RJVI vs PBOT
Comparison between RJ EAGLE VERTICAL INCOME ETF (RJVI, ETF) and Pictet AI & Automation ETF (PBOT, ETF).
RJVI vs PBOT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RJVI
$14M
PBOT
$14M
Expense Ratio
Winner
RJVI
0.51%
PBOT
0.70%
Max Drawdown
Winner
RJVI
3.21%
PBOT
15.78%
Sharpe Ratio
RJVI
0.09
Winner
PBOT
1.51
5Y Beta
Winner
RJVI
0.16
PBOT
1.66
P/E Ratio
RJVI
N/A
PBOT
55.78
Forward P/E
RJVI
N/A
PBOT
30.84
PEG Ratio
RJVI
N/A
PBOT
0.10
5Y EPS CAGR
RJVI
N/A
PBOT
33.20%
P/S Ratio
RJVI
N/A
PBOT
4.53
P/B Ratio
RJVI
N/A
PBOT
11.15
RJVI vs PBOT - Holdings Comparison
RJVI and PBOT have 1 common holdings. Overlap is 0.00%
RJVI's top 25 holdings weight is 39.49%. PBOT's top 25 holdings weight is 79.62%.
| Rank | RJVI | PBOT |
|---|---|---|
| #1 | UNION PACIFIC CORPORATION 3.25% (n/a) - 1.94% | ALPHABET INC CLASS A (GOOGL) - 7.22% |
| #2 | HONEYWELL INTERNATIONAL INC. 4.5% (n/a) - 1.94% | BROADCOM INC (AVGO) - 6.22% |
| #3 | DOLLAR GENERAL CORPORATION 5% (n/a) - 1.94% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 6.06% |
| #4 | APPLE INC. 3.75% (n/a) - 1.93% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 5.98% |
| #5 | COMCAST CORPORATION 5.35% (n/a) - 1.92% | PALO ALTO NETWORKS INC (PANW) - 5.69% |
| #6 | CISCO SYSTEMS INC (CSCO) - 1.85% | KLA CORP (KLAC) - 5.06% |
| #7 | AMERICAN ELECTRIC POWER CO, INC. 5.8% (n/a) - 1.51% | NVIDIA CORP (NVDA) - 4.45% |
| #8 | CMS ENERGY CORPORATION 4.75% (n/a) - 1.50% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 3.23% |
| #9 | DELL INTERNATIONAL LLC / EMC CORP. 4.75% (n/a) - 1.49% | ZSCALER INC (ZS) - 3.18% |
| #10 | EQUIFAX INC. 5.1% (n/a) - 1.48% | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.89% |
| #11 | GOLDMAN SACHS GROUP, INC. 7.5% (n/a) - 1.48% | FORTINET INC (FTNT) - 2.85% |
| #12 | PNC FINANCIAL SERVICES GROUP INC. 6.25% (n/a) - 1.48% | INFINEON TECHNOLOGIES AG (n/a) - 2.62% |
| #13 | AUTOZONE, INC. 4% (n/a) - 1.47% | NXP SEMICONDUCTORS NV (NXPI) - 2.57% |
| #14 | MOODYS CORP. 4.88% (n/a) - 1.47% | ASML HOLDING NV (n/a) - 2.53% |
| #15 | BURLINGTON NORTHERN SANTA FE LLC 5.05% (n/a) - 1.47% | SALESFORCE INC (CRM) - 2.38% |
| #16 | JPMORGAN CHASE & CO. 6.5% (n/a) - 1.47% | SERVICENOW INC (NOW) - 2.06% |
| #17 | n/a (n/a) - 1.47% | TOKYO ELECTRON LTD (n/a) - 1.82% |
| #18 | NORTHROP GRUMMAN CORPORATION 5.2% (n/a) - 1.46% | CLOUDFLARE INC (NET) - 1.82% |
| #19 | THE J M SMUCKER COMPANY 6.2% (n/a) - 1.46% | SAP SE (n/a) - 1.76% |
| #20 | ORACLE CORP. 6.25% (n/a) - 1.46% | DATADOG INC CLASS A (DDOG) - 1.75% |
| #21 | FISERV INC. 5.38% (n/a) - 1.46% | ASM INTERNATIONAL NV (n/a) - 1.71% |
| #22 | BROADCOM INC 5.15% (n/a) - 1.46% | LAM RESEARCH CORP (LRCX) - 1.49% |
| #23 | BROWN & BROWN INC 5.25% (n/a) - 1.46% | META PLATFORMS INC CLASS A (META) - 1.47% |
| #24 | AMGEN INC. 5.25% (n/a) - 1.46% | INTUITIVE SURGICAL INC (ISRG) - 1.43% |
| #25 | BORGWARNER INC. 5.4% (n/a) - 1.46% | APPLIED MATERIALS INC (AMAT) - 1.38% |
| Total Holdings | 79 | 51 |
RJVI vs PBOT - Historical Returns
Returns include dividend reinvestment.
1M
RJVI
+0.93%
Winner
PBOT
+11.79%
3M
RJVI
+1.58%
Winner
PBOT
+31.04%
6M
RJVI
+2.63%
Winner
PBOT
+28.09%
Max(CAGR)
RJVI
+4.17%
Winner
PBOT
+48.71%
RJVI vs PBOT - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | RJVI | PBOT |
|---|---|---|
| 2026 | +2.38% | +26.97% |
| 2025 | +0.50% | +1.59% |
RJVI vs PBOT Drawdown Comparison
The maximum drawdown for RJVI was -3.12%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The maximum drawdown for PBOT was -15.78%, occurring on Mar 30, 2026. Recovery took 58 trading sessions.
The current RJVI drawdown is -0.82%. The current PBOT drawdown is -5.22%.
| Rank | RJVI | PBOT |
|---|---|---|
| #1 | -3.12% Feb 27, 2026 - Mar 20, 2026 | -15.78% Jan 28, 2026 - Apr 22, 2026 |
| #2 | -1.99% Oct 27, 2025 - Jan 14, 2026 | -10.39% Nov 3, 2025 - Jan 27, 2026 |
| #3 | -0.64% Jan 15, 2026 - Jan 22, 2026 | -9.60% Jun 2, 2026 - Jun 10, 2026 |
| #4 | -0.47% Oct 2, 2025 - Oct 16, 2025 | -2.20% May 26, 2026 - May 28, 2026 |
| #5 | -0.29% Feb 13, 2026 - Feb 26, 2026 | -2.03% Apr 22, 2026 - Apr 24, 2026 |
| #6 | -0.29% Oct 21, 2025 - Oct 27, 2025 | -2.01% Apr 27, 2026 - May 1, 2026 |
| #7 | -0.07% Jan 27, 2026 - Jan 29, 2026 | -1.61% May 8, 2026 - May 13, 2026 |
| #8 | -0.04% Jan 22, 2026 - Jan 26, 2026 | -1.22% May 14, 2026 - May 20, 2026 |
| #9 | N/A | -1.20% Oct 21, 2025 - Oct 23, 2025 |
| #10 | N/A | -0.76% Oct 28, 2025 - Nov 3, 2025 |
Correlation
Correlation between RJVI and PBOT is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.40
-101
Dividend Comparison (2025 - 2026)
RJVI vs PBOT dividend yield comparison.
| Year | RJVI | PBOT |
|---|---|---|
| 2026 | 1.67% | 0.00% |
| 2025 | 0.93% | 0.10% |
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