AIPI vs. KO
AIPI (REX AI Equity Premium Income ETF) is Derivative Income fund actively managed by REX, while KO (The Coca-Cola Company) is a stock. Over the past year, AIPI returned 22.46% vs 17.68% for KO. At a correlation of -0.24, they often move in opposite directions.
Performance
AIPI vs. KO - Performance Comparison
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Returns By Period
In the year-to-date period, AIPI achieves a 6.90% return, which is significantly lower than KO's 18.99% return.
AIPI
- 1D
- -0.32%
- 1M
- 3.48%
- YTD
- 6.90%
- 6M
- 6.01%
- 1Y
- 22.46%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
KO
- 1D
- 0.11%
- 1M
- 2.94%
- YTD
- 18.99%
- 6M
- 17.96%
- 1Y
- 17.68%
- 3Y*
- 14.33%
- 5Y*
- 11.29%
- 10Y*
- 9.55%
AIPI vs. KO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AIPI REX AI Equity Premium Income ETF | 6.90% | 16.38% | 15.79% |
KO The Coca-Cola Company | 18.99% | 15.60% | 1.15% |
Correlation
The correlation between AIPI and KO is -0.34, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.34 |
Correlation (All Time) Calculated using the full available price history since Jun 4, 2024 | -0.24 |
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Return for Risk
AIPI vs. KO — Risk / Return Rank
AIPI
KO
AIPI vs. KO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX AI Equity Premium Income ETF (AIPI) and The Coca-Cola Company (KO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AIPI | KO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.57 | 2.26 | -0.69 |
| Martin ratioReturn relative to average drawdown | 4.82 | 4.51 | +0.31 |
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Drawdowns
AIPI vs. KO - Drawdown Comparison
The maximum AIPI drawdown since its inception was -25.25%, smaller than the maximum KO drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for AIPI and KO.
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Drawdown Indicators
| AIPI | KO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.25% | -68.23% | +42.98% |
Max Drawdown (1Y)Largest decline over 1 year | -14.40% | -7.87% | -6.53% |
Max Drawdown (3Y)Largest decline over 3 years | — | -16.26% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.27% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.99% | — |
Current DrawdownCurrent decline from peak | -4.20% | -1.16% | -3.04% |
Average DrawdownAverage peak-to-trough decline | -4.64% | -16.09% | +11.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.67% | 3.98% | +0.69% |
Volatility
AIPI vs. KO - Volatility Comparison
The current volatility for REX AI Equity Premium Income ETF (AIPI) is 5.30%, while The Coca-Cola Company (KO) has a volatility of 6.70%. This indicates that AIPI experiences smaller price fluctuations and is considered to be less risky than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIPI | KO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.30% | 6.70% | -1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 13.53% | 12.87% | +0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.36% | 16.73% | -0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.42% | 16.18% | +5.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.42% | 18.24% | +3.18% |
Dividends
AIPI vs. KO - Dividend Comparison
AIPI's dividend yield for the trailing twelve months is around 36.97%, more than KO's 2.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIPI REX AI Equity Premium Income ETF | 36.97% | 37.84% | 18.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
KO The Coca-Cola Company | 2.49% | 2.92% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% |
Frequently Asked Questions
AIPI and KO have a correlation of -0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KO has higher volatility (6.70%) compared to AIPI (5.30%). In terms of maximum drawdown, AIPI dropped -25.25% vs KO's -68.23%.
AIPI currently has the higher Sharpe Ratio (1.38 vs 1.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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