RIZE vs BDCZ

Comparison between PRINCIPAL INFLATION PROTECTION ETF (RIZE, ETF) and BDCZ (BDCZ, ETF).

RIZE vs BDCZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RIZE(ETF)	BDCZ(ETF)
Net Assets	$11M	$11M
Expense Ratio	0.19%	0.85%
Max Drawdown	1.89%	62.33%
Sharpe Ratio	-3.06	-0.77
5Y Beta	0.04	0.63
5Y Dividends CAGR	N/A	7.93%

Net Assets

RIZE

$11M

Winner

BDCZ

$11M

Expense Ratio

Winner

RIZE

0.19%

BDCZ

0.85%

Max Drawdown

Winner

RIZE

1.89%

BDCZ

62.33%

Sharpe Ratio

RIZE

-3.06

Winner

BDCZ

-0.77

5Y Beta

Winner

RIZE

0.04

BDCZ

0.63

5Y Dividends CAGR

RIZE

N/A

BDCZ

7.93%

RIZE vs BDCZ - Historical Returns

Returns include dividend reinvestment.

Period	RIZE	BDCZ
1 month	+0.25%	+1.59%
3 months	N/A	-2.00%
6 months	N/A	-8.93%
1 year	N/A	-15.32%
5 years(CAGR)	N/A	+3.72%
10 years(CAGR)	N/A	+6.14%
Max(CAGR)	-1.65%	+5.75%

RIZE

+0.25%

Winner

BDCZ

+1.59%

RIZE

N/A

BDCZ

-2.00%

RIZE

N/A

BDCZ

-8.93%

RIZE

N/A

BDCZ

-15.32%

5Y(CAGR)

RIZE

N/A

BDCZ

+3.72%

10Y(CAGR)

RIZE

N/A

BDCZ

+6.14%

Max(CAGR)

RIZE

-1.65%

Winner

BDCZ

+5.75%

RIZE vs BDCZ - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	RIZE	BDCZ
2026	-0.29%	-7.86%
2025	N/A	-4.75%
2024	N/A	+12.06%
2023	N/A	+24.17%
2022	N/A	-9.45%
2021	N/A	+35.54%
2020	N/A	-11.39%
2019	N/A	+24.15%
2018	N/A	-7.79%
2017	N/A	-1.13%
2016	N/A	+23.60%
2015	N/A	-4.61%

RIZE vs BDCZ Drawdown Comparison

The maximum drawdown for RIZE was -0.84%, occurring on Jun 23, 2026. This drawdown has not yet recovered.

The maximum drawdown for BDCZ was -55.63%, occurring on Mar 23, 2020. Recovery took 266 trading sessions.

The current RIZE drawdown is -0.58%. The current BDCZ drawdown is -16.70%.

Rank	RIZE	BDCZ
#1	-0.84% Jun 2, 2026 - Jun 23, 2026	-55.63% Feb 20, 2020 - Mar 11, 2021
#2	-0.10% May 21, 2026 - May 26, 2026	-23.11% Apr 20, 2022 - Jul 26, 2023
#3	N/A	-21.09% Aug 28, 2017 - Nov 29, 2019
#4	N/A	-20.81% Feb 19, 2025 - Mar 27, 2026
#5	N/A	-13.10% Dec 2, 2015 - Jul 12, 2016
#6	N/A	-9.11% Jun 28, 2024 - Nov 29, 2024
#7	N/A	-6.36% Apr 10, 2017 - Aug 28, 2017
#8	N/A	-6.20% Sep 25, 2023 - Nov 14, 2023
#9	N/A	-5.98% Oct 9, 2015 - Dec 2, 2015
#10	N/A	-5.80% Apr 29, 2021 - May 27, 2021
#11	N/A	-5.75% Jan 12, 2022 - Feb 7, 2022
#12	N/A	-5.36% Nov 8, 2021 - Jan 4, 2022
#13	N/A	-4.64% Feb 8, 2022 - Apr 1, 2022
#14	N/A	-4.19% Aug 13, 2021 - Oct 6, 2021
#15	N/A	-4.16% Jun 14, 2021 - Aug 13, 2021

Correlation

Correlation between RIZE and BDCZ is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2016 - 2026)

RIZE vs BDCZ dividend yield comparison.

Year	RIZE	BDCZ
2026	1.25%	9.11%
2025	0.00%	10.65%
2024	0.00%	9.26%
2023	0.00%	9.13%
2022	0.00%	9.39%
2021	0.00%	7.49%
2020	0.00%	10.01%
2019	0.00%	8.40%
2018	0.00%	9.66%
2017	0.00%	8.74%
2016	0.00%	7.98%