XFLT vs PDN
Comparison between XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT, ETF) and INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF (PDN, ETF).
5-Year PerformancePDN has outperformed XFLT, delivering a return of +6.9% compared to -4.3%
XFLT vs PDN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XFLT vs PDN - Historical Returns
Returns include dividend reinvestment.
XFLT vs PDN - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | XFLT | PDN |
|---|---|---|
| 2026 | -19.06% | +8.21% |
| 2025 | -16.36% | +38.01% |
| 2024 | +6.28% | +1.90% |
| 2023 | +26.15% | +13.05% |
| 2022 | -21.31% | -17.78% |
| 2021 | +32.32% | +8.57% |
| 2020 | +3.94% | +9.69% |
| 2019 | +17.84% | +18.83% |
| 2018 | -15.56% | -18.83% |
| 2017 | -5.54% | +29.71% |
| 2016 | N/A | +8.84% |
| 2015 | N/A | +2.02% |
| 2014 | N/A | -3.77% |
| 2013 | N/A | +19.38% |
| 2012 | N/A | +14.16% |
| 2011 | N/A | -15.10% |
| 2010 | N/A | +14.90% |
| 2009 | N/A | +51.56% |
| 2008 | N/A | -40.50% |
| 2007 | N/A | -4.91% |
XFLT vs PDN Drawdown Comparison
The maximum drawdown for XFLT was -55.39%, occurring on Mar 24, 2020. Recovery took 841 trading sessions.
The maximum drawdown for PDN was -59.30%, occurring on Mar 9, 2009. Recovery took 798 trading sessions.
The current XFLT drawdown is -36.31%. The current PDN drawdown is -3.77%.
| Rank | XFLT | PDN |
|---|---|---|
| #1 | -55.39% Oct 3, 2017 - Feb 5, 2021 | -59.30% Nov 1, 2007 - Jan 3, 2011 |
| #2 | -47.03% Dec 2, 2024 - Mar 9, 2026 | -41.92% Jan 26, 2018 - Dec 15, 2020 |
| #3 | -33.03% Feb 2, 2022 - Jan 30, 2024 | -33.67% Sep 3, 2021 - May 5, 2025 |
| #4 | -10.75% Jul 6, 2021 - Jan 11, 2022 | -24.21% May 2, 2011 - Apr 25, 2013 |
| #5 | -9.07% Jan 12, 2022 - Jan 31, 2022 | -20.59% May 15, 2015 - Feb 10, 2017 |
| #6 | -8.89% Feb 24, 2021 - Mar 11, 2021 | -14.31% Jul 3, 2014 - May 15, 2015 |
| #7 | -8.47% Mar 17, 2021 - Jun 14, 2021 | -11.26% Feb 27, 2026 - May 6, 2026 |
| #8 | -7.62% Feb 7, 2024 - Nov 7, 2024 | -10.18% Feb 7, 2011 - Apr 26, 2011 |
| #9 | -3.20% Jun 16, 2021 - Jun 30, 2021 | -9.84% May 21, 2013 - Aug 2, 2013 |
| #10 | -2.24% Feb 1, 2024 - Feb 6, 2024 | -6.89% Oct 22, 2013 - Feb 24, 2014 |
| #11 | -1.73% Feb 17, 2021 - Feb 22, 2021 | -6.02% Jun 8, 2021 - Sep 2, 2021 |
| #12 | -1.07% Feb 5, 2021 - Feb 10, 2021 | -5.54% May 8, 2026 - Jun 10, 2026 |
| #13 | -0.52% Jul 1, 2021 - Jul 6, 2021 | -5.04% Oct 27, 2025 - Nov 28, 2025 |
| #14 | -0.32% Mar 15, 2021 - Mar 17, 2021 | -4.33% Mar 6, 2014 - May 29, 2014 |
| #15 | -0.30% Sep 28, 2017 - Oct 3, 2017 | -4.28% Aug 14, 2013 - Sep 9, 2013 |
Correlation
Correlation between XFLT and PDN is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2007 - 2026)
XFLT vs PDN dividend yield comparison.
| Year | XFLT | PDN |
|---|---|---|
| 2026 | 10.31% | 1.55% |
| 2025 | 18.23% | 3.36% |
| 2024 | 15.24% | 3.36% |
| 2023 | 13.61% | 3.16% |
| 2022 | 13.86% | 2.68% |
| 2021 | 9.82% | 2.42% |
| 2020 | 10.64% | 1.79% |
| 2019 | 10.63% | 2.60% |
| 2018 | 11.33% | 2.21% |
| 2017 | 1.47% | 2.42% |
| 2016 | 0.00% | 2.16% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.95% |
| 2013 | 0.00% | 2.15% |
| 2012 | 0.00% | 2.31% |
| 2011 | 0.00% | 2.42% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 3.37% |
| 2008 | 0.00% | 2.44% |
| 2007 | 0.00% | 0.14% |
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