RAFE vs BCUS
Comparison between PIMCO RAFI ESG U.S. ETF (RAFE, ETF) and BANCREEK U.S. LARGE CAP ETF (BCUS, ETF).
RAFE vs BCUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RAFE
$161M
BCUS
$160M
Expense Ratio
Winner
RAFE
0.29%
BCUS
0.70%
Max Drawdown
RAFE
35.74%
Winner
BCUS
18.28%
Sharpe Ratio
Winner
RAFE
1.82
BCUS
0.64
5Y Beta
Winner
RAFE
0.77
BCUS
0.88
P/E Ratio
Winner
RAFE
23.62
BCUS
32.74
Forward P/E
Winner
RAFE
16.67
BCUS
20.51
PEG Ratio
Winner
RAFE
0.33
BCUS
0.53
5Y Dividends CAGR
RAFE
7.74%
BCUS
N/A
5Y EPS CAGR
RAFE
9.87%
Winner
BCUS
37.10%
Debt to Equity
RAFE
83.08%
Winner
BCUS
-108.45%
P/S Ratio
Winner
RAFE
1.72
BCUS
3.61
P/B Ratio
Winner
RAFE
3.40
BCUS
9.38
RAFE vs BCUS - Holdings Comparison
RAFE and BCUS have 5 common holdings. Overlap is 1.58%
RAFE's top 25 holdings weight is 42.71%. BCUS's top 25 holdings weight is 86.12%.
| Rank | RAFE | BCUS |
|---|---|---|
| #1 | APPLE INC (AAPL) - 5.38% | META PLATFORMS INC CLASS A (META) - 4.48% |
| #2 | MICROSOFT CORP (MSFT) - 3.83% | TECHNIPFMC PLC (n/a) - 4.46% |
| #3 | UNITEDHEALTH GROUP INC (UNH) - 3.55% | NVIDIA CORP (NVDA) - 4.34% |
| #4 | JOHNSON & JOHNSON (JNJ) - 3.29% | BROADCOM INC (AVGO) - 4.29% |
| #5 | JPMORGAN CHASE & CO (JPM) - 2.53% | NRG ENERGY INC (NRG) - 4.01% |
| #6 | MERCK & CO INC (MRK) - 2.12% | SPOTIFY TECHNOLOGY SA (SPOT) - 3.91% |
| #7 | CITIGROUP INC (C) - 1.93% | CARPENTER TECHNOLOGY CORP (CRS) - 3.89% |
| #8 | PROCTER & GAMBLE CO (PG) - 1.93% | ROYAL CARIBBEAN GROUP (RCL) - 3.78% |
| #9 | VERIZON COMMUNICATIONS INC (VZ) - 1.84% | INTERDIGITAL INC (IDCC) - 3.76% |
| #10 | ABBVIE INC (ABBV) - 1.59% | NETFLIX INC (NFLX) - 3.74% |
| #11 | AT&T INC (T) - 1.56% | CASEY'S GENERAL STORES INC (CASY) - 3.20% |
| #12 | CISCO SYSTEMS INC (CSCO) - 1.34% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.11% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.34% | BRINKER INTERNATIONAL INC (EAT) - 3.11% |
| #14 | APPLIED MATERIALS INC (AMAT) - 1.32% | VISTRA CORP (VST) - 3.11% |
| #15 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.27% | ARCHROCK INC (AROC) - 3.10% |
| #16 | NVIDIA CORP (NVDA) - 1.27% | MUELLER INDUSTRIES INC (MLI) - 3.10% |
| #17 | QUALCOMM INC (QCOM) - 1.23% | XPO INC (XPO) - 3.05% |
| #18 | GENERAL MOTORS CO (GM) - 1.10% | COMFORT SYSTEMS USA INC (FIX) - 3.04% |
| #19 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.10% | EMCOR GROUP INC (EME) - 2.99% |
| #20 | ELEVANCE HEALTH INC (ELV) - 1.02% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.98% |
| #21 | MEDTRONIC PLC (MDT) - 0.45% | MODINE MANUFACTURING CO (MOD) - 2.98% |
| #22 | KLA CORP (KLAC) - 0.44% | HAWKINS INC (HWKN) - 2.95% |
| #23 | n/a (DELL) - 0.43% | UNITED STATES LIME & MINERALS INC (USLM) - 2.93% |
| #24 | S&P GLOBAL INC (SPGI) - 0.43% | AMNEAL PHARMACEUTICALS INC ORDINARY SHARES CLASS A (AMRX) - 2.91% |
| #25 | AMERICAN EXPRESS CO (AXP) - 0.42% | AMPHENOL CORP CLASS A (APH) - 2.90% |
| Total Holdings | 256 | 31 |
RAFE vs BCUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RAFE
+1.48%
BCUS
-1.29%
3M
Winner
RAFE
+8.62%
BCUS
+2.96%
6M
Winner
RAFE
+13.26%
BCUS
+10.03%
1Y
Winner
RAFE
+25.61%
BCUS
+12.84%
5Y(CAGR)
RAFE
+11.35%
BCUS
N/A
Max(CAGR)
RAFE
+12.51%
Winner
BCUS
+15.77%
RAFE vs BCUS - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | RAFE | BCUS |
|---|---|---|
| 2026 | +14.69% | +12.27% |
| 2025 | +18.22% | +7.13% |
| 2024 | +14.02% | +22.57% |
| 2023 | +18.47% | +0.56% |
| 2022 | -14.77% | N/A |
| 2021 | +31.88% | N/A |
| 2020 | +4.90% | N/A |
| 2019 | +0.55% | N/A |
RAFE vs BCUS Drawdown Comparison
The maximum drawdown for RAFE was -35.74%, occurring on Mar 23, 2020. Recovery took 199 trading sessions.
The maximum drawdown for BCUS was -18.13%, occurring on Apr 8, 2025. Recovery took 158 trading sessions.
The current RAFE drawdown is -0.58%. The current BCUS drawdown is -2.86%.
| Rank | RAFE | BCUS |
|---|---|---|
| #1 | -35.74% Feb 12, 2020 - Nov 24, 2020 | -18.13% Dec 4, 2024 - Jul 25, 2025 |
| #2 | -24.29% Jan 4, 2022 - Dec 26, 2023 | -9.81% Feb 26, 2026 - Apr 13, 2026 |
| #3 | -16.36% Feb 19, 2025 - Jul 1, 2025 | -5.91% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -8.00% Jul 16, 2024 - Aug 30, 2024 | -5.91% Aug 30, 2024 - Sep 19, 2024 |
| #5 | -7.46% Feb 11, 2026 - Apr 17, 2026 | -5.56% Mar 21, 2024 - May 21, 2024 |
| #6 | -6.20% Mar 28, 2024 - Jun 18, 2024 | -5.28% May 6, 2026 - Jun 2, 2026 |
| #7 | -5.61% Nov 25, 2024 - Feb 13, 2025 | -5.05% Jun 22, 2026 - Jul 17, 2026 |
| #8 | -4.99% Jun 4, 2021 - Aug 6, 2021 | -5.02% Sep 11, 2025 - Jan 9, 2026 |
| #9 | -4.62% Oct 27, 2025 - Nov 28, 2025 | -3.75% Nov 8, 2024 - Dec 4, 2024 |
| #10 | -4.41% Nov 16, 2021 - Dec 16, 2021 | -3.63% Jul 25, 2025 - Sep 10, 2025 |
| #11 | -4.27% Jan 17, 2020 - Feb 12, 2020 | -3.52% May 21, 2024 - Jun 17, 2024 |
| #12 | -4.05% Jan 14, 2021 - Feb 8, 2021 | -3.31% Jan 29, 2026 - Feb 9, 2026 |
| #13 | -3.99% Aug 11, 2021 - Oct 19, 2021 | -3.27% Jun 2, 2026 - Jun 11, 2026 |
| #14 | -3.44% Aug 30, 2024 - Sep 19, 2024 | -3.26% Oct 14, 2024 - Nov 6, 2024 |
| #15 | -3.37% Jul 23, 2025 - Aug 12, 2025 | -2.99% Dec 27, 2023 - Jan 18, 2024 |
Correlation
Correlation between RAFE and BCUS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2020 - 2026)
RAFE vs BCUS dividend yield comparison.
| Year | RAFE | BCUS |
|---|---|---|
| 2026 | 0.79% | 0.00% |
| 2025 | 1.67% | 0.49% |
| 2024 | 1.79% | 0.23% |
| 2023 | 1.81% | 0.00% |
| 2022 | 2.22% | 0.00% |
| 2021 | 1.42% | 0.00% |
| 2020 | 2.36% | 0.00% |
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