EDOW vs IMF
Comparison between FIRST TRUST DOW 30 EQUAL WEIGHT ETF (EDOW, ETF) and INVESCO MANAGED FUTURES STRATEGY ETF (IMF, ETF).
EDOW vs IMF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EDOW
$300M
Winner
IMF
$301M
Expense Ratio
Winner
EDOW
0.50%
IMF
0.65%
Max Drawdown
EDOW
33.72%
Winner
IMF
15.10%
Sharpe Ratio
Winner
EDOW
1.34
IMF
1.31
5Y Beta
EDOW
0.73
Winner
IMF
0.28
P/E Ratio
EDOW
24.24
IMF
N/A
Forward P/E
EDOW
20.23
IMF
N/A
PEG Ratio
EDOW
0.68
IMF
N/A
5Y Dividends CAGR
EDOW
1.83%
IMF
N/A
5Y EPS CAGR
EDOW
14.21%
IMF
N/A
Debt to Equity
EDOW
-6.99%
IMF
N/A
P/S Ratio
EDOW
2.88
IMF
N/A
P/B Ratio
EDOW
5.49
IMF
N/A
EDOW vs IMF - Holdings Comparison
EDOW and IMF have 1 common holdings. Overlap is -16.12%
EDOW's top 25 holdings weight is 86.00%. IMF's top 25 holdings weight is 329.86%.
| Rank | EDOW | IMF |
|---|---|---|
| #1 | CISCO SYSTEMS INC (CSCO) - 4.84% | INVESCO PREMIER US GOVERNMENT MONEY INST (IUGXX) - 166.41% |
| #2 | UNITEDHEALTH GROUP INC (UNH) - 4.22% | POWERSHARES CAYMAN FD 9017639 (n/a) - 52.88% |
| #3 | CATERPILLAR INC (CAT) - 4.11% | AUSTRALIAN DOLLAR FUTURE JUNE 26 (n/a) - 18.04% |
| #4 | AMAZON.COM INC (AMZN) - 3.99% | BRITISH POUND FUTURE JUNE 26 (n/a) - 15.84% |
| #5 | THE GOLDMAN SACHS GROUP INC (GS) - 3.86% | S&P TSX 60 INDEX FUTURE JUNE 26 (n/a) - 13.65% |
| #6 | APPLE INC (AAPL) - 3.78% | EURO FX FUTURE JUNE 26 (n/a) - 12.01% |
| #7 | NVIDIA CORP (NVDA) - 3.69% | E-MINI S&P 500 FUTURE JUNE 26 (n/a) - 10.72% |
| #8 | JPMORGAN CHASE & CO (JPM) - 3.41% | SUGAR NO 16 FUTURE JUNE 26 (n/a) - 10.49% |
| #9 | VISA INC CLASS A (V) - 3.38% | FTSE 100 INDEX FUTURE JUNE 26 (n/a) - 8.92% |
| #10 | COCA-COLA CO (KO) - 3.31% | E-MINI RUSSELL 2000 INDEX FUTURE JUNE 26 (n/a) - 8.65% |
| #11 | MERCK & CO INC (MRK) - 3.29% | MSCI EMERGING MARKETS INDEX FUTURE JUNE 26 (n/a) - 8.48% |
| #12 | MICROSOFT CORP (MSFT) - 3.29% | FUTURE ON TOPIX (n/a) - 8.30% |
| #13 | BOEING CO (BA) - 3.27% | OMX STOCKHOLM 30 INDEX FUTURE JUNE 26 (n/a) - 7.87% |
| #14 | THE WALT DISNEY CO (DIS) - 3.27% | FUTURE ON FTSE MIB INDEX (n/a) - 7.58% |
| #15 | THE TRAVELERS COMPANIES INC (TRV) - 3.26% | IBEX 35 INDEX FUTURE JUNE 26 (n/a) - 6.99% |
| #16 | AMERICAN EXPRESS CO (AXP) - 3.25% | EURO STOXX 50 FUTURE JUNE 26 (n/a) - 6.58% |
| #17 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.22% | CASH (n/a) - 0.16% |
| #18 | 3M CO (MMM) - 3.17% | NEW ZEALAND $ FUT JUN26 (n/a) - -1.47% |
| #19 | HONEYWELL INTERNATIONAL INC (HON) - 3.09% | DAX FUTURE JUNE 26 (n/a) - -1.64% |
| #20 | SHERWIN-WILLIAMS CO (SHW) - 3.08% | ASX SPI 200 INDEX FUTURE JUNE 26 (n/a) - -3.23% |
| #21 | CHEVRON CORP (CVX) - 3.08% | C$ CURRENCY FUT JUN26 (n/a) - -11.25% |
| #22 | WALMART INC (WMT) - 3.07% | JPN YEN CURR FUT JUN26 (n/a) - -16.12% |
| #23 | VERIZON COMMUNICATIONS INC (VZ) - 3.06% | N/A |
| #24 | JOHNSON & JOHNSON (JNJ) - 3.03% | N/A |
| #25 | PROCTER & GAMBLE CO (PG) - 2.98% | N/A |
| Total Holdings | 32 | 22 |
EDOW vs IMF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EDOW
+3.13%
IMF
-1.00%
3M
EDOW
+3.80%
Winner
IMF
+4.72%
6M
EDOW
+6.40%
Winner
IMF
+16.18%
1Y
Winner
EDOW
+19.66%
IMF
+18.47%
5Y(CAGR)
EDOW
+8.95%
IMF
N/A
10Y(CAGR)
EDOW
+11.26%
IMF
N/A
Max(CAGR)
Winner
EDOW
+11.26%
IMF
+2.89%
EDOW vs IMF - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | EDOW | IMF |
|---|---|---|
| 2026 | +5.54% | +11.56% |
| 2025 | +15.69% | -7.96% |
| 2024 | +12.96% | N/A |
| 2023 | +15.33% | N/A |
| 2022 | -8.20% | N/A |
| 2021 | +19.78% | N/A |
| 2020 | +5.39% | N/A |
| 2019 | +23.96% | N/A |
| 2018 | -2.03% | N/A |
| 2017 | +11.90% | N/A |
EDOW vs IMF Drawdown Comparison
The maximum drawdown for EDOW was -33.72%, occurring on Mar 23, 2020. Recovery took 193 trading sessions.
The maximum drawdown for IMF was -15.10%, occurring on Aug 1, 2025. Recovery took 242 trading sessions.
The current EDOW drawdown is -0.86%. The current IMF drawdown is -2.22%.
| Rank | EDOW | IMF |
|---|---|---|
| #1 | -33.72% Feb 12, 2020 - Nov 16, 2020 | -15.10% Mar 19, 2025 - Mar 6, 2026 |
| #2 | -21.98% Jan 4, 2022 - Dec 1, 2023 | -2.97% Mar 12, 2026 - Mar 31, 2026 |
| #3 | -15.51% Feb 19, 2025 - Jun 27, 2025 | -2.22% May 19, 2026 - Jun 5, 2026 |
| #4 | -15.49% Oct 2, 2018 - Mar 18, 2019 | -1.67% Apr 6, 2026 - Apr 22, 2026 |
| #5 | -10.73% Jan 29, 2018 - Aug 27, 2018 | -0.84% Mar 6, 2026 - Mar 10, 2026 |
| #6 | -8.73% Feb 6, 2026 - May 22, 2026 | -0.75% May 5, 2026 - May 11, 2026 |
| #7 | -7.51% Jul 15, 2019 - Nov 1, 2019 | -0.66% May 13, 2026 - May 19, 2026 |
| #8 | -6.65% Nov 8, 2021 - Dec 27, 2021 | -0.28% Apr 23, 2026 - Apr 28, 2026 |
| #9 | -6.59% Jul 17, 2024 - Aug 29, 2024 | -0.09% Mar 31, 2026 - Apr 2, 2026 |
| #10 | -6.32% Apr 23, 2019 - Jun 19, 2019 | -0.06% May 1, 2026 - May 5, 2026 |
| #11 | -5.42% Dec 4, 2024 - Jan 28, 2025 | N/A |
| #12 | -5.05% Mar 28, 2024 - Jul 16, 2024 | N/A |
| #13 | -4.71% Aug 16, 2021 - Nov 2, 2021 | N/A |
| #14 | -4.23% Jan 21, 2021 - Feb 8, 2021 | N/A |
| #15 | -4.00% Nov 12, 2025 - Dec 3, 2025 | N/A |
Correlation
Correlation between EDOW and IMF is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.66
-101
Dividend Comparison (2017 - 2026)
EDOW vs IMF dividend yield comparison.
| Year | EDOW | IMF |
|---|---|---|
| 2026 | 0.30% | 0.00% |
| 2025 | 1.31% | 1.01% |
| 2024 | 1.65% | 0.00% |
| 2023 | 1.93% | 0.00% |
| 2022 | 1.91% | 0.00% |
| 2021 | 1.52% | 0.00% |
| 2020 | 1.84% | 0.00% |
| 2019 | 1.88% | 0.00% |
| 2018 | 1.82% | 0.00% |
| 2017 | 0.75% | 0.00% |
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