TRIO vs PFDE
Comparison between MC TRIO EQUITY BUFFERED ETF (TRIO, ETF) and PATHFINDER DISCIPLINED US EQUITY ETF (PFDE, ETF).
TRIO vs PFDE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TRIO vs PFDE - Holdings Comparison
TRIO and PFDE have 0 common holdings. Overlap is 0.00%
TRIO's top 25 holdings weight is 2.67%. PFDE's top 25 holdings weight is 63.78%.
| Rank | TRIO | PFDE |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.67% | NVIDIA CORP (NVDA) - 10.11% |
| #2 | N/A | APPLE INC (AAPL) - 6.20% |
| #3 | N/A | AMAZON.COM INC (AMZN) - 6.00% |
| #4 | N/A | MICROSOFT CORP (MSFT) - 4.85% |
| #5 | N/A | BROADCOM INC (AVGO) - 4.10% |
| #6 | N/A | MICRON TECHNOLOGY INC (MU) - 3.54% |
| #7 | N/A | ALPHABET INC CLASS A (GOOGL) - 3.50% |
| #8 | N/A | ALPHABET INC CLASS C (GOOG) - 2.63% |
| #9 | N/A | CITIGROUP INC (C) - 2.28% |
| #10 | N/A | MASTERCARD INC CLASS A (MA) - 2.13% |
| #11 | N/A | ADVANCED MICRO DEVICES INC (AMD) - 2.12% |
| #12 | N/A | META PLATFORMS INC CLASS A (META) - 1.81% |
| #13 | N/A | BOEING CO (BA) - 1.73% |
| #14 | N/A | MERCK & CO INC (MRK) - 1.71% |
| #15 | N/A | CUMMINS INC (CMI) - 1.68% |
| #16 | N/A | ABBVIE INC (ABBV) - 1.61% |
| #17 | N/A | HCA HEALTHCARE INC (HCA) - 1.55% |
| #18 | N/A | BOOKING HOLDINGS INC (BKNG) - 1.47% |
| #19 | N/A | FEDEX CORP (FDX) - 1.42% |
| #20 | N/A | CHEVRON CORP (CVX) - 1.33% |
| #21 | N/A | ENTERGY CORP (ETR) - 0.45% |
| #22 | N/A | ELI LILLY AND CO (LLY) - 0.43% |
| #23 | N/A | GE VERNOVA INC (GEV) - 0.38% |
| #24 | N/A | CINCINNATI FINANCIAL CORP (CINF) - 0.38% |
| #25 | N/A | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 0.37% |
| Total Holdings | 1 | 44 |
TRIO vs PFDE - Historical Returns
Returns include dividend reinvestment.
TRIO vs PFDE - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | TRIO | PFDE |
|---|---|---|
| 2026 | +4.67% | +9.19% |
| 2025 | +11.98% | +0.00% |
TRIO vs PFDE Drawdown Comparison
The maximum drawdown for TRIO was -9.88%, occurring on Apr 8, 2025. Recovery took 34 trading sessions.
The maximum drawdown for PFDE was -10.37%, occurring on Mar 30, 2026. Recovery took 52 trading sessions.
The current TRIO drawdown is -0.77%. The current PFDE drawdown is -3.75%.
| Rank | TRIO | PFDE |
|---|---|---|
| #1 | -9.88% Mar 24, 2025 - May 12, 2025 | -10.37% Jan 28, 2026 - Apr 14, 2026 |
| #2 | -4.47% Feb 25, 2026 - Apr 13, 2026 | -3.75% Jun 2, 2026 - Jun 5, 2026 |
| #3 | -2.57% Oct 27, 2025 - Nov 28, 2025 | -3.25% Jan 12, 2026 - Jan 27, 2026 |
| #4 | -2.40% Mar 7, 2025 - Mar 24, 2025 | -3.11% May 14, 2026 - May 26, 2026 |
| #5 | -1.33% May 19, 2025 - Jun 3, 2025 | -1.04% Apr 27, 2026 - May 1, 2026 |
| #6 | -1.33% Oct 6, 2025 - Oct 20, 2025 | -0.93% Apr 17, 2026 - Apr 22, 2026 |
| #7 | -1.25% Jul 25, 2025 - Aug 8, 2025 | -0.71% May 6, 2026 - May 8, 2026 |
| #8 | -1.18% Jan 27, 2026 - Feb 9, 2026 | -0.61% Apr 22, 2026 - Apr 24, 2026 |
| #9 | -0.88% Jan 12, 2026 - Jan 22, 2026 | -0.37% May 1, 2026 - May 5, 2026 |
| #10 | -0.83% Feb 9, 2026 - Feb 25, 2026 | -0.32% Jan 6, 2026 - Jan 9, 2026 |
| #11 | -0.78% Dec 11, 2025 - Dec 19, 2025 | -0.25% May 11, 2026 - May 13, 2026 |
| #12 | -0.77% Jun 4, 2026 - Jun 5, 2026 | N/A |
| #13 | -0.70% Jun 10, 2025 - Jun 24, 2025 | N/A |
| #14 | -0.61% Sep 22, 2025 - Sep 30, 2025 | N/A |
| #15 | -0.55% May 14, 2026 - May 21, 2026 | N/A |
Correlation
Correlation between TRIO and PFDE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2025 - 2026)
TRIO vs PFDE dividend yield comparison.
| Year | TRIO | PFDE |
|---|---|---|
| 2026 | 0.00% | 0.11% |
| 2025 | 9.01% | 0.00% |
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