RDFI vs PSL

Comparison between RAREVIEW DYNAMIC FIXED INCOME ETF (RDFI, ETF) and Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL, ETF).

5-Year PerformancePSL has outperformed RDFI, delivering a return of +5.3% compared to +3.2%

RDFI vs PSL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RDFI(ETF)	PSL(ETF)
Net Assets	$83M	$83M
Expense Ratio	4.23%	0.60%
Max Drawdown	33.33%	42.03%
Sharpe Ratio	0.71	0.06
5Y Beta	0.26	0.39
P/E Ratio	N/A	41.09
Forward P/E	N/A	19.10
PEG Ratio	N/A	0.12
5Y Dividends CAGR	19.84%	1.88%
5Y EPS CAGR	N/A	13.77%
Debt to Equity	N/A	-44.33%
P/S Ratio	N/A	0.79
P/B Ratio	N/A	3.42

Net Assets

RDFI

$83M

Winner

PSL

$83M

Expense Ratio

RDFI

4.23%

Winner

PSL

0.60%

Max Drawdown

Winner

RDFI

33.33%

PSL

42.03%

Sharpe Ratio

Winner

RDFI

0.71

PSL

0.06

5Y Beta

Winner

RDFI

0.26

PSL

0.39

P/E Ratio

RDFI

N/A

PSL

41.09

Forward P/E

RDFI

N/A

PSL

19.10

PEG Ratio

RDFI

N/A

PSL

0.12

5Y Dividends CAGR

Winner

RDFI

19.84%

PSL

1.88%

5Y EPS CAGR

RDFI

N/A

PSL

13.77%

Debt to Equity

RDFI

N/A

PSL

-44.33%

P/S Ratio

RDFI

N/A

PSL

0.79

P/B Ratio

RDFI

N/A

PSL

3.42

RDFI vs PSL - Historical Returns

Returns include dividend reinvestment.

Period	RDFI	PSL
1 month	+1.80%	+3.10%
3 months	+1.32%	+2.90%
6 months	+1.99%	+3.59%
1 year	+8.94%	+4.17%
5 years(CAGR)	+3.20%	+5.31%
10 years(CAGR)	N/A	+7.95%
Max(CAGR)	+6.27%	+9.26%

RDFI

+1.80%

Winner

PSL

+3.10%

RDFI

+1.32%

Winner

PSL

+2.90%

RDFI

+1.99%

Winner

PSL

+3.59%

Winner

RDFI

+8.94%

PSL

+4.17%

5Y(CAGR)

RDFI

+3.20%

Winner

PSL

+5.31%

10Y(CAGR)

RDFI

N/A

PSL

+7.95%

Max(CAGR)

RDFI

+6.27%

Winner

PSL

+9.26%

RDFI vs PSL - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	RDFI	PSL
2026	+3.38%	+12.56%
2025	+9.15%	-3.47%
2024	+13.20%	+14.59%
2023	+7.53%	+13.48%
2022	-17.26%	-7.55%
2021	+13.17%	+8.81%
2020	+8.65%	+18.99%
2019	N/A	+14.27%
2018	N/A	+1.52%
2017	N/A	+21.19%
2016	N/A	-1.56%
2015	N/A	+14.57%
2014	N/A	+18.01%
2013	N/A	+31.55%
2012	N/A	+9.24%
2011	N/A	+9.27%
2010	N/A	+17.98%
2009	N/A	+18.07%
2008	N/A	-20.63%
2007	N/A	+5.63%
2006	N/A	+5.19%

RDFI vs PSL Drawdown Comparison

The maximum drawdown for RDFI was -23.72%, occurring on Oct 24, 2022. Recovery took 737 trading sessions.

The maximum drawdown for PSL was -41.57%, occurring on Mar 9, 2009. Recovery took 533 trading sessions.

The current RDFI drawdown is -1.21%. The current PSL drawdown is -3.51%.

Rank	RDFI	PSL
#1	-23.72% Sep 13, 2021 - Aug 19, 2024	-41.57% Sep 24, 2008 - Nov 4, 2010
#2	-8.00% Feb 26, 2026 - Jul 14, 2026	-34.66% Jan 17, 2020 - Aug 5, 2020
#3	-7.75% Sep 30, 2024 - Jun 30, 2025	-22.34% Jun 8, 2021 - Feb 23, 2024
#4	-2.55% Sep 17, 2025 - Jan 6, 2026	-14.94% Sep 12, 2018 - Jul 3, 2019
#5	-2.28% Jul 1, 2021 - Aug 10, 2021	-14.04% Jun 1, 2007 - Sep 24, 2008
#6	-1.80% Sep 3, 2024 - Sep 17, 2024	-13.81% Jul 7, 2011 - Mar 9, 2012
#7	-1.71% Jul 3, 2025 - Aug 6, 2025	-13.64% Aug 22, 2025 - Feb 13, 2026
#8	-1.70% Feb 10, 2021 - Feb 26, 2021	-11.77% Aug 1, 2016 - Mar 15, 2017
#9	-1.61% Oct 21, 2020 - Nov 5, 2020	-10.55% Feb 13, 2025 - Aug 22, 2025
#10	-1.46% Jul 14, 2026 - Jul 17, 2026	-9.78% Aug 17, 2015 - Jun 30, 2016
#11	-1.31% Jan 27, 2026 - Feb 3, 2026	-9.25% Feb 27, 2026 - Mar 20, 2026
#12	-1.26% May 7, 2021 - May 20, 2021	-7.82% Aug 22, 2019 - Jan 16, 2020
#13	-0.91% Aug 13, 2025 - Aug 28, 2025	-7.37% Dec 31, 2013 - Feb 24, 2014
#14	-0.88% Jun 10, 2021 - Jun 28, 2021	-6.42% Aug 5, 2013 - Oct 22, 2013
#15	-0.88% Mar 15, 2021 - Mar 29, 2021	-6.30% Apr 1, 2014 - Jun 5, 2014

Correlation

Correlation between RDFI and PSL is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2006 - 2026)

RDFI vs PSL dividend yield comparison.

Year	RDFI	PSL
2026	4.81%	0.36%
2025	8.17%	0.93%
2024	8.14%	0.60%
2023	7.38%	1.37%
2022	4.70%	1.98%
2021	6.78%	1.24%
2020	1.01%	0.80%
2019	0.00%	0.47%
2018	0.00%	0.75%
2017	0.00%	0.34%
2016	0.00%	2.08%
2015	0.00%	1.18%
2014	0.00%	0.95%
2013	0.00%	1.28%
2012	0.00%	2.13%
2011	0.00%	1.48%
2010	0.00%	1.64%
2009	0.00%	1.69%
2008	0.00%	1.59%
2007	0.00%	1.28%
2006	0.00%	0.91%