RAFE vs TOS
Comparison between PIMCO RAFI ESG U.S. ETF (RAFE, ETF) and Twin Oak Strategic Solutions ETF (TOS, ETF).
RAFE vs TOS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RAFE
$153M
TOS
$153M
Expense Ratio
Winner
RAFE
0.29%
TOS
0.76%
Max Drawdown
RAFE
35.74%
Winner
TOS
11.72%
Sharpe Ratio
Winner
RAFE
1.91
TOS
1.60
5Y Beta
Winner
RAFE
0.78
TOS
1.55
P/E Ratio
Winner
RAFE
24.74
TOS
44.27
Forward P/E
Winner
RAFE
16.65
TOS
34.19
PEG Ratio
RAFE
N/A
TOS
0.55
5Y Dividends CAGR
RAFE
4.92%
TOS
N/A
5Y EPS CAGR
RAFE
10.67%
Winner
TOS
33.86%
Debt to Equity
RAFE
75.30%
TOS
N/A
P/S Ratio
Winner
RAFE
1.80
TOS
2.79
P/B Ratio
Winner
RAFE
3.43
TOS
9.32
RAFE vs TOS - Holdings Comparison
RAFE and TOS have 2 common holdings. Overlap is 2.36%
RAFE's top 25 holdings weight is 45.22%. TOS's top 25 holdings weight is 93.59%.
| Rank | RAFE | TOS |
|---|---|---|
| #1 | APPLE INC (AAPL) - 5.63% | COHERENT CORP (COHR) - 11.09% |
| #2 | MICROSOFT CORP (MSFT) - 3.94% | ASML HOLDING NV ADR (ASML) - 10.48% |
| #3 | JOHNSON & JOHNSON (JNJ) - 3.27% | NVIDIA CORP (NVDA) - 9.60% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 3.19% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 8.81% |
| #5 | JPMORGAN CHASE & CO (JPM) - 2.30% | DIMENSIONAL INTERNATIONAL SM CP VAL ETF (DISV) - 8.38% |
| #6 | MERCK & CO INC (MRK) - 2.27% | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 5.58% |
| #7 | CISCO SYSTEMS INC (CSCO) - 2.13% | UNION PACIFIC CORP (UNP) - 5.55% |
| #8 | VERIZON COMMUNICATIONS INC (VZ) - 2.12% | AMAZON.COM INC (AMZN) - 5.04% |
| #9 | CITIGROUP INC (C) - 1.99% | CONSTELLATION ENERGY CORP (CEG) - 4.88% |
| #10 | AT&T INC (T) - 1.90% | IREN LTD (IREN) - 4.86% |
| #11 | PROCTER & GAMBLE CO (PG) - 1.86% | LIVE NATION ENTERTAINMENT INC (LYV) - 4.03% |
| #12 | QUALCOMM INC (QCOM) - 1.78% | LAM RESEARCH CORP (LRCX) - 3.67% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.74% | COCA-COLA CO (KO) - 3.20% |
| #14 | GENERAL MOTORS CO (GM) - 1.54% | WISDOMTREE JAPAN SMALLCAP DIVIDEND ETF (DFJ) - 3.14% |
| #15 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.41% | CAMBRIA GLOBAL EW ETF (GEW) - 2.32% |
| #16 | ABBVIE INC (ABBV) - 1.37% | VERADERMICS INC (MANE) - 1.87% |
| #17 | NVIDIA CORP (NVDA) - 1.34% | CORE SCIENTIFIC INC ORDINARY SHARES NEW (CORZ) - 0.74% |
| #18 | APPLIED MATERIALS INC (AMAT) - 1.33% | VISA INC CLASS A (V) - 0.35% |
| #19 | BROADCOM INC (AVGO) - 1.02% | N/A |
| #20 | LAM RESEARCH CORP (LRCX) - 1.02% | N/A |
| #21 | CRH PLC (CRH) - 0.43% | N/A |
| #22 | MODERNA INC (MRNA) - 0.42% | N/A |
| #23 | METLIFE INC (MET) - 0.41% | N/A |
| #24 | CORNING INC (GLW) - 0.41% | N/A |
| #25 | CUMMINS INC (CMI) - 0.40% | N/A |
| Total Holdings | 245 | 18 |
RAFE vs TOS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RAFE
+4.83%
TOS
+2.67%
3M
RAFE
+14.76%
Winner
TOS
+19.66%
6M
RAFE
+13.67%
TOS
N/A
1Y
RAFE
+29.73%
TOS
N/A
5Y(CAGR)
RAFE
+10.94%
TOS
N/A
Max(CAGR)
RAFE
+12.55%
Winner
TOS
+58.45%
RAFE vs TOS - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | RAFE | TOS |
|---|---|---|
| 2026 | +13.46% | +18.55% |
| 2025 | +18.22% | N/A |
| 2024 | +14.02% | N/A |
| 2023 | +18.47% | N/A |
| 2022 | -14.77% | N/A |
| 2021 | +31.88% | N/A |
| 2020 | +4.90% | N/A |
| 2019 | +0.55% | N/A |
RAFE vs TOS Drawdown Comparison
The maximum drawdown for RAFE was -35.74%, occurring on Mar 23, 2020. Recovery took 199 trading sessions.
The maximum drawdown for TOS was -11.72%, occurring on Mar 30, 2026. Recovery took 28 trading sessions.
The current RAFE drawdown is -0.26%. The current TOS drawdown is -1.62%.
| Rank | RAFE | TOS |
|---|---|---|
| #1 | -35.74% Feb 12, 2020 - Nov 24, 2020 | -11.72% Mar 2, 2026 - Apr 10, 2026 |
| #2 | -24.29% Jan 4, 2022 - Dec 26, 2023 | -6.15% Jun 2, 2026 - Jun 10, 2026 |
| #3 | -16.36% Feb 19, 2025 - Jul 1, 2025 | -4.65% May 14, 2026 - Jun 2, 2026 |
| #4 | -8.00% Jul 16, 2024 - Aug 30, 2024 | -4.36% Jan 28, 2026 - Feb 9, 2026 |
| #5 | -7.46% Feb 11, 2026 - Apr 17, 2026 | -2.79% Apr 24, 2026 - May 5, 2026 |
| #6 | -6.20% Mar 28, 2024 - Jun 18, 2024 | -2.09% Feb 25, 2026 - Mar 2, 2026 |
| #7 | -5.61% Nov 25, 2024 - Feb 13, 2025 | -2.02% May 6, 2026 - May 11, 2026 |
| #8 | -4.99% Jun 4, 2021 - Aug 6, 2021 | -1.47% Feb 9, 2026 - Feb 19, 2026 |
| #9 | -4.62% Oct 27, 2025 - Nov 28, 2025 | -1.38% Apr 17, 2026 - Apr 24, 2026 |
| #10 | -4.41% Nov 16, 2021 - Dec 16, 2021 | -1.27% Apr 14, 2026 - Apr 17, 2026 |
| #11 | -4.27% Jan 17, 2020 - Feb 12, 2020 | -0.74% May 11, 2026 - May 13, 2026 |
| #12 | -4.05% Jan 14, 2021 - Feb 8, 2021 | -0.25% Feb 20, 2026 - Feb 24, 2026 |
| #13 | -3.99% Aug 11, 2021 - Oct 19, 2021 | N/A |
| #14 | -3.44% Aug 30, 2024 - Sep 19, 2024 | N/A |
| #15 | -3.37% Jul 23, 2025 - Aug 12, 2025 | N/A |
Correlation
Correlation between RAFE and TOS is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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