PQDI vs. PVIVX
Compare and contrast key facts about Principal Spectrum Tax-Advantaged Dividend Active ETF (PQDI) and Paradigm Micro-cap Fund (PVIVX).
PQDI is an actively managed fund by Principal. It was launched on Jun 17, 2020. PVIVX is managed by Paradigm Funds. It was launched on Dec 31, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PQDI or PVIVX.
Correlation
The correlation between PQDI and PVIVX is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PQDI vs. PVIVX - Performance Comparison
Key characteristics
PQDI:
2.34
PVIVX:
-0.58
PQDI:
3.26
PVIVX:
-0.67
PQDI:
1.49
PVIVX:
0.92
PQDI:
3.01
PVIVX:
-0.50
PQDI:
13.44
PVIVX:
-1.35
PQDI:
0.50%
PVIVX:
12.45%
PQDI:
2.93%
PVIVX:
29.00%
PQDI:
-17.41%
PVIVX:
-54.12%
PQDI:
-0.05%
PVIVX:
-26.08%
Returns By Period
In the year-to-date period, PQDI achieves a 1.28% return, which is significantly higher than PVIVX's -16.72% return.
PQDI
1.28%
2.02%
1.33%
6.80%
N/A
N/A
PVIVX
-16.72%
0.53%
-22.75%
-16.63%
11.72%
5.11%
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PQDI vs. PVIVX - Expense Ratio Comparison
PQDI has a 0.60% expense ratio, which is lower than PVIVX's 1.25% expense ratio.
Risk-Adjusted Performance
PQDI vs. PVIVX — Risk-Adjusted Performance Rank
PQDI
PVIVX
PQDI vs. PVIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Spectrum Tax-Advantaged Dividend Active ETF (PQDI) and Paradigm Micro-cap Fund (PVIVX). 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.
Dividends
PQDI vs. PVIVX - Dividend Comparison
PQDI's dividend yield for the trailing twelve months is around 5.02%, while PVIVX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
PQDI Principal Spectrum Tax-Advantaged Dividend Active ETF | 5.02% | 4.93% | 5.35% | 5.60% | 5.21% | 2.69% |
PVIVX Paradigm Micro-cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PQDI vs. PVIVX - Drawdown Comparison
The maximum PQDI drawdown since its inception was -17.41%, smaller than the maximum PVIVX drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for PQDI and PVIVX. For additional features, visit the drawdowns tool.
Volatility
PQDI vs. PVIVX - Volatility Comparison
The current volatility for Principal Spectrum Tax-Advantaged Dividend Active ETF (PQDI) is 0.93%, while Paradigm Micro-cap Fund (PVIVX) has a volatility of 9.50%. This indicates that PQDI experiences smaller price fluctuations and is considered to be less risky than PVIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.