AIPI vs. SUN
AIPI (REX AI Equity Premium Income ETF) is Derivative Income fund actively managed by REX, while SUN (Sunoco LP) is a stock. Over the past year, AIPI returned 22.46% vs 29.03% for SUN. At a 0.08 correlation, their price movements are largely independent.
Performance
AIPI vs. SUN - 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 SUN's 28.53% return.
AIPI
- 1D
- -0.32%
- 1M
- 3.48%
- YTD
- 6.90%
- 6M
- 6.01%
- 1Y
- 22.46%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SUN
- 1D
- 1.57%
- 1M
- -6.67%
- YTD
- 28.53%
- 6M
- 25.21%
- 1Y
- 29.03%
- 3Y*
- 21.16%
- 5Y*
- 19.32%
- 10Y*
- 18.66%
AIPI vs. SUN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AIPI REX AI Equity Premium Income ETF | 6.90% | 16.38% | 15.79% |
SUN Sunoco LP | 28.53% | 8.88% | 4.54% |
Correlation
The correlation between AIPI and SUN is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.09 |
Correlation (All Time) Calculated using the full available price history since Jun 4, 2024 | 0.08 |
The correlation between AIPI and SUN shifts across timeframes, from -0.09 (1 year) to 0.08 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AIPI vs. SUN — Risk / Return Rank
AIPI
SUN
AIPI vs. SUN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX AI Equity Premium Income ETF (AIPI) and Sunoco LP (SUN). 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 | SUN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.21 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.57 | 2.64 | -1.07 |
| Martin ratioReturn relative to average drawdown | 4.82 | 6.54 | -1.72 |
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Drawdowns
AIPI vs. SUN - Drawdown Comparison
The maximum AIPI drawdown since its inception was -25.25%, smaller than the maximum SUN drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for AIPI and SUN.
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Drawdown Indicators
| AIPI | SUN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.25% | -65.47% | +40.22% |
Max Drawdown (1Y)Largest decline over 1 year | -14.40% | -11.05% | -3.35% |
Max Drawdown (3Y)Largest decline over 3 years | — | -21.29% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.29% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -62.94% | — |
Current DrawdownCurrent decline from peak | -4.20% | -9.53% | +5.33% |
Average DrawdownAverage peak-to-trough decline | -4.64% | -16.30% | +11.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.67% | 4.47% | +0.20% |
Volatility
AIPI vs. SUN - Volatility Comparison
The current volatility for REX AI Equity Premium Income ETF (AIPI) is 5.30%, while Sunoco LP (SUN) has a volatility of 8.22%. This indicates that AIPI experiences smaller price fluctuations and is considered to be less risky than SUN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIPI | SUN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.30% | 8.22% | -2.92% |
Volatility (6M)Calculated over the trailing 6-month period | 13.53% | 16.97% | -3.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.36% | 23.06% | -6.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.42% | 23.67% | -2.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.42% | 31.76% | -10.34% |
Dividends
AIPI vs. SUN - Dividend Comparison
AIPI's dividend yield for the trailing twelve months is around 36.97%, more than SUN's 5.74% 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% |
SUN Sunoco LP | 5.74% | 6.89% | 6.74% | 5.59% | 7.66% | 8.09% | 11.47% | 10.79% | 12.14% | 11.63% | 12.16% | 6.78% |
Frequently Asked Questions
AIPI and SUN have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SUN has higher volatility (8.22%) compared to AIPI (5.30%). In terms of maximum drawdown, AIPI dropped -25.25% vs SUN's -65.47%.
AIPI currently has the higher Sharpe Ratio (1.38 vs 1.27), 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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