RFDA vs PTBD

Comparison between ALPS DYNAMIC US DIVIDEND ADVANTAGE ETF (RFDA, ETF) and PACER TRENDPILOT US BOND ETF (PTBD, ETF).

5-Year PerformanceRFDA has outperformed PTBD, delivering a return of +12.8% compared to -1.7%

RFDA vs PTBD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RFDA(ETF)	PTBD(ETF)
Net Assets	$86M	$86M
Expense Ratio	0.52%	0.60%
Max Drawdown	34.81%	32.82%
Sharpe Ratio	1.49	-0.37
5Y Beta	0.87	0.09
P/E Ratio	22.00	N/A
Forward P/E	15.23	N/A
PEG Ratio	0.48	N/A
5Y Dividends CAGR	14.25%	7.55%
5Y EPS CAGR	13.28%	N/A
P/S Ratio	1.76	N/A
P/B Ratio	2.79	N/A

Net Assets

Winner

RFDA

$86M

PTBD

$86M

Expense Ratio

Winner

RFDA

0.52%

PTBD

0.60%

Max Drawdown

RFDA

34.81%

Winner

PTBD

32.82%

Sharpe Ratio

Winner

RFDA

1.49

PTBD

-0.37

5Y Beta

RFDA

0.87

Winner

PTBD

0.09

P/E Ratio

RFDA

22.00

PTBD

N/A

Forward P/E

RFDA

15.23

PTBD

N/A

PEG Ratio

RFDA

0.48

PTBD

N/A

5Y Dividends CAGR

Winner

RFDA

14.25%

PTBD

7.55%

5Y EPS CAGR

RFDA

13.28%

PTBD

N/A

P/S Ratio

RFDA

1.76

PTBD

N/A

P/B Ratio

RFDA

2.79

PTBD

N/A

RFDA vs PTBD - Historical Returns

Returns include dividend reinvestment.

Period	RFDA	PTBD
1 month	+2.52%	-0.25%
3 months	+7.41%	+0.50%
6 months	+12.65%	+0.39%
1 year	+22.81%	+2.19%
5 years(CAGR)	+12.77%	-1.70%
10 years(CAGR)	+13.19%	N/A
Max(CAGR)	+13.34%	+0.85%

Winner

RFDA

+2.52%

PTBD

-0.25%

Winner

RFDA

+7.41%

PTBD

+0.50%

Winner

RFDA

+12.65%

PTBD

+0.39%

Winner

RFDA

+22.81%

PTBD

+2.19%

5Y(CAGR)

Winner

RFDA

+12.77%

PTBD

-1.70%

10Y(CAGR)

RFDA

+13.19%

PTBD

N/A

Max(CAGR)

Winner

RFDA

+13.34%

PTBD

+0.85%

RFDA vs PTBD - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	RFDA	PTBD
2026	+13.62%	+1.06%
2025	+16.45%	+2.23%
2024	+20.00%	+4.62%
2023	+17.34%	+8.52%
2022	-9.13%	-20.74%
2021	+27.84%	+0.76%
2020	+10.69%	+10.05%
2019	+26.60%	+2.49%
2018	-9.74%	N/A
2017	+19.28%	N/A
2016	+8.15%	N/A

RFDA vs PTBD Drawdown Comparison

The maximum drawdown for RFDA was -34.61%, occurring on Mar 23, 2020. Recovery took 136 trading sessions.

The maximum drawdown for PTBD was -26.01%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current RFDA drawdown is -0.29%. The current PTBD drawdown is -8.82%.

Rank	RFDA	PTBD
#1	-34.61% Feb 12, 2020 - Aug 26, 2020	-26.01% Aug 3, 2021 - Sep 27, 2022
#2	-21.21% Aug 29, 2018 - Oct 23, 2019	-6.48% Mar 16, 2020 - Jul 22, 2020
#3	-19.35% Dec 4, 2024 - Jun 30, 2025	-4.65% Mar 9, 2020 - Mar 16, 2020
#4	-18.76% Mar 29, 2022 - Jul 13, 2023	-2.67% Feb 8, 2021 - Jun 2, 2021
#5	-11.40% Jul 31, 2023 - Dec 13, 2023	-2.66% Feb 20, 2020 - Mar 9, 2020
#6	-9.64% Jan 26, 2018 - Aug 21, 2018	-2.56% Sep 2, 2020 - Oct 9, 2020
#7	-9.18% Sep 2, 2020 - Nov 16, 2020	-2.02% Oct 12, 2020 - Nov 5, 2020
#8	-8.79% Jul 16, 2024 - Sep 19, 2024	-1.65% Nov 9, 2020 - Dec 1, 2020
#9	-6.21% Jan 14, 2022 - Mar 25, 2022	-1.51% Jan 23, 2020 - Feb 5, 2020
#10	-5.54% Sep 3, 2021 - Oct 21, 2021	-1.01% Jul 6, 2021 - Aug 3, 2021
#11	-5.45% Feb 9, 2026 - Apr 13, 2026	-0.73% Dec 31, 2020 - Jan 14, 2021
#12	-5.31% Aug 15, 2016 - Nov 14, 2016	-0.71% Aug 14, 2020 - Aug 26, 2020
#13	-4.78% Nov 16, 2021 - Dec 16, 2021	-0.71% Jan 20, 2021 - Feb 2, 2021
#14	-4.69% Feb 12, 2021 - Mar 12, 2021	-0.60% Aug 11, 2020 - Aug 14, 2020
#15	-4.69% Oct 28, 2025 - Dec 23, 2025	-0.56% Oct 25, 2019 - Nov 1, 2019

Correlation

Correlation between RFDA and PTBD is 0.03 which considered as a very weak or no correlation - the stocks move independently of each other.

0.03

-101

Dividend Comparison (2016 - 2026)

RFDA vs PTBD dividend yield comparison.

Year	RFDA	PTBD
2026	1.08%	2.69%
2025	1.89%	5.62%
2024	2.23%	6.56%
2023	2.68%	6.55%
2022	3.57%	6.14%
2021	1.44%	2.70%
2020	1.62%	2.50%
2019	1.87%	0.62%
2018	2.44%	0.00%
2017	1.90%	0.00%
2016	0.98%	0.00%