RA vs PIZ

Comparison between Brookfield Real Assets Income Fund Inc (RA, ETF) and INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF (PIZ, ETF).

5-Year PerformancePIZ has outperformed RA, delivering a return of +9.7% compared to +0.3%

RA vs PIZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RA(ETF)	PIZ(ETF)
Net Assets	$785M	$785M
Expense Ratio	N/A	0.80%
Max Drawdown	54.93%	61.09%
Sharpe Ratio	0.62	0.99
5Y Beta	0.30	0.92
5Y Dividends CAGR	-8.47%	48.47%

Net Assets

$785M

Winner

PIZ

$785M

Expense Ratio

N/A

PIZ

0.80%

Max Drawdown

Winner

54.93%

PIZ

61.09%

Sharpe Ratio

0.62

Winner

PIZ

0.99

5Y Beta

Winner

0.30

PIZ

0.92

5Y Dividends CAGR

-8.47%

Winner

PIZ

48.47%

RA vs PIZ - Historical Returns

Returns include dividend reinvestment.

Period	RA	PIZ
1 month	-0.25%	-4.07%
3 months	+1.42%	+10.43%
6 months	+3.26%	+14.67%
1 year	+8.93%	+24.28%
5 years(CAGR)	+0.27%	+9.72%
10 years(CAGR)	+5.78%	+10.92%
Max(CAGR)	+5.78%	+6.22%

Winner

-0.25%

PIZ

-4.07%

+1.42%

Winner

PIZ

+10.43%

+3.26%

Winner

PIZ

+14.67%

+8.93%

Winner

PIZ

+24.28%

5Y(CAGR)

+0.27%

Winner

PIZ

+9.72%

10Y(CAGR)

+5.78%

Winner

PIZ

+10.92%

Max(CAGR)

+5.78%

Winner

PIZ

+6.22%

RA vs PIZ - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	RA	PIZ
2026	+2.78%	+12.39%
2025	+7.65%	+38.01%
2024	+15.33%	+18.15%
2023	-11.07%	+18.01%
2022	-13.86%	-30.42%
2021	+33.09%	+19.82%
2020	-4.66%	+16.95%
2019	+22.50%	+28.15%
2018	-9.24%	-16.56%
2017	+15.68%	+30.52%
2016	+0.82%	-6.35%
2015	N/A	-0.12%
2014	N/A	-6.69%
2013	N/A	+34.14%
2012	N/A	+15.32%
2011	N/A	-19.66%
2010	N/A	+17.77%
2009	N/A	+36.14%
2008	N/A	-43.80%

RA vs PIZ Drawdown Comparison

The maximum drawdown for RA was -50.66%, occurring on Mar 18, 2020. Recovery took 254 trading sessions.

The maximum drawdown for PIZ was -60.61%, occurring on Mar 9, 2009. Recovery took 1342 trading sessions.

The current RA drawdown is -3.89%. The current PIZ drawdown is -6.39%.

Rank	RA	PIZ
#1	-50.66% Feb 19, 2020 - Feb 22, 2021	-60.61% May 19, 2008 - Sep 17, 2013
#2	-30.82% May 4, 2022 - Feb 12, 2026	-40.94% Sep 2, 2021 - Feb 12, 2025
#3	-19.43% Sep 14, 2018 - Apr 3, 2019	-36.44% Feb 12, 2020 - Aug 6, 2020
#4	-7.92% Jan 26, 2018 - Jun 7, 2018	-24.78% Jan 26, 2018 - Dec 27, 2019
#5	-7.62% Nov 4, 2021 - May 4, 2022	-22.95% Mar 6, 2014 - Jul 17, 2017
#6	-6.72% Feb 18, 2026 - Mar 30, 2026	-14.68% Feb 18, 2025 - Apr 22, 2025
#7	-6.18% May 7, 2021 - Jun 7, 2021	-14.36% Feb 26, 2026 - Apr 14, 2026
#8	-5.81% Aug 6, 2021 - Nov 1, 2021	-12.24% Jan 10, 2008 - Feb 27, 2008
#9	-5.78% Mar 15, 2021 - Apr 6, 2021	-11.04% May 8, 2026 - Jun 10, 2026
#10	-5.63% Oct 28, 2019 - Feb 5, 2020	-10.75% Feb 27, 2008 - Apr 3, 2008
#11	-3.69% Jun 14, 2021 - Jul 12, 2021	-9.01% Feb 16, 2021 - Apr 8, 2021
#12	-3.68% May 1, 2019 - Jun 14, 2019	-8.27% Oct 12, 2020 - Nov 5, 2020
#13	-3.41% Oct 16, 2017 - Jan 5, 2018	-6.93% Jan 15, 2014 - Feb 18, 2014
#14	-2.89% Apr 19, 2021 - May 7, 2021	-5.91% Nov 3, 2025 - Dec 11, 2025
#15	-2.73% Jul 12, 2021 - Aug 3, 2021	-5.42% Sep 18, 2013 - Oct 18, 2013

Correlation

Correlation between RA and PIZ is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73

-101

Dividend Comparison (2008 - 2026)

RA vs PIZ dividend yield comparison.

Year	RA	PIZ
2026	5.62%	0.27%
2025	10.93%	1.55%
2024	10.63%	1.68%
2023	16.74%	1.86%
2022	14.79%	2.04%
2021	11.31%	1.01%
2020	13.39%	0.37%
2019	11.19%	1.58%
2018	12.52%	1.06%
2017	10.22%	1.30%
2016	0.89%	2.21%
2015	0.00%	1.09%
2014	0.00%	1.61%
2013	0.00%	2.81%
2012	0.00%	1.96%
2011	0.00%	2.90%
2010	0.00%	0.43%
2009	0.00%	2.10%
2008	0.00%	2.15%