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RSSX vs PQDI

Comparison between RETURN STACKED(R) U.S. STOCKS & GOLD/BITCOIN ETF (RSSX, ETF) and PRINCIPAL SPECTRUM TAX-ADVANTAGED DIVIDEND ACTIVE ETF (PQDI, ETF).

RSSX vs PQDI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RSSX
$69M
PQDI
$69M
Expense Ratio
RSSX
0.67%
Winner
PQDI
0.60%
Max Drawdown
RSSX
27.37%
Winner
PQDI
23.92%
Sharpe Ratio
RSSX
0.59
Winner
PQDI
0.88
5Y Beta
RSSX
1.93
Winner
PQDI
0.10
5Y Dividends CAGR
RSSX
N/A
PQDI
2.24%

RSSX vs PQDI - Historical Returns

Returns include dividend reinvestment.

1M
RSSX
-14.26%
Winner
PQDI
+0.05%
3M
RSSX
-6.58%
Winner
PQDI
+1.20%
6M
RSSX
-5.71%
Winner
PQDI
+1.78%
1Y
Winner
RSSX
+18.11%
PQDI
+6.75%
5Y(CAGR)
RSSX
N/A
PQDI
+3.23%
Max(CAGR)
Winner
RSSX
+22.43%
PQDI
+4.67%

RSSX vs PQDI - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearRSSXPQDI
2026-6.15%+1.06%
2025+29.89%+8.29%
2024N/A+10.24%
2023N/A+5.96%
2022N/A-9.61%
2021N/A+3.21%
2020N/A+9.80%

RSSX vs PQDI Drawdown Comparison

The maximum drawdown for RSSX was -27.37%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for PQDI was -17.41%, occurring on Mar 20, 2023. Recovery took 686 trading sessions.

The current RSSX drawdown is -20.72%. The current PQDI drawdown is -0.47%.

RankRSSXPQDI
#1-27.37%
Jan 28, 2026 - Mar 30, 2026
-17.41%
Sep 23, 2021 - Jun 17, 2024
#2-14.20%
Oct 20, 2025 - Jan 12, 2026
-3.31%
Feb 25, 2026 - Mar 30, 2026
#3-5.08%
Oct 8, 2025 - Oct 20, 2025
-2.46%
Sep 2, 2020 - Nov 5, 2020
#4-4.57%
Jul 22, 2025 - Aug 13, 2025
-2.25%
Mar 20, 2025 - May 8, 2025
#5-4.12%
Aug 13, 2025 - Sep 2, 2025
-2.04%
Feb 12, 2021 - Apr 8, 2021
#6-2.79%
Jun 16, 2025 - Jun 26, 2025
-0.96%
Aug 1, 2024 - Aug 14, 2024
#7-2.60%
Jan 14, 2026 - Jan 22, 2026
-0.92%
Jan 3, 2025 - Jan 30, 2025
#8-2.23%
Sep 22, 2025 - Sep 29, 2025
-0.86%
Dec 31, 2020 - Feb 5, 2021
#9-1.96%
Jun 4, 2025 - Jun 9, 2025
-0.82%
Oct 28, 2025 - Nov 26, 2025
#10-1.82%
Jul 3, 2025 - Jul 10, 2025
-0.75%
Jun 17, 2020 - Jun 25, 2020
#11-1.36%
Jul 14, 2025 - Jul 17, 2025
-0.74%
Jun 25, 2020 - Jun 30, 2020
#12-1.20%
Jun 26, 2025 - Jun 30, 2025
-0.72%
Oct 17, 2024 - Dec 6, 2024
#13-1.06%
Sep 16, 2025 - Sep 19, 2025
-0.71%
Oct 8, 2025 - Oct 23, 2025
#14-0.96%
Oct 6, 2025 - Oct 8, 2025
-0.65%
May 5, 2021 - May 28, 2021
#15-0.69%
Jun 12, 2025 - Jun 16, 2025
-0.65%
Feb 10, 2025 - Feb 28, 2025

Correlation

Correlation between RSSX and PQDI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2020 - 2026)

RSSX vs PQDI dividend yield comparison.

YearRSSXPQDI
20260.00%2.40%
20251.54%5.02%
20240.00%4.93%
20230.00%5.35%
20220.00%5.60%
20210.00%5.21%
20200.00%2.69%

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