RDFI vs PXI

Comparison between RAREVIEW DYNAMIC FIXED INCOME ETF (RDFI, ETF) and INVESCO DORSEY WRIGHT ENERGY MOMENTUM ETF (PXI, ETF).

5-Year PerformancePXI has outperformed RDFI, delivering a return of +16.0% compared to +2.5%

RDFI vs PXI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RDFI(ETF)	PXI(ETF)
Net Assets	$80M	$80M
Expense Ratio	4.23%	0.60%
Max Drawdown	33.33%	86.17%
Sharpe Ratio	0.56	1.64
5Y Beta	0.27	0.83
P/E Ratio	N/A	3.91
Forward P/E	N/A	12.14
5Y Dividends CAGR	22.68%	24.81%
5Y EPS CAGR	N/A	16.76%
Debt to Equity	N/A	115.19%
P/S Ratio	N/A	1.03
P/B Ratio	N/A	2.20

Net Assets

Winner

RDFI

$80M

PXI

$80M

Expense Ratio

RDFI

4.23%

Winner

PXI

0.60%

Max Drawdown

Winner

RDFI

33.33%

PXI

86.17%

Sharpe Ratio

RDFI

0.56

Winner

PXI

1.64

5Y Beta

Winner

RDFI

0.27

PXI

0.83

P/E Ratio

RDFI

N/A

PXI

3.91

Forward P/E

RDFI

N/A

PXI

12.14

5Y Dividends CAGR

RDFI

22.68%

Winner

PXI

24.81%

5Y EPS CAGR

RDFI

N/A

PXI

16.76%

Debt to Equity

RDFI

N/A

PXI

115.19%

P/S Ratio

RDFI

N/A

PXI

1.03

P/B Ratio

RDFI

N/A

PXI

2.20

RDFI vs PXI - Historical Returns

Returns include dividend reinvestment.

Period	RDFI	PXI
1 month	-1.56%	+0.87%
3 months	+0.44%	+6.27%
6 months	+1.24%	+25.04%
1 year	+7.45%	+41.82%
5 years(CAGR)	+2.53%	+16.00%
10 years(CAGR)	N/A	+5.46%
Max(CAGR)	+5.86%	+5.57%

RDFI

-1.56%

Winner

PXI

+0.87%

RDFI

+0.44%

Winner

PXI

+6.27%

RDFI

+1.24%

Winner

PXI

+25.04%

RDFI

+7.45%

Winner

PXI

+41.82%

5Y(CAGR)

RDFI

+2.53%

Winner

PXI

+16.00%

10Y(CAGR)

RDFI

N/A

PXI

+5.46%

Max(CAGR)

Winner

RDFI

+5.86%

PXI

+5.57%

RDFI vs PXI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	RDFI	PXI
2026	+0.47%	+26.46%
2025	+9.15%	+1.58%
2024	+13.20%	+0.95%
2023	+7.53%	+12.13%
2022	-17.26%	+40.47%
2021	+13.17%	+73.10%
2020	+8.65%	-35.87%
2019	N/A	-1.02%
2018	N/A	-28.80%
2017	N/A	-10.74%
2016	N/A	+31.80%
2015	N/A	-24.30%
2014	N/A	-17.49%
2013	N/A	+27.56%
2012	N/A	+10.48%
2011	N/A	+1.46%
2010	N/A	+35.56%
2009	N/A	+33.82%
2008	N/A	-47.31%
2007	N/A	+34.57%
2006	N/A	+8.41%

RDFI vs PXI Drawdown Comparison

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

The maximum drawdown for PXI was -85.08%, occurring on Mar 18, 2020. Recovery took 2939 trading sessions.

The current RDFI drawdown is -3.74%. The current PXI drawdown is -5.40%.

Rank	RDFI	PXI
#1	-23.72% Sep 13, 2021 - Aug 19, 2024	-85.08% Jun 23, 2014 - Mar 2, 2026
#2	-8.00% Feb 26, 2026 - Mar 30, 2026	-67.83% Jun 23, 2008 - Jul 21, 2011
#3	-7.75% Sep 30, 2024 - Jun 30, 2025	-34.17% Jul 22, 2011 - Jan 15, 2013
#4	-2.55% Sep 17, 2025 - Jan 6, 2026	-15.20% Jan 3, 2008 - Apr 7, 2008
#5	-2.28% Jul 1, 2021 - Aug 10, 2021	-14.69% Jul 19, 2007 - Oct 15, 2007
#6	-1.80% Sep 3, 2024 - Sep 17, 2024	-12.32% Dec 14, 2006 - Mar 22, 2007
#7	-1.71% Jul 3, 2025 - Aug 6, 2025	-10.83% Mar 27, 2026 - May 4, 2026
#8	-1.70% Feb 10, 2021 - Feb 26, 2021	-9.45% May 20, 2013 - Oct 11, 2013
#9	-1.61% Oct 21, 2020 - Nov 5, 2020	-9.17% Feb 19, 2013 - May 17, 2013
#10	-1.31% Jan 27, 2026 - Feb 3, 2026	-8.32% Nov 6, 2007 - Dec 24, 2007
#11	-1.26% May 7, 2021 - May 20, 2021	-7.45% May 5, 2026 - May 29, 2026
#12	-0.91% Aug 13, 2025 - Aug 28, 2025	-7.42% Dec 31, 2013 - Feb 25, 2014
#13	-0.88% Jun 10, 2021 - Jun 28, 2021	-5.71% Apr 21, 2008 - May 6, 2008
#14	-0.88% Mar 15, 2021 - Mar 29, 2021	-5.23% Oct 15, 2007 - Nov 6, 2007
#15	-0.88% Jan 21, 2021 - Feb 1, 2021	-5.15% Apr 23, 2014 - Jun 4, 2014

Correlation

Correlation between RDFI and PXI is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.40

-101

Dividend Comparison (2006 - 2026)

RDFI vs PXI dividend yield comparison.

Year	RDFI	PXI
2026	4.22%	0.18%
2025	8.17%	1.81%
2024	8.14%	1.52%
2023	7.38%	1.82%
2022	4.70%	3.14%
2021	6.78%	0.57%
2020	1.01%	1.72%
2019	0.00%	2.80%
2018	0.00%	0.92%
2017	0.00%	0.80%
2016	0.00%	0.73%
2015	0.00%	2.07%
2014	0.00%	1.15%
2013	0.00%	0.75%
2012	0.00%	1.33%
2011	0.00%	0.64%
2010	0.00%	0.57%
2009	0.00%	0.85%
2008	0.00%	0.73%
2007	0.00%	0.24%
2006	0.00%	0.09%