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PPI vs. RINC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PPI vs. RINC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AXS Astoria Inflation Sensitive ETF (PPI) and AXS Real Estate Income ETF (RINC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


PPI

1D
-0.13%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

RINC

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PPI vs. RINC - Yearly Performance Comparison


PPI vs. RINC - Sectors Allocation Comparison


Sectors
PPI
RINC

Industrials

31.4%

-

Energy

23.1%

-

Utilities

18.7%

-

Real Estate

15.1%
100.0%

Basic Materials

10.6%

-

Consumer Cyclical

0.6%

-

Technology

0.6%

-

Communication Services

-

-

Consumer Defensive

-

-

Financial Services

-

-

Healthcare

-

-

Industrials

PPI
31.4%
RINC

-

Energy

PPI
23.1%
RINC

-

Utilities

PPI
18.7%
RINC

-

Real Estate

PPI
15.1%
RINC
100.0%

Basic Materials

PPI
10.6%
RINC

-

Consumer Cyclical

PPI
0.6%
RINC

-

Technology

PPI
0.6%
RINC

-

Communication Services

PPI

-

RINC

-

Consumer Defensive

PPI

-

RINC

-

Financial Services

PPI

-

RINC

-

Healthcare

PPI

-

RINC

-

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Return for Risk

PPI vs. RINC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AXS Astoria Inflation Sensitive ETF (PPI) and AXS Real Estate Income ETF (RINC). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

PPI vs. RINC - Sharpe Ratio Comparison


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Sharpe Ratios by Period


PPIRINCDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

-2.74

Drawdowns

PPI vs. RINC - Drawdown Comparison


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Drawdown Indicators


PPIRINCDifference

Max Drawdown

Largest peak-to-trough decline

-1.46%

Current Drawdown

Current decline from peak

-0.59%

Average Drawdown

Average peak-to-trough decline

-0.79%

Volatility

PPI vs. RINC - Volatility Comparison


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Volatility by Period


PPIRINCDifference

Volatility (1Y)

Calculated over the trailing 1-year period

13.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.05%

PPI vs. RINC - Expense Ratio Comparison

PPI has a 0.76% expense ratio, which is lower than RINC's 0.89% expense ratio.


Dividends

PPI vs. RINC - Dividend Comparison

PPI has not paid dividends to shareholders, while RINC's dividend yield for the trailing twelve months is around 2.16%.


PositionTTM202520242023
PPI
AXS Astoria Inflation Sensitive ETF
0.00%0.00%0.00%0.00%
RINC
AXS Real Estate Income ETF
2.16%6.04%10.85%3.88%

Frequently Asked Questions


On fees, PPI is cheaper at 0.76% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PPI is cheaper with a 0.76% expense ratio, compared with 0.89% for RINC.

RINC has the higher dividend yield at 2.16%, compared with 0.00% for PPI.

PPI is categorized as Global Allocation, while RINC is REIT. Their fees differ too: 0.76% for PPI and 0.89% for RINC.

Portfolio Optimizer

Find the right allocation for PPI and RINC

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