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PRF vs. DEW
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PRF vs. DEW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco RAFI US 1000 ETF (PRF) and WisdomTree Global High Dividend Fund (DEW). The values are adjusted to include any dividend payments, if applicable.

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PRF vs. DEW - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PRF
Invesco RAFI US 1000 ETF
1.70%18.33%16.73%15.72%-7.79%31.12%7.78%27.42%-8.71%16.01%
DEW
WisdomTree Global High Dividend Fund
8.14%22.39%11.58%9.39%-2.73%21.29%-7.32%20.45%-10.58%15.38%

Returns By Period

In the year-to-date period, PRF achieves a 1.70% return, which is significantly lower than DEW's 8.14% return. Over the past 10 years, PRF has outperformed DEW with an annualized return of 12.62%, while DEW has yielded a comparatively lower 9.23% annualized return.


PRF

1D
2.15%
1M
-4.01%
YTD
1.70%
6M
5.97%
1Y
19.57%
3Y*
16.95%
5Y*
11.26%
10Y*
12.62%

DEW

1D
1.36%
1M
-3.63%
YTD
8.14%
6M
11.73%
1Y
22.63%
3Y*
17.01%
5Y*
11.51%
10Y*
9.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PRF vs. DEW - Expense Ratio Comparison

PRF has a 0.34% expense ratio, which is lower than DEW's 0.58% expense ratio.


Return for Risk

PRF vs. DEW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PRF
PRF Risk / Return Rank: 7474
Overall Rank
PRF Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
PRF Sortino Ratio Rank: 7272
Sortino Ratio Rank
PRF Omega Ratio Rank: 7575
Omega Ratio Rank
PRF Calmar Ratio Rank: 7070
Calmar Ratio Rank
PRF Martin Ratio Rank: 7979
Martin Ratio Rank

DEW
DEW Risk / Return Rank: 8585
Overall Rank
DEW Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
DEW Sortino Ratio Rank: 8686
Sortino Ratio Rank
DEW Omega Ratio Rank: 8787
Omega Ratio Rank
DEW Calmar Ratio Rank: 7777
Calmar Ratio Rank
DEW Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PRF vs. DEW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco RAFI US 1000 ETF (PRF) and WisdomTree Global High Dividend Fund (DEW). 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.


PRFDEWDifference

Sharpe ratio

Return per unit of total volatility

1.22

1.69

-0.48

Sortino ratio

Return per unit of downside risk

1.75

2.30

-0.55

Omega ratio

Gain probability vs. loss probability

1.27

1.35

-0.08

Calmar ratio

Return relative to maximum drawdown

1.72

1.98

-0.26

Martin ratio

Return relative to average drawdown

8.13

10.56

-2.43

PRF vs. DEW - Sharpe Ratio Comparison

The current PRF Sharpe Ratio is 1.22, which is comparable to the DEW Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of PRF and DEW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PRFDEWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.22

1.69

-0.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

0.89

-0.14

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

0.60

+0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.28

+0.18

Correlation

The correlation between PRF and DEW is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

PRF vs. DEW - Dividend Comparison

PRF's dividend yield for the trailing twelve months is around 1.56%, less than DEW's 3.33% yield.


TTM20252024202320222021202020192018201720162015
PRF
Invesco RAFI US 1000 ETF
1.56%1.59%1.78%1.84%2.01%1.58%1.97%1.99%2.25%1.58%2.17%2.25%
DEW
WisdomTree Global High Dividend Fund
3.33%3.71%4.02%4.55%3.82%3.55%4.10%3.74%4.17%3.18%3.42%4.32%

Drawdowns

PRF vs. DEW - Drawdown Comparison

The maximum PRF drawdown since its inception was -60.35%, smaller than the maximum DEW drawdown of -65.55%. Use the drawdown chart below to compare losses from any high point for PRF and DEW.


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Drawdown Indicators


PRFDEWDifference

Max Drawdown

Largest peak-to-trough decline

-60.35%

-65.55%

+5.20%

Max Drawdown (1Y)

Largest decline over 1 year

-12.03%

-11.80%

-0.23%

Max Drawdown (5Y)

Largest decline over 5 years

-19.72%

-18.86%

-0.86%

Max Drawdown (10Y)

Largest decline over 10 years

-38.16%

-38.77%

+0.61%

Current Drawdown

Current decline from peak

-4.58%

-3.63%

-0.95%

Average Drawdown

Average peak-to-trough decline

-6.98%

-12.54%

+5.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.54%

2.21%

+0.33%

Volatility

PRF vs. DEW - Volatility Comparison

Invesco RAFI US 1000 ETF (PRF) and WisdomTree Global High Dividend Fund (DEW) have volatilities of 4.26% and 4.07%, 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


PRFDEWDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.26%

4.07%

+0.19%

Volatility (6M)

Calculated over the trailing 6-month period

8.35%

7.21%

+1.14%

Volatility (1Y)

Calculated over the trailing 1-year period

16.14%

13.42%

+2.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.22%

13.02%

+2.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.69%

15.55%

+2.14%