RAFE vs GMOM
Comparison between PIMCO RAFI ESG U.S. ETF (RAFE, ETF) and CAMBRIA GLOBAL MOMENTUM ETF (GMOM, ETF).
5-Year PerformanceRAFE has outperformed GMOM, delivering a return of +10.5% compared to +6.4%
RAFE vs GMOM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RAFE
$140M
GMOM
$140M
Expense Ratio
Winner
RAFE
0.29%
GMOM
1.01%
Max Drawdown
RAFE
35.74%
Winner
GMOM
28.28%
Sharpe Ratio
Winner
RAFE
2.04
GMOM
1.44
5Y Beta
RAFE
0.78
Winner
GMOM
0.64
P/E Ratio
RAFE
24.21
GMOM
N/A
Forward P/E
RAFE
16.70
GMOM
N/A
5Y Dividends CAGR
RAFE
4.92%
Winner
GMOM
26.67%
5Y EPS CAGR
RAFE
11.05%
GMOM
N/A
Debt to Equity
RAFE
64.49%
GMOM
N/A
P/S Ratio
RAFE
1.51
GMOM
N/A
P/B Ratio
RAFE
3.31
GMOM
N/A
RAFE vs GMOM - Holdings Comparison
RAFE and GMOM have 0 common holdings. Overlap is 0.00%
RAFE's top 25 holdings weight is 48.04%. GMOM's top 25 holdings weight is 100.05%.
| Rank | RAFE | GMOM |
|---|---|---|
| #1 | APPLE INC (AAPL) - 5.62% | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF (FYLD) - 12.16% |
| #2 | MICROSOFT CORP (MSFT) - 3.90% | CAMBRIA GLOBAL VALUE ETF (GVAL) - 11.87% |
| #3 | JOHNSON & JOHNSON (JNJ) - 3.35% | GRIZZLE GROWTH ETF (DARP) - 6.87% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 3.27% | CAMBRIA EMERGING SHAREHOLDER YIELD ETF (EYLD) - 6.44% |
| #5 | JPMORGAN CHASE & CO (JPM) - 2.40% | INVESCO DB BASE METALS (DBB) - 6.08% |
| #6 | MERCK & CO INC (MRK) - 2.34% | VANGUARD FTSE ALL-WLD EX-US SMCP ETF (VSS) - 6.06% |
| #7 | CISCO SYSTEMS INC (CSCO) - 2.18% | CAMBRIA MICRO AND SMCP SHLD YLD ETF (MYLD) - 6.02% |
| #8 | VERIZON COMMUNICATIONS INC (VZ) - 2.16% | ISHARES GLOBAL ENERGY ETF (IXC) - 5.96% |
| #9 | CITIGROUP INC (C) - 2.01% | ISHARES GLOBAL INDUSTRIALS ETF (EXI) - 5.91% |
| #10 | AT&T INC (T) - 1.95% | INVESCO DB ENERGY (DBE) - 5.77% |
| #11 | PROCTER & GAMBLE CO (PG) - 1.86% | FLEXSHARES MSTAR GLBL UPSTRM NAT RES ETF (GUNR) - 5.73% |
| #12 | QUALCOMM INC (QCOM) - 1.76% | CAMBRIA CHESAPEAKE PURE TREND ETF (MFUT) - 5.72% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.59% | GRANITESHARES GOLD TRUST (BAR) - 5.25% |
| #14 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.48% | INVESCO DB PRECIOUS METALS (DBP) - 5.02% |
| #15 | GENERAL MOTORS CO (GM) - 1.45% | VANECK GOLD MINERS ETF (GDX) - 4.85% |
| #16 | ABBVIE INC (ABBV) - 1.37% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.34% |
| #17 | NVIDIA CORP (NVDA) - 1.36% | N/A |
| #18 | APPLIED MATERIALS INC (AMAT) - 1.29% | N/A |
| #19 | ELEVANCE HEALTH INC (ELV) - 1.01% | N/A |
| #20 | BROADCOM INC (AVGO) - 1.00% | N/A |
| #21 | LAM RESEARCH CORP (LRCX) - 0.99% | N/A |
| #22 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.94% | N/A |
| #23 | PEPSICO INC (PEP) - 0.92% | N/A |
| #24 | TEXAS INSTRUMENTS INC (TXN) - 0.92% | N/A |
| #25 | COMCAST CORP CLASS A (CMCSA) - 0.92% | N/A |
| Total Holdings | 285 | 16 |
RAFE vs GMOM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RAFE
+5.11%
GMOM
-2.58%
3M
Winner
RAFE
+9.76%
GMOM
-0.37%
6M
Winner
RAFE
+12.72%
GMOM
+10.46%
1Y
Winner
RAFE
+30.33%
GMOM
+25.77%
5Y(CAGR)
Winner
RAFE
+10.46%
GMOM
+6.40%
10Y(CAGR)
RAFE
N/A
GMOM
+7.29%
Max(CAGR)
Winner
RAFE
+12.32%
GMOM
+5.76%
RAFE vs GMOM - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | RAFE | GMOM |
|---|---|---|
| 2026 | +11.66% | +7.83% |
| 2025 | +18.22% | +20.18% |
| 2024 | +14.02% | +7.78% |
| 2023 | +18.47% | +1.26% |
| 2022 | -14.77% | -3.42% |
| 2021 | +31.88% | +18.52% |
| 2020 | +4.90% | +2.11% |
| 2019 | +0.55% | +7.70% |
| 2018 | N/A | -10.26% |
| 2017 | N/A | +19.78% |
| 2016 | N/A | +5.65% |
| 2015 | N/A | -8.95% |
| 2014 | N/A | +1.69% |
RAFE vs GMOM Drawdown Comparison
The maximum drawdown for RAFE was -35.74%, occurring on Mar 23, 2020. Recovery took 199 trading sessions.
The maximum drawdown for GMOM was -25.02%, occurring on Mar 19, 2020. Recovery took 765 trading sessions.
The current RAFE drawdown is -1.84%. The current GMOM drawdown is -4.83%.
| Rank | RAFE | GMOM |
|---|---|---|
| #1 | -35.74% Feb 12, 2020 - Nov 24, 2020 | -25.02% Jan 26, 2018 - Feb 10, 2021 |
| #2 | -24.29% Jan 4, 2022 - Dec 26, 2023 | -19.17% Apr 20, 2022 - Aug 12, 2025 |
| #3 | -16.36% Feb 19, 2025 - Jul 1, 2025 | -14.10% Mar 20, 2015 - Jun 19, 2017 |
| #4 | -8.00% Jul 16, 2024 - Aug 30, 2024 | -9.57% Feb 25, 2026 - Mar 20, 2026 |
| #5 | -7.46% Feb 11, 2026 - Apr 17, 2026 | -8.73% Jun 8, 2021 - Oct 15, 2021 |
| #6 | -6.20% Mar 28, 2024 - Jun 18, 2024 | -8.34% Nov 8, 2021 - Jan 11, 2022 |
| #7 | -5.61% Nov 25, 2024 - Feb 13, 2025 | -4.93% Mar 15, 2021 - Apr 15, 2021 |
| #8 | -4.99% Jun 4, 2021 - Aug 6, 2021 | -4.64% Nov 12, 2025 - Dec 10, 2025 |
| #9 | -4.62% Oct 27, 2025 - Nov 28, 2025 | -4.48% Mar 8, 2022 - Mar 23, 2022 |
| #10 | -4.41% Nov 16, 2021 - Dec 16, 2021 | -4.24% Jan 29, 2026 - Feb 9, 2026 |
| #11 | -4.27% Jan 17, 2020 - Feb 12, 2020 | -4.03% Jan 14, 2022 - Feb 9, 2022 |
| #12 | -4.05% Jan 14, 2021 - Feb 8, 2021 | -3.76% May 7, 2021 - Jun 1, 2021 |
| #13 | -3.99% Aug 11, 2021 - Oct 19, 2021 | -3.26% Feb 24, 2021 - Mar 10, 2021 |
| #14 | -3.44% Aug 30, 2024 - Sep 19, 2024 | -3.26% Jan 26, 2015 - Mar 20, 2015 |
| #15 | -3.37% Jul 23, 2025 - Aug 12, 2025 | -3.00% Oct 20, 2025 - Nov 11, 2025 |
Correlation
Correlation between RAFE and GMOM is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2014 - 2026)
RAFE vs GMOM dividend yield comparison.
| Year | RAFE | GMOM |
|---|---|---|
| 2026 | 0.41% | 0.11% |
| 2025 | 1.67% | 3.01% |
| 2024 | 1.79% | 2.16% |
| 2023 | 1.81% | 3.63% |
| 2022 | 2.22% | 2.52% |
| 2021 | 1.42% | 3.42% |
| 2020 | 2.36% | 1.24% |
| 2019 | 0.00% | 2.60% |
| 2018 | 0.00% | 1.90% |
| 2017 | 0.00% | 2.05% |
| 2016 | 0.00% | 1.77% |
| 2015 | 0.00% | 1.88% |
| 2014 | 0.00% | 1.09% |
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