Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PQDI (Principal Spectrum Tax-Advantaged Dividend Active ETF) | 1.32% | 7.01% | 8.98% | 3.25% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PQDI (Principal Spectrum Tax-Advantaged Dividend Active ETF) | 06/18/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 7.01 | 8.98 | 3.25 | NA | NA | NA | … | … | 1.32 | 8.43 | 10.02 | 6.21 | -9.59 | 3.04 | 10.17 |
| Sharpe Ratio | NA | 1.56 | 1.95 | 0.17 | NA | NA | NA | … | … | 0.24 | 2.01 | 2.41 | 0.33 | -2.19 | 1.17 | 4.69 |
| Standard Deviation(%) | NA | 3.20 | 3.19 | 4.70 | NA | NA | NA | … | … | 4.30 | 2.77 | 2.65 | 7.73 | 5.05 | 2.59 | 4.18 |
| Draw Down(%) | NA | 3.28 | 3.28 | 17.43 | NA | NA | NA | … | … | 3.28 | 2.27 | 1.47 | 12.58 | 12.89 | 2.55 | 2.46 |
| Yield(%) | 0.51 | 5.53 | 5.61 | 4.68 | 3.01 | 2.01 | 1.50 | … | … | 2.37 | 5.16 | 5.17 | 5.37 | 4.80 | 5.11 | 2.88 |
Data as of 06/04/2026, Common starting date is 06/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQDI (Principal Spectrum Tax-Advantaged Dividend Active ETF) |
-1.19%
Oct 2020 – Oct 2023 |
3.27%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PQDI (Principal Spectrum Tax-Advantaged Dividend Active ETF) |
9.30%
May 2023 – May 2026 |
4.20%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart