
2021	+73.10%	+13.17%
2020	-35.87%	+8.65%
2019	-1.02%	N/A
2018	-28.80%	N/A
2017	-10.74%	N/A
2016	+31.80%	N/A
2015	-24.30%	N/A
2014	-17.49%	N/A
2013	+27.56%	N/A
2012	+10.48%	N/A
2011	+1.46%	N/A
2010	+35.56%	N/A
2009	+33.82%	N/A
2008	-47.31%	N/A
2007	+34.57%	N/A
2006	+8.41%	N/A

PXI vs RDFI Drawdown Comparison

The maximum drawdown for PXI was -85.08%, occurring on Mar 18, 2020. Recovery took 2939 trading sessions.

The maximum drawdown for RDFI was -23.72%, occurring on Oct 24, 2022. Recovery took 737 trading sessions.

The current PXI drawdown is -5.40%. The current RDFI drawdown is -3.74%.

Rank	PXI	RDFI
#1	-85.08% Jun 23, 2014 - Mar 2, 2026	-23.72% Sep 13, 2021 - Aug 19, 2024
#2	-67.83% Jun 23, 2008 - Jul 21, 2011	-8.00% Feb 26, 2026 - Mar 30, 2026
#3	-34.17% Jul 22, 2011 - Jan 15, 2013	-7.75% Sep 30, 2024 - Jun 30, 2025
#4	-15.20% Jan 3, 2008 - Apr 7, 2008	-2.55% Sep 17, 2025 - Jan 6, 2026
#5	-14.69% Jul 19, 2007 - Oct 15, 2007	-2.28% Jul 1, 2021 - Aug 10, 2021
#6	-12.32% Dec 14, 2006 - Mar 22, 2007	-1.80% Sep 3, 2024 - Sep 17, 2024
#7	-10.83% Mar 27, 2026 - May 4, 2026	-1.71% Jul 3, 2025 - Aug 6, 2025
#8	-9.45% May 20, 2013 - Oct 11, 2013	-1.70% Feb 10, 2021 - Feb 26, 2021
#9	-9.17% Feb 19, 2013 - May 17, 2013	-1.61% Oct 21, 2020 - Nov 5, 2020
#10	-8.32% Nov 6, 2007 - Dec 24, 2007	-1.31% Jan 27, 2026 - Feb 3, 2026
#11	-7.45% May 5, 2026 - May 29, 2026	-1.26% May 7, 2021 - May 20, 2021
#12	-7.42% Dec 31, 2013 - Feb 25, 2014	-0.91% Aug 13, 2025 - Aug 28, 2025
#13	-5.71% Apr 21, 2008 - May 6, 2008	-0.88% Jun 10, 2021 - Jun 28, 2021
#14	-5.23% Oct 15, 2007 - Nov 6, 2007	-0.88% Mar 15, 2021 - Mar 29, 2021
#15	-5.15% Apr 23, 2014 - Jun 4, 2014	-0.88% Jan 21, 2021 - Feb 1, 2021

Correlation

Correlation between PXI and RDFI is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.40

-101

Dividend Comparison (2006 - 2026)

PXI vs RDFI dividend yield comparison.

Year	PXI	RDFI
2026	0.18%	4.22%
2025	1.81%	8.17%
2024	1.52%	8.14%
2023	1.82%	7.38%
2022	3.14%	4.70%
2021	0.57%	6.78%
2020	1.72%	1.01%
2019	2.80%	0.00%
2018	0.92%	0.00%
2017	0.80%	0.00%
2016	0.73%	0.00%
2015	2.07%	0.00%
2014	1.15%	0.00%
2013	0.75%	0.00%
2012	1.33%	0.00%
2011	0.64%	0.00%
2010	0.57%	0.00%
2009	0.85%	0.00%
2008	0.73%	0.00%
2007	0.24%	0.00%
2006	0.09%	0.00%