A side-by-side comparison of Picton Mahoney Fortified Alpha Alternative Fund ETF (PFAA) and Return Stacked® Global Balanced & Macro ETF (RGBM) to help Canadian investors make an informed decision.
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1-Year Performance
Normalised to 100 at the start — shows relative return over the trailing 12 months.
Head-to-Head Comparison
| Metric | PFAA | RGBM |
|---|---|---|
| YTD Return | -0.08% | +15.17%✓ |
| 1-Day Change | +0.08% | +1.02%✓ |
| 1-Week Change | +0.49% | +2.58%✓ |
| 1-Month Change | +1.41% | +3.06%✓ |
| Current Price | $12.26 | $28.62 |
| AUM | $348M✓ | $32M |
| MER (Expense Ratio) | 0% | — |
| Dividend Yield | 1.77% | — |
| Distribution Frequency | Monthly | — |
| Inception Date | 2022-05-09 | 2025-02-05 |
| Holdings Count | 6 | 1 |
| MorningStar Rating | — | — |
| Category | Alternative Multi - Strategy | Alternative Multi - Strategy |
| Beta | 0.00 | 0.00 |
| 52-Week High | $12.27 | $28.64 |
| 52-Week Low | $11.73 | $22.01 |
| 50-Day MA | $12.16 | $27.40 |
| 200-Day MA | $12.23 | $25.60 |
✓ marks the better value for return/yield/AUM metrics. Lower ✓ for MER.
Annualised Returns
| Period | PFAA | RGBM |
|---|---|---|
| YTD | -0.08% | +15.17%✓ |
| 1 Year | +4.03% | +26.74%✓ |
| 3 Year | +7.80% | — |
| 5 Year | — | — |
| 10 Year | — | — |
| 1Y Volatility | 1.93% | 9.33% |
| Sharpe Ratio (3Y) | 2.03 | — |
Past performance is not a guarantee of future results.
Top 10 Holdings
| 1 | XIC | iShares Core S&P/TSX Capped Composite | 9.33% |
| 2 | IVV | iShares Core S&P 500 ETF | 9.27% |
| 3 | XIU | iShares S&P/TSX 60 | 5.68% |
| 4 | RY | Royal Bank of Canada | 2.37% |
| 5 | MTUM | iShares MSCI USA Momentum Factor ETF | 1.72% |
| 6 | SHOP | Shopify Inc | 1.57% |
| 1 | VT | Vanguard Total World Stock Index Fund ETF Shares | 51.16% |
Sector Weights
| Sector | PFAA | RGBM |
|---|---|---|
| Basic Materials | 10.20% | 4.58% |
| Communication Services | 4.69% | 7.73% |
| Consumer Cyclicals | 7.65% | 9.04% |
| Consumer Defensive | 2.92% | 5.79% |
| Energy | 7.59% | 5.02% |
| Financial Services | 28.09% | 16.75% |
| Healthcare | 5.63% | 8.71% |
| Industrials | 10.74% | 12.06% |
| Real Estate | 4.09% | 2.26% |
| Technology | 14.42% | 25.12% |
| Utilities | 3.97% | 2.93% |
About PFAA
NA
About RGBM
Return Stacked® Global Balanced & Macro ETF (RGBM.TO) is a Canadian-listed ETF traded on the Toronto Stock Exchange. More detailed information will be available soon.
Which ETF is Right for You?
Both PFAA and RGBM are listed on Canadian exchanges and accessible through most Canadian brokerages including Questrade, Wealthsimple Trade, TD Direct, and Interactive Brokers.
PFAA and RGBM are closely matched on the metrics we track. The right choice depends on your individual investment goals, tax situation, and time horizon.
- Consider your account type (TFSA, RRSP, non-registered) as it can affect dividend taxation.
- Compare management expense ratios (MER) directly on each provider's website.
- Look at average daily trading volume to assess liquidity.
- Review the fund's underlying index and holdings to ensure the exposure matches your goals.
This is not financial advice. Always do your own research or consult a licensed financial advisor before investing.
Frequently Asked Questions
What is the difference between PFAA and RGBM?
PFAA (Picton Mahoney Fortified Alpha Alternative Fund ETF) and RGBM (Return Stacked® Global Balanced & Macro ETF) are both Canadian-listed ETFs. Key differences include their AUM ($348M vs $32M), dividend yield (1.77% vs N/A), and year-to-date performance (-0.08% vs +15.17%).
Is PFAA better than RGBM?
There is no single "better" ETF — it depends on your investment goals. If you prioritise dividends, compare both yields and choose based on your income needs. Always review the fund's prospectus and consider your tax situation.
Can I buy PFAA and RGBM on Wealthsimple?
Most Canadian-listed ETFs are available on Wealthsimple Trade commission-free. Both PFAA and RGBM should be accessible. Check Wealthsimple's supported tickers list to confirm availability.
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