RMNY vs PEZ

Comparison between ROCKEFELLER NEW YORK MUNICIPAL BOND ETF (RMNY, ETF) and INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF (PEZ, ETF).

RMNY vs PEZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RMNY(ETF)	PEZ(ETF)
Net Assets	$23M	$23M
Expense Ratio	0.55%	0.60%
Max Drawdown	7.54%	59.00%
Sharpe Ratio	0.94	0.18
5Y Beta	0.06	1.13
P/E Ratio	N/A	30.76
Forward P/E	N/A	19.09
5Y Dividends CAGR	N/A	-6.77%
5Y EPS CAGR	N/A	25.30%
Debt to Equity	N/A	94.93%
P/S Ratio	N/A	1.09
P/B Ratio	N/A	4.91

Net Assets

RMNY

$23M

PEZ

$23M

Expense Ratio

Winner

RMNY

0.55%

PEZ

0.60%

Max Drawdown

Winner

RMNY

7.54%

PEZ

59.00%

Sharpe Ratio

Winner

RMNY

0.94

PEZ

0.18

5Y Beta

Winner

RMNY

0.06

PEZ

1.13

P/E Ratio

RMNY

N/A

PEZ

30.76

Forward P/E

RMNY

N/A

PEZ

19.09

5Y Dividends CAGR

RMNY

N/A

PEZ

-6.77%

5Y EPS CAGR

RMNY

N/A

PEZ

25.30%

Debt to Equity

RMNY

N/A

PEZ

94.93%

P/S Ratio

RMNY

N/A

PEZ

1.09

P/B Ratio

RMNY

N/A

PEZ

4.91

RMNY vs PEZ - Historical Returns

Returns include dividend reinvestment.

Period	RMNY	PEZ
1 month	+0.79%	-0.07%
3 months	+1.15%	-2.17%
6 months	+2.70%	-1.01%
1 year	+7.49%	+5.48%
5 years(CAGR)	N/A	+2.63%
10 years(CAGR)	N/A	+9.46%
Max(CAGR)	+3.10%	+7.75%

Winner

RMNY

+0.79%

PEZ

-0.07%

Winner

RMNY

+1.15%

PEZ

-2.17%

Winner

RMNY

+2.70%

PEZ

-1.01%

Winner

RMNY

+7.49%

PEZ

+5.48%

5Y(CAGR)

RMNY

N/A

PEZ

+2.63%

10Y(CAGR)

RMNY

N/A

PEZ

+9.46%

Max(CAGR)

RMNY

+3.10%

Winner

PEZ

+7.75%

RMNY vs PEZ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	RMNY	PEZ
2026	+2.29%	-4.84%
2025	+2.22%	+6.13%
2024	+0.86%	+21.74%
2023	N/A	+30.17%
2022	N/A	-28.99%
2021	N/A	+23.62%
2020	N/A	+37.99%
2019	N/A	+17.65%
2018	N/A	-7.24%
2017	N/A	+20.16%
2016	N/A	-0.51%
2015	N/A	-0.05%
2014	N/A	+9.23%
2013	N/A	+36.96%
2012	N/A	+18.76%
2011	N/A	+0.03%
2010	N/A	+27.53%
2009	N/A	+22.45%
2008	N/A	-31.14%
2007	N/A	-11.83%
2006	N/A	+5.87%

RMNY vs PEZ Drawdown Comparison

The maximum drawdown for RMNY was -5.70%, occurring on Apr 11, 2025. Recovery took 218 trading sessions.

The maximum drawdown for PEZ was -58.39%, occurring on Mar 6, 2009. Recovery took 1195 trading sessions.

The current RMNY drawdown is -0.24%. The current PEZ drawdown is -11.25%.

Rank	RMNY	PEZ
#1	-5.70% Dec 2, 2024 - Oct 16, 2025	-58.39% Jun 4, 2007 - Mar 1, 2012
#2	-2.28% Feb 27, 2026 - Apr 17, 2026	-52.05% Sep 27, 2018 - Aug 5, 2020
#3	-1.76% Oct 1, 2024 - Nov 21, 2024	-41.72% Nov 18, 2021 - Aug 23, 2024
#4	-1.38% May 8, 2026 - May 28, 2026	-31.48% Nov 25, 2024 - Apr 8, 2025
#5	-1.00% Oct 27, 2025 - Feb 5, 2026	-25.01% Aug 5, 2015 - Oct 6, 2017
#6	-0.35% Apr 24, 2026 - May 8, 2026	-16.59% Feb 9, 2021 - Nov 2, 2021
#7	-0.24% Jun 4, 2026 - Jun 5, 2026	-14.38% Oct 15, 2020 - Nov 19, 2020
#8	-0.20% Sep 16, 2024 - Sep 27, 2024	-14.05% Sep 2, 2014 - Nov 28, 2014
#9	-0.19% Jun 2, 2026 - Jun 4, 2026	-12.36% Jan 23, 2018 - Jun 4, 2018
#10	-0.18% Feb 10, 2026 - Feb 12, 2026	-12.12% Aug 21, 2020 - Oct 9, 2020
#11	-0.14% Feb 5, 2026 - Feb 9, 2026	-10.88% May 2, 2012 - Sep 13, 2012
#12	-0.12% Aug 14, 2024 - Aug 16, 2024	-9.64% Mar 5, 2014 - Jul 1, 2014
#13	-0.11% May 29, 2026 - Jun 2, 2026	-9.00% Jan 10, 2014 - Feb 24, 2014
#14	-0.08% Aug 23, 2024 - Aug 29, 2024	-8.48% Aug 23, 2024 - Sep 19, 2024
#15	-0.08% Aug 20, 2024 - Aug 23, 2024	-8.00% Sep 14, 2012 - Jan 4, 2013

Correlation

Correlation between RMNY and PEZ is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.33

-101

Dividend Comparison (2006 - 2026)

RMNY vs PEZ dividend yield comparison.

Year	RMNY	PEZ
2026	1.77%	0.10%
2025	4.10%	0.11%
2024	1.31%	0.12%
2023	0.00%	0.60%
2022	0.00%	0.43%
2021	0.00%	0.23%
2020	0.00%	0.39%
2019	0.00%	0.01%
2018	0.00%	0.40%
2017	0.00%	0.42%
2016	0.00%	0.83%
2015	0.00%	0.64%
2014	0.00%	0.15%
2013	0.00%	0.46%
2012	0.00%	1.07%
2011	0.00%	0.75%
2010	0.00%	0.67%
2009	0.00%	0.28%
2008	0.00%	1.03%
2007	0.00%	0.55%
2006	0.00%	0.61%