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RAFE vs NFTY

Comparison between PIMCO RAFI ESG U.S. ETF (RAFE, ETF) and FIRST TRUST INDIA NIFTY 50 EQUAL WEIGHT ETF (NFTY, ETF).

5-Year PerformanceRAFE has outperformed NFTY, delivering a return of +10.5% compared to +4.6%

RAFE vs NFTY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
RAFE
$140M
NFTY
$140M
Expense Ratio
Winner
RAFE
0.29%
NFTY
0.80%
Max Drawdown
Winner
RAFE
35.74%
NFTY
50.59%
Sharpe Ratio
Winner
RAFE
2.04
NFTY
-0.77
5Y Beta
RAFE
0.78
Winner
NFTY
0.46
P/E Ratio
RAFE
24.21
NFTY
N/A
Forward P/E
RAFE
16.70
NFTY
N/A
5Y Dividends CAGR
RAFE
4.92%
Winner
NFTY
22.71%
5Y EPS CAGR
RAFE
11.05%
NFTY
N/A
Debt to Equity
RAFE
64.49%
NFTY
N/A
P/S Ratio
RAFE
1.51
NFTY
N/A
P/B Ratio
RAFE
3.31
NFTY
N/A

RAFE vs NFTY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RAFE
+5.11%
NFTY
-2.69%
3M
Winner
RAFE
+9.76%
NFTY
-4.78%
6M
Winner
RAFE
+12.72%
NFTY
-9.45%
1Y
Winner
RAFE
+30.33%
NFTY
-8.73%
5Y(CAGR)
Winner
RAFE
+10.46%
NFTY
+4.57%
10Y(CAGR)
RAFE
N/A
NFTY
+8.04%
Max(CAGR)
Winner
RAFE
+12.32%
NFTY
+5.69%

RAFE vs NFTY - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearRAFENFTY
2026+11.66%-10.49%
2025+18.22%+3.36%
2024+14.02%+4.68%
2023+18.47%+23.54%
2022-14.77%-5.37%
2021+31.88%+24.73%
2020+4.90%+8.43%
2019+0.55%+1.27%
2018N/A-1.51%
2017N/A+21.71%
2016N/A+13.47%
2015N/A-17.96%
2014N/A+14.73%
2013N/A+7.78%
2012N/A-4.33%

RAFE vs NFTY Drawdown Comparison

The maximum drawdown for RAFE was -35.74%, occurring on Mar 23, 2020. Recovery took 199 trading sessions.

The maximum drawdown for NFTY was -47.66%, occurring on Mar 23, 2020. Recovery took 685 trading sessions.

The current RAFE drawdown is -1.84%. The current NFTY drawdown is -17.67%.

RankRAFENFTY
#1-35.74%
Feb 12, 2020 - Nov 24, 2020
-47.66%
Apr 16, 2018 - Jan 4, 2021
#2-24.29%
Jan 4, 2022 - Dec 26, 2023
-37.70%
Apr 27, 2015 - Jan 17, 2018
#3-16.36%
Feb 19, 2025 - Jul 1, 2025
-21.54%
Sep 27, 2024 - Mar 30, 2026
#4-8.00%
Jul 16, 2024 - Aug 30, 2024
-19.09%
Oct 14, 2021 - Jul 5, 2023
#5-7.46%
Feb 11, 2026 - Apr 17, 2026
-14.83%
Jul 23, 2014 - Apr 6, 2015
#6-6.20%
Mar 28, 2024 - Jun 18, 2024
-14.52%
Feb 28, 2012 - May 2, 2013
#7-5.61%
Nov 25, 2024 - Feb 13, 2025
-9.44%
May 8, 2013 - Sep 19, 2013
#8-4.99%
Jun 4, 2021 - Aug 6, 2021
-8.34%
Jan 26, 2018 - Mar 21, 2018
#9-4.62%
Oct 27, 2025 - Nov 28, 2025
-8.28%
Mar 11, 2021 - May 7, 2021
#10-4.41%
Nov 16, 2021 - Dec 16, 2021
-7.81%
Sep 20, 2013 - Apr 8, 2014
#11-4.27%
Jan 17, 2020 - Feb 12, 2020
-6.75%
Jan 13, 2021 - Feb 2, 2021
#12-4.05%
Jan 14, 2021 - Feb 8, 2021
-5.68%
Sep 11, 2023 - Nov 17, 2023
#13-3.99%
Aug 11, 2021 - Oct 19, 2021
-5.41%
Jun 3, 2024 - Jun 12, 2024
#14-3.44%
Aug 30, 2024 - Sep 19, 2024
-4.56%
Mar 8, 2024 - May 23, 2024
#15-3.37%
Jul 23, 2025 - Aug 12, 2025
-4.48%
Jul 31, 2024 - Aug 30, 2024

Correlation

Correlation between RAFE and NFTY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2013 - 2026)

RAFE vs NFTY dividend yield comparison.

YearRAFENFTY
20260.41%0.58%
20251.67%1.24%
20241.79%1.61%
20231.81%0.13%
20222.22%5.89%
20211.42%1.53%
20202.36%0.61%
20190.00%0.97%
20170.00%4.10%
20160.00%3.28%
20150.00%4.39%
20140.00%0.52%
20130.00%1.72%

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