RXI vs TSPX

Comparison between ISHARES GLOBAL CONSUMER DISCRETIONARY ETF (RXI, ETF) and TWIN OAK ACTIVE OPPORTUNITIES ETF (TSPX, ETF).

RXI vs TSPX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RXI(ETF)	TSPX(ETF)
Net Assets	$273M	$273M
Expense Ratio	0.39%	1.01%
Max Drawdown	61.97%	8.14%
Sharpe Ratio	0.20	1.49
5Y Beta	1.00	0.55
P/E Ratio	28.46	N/A
Forward P/E	24.21	N/A
PEG Ratio	1.14	N/A
5Y Dividends CAGR	16.76%	N/A
5Y EPS CAGR	16.11%	N/A
Debt to Equity	-225.65%	N/A
P/S Ratio	2.44	N/A
P/B Ratio	7.93	N/A

Net Assets

RXI

$273M

Winner

TSPX

$273M

Expense Ratio

Winner

RXI

0.39%

TSPX

1.01%

Max Drawdown

RXI

61.97%

Winner

TSPX

8.14%

Sharpe Ratio

RXI

0.20

Winner

TSPX

1.49

5Y Beta

RXI

1.00

Winner

TSPX

0.55

P/E Ratio

RXI

28.46

TSPX

N/A

Forward P/E

RXI

24.21

TSPX

N/A

PEG Ratio

RXI

1.14

TSPX

N/A

5Y Dividends CAGR

RXI

16.76%

TSPX

N/A

5Y EPS CAGR

RXI

16.11%

TSPX

N/A

Debt to Equity

RXI

-225.65%

TSPX

N/A

P/S Ratio

RXI

2.44

TSPX

N/A

P/B Ratio

RXI

7.93

TSPX

N/A

RXI vs TSPX - Historical Returns

Returns include dividend reinvestment.

Period	RXI	TSPX
1 month	-0.06%	+0.40%
3 months	+2.94%	+8.95%
6 months	-4.58%	+7.44%
1 year	+6.23%	+18.63%
5 years(CAGR)	+4.15%	N/A
10 years(CAGR)	+10.04%	N/A
Max(CAGR)	+8.52%	+17.42%

RXI

-0.06%

Winner

TSPX

+0.40%

RXI

+2.94%

Winner

TSPX

+8.95%

RXI

-4.58%

Winner

TSPX

+7.44%

RXI

+6.23%

Winner

TSPX

+18.63%

5Y(CAGR)

RXI

+4.15%

TSPX

N/A

10Y(CAGR)

RXI

+10.04%

TSPX

N/A

Max(CAGR)

RXI

+8.52%

Winner

TSPX

+17.42%

RXI vs TSPX - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	RXI	TSPX
2026	-4.19%	+7.02%
2025	+14.29%	+15.44%
2024	+18.69%	N/A
2023	+26.98%	N/A
2022	-29.82%	N/A
2021	+17.19%	N/A
2020	+23.24%	N/A
2019	+26.61%	N/A
2018	-7.32%	N/A
2017	+22.02%	N/A
2016	+5.37%	N/A
2015	+6.22%	N/A
2014	+3.82%	N/A
2013	+35.69%	N/A
2012	+23.06%	N/A
2011	-5.87%	N/A
2010	+21.94%	N/A
2009	+33.36%	N/A
2008	-38.34%	N/A
2007	-3.95%	N/A
2006	+12.31%	N/A

RXI vs TSPX Drawdown Comparison

The maximum drawdown for RXI was -60.34%, occurring on Mar 9, 2009. Recovery took 1306 trading sessions.

The maximum drawdown for TSPX was -7.80%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.

The current RXI drawdown is -7.67%. The current TSPX drawdown is -1.82%.

Rank	RXI	TSPX
#1	-60.34% Jul 10, 2007 - Sep 13, 2012	-7.80% Feb 21, 2025 - May 12, 2025
#2	-35.77% Nov 5, 2021 - Nov 11, 2024	-6.81% Jan 28, 2026 - Apr 14, 2026
#3	-35.65% Jan 17, 2020 - Aug 6, 2020	-3.72% Oct 28, 2025 - Dec 10, 2025
#4	-20.86% Sep 20, 2018 - Apr 23, 2019	-3.39% Jun 2, 2026 - Jun 10, 2026
#5	-19.64% Feb 14, 2025 - Jul 23, 2025	-2.19% Oct 8, 2025 - Oct 24, 2025
#6	-17.13% Jun 23, 2015 - Dec 7, 2016	-1.98% Jan 12, 2026 - Jan 27, 2026
#7	-15.17% Jan 12, 2026 - Mar 27, 2026	-1.89% May 19, 2025 - Jun 3, 2025
#8	-10.81% Jul 3, 2014 - Nov 25, 2014	-1.86% Dec 11, 2025 - Dec 23, 2025
#9	-8.97% Jan 26, 2018 - Aug 27, 2018	-1.75% Jul 28, 2025 - Aug 8, 2025
#10	-8.26% Apr 23, 2019 - Jul 1, 2019	-1.56% May 14, 2026 - May 26, 2026
#11	-8.18% Dec 31, 2013 - Mar 6, 2014	-1.44% Dec 24, 2025 - Jan 6, 2026
#12	-7.81% Jul 16, 2019 - Oct 17, 2019	-1.13% Aug 14, 2025 - Aug 26, 2025
#13	-7.79% Oct 27, 2025 - Jan 8, 2026	-1.02% Sep 22, 2025 - Oct 1, 2025
#14	-7.65% May 21, 2013 - Jul 11, 2013	-0.99% Aug 28, 2025 - Sep 4, 2025
#15	-7.53% Feb 20, 2007 - Apr 16, 2007	-0.85% Jun 12, 2025 - Jun 24, 2025

Correlation

Correlation between RXI and TSPX is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2006 - 2025)

RXI vs TSPX dividend yield comparison.

Year	RXI	TSPX
2025	1.55%	2.15%
2024	1.07%	0.00%
2023	1.00%	0.00%
2022	1.00%	0.00%
2021	0.89%	0.00%
2020	0.65%	0.00%
2019	1.48%	0.00%
2018	1.73%	0.00%
2017	1.26%	0.00%
2016	1.77%	0.00%
2015	1.17%	0.00%
2014	1.71%	0.00%
2013	1.21%	0.00%
2012	1.41%	0.00%
2011	1.76%	0.00%
2010	1.07%	0.00%
2009	1.31%	0.00%
2008	3.34%	0.00%
2007	1.56%	0.00%
2006	0.35%	0.00%