EMDM vs PEZ
Comparison between FIRST TRUST BLOOMBERG EMERGING MARKET DEMOCRACIES ETF (EMDM, ETF) and INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF (PEZ, ETF).
EMDM vs PEZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EMDM
$23M
PEZ
$23M
Expense Ratio
EMDM
0.75%
Winner
PEZ
0.60%
Max Drawdown
Winner
EMDM
21.90%
PEZ
59.00%
Sharpe Ratio
Winner
EMDM
2.27
PEZ
0.18
5Y Beta
Winner
EMDM
0.95
PEZ
1.13
P/E Ratio
EMDM
N/A
PEZ
30.76
Forward P/E
EMDM
N/A
PEZ
19.09
5Y Dividends CAGR
EMDM
N/A
PEZ
-6.77%
5Y EPS CAGR
EMDM
N/A
PEZ
25.30%
Debt to Equity
EMDM
N/A
PEZ
94.93%
P/S Ratio
EMDM
N/A
PEZ
1.09
P/B Ratio
EMDM
N/A
PEZ
4.91
EMDM vs PEZ - Holdings Comparison
EMDM and PEZ have 1 common holdings. Overlap is 0.00%
EMDM's top 25 holdings weight is 67.74%. PEZ's top 25 holdings weight is 72.46%.
| Rank | EMDM | PEZ |
|---|---|---|
| #1 | SAMSUNG ELECTRONICS CO LTD (n/a) - 11.32% | TAPESTRY INC (TPR) - 4.00% |
| #2 | n/a (n/a) - 11.29% | RALPH LAUREN CORP CLASS A (RL) - 3.83% |
| #3 | SK HYNIX INC (n/a) - 6.98% | CARDINAL HEALTH INC (CAH) - 3.69% |
| #4 | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 4.05% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 3.52% |
| #5 | n/a (n/a) - 2.42% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 3.43% |
| #6 | ANGLOGOLD ASHANTI PLC (AU) - 2.27% | NETFLIX INC (NFLX) - 3.36% |
| #7 | NASPERS LTD CLASS N (n/a) - 2.02% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 3.34% |
| #8 | OTP BANK PLC (n/a) - 1.97% | WILLIAMS-SONOMA INC (WSM) - 3.30% |
| #9 | VALE SA (n/a) - 1.95% | WALMART INC (WMT) - 3.21% |
| #10 | PKO BANK POLSKI SA (n/a) - 1.81% | MCKESSON CORP (MCK) - 3.12% |
| #11 | HDFC BANK LTD (n/a) - 1.80% | FIVE BELOW INC (FIVE) - 3.07% |
| #12 | n/a (n/a) - 1.79% | TJX COMPANIES INC (TJX) - 3.02% |
| #13 | GOLD FIELDS LTD (n/a) - 1.73% | GENERAL MOTORS CO (GM) - 2.92% |
| #14 | ORLEN SA (n/a) - 1.67% | GARMIN LTD (GRMN) - 2.79% |
| #15 | n/a (n/a) - 1.63% | RUSH STREET INTERACTIVE INC ORDINARY SHARES CLASS A (RSI) - 2.72% |
| #16 | n/a (n/a) - 1.51% | BURLINGTON STORES INC (BURL) - 2.67% |
| #17 | FIRSTRAND LTD (n/a) - 1.41% | ROSS STORES INC (ROST) - 2.56% |
| #18 | ICICI BANK LTD (n/a) - 1.41% | SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 2.44% |
| #19 | RELIANCE INDUSTRIES LTD (n/a) - 1.36% | EXPEDIA GROUP INC (EXPE) - 2.36% |
| #20 | FALABELLA SA (n/a) - 1.29% | DANA INC (DAN) - 2.35% |
| #21 | n/a (n/a) - 1.28% | CAESARS ENTERTAINMENT INC (CZR) - 2.33% |
| #22 | MEDIATEK INC (n/a) - 1.24% | HASBRO INC (HAS) - 2.29% |
| #23 | STANDARD BANK GROUP LTD (n/a) - 1.24% | NEW YORK TIMES CO CLASS A (NYT) - 2.21% |
| #24 | CAPITEC BANK HOLDINGS LTD (n/a) - 1.19% | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 1.97% |
| #25 | CREDICORP LTD (BAP) - 1.11% | CALLAWAY GOLF CO (CALY) - 1.96% |
| Total Holdings | 104 | 47 |
EMDM vs PEZ - Historical Returns
Returns include dividend reinvestment.
1M
EMDM
-0.29%
Winner
PEZ
-0.07%
3M
Winner
EMDM
+12.07%
PEZ
-2.17%
6M
Winner
EMDM
+33.82%
PEZ
-1.01%
1Y
Winner
EMDM
+73.91%
PEZ
+5.48%
5Y(CAGR)
EMDM
N/A
PEZ
+2.63%
10Y(CAGR)
EMDM
N/A
PEZ
+9.46%
Max(CAGR)
Winner
EMDM
+27.73%
PEZ
+7.75%
EMDM vs PEZ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | EMDM | PEZ |
|---|---|---|
| 2026 | +24.92% | -4.84% |
| 2025 | +59.07% | +6.13% |
| 2024 | -3.39% | +21.74% |
| 2023 | +14.20% | +30.17% |
| 2022 | N/A | -28.99% |
| 2021 | N/A | +23.62% |
| 2020 | N/A | +37.99% |
| 2019 | N/A | +17.65% |
| 2018 | N/A | -7.24% |
| 2017 | N/A | +20.16% |
| 2016 | N/A | -0.51% |
| 2015 | N/A | -0.05% |
| 2014 | N/A | +9.23% |
| 2013 | N/A | +36.96% |
| 2012 | N/A | +18.76% |
| 2011 | N/A | +0.03% |
| 2010 | N/A | +27.53% |
| 2009 | N/A | +22.45% |
| 2008 | N/A | -31.14% |
| 2007 | N/A | -11.83% |
| 2006 | N/A | +5.87% |
EMDM vs PEZ Drawdown Comparison
The maximum drawdown for EMDM was -18.84%, occurring on Apr 8, 2025. Recovery took 165 trading sessions.
The maximum drawdown for PEZ was -58.39%, occurring on Mar 6, 2009. Recovery took 1195 trading sessions.
The current EMDM drawdown is -9.10%. The current PEZ drawdown is -11.25%.
| Rank | EMDM | PEZ |
|---|---|---|
| #1 | -18.84% Sep 26, 2024 - May 27, 2025 | -58.39% Jun 4, 2007 - Mar 1, 2012 |
| #2 | -15.65% Feb 26, 2026 - Apr 17, 2026 | -52.05% Sep 27, 2018 - Aug 5, 2020 |
| #3 | -13.22% Jul 28, 2023 - Dec 14, 2023 | -41.72% Nov 18, 2021 - Aug 23, 2024 |
| #4 | -10.24% Jul 12, 2024 - Sep 26, 2024 | -31.48% Nov 25, 2024 - Apr 8, 2025 |
| #5 | -9.10% Jun 2, 2026 - Jun 5, 2026 | -25.01% Aug 5, 2015 - Oct 6, 2017 |
| #6 | -7.68% Dec 27, 2023 - Mar 27, 2024 | -16.59% Feb 9, 2021 - Nov 2, 2021 |
| #7 | -6.66% Mar 3, 2023 - Apr 11, 2023 | -14.38% Oct 15, 2020 - Nov 19, 2020 |
| #8 | -6.16% Apr 9, 2024 - May 14, 2024 | -14.05% Sep 2, 2014 - Nov 28, 2014 |
| #9 | -5.74% May 11, 2026 - May 26, 2026 | -12.36% Jan 23, 2018 - Jun 4, 2018 |
| #10 | -5.70% May 15, 2024 - Jul 3, 2024 | -12.12% Aug 21, 2020 - Oct 9, 2020 |
| #11 | -4.30% Nov 12, 2025 - Dec 10, 2025 | -10.88% May 2, 2012 - Sep 13, 2012 |
| #12 | -4.19% Apr 17, 2026 - May 5, 2026 | -9.64% Mar 5, 2014 - Jul 1, 2014 |
| #13 | -4.03% Jun 15, 2023 - Jul 12, 2023 | -9.00% Jan 10, 2014 - Feb 24, 2014 |
| #14 | -3.95% Apr 13, 2023 - Jun 2, 2023 | -8.48% Aug 23, 2024 - Sep 19, 2024 |
| #15 | -3.65% Jan 28, 2026 - Feb 9, 2026 | -8.00% Sep 14, 2012 - Jan 4, 2013 |
Correlation
Correlation between EMDM and PEZ is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.53
-101
Dividend Comparison (2006 - 2026)
EMDM vs PEZ dividend yield comparison.
| Year | EMDM | PEZ |
|---|---|---|
| 2026 | 0.00% | 0.10% |
| 2025 | 3.57% | 0.11% |
| 2024 | 5.87% | 0.12% |
| 2023 | 2.16% | 0.60% |
| 2022 | 0.00% | 0.43% |
| 2021 | 0.00% | 0.23% |
| 2020 | 0.00% | 0.39% |
| 2019 | 0.00% | 0.01% |
| 2018 | 0.00% | 0.40% |
| 2017 | 0.00% | 0.42% |
| 2016 | 0.00% | 0.83% |
| 2015 | 0.00% | 0.64% |
| 2014 | 0.00% | 0.15% |
| 2013 | 0.00% | 0.46% |
| 2012 | 0.00% | 1.07% |
| 2011 | 0.00% | 0.75% |
| 2010 | 0.00% | 0.67% |
| 2009 | 0.00% | 0.28% |
| 2008 | 0.00% | 1.03% |
| 2007 | 0.00% | 0.55% |
| 2006 | 0.00% | 0.61% |
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