DSU vs PTF

Comparison between BlackRock Debt Strategies Fund Inc (DSU, ETF) and INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF (PTF, ETF).

5-Year PerformancePTF has outperformed DSU, delivering a return of +13.9% compared to +6.3%

DSU vs PTF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DSU(ETF)	PTF(ETF)
Net Assets	$596M	$596M
Expense Ratio	N/A	0.60%
Max Drawdown	78.64%	55.38%
Sharpe Ratio	-0.46	0.97
5Y Beta	0.30	1.84
P/E Ratio	N/A	290.73
Forward P/E	N/A	24.69
PEG Ratio	N/A	-0.13
5Y Dividends CAGR	11.11%	N/A
5Y EPS CAGR	N/A	20.47%
Debt to Equity	N/A	-38.39%
P/S Ratio	N/A	7.93
P/B Ratio	N/A	8.02

Net Assets

DSU

$596M

Winner

PTF

$596M

Expense Ratio

DSU

N/A

PTF

0.60%

Max Drawdown

DSU

78.64%

Winner

PTF

55.38%

Sharpe Ratio

DSU

-0.46

Winner

PTF

0.97

5Y Beta

Winner

DSU

0.30

PTF

1.84

P/E Ratio

DSU

N/A

PTF

290.73

Forward P/E

DSU

N/A

PTF

24.69

PEG Ratio

DSU

N/A

PTF

-0.13

5Y Dividends CAGR

DSU

11.11%

PTF

N/A

5Y EPS CAGR

DSU

N/A

PTF

20.47%

Debt to Equity

DSU

N/A

PTF

-38.39%

P/S Ratio

DSU

N/A

PTF

7.93

P/B Ratio

DSU

N/A

PTF

8.02

DSU vs PTF - Historical Returns

Returns include dividend reinvestment.

Period	DSU	PTF
1 month	+1.48%	+3.23%
3 months	-1.39%	-21.04%
6 months	+1.02%	+11.05%
1 year	-0.27%	+50.40%
5 years(CAGR)	+6.32%	+13.90%
10 years(CAGR)	+7.33%	+22.52%
Max(CAGR)	+6.52%	+13.47%

DSU

+1.48%

Winner

PTF

+3.23%

Winner

DSU

-1.39%

PTF

-21.04%

DSU

+1.02%

Winner

PTF

+11.05%

DSU

-0.27%

Winner

PTF

+50.40%

5Y(CAGR)

DSU

+6.32%

Winner

PTF

+13.90%

10Y(CAGR)

DSU

+7.33%

Winner

PTF

+22.52%

Max(CAGR)

DSU

+6.52%

Winner

PTF

+13.47%

DSU vs PTF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DSU	PTF
2026	-0.13%	+29.36%
2025	+5.03%	+2.12%
2024	+11.83%	+48.11%
2023	+29.30%	+34.54%
2022	-15.84%	-31.99%
2021	+20.28%	+19.87%
2020	+2.25%	+78.73%
2019	+21.10%	+47.91%
2018	-10.89%	-0.12%
2017	+10.10%	+32.04%
2016	+21.39%	+3.61%
2015	-1.18%	+5.08%
2014	+0.25%	+10.09%
2013	-0.31%	+31.92%
2012	+18.15%	+12.94%
2011	+10.38%	-10.43%
2010	+15.57%	+10.47%
2009	+49.57%	+38.89%
2008	-48.60%	-39.50%
2007	-15.32%	+5.42%
2006	+28.62%	+1.57%
2005	-0.81%	N/A
2004	+10.41%	N/A
2003	+36.60%	N/A
2002	-2.25%	N/A
2001	+14.21%	N/A
2000	-1.28%	N/A
1999	-5.08%	N/A

DSU vs PTF Drawdown Comparison

The maximum drawdown for DSU was -71.89%, occurring on Mar 9, 2009. Recovery took 1366 trading sessions.

The maximum drawdown for PTF was -55.38%, occurring on Nov 20, 2008. Recovery took 1459 trading sessions.

The current DSU drawdown is -2.39%. The current PTF drawdown is -26.13%.

Rank	DSU	PTF
#1	-71.89% Feb 1, 2007 - Jul 3, 2012	-55.38% Jul 19, 2007 - May 6, 2013
#2	-45.38% Feb 19, 2020 - Jan 15, 2021	-44.88% Nov 19, 2021 - Jun 17, 2024
#3	-30.49% May 16, 2002 - Mar 31, 2003	-38.59% Jun 22, 2026 - Jul 29, 2026
#4	-24.22% Dec 28, 2021 - Nov 24, 2023	-36.11% Dec 6, 2024 - Oct 6, 2025
#5	-20.52% Aug 16, 2000 - Jan 18, 2001	-34.61% Feb 19, 2020 - May 29, 2020
#6	-19.43% Jan 31, 2001 - Jan 7, 2002	-29.56% Sep 4, 2018 - Mar 21, 2019
#7	-18.01% Jan 21, 2004 - Oct 5, 2004	-29.47% Jun 18, 2015 - Mar 1, 2017
#8	-16.34% May 8, 2013 - Jul 22, 2016	-29.10% Feb 12, 2021 - Nov 4, 2021
#9	-14.59% Feb 14, 2025 - May 29, 2025	-18.35% Jul 16, 2024 - Oct 9, 2024
#10	-14.04% Dec 28, 2004 - Jul 14, 2005	-17.99% Oct 29, 2025 - Dec 11, 2025
#11	-13.43% Aug 24, 2018 - Apr 12, 2019	-17.33% Mar 4, 2014 - Nov 24, 2014
#12	-12.41% Jul 11, 2003 - Oct 8, 2003	-17.21% Aug 21, 2019 - Jan 13, 2020
#13	-10.74% Oct 4, 2012 - Jan 11, 2013	-14.86% Feb 25, 2026 - Apr 8, 2026
#14	-10.58% Sep 12, 2005 - Jan 12, 2006	-13.17% Sep 1, 2020 - Oct 7, 2020
#15	-10.00% Nov 5, 1999 - Jul 27, 2000	-12.63% Dec 11, 2025 - Jan 13, 2026

Correlation

Correlation between DSU and PTF is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2000 - 2026)

DSU vs PTF dividend yield comparison.

Year	DSU	PTF
2026	8.40%	0.00%
2025	11.63%	0.21%
2024	11.01%	0.00%
2023	9.70%	0.07%
2022	7.56%	0.00%
2021	6.21%	0.00%
2020	7.96%	0.00%
2019	7.43%	0.00%
2018	8.41%	0.08%
2017	6.98%	0.04%
2016	6.60%	0.26%
2015	8.07%	0.00%
2014	7.96%	0.68%
2013	8.47%	0.17%
2012	7.77%	0.76%
2011	8.35%	0.00%
2010	9.08%	0.05%
2009	11.56%	0.00%
2008	24.45%	0.00%
2007	11.73%	0.00%
2006	8.86%	0.00%
2005	10.30%	0.00%
2004	9.46%	0.00%
2003	11.24%	0.00%
2002	14.34%	0.00%
2001	14.43%	0.00%
2000	7.55%	0.00%