RDFI vs PUI
Comparison between RAREVIEW DYNAMIC FIXED INCOME ETF (RDFI, ETF) and INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF (PUI, ETF).
5-Year PerformancePUI has outperformed RDFI, delivering a return of +8.7% compared to +2.5%
RDFI vs PUI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
RDFI vs PUI - Historical Returns
Returns include dividend reinvestment.
RDFI vs PUI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | RDFI | PUI |
|---|---|---|
| 2026 | +0.38% | +5.45% |
| 2025 | +9.15% | +14.52% |
| 2024 | +13.20% | +22.33% |
| 2023 | +7.53% | -3.99% |
| 2022 | -17.26% | -1.46% |
| 2021 | +13.17% | +17.50% |
| 2020 | +8.65% | -3.62% |
| 2019 | N/A | +23.78% |
| 2018 | N/A | +7.65% |
| 2017 | N/A | +11.98% |
| 2016 | N/A | +20.58% |
| 2015 | N/A | -2.75% |
| 2014 | N/A | +19.27% |
| 2013 | N/A | +19.67% |
| 2012 | N/A | +9.61% |
| 2011 | N/A | +6.01% |
| 2010 | N/A | +6.47% |
| 2009 | N/A | +1.83% |
| 2008 | N/A | -19.56% |
| 2007 | N/A | +6.73% |
| 2006 | N/A | +21.61% |
| 2005 | N/A | +2.23% |
RDFI vs PUI Drawdown Comparison
The maximum drawdown for RDFI was -23.72%, occurring on Oct 24, 2022. Recovery took 737 trading sessions.
The maximum drawdown for PUI was -43.22%, occurring on Mar 9, 2009. Recovery took 1347 trading sessions.
The current RDFI drawdown is -3.82%. The current PUI drawdown is -4.79%.
| Rank | RDFI | PUI |
|---|---|---|
| #1 | -23.72% Sep 13, 2021 - Aug 19, 2024 | -43.22% May 21, 2007 - Sep 21, 2012 |
| #2 | -8.00% Feb 26, 2026 - Mar 30, 2026 | -35.59% Feb 18, 2020 - Mar 25, 2022 |
| #3 | -7.75% Sep 30, 2024 - Jun 30, 2025 | -23.47% Aug 18, 2022 - Jul 31, 2024 |
| #4 | -2.55% Sep 17, 2025 - Jan 6, 2026 | -16.85% Nov 30, 2017 - Aug 17, 2018 |
| #5 | -2.28% Jul 1, 2021 - Aug 10, 2021 | -16.14% Apr 20, 2022 - Aug 15, 2022 |
| #6 | -1.80% Sep 3, 2024 - Sep 17, 2024 | -15.64% Jan 29, 2015 - Feb 3, 2016 |
| #7 | -1.71% Jul 3, 2025 - Aug 6, 2025 | -12.58% Jul 6, 2016 - Mar 22, 2017 |
| #8 | -1.70% Feb 10, 2021 - Feb 26, 2021 | -11.07% Oct 15, 2025 - Apr 9, 2026 |
| #9 | -1.61% Oct 21, 2020 - Nov 5, 2020 | -10.24% Nov 26, 2024 - May 19, 2025 |
| #10 | -1.31% Jan 27, 2026 - Feb 3, 2026 | -10.04% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -1.26% May 7, 2021 - May 20, 2021 | -8.91% Oct 18, 2012 - Jan 22, 2013 |
| #12 | -0.91% Aug 13, 2025 - Aug 28, 2025 | -8.29% Jun 30, 2014 - Oct 30, 2014 |
| #13 | -0.88% Jun 10, 2021 - Jun 28, 2021 | -7.16% May 15, 2013 - Jul 12, 2013 |
| #14 | -0.88% Mar 15, 2021 - Mar 29, 2021 | -6.66% Sep 26, 2019 - Jan 15, 2020 |
| #15 | -0.88% Jan 21, 2021 - Feb 1, 2021 | -6.56% Apr 30, 2026 - Jun 1, 2026 |
Correlation
Correlation between RDFI and PUI is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
RDFI vs PUI dividend yield comparison.
| Year | RDFI | PUI |
|---|---|---|
| 2026 | 4.23% | 0.56% |
| 2025 | 8.17% | 2.22% |
| 2024 | 8.14% | 2.06% |
| 2023 | 7.38% | 2.36% |
| 2022 | 4.70% | 2.16% |
| 2021 | 6.78% | 2.03% |
| 2020 | 1.01% | 2.42% |
| 2019 | 0.00% | 2.02% |
| 2018 | 0.00% | 1.87% |
| 2017 | 0.00% | 2.98% |
| 2016 | 0.00% | 3.35% |
| 2015 | 0.00% | 2.82% |
| 2014 | 0.00% | 2.12% |
| 2013 | 0.00% | 2.53% |
| 2012 | 0.00% | 2.67% |
| 2011 | 0.00% | 2.81% |
| 2010 | 0.00% | 3.18% |
| 2009 | 0.00% | 4.86% |
| 2008 | 0.00% | 2.95% |
| 2007 | 0.00% | 2.55% |
| 2006 | 0.00% | 1.97% |
| 2005 | 0.00% | 0.75% |
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