UPAR vs PQDI
Comparison between UPAR ULTRA RISK PARITY ETF (UPAR, ETF) and PRINCIPAL SPECTRUM TAX-ADVANTAGED DIVIDEND ACTIVE ETF (PQDI, ETF).
UPAR vs PQDI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UPAR
$69M
PQDI
$69M
Expense Ratio
UPAR
0.68%
Winner
PQDI
0.60%
Max Drawdown
UPAR
43.05%
Winner
PQDI
23.92%
Sharpe Ratio
Winner
UPAR
1.29
PQDI
0.89
5Y Beta
UPAR
0.54
Winner
PQDI
0.10
5Y Dividends CAGR
UPAR
N/A
PQDI
2.24%
UPAR vs PQDI - Historical Returns
Returns include dividend reinvestment.
1M
UPAR
-1.81%
Winner
PQDI
-0.28%
3M
UPAR
-2.96%
Winner
PQDI
-0.09%
6M
Winner
UPAR
+6.89%
PQDI
+1.55%
1Y
Winner
UPAR
+23.02%
PQDI
+6.54%
5Y(CAGR)
UPAR
-1.15%
Winner
PQDI
+3.18%
Max(CAGR)
UPAR
-1.15%
Winner
PQDI
+4.62%
UPAR vs PQDI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | UPAR | PQDI |
|---|---|---|
| 2026 | +5.63% | +0.67% |
| 2025 | +23.87% | +8.29% |
| 2024 | -1.95% | +10.24% |
| 2023 | +4.94% | +5.96% |
| 2022 | -30.27% | -9.61% |
| 2021 | N/A | +3.21% |
| 2020 | N/A | +9.80% |
UPAR vs PQDI Drawdown Comparison
The maximum drawdown for UPAR was -38.97%, occurring on Oct 25, 2023. Recovery took 1030 trading sessions.
The maximum drawdown for PQDI was -17.41%, occurring on Mar 20, 2023. Recovery took 686 trading sessions.
The current UPAR drawdown is -7.07%. The current PQDI drawdown is -0.85%.
| Rank | UPAR | PQDI |
|---|---|---|
| #1 | -38.97% Jan 12, 2022 - Feb 23, 2026 | -17.41% Sep 23, 2021 - Jun 17, 2024 |
| #2 | -11.13% Mar 2, 2026 - Mar 27, 2026 | -3.31% Feb 25, 2026 - Mar 30, 2026 |
| #3 | -2.22% Jan 4, 2022 - Jan 12, 2022 | -2.46% Sep 2, 2020 - Nov 5, 2020 |
| #4 | N/A | -2.25% Mar 20, 2025 - May 8, 2025 |
| #5 | N/A | -2.04% Feb 12, 2021 - Apr 8, 2021 |
| #6 | N/A | -0.96% Aug 1, 2024 - Aug 14, 2024 |
| #7 | N/A | -0.92% Jan 3, 2025 - Jan 30, 2025 |
| #8 | N/A | -0.86% Dec 31, 2020 - Feb 5, 2021 |
| #9 | N/A | -0.82% Oct 28, 2025 - Nov 26, 2025 |
| #10 | N/A | -0.75% Jun 17, 2020 - Jun 25, 2020 |
| #11 | N/A | -0.74% Jun 25, 2020 - Jun 30, 2020 |
| #12 | N/A | -0.72% Oct 17, 2024 - Dec 6, 2024 |
| #13 | N/A | -0.71% Oct 8, 2025 - Oct 23, 2025 |
| #14 | N/A | -0.65% May 5, 2021 - May 28, 2021 |
| #15 | N/A | -0.65% Feb 10, 2025 - Feb 28, 2025 |
Correlation
Correlation between UPAR and PQDI is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2020 - 2026)
UPAR vs PQDI dividend yield comparison.
| Year | UPAR | PQDI |
|---|---|---|
| 2026 | 0.17% | 2.41% |
| 2025 | 3.28% | 5.02% |
| 2024 | 3.32% | 4.93% |
| 2023 | 3.04% | 5.35% |
| 2022 | 4.73% | 5.60% |
| 2021 | 0.00% | 5.21% |
| 2020 | 0.00% | 2.69% |
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