AIPI vs. O
AIPI (REX AI Equity Premium Income ETF) is Derivative Income fund actively managed by REX, while O (Realty Income Corporation) is a stock. Over the past year, AIPI returned 22.46% vs 14.25% for O. At a correlation of -0.14, they often move in opposite directions.
Performance
AIPI vs. O - 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 O's 13.70% return.
AIPI
- 1D
- -0.32%
- 1M
- 3.48%
- YTD
- 6.90%
- 6M
- 6.01%
- 1Y
- 22.46%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
O
- 1D
- 1.31%
- 1M
- 2.40%
- YTD
- 13.70%
- 6M
- 11.57%
- 1Y
- 14.25%
- 3Y*
- 6.59%
- 5Y*
- 3.49%
- 10Y*
- 4.89%
AIPI vs. O - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AIPI REX AI Equity Premium Income ETF | 6.90% | 16.38% | 15.79% |
O Realty Income Corporation | 13.70% | 12.20% | 2.93% |
Correlation
The correlation between AIPI and O is -0.23, 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 | -0.23 |
Correlation (All Time) Calculated using the full available price history since Jun 4, 2024 | -0.14 |
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Return for Risk
AIPI vs. O — Risk / Return Rank
AIPI
O
AIPI vs. O - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX AI Equity Premium Income ETF (AIPI) and Realty Income Corporation (O). 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 | O | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.50 | ||
| Sortino ratioReturn per unit of downside risk | +0.59 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.15 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.57 | 1.29 | +0.28 |
| Martin ratioReturn relative to average drawdown | 4.82 | 3.12 | +1.71 |
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Drawdowns
AIPI vs. O - Drawdown Comparison
The maximum AIPI drawdown since its inception was -25.25%, smaller than the maximum O drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for AIPI and O.
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Drawdown Indicators
| AIPI | O | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.25% | -48.45% | +23.20% |
Max Drawdown (1Y)Largest decline over 1 year | -14.40% | -11.10% | -3.30% |
Max Drawdown (3Y)Largest decline over 3 years | — | -26.49% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.48% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.28% | — |
Current DrawdownCurrent decline from peak | -4.20% | -5.94% | +1.74% |
Average DrawdownAverage peak-to-trough decline | -4.64% | -9.20% | +4.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.67% | 4.58% | +0.09% |
Volatility
AIPI vs. O - Volatility Comparison
REX AI Equity Premium Income ETF (AIPI) and Realty Income Corporation (O) have volatilities of 5.30% and 5.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIPI | O | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.30% | 5.29% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 13.53% | 11.98% | +1.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.36% | 16.21% | +0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.42% | 18.92% | +2.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.42% | 25.64% | -4.22% |
Dividends
AIPI vs. O - Dividend Comparison
AIPI's dividend yield for the trailing twelve months is around 36.97%, more than O's 5.16% 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% |
O Realty Income Corporation | 5.16% | 6.19% | 5.37% | 5.33% | 4.68% | 3.87% | 4.51% | 3.69% | 4.19% | 4.45% | 4.18% | 4.41% |
Frequently Asked Questions
AIPI and O have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AIPI has higher volatility (5.30%) compared to O (5.29%). In terms of maximum drawdown, AIPI dropped -25.25% vs O's -48.45%.
AIPI currently has the higher Sharpe Ratio (1.38 vs 0.88), 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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