EQAL vs PTL
Comparison between INVESCO RUSSELL 1000 EQUAL WEIGHT ETF (EQAL, ETF) and INSPIRE 500 ETF (PTL, ETF).
EQAL vs PTL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EQAL
$797M
Winner
PTL
$799M
Expense Ratio
EQAL
0.20%
Winner
PTL
0.09%
Max Drawdown
EQAL
40.90%
Winner
PTL
20.02%
Sharpe Ratio
Winner
EQAL
1.46
PTL
1.37
5Y Beta
Winner
EQAL
0.82
PTL
1.00
P/E Ratio
Winner
EQAL
28.98
PTL
33.62
Forward P/E
Winner
EQAL
15.99
PTL
21.38
5Y Dividends CAGR
EQAL
7.46%
PTL
N/A
5Y EPS CAGR
EQAL
11.67%
Winner
PTL
19.67%
Debt to Equity
EQAL
54.69%
PTL
N/A
P/S Ratio
Winner
EQAL
1.56
PTL
3.23
P/B Ratio
Winner
EQAL
2.63
PTL
4.49
EQAL vs PTL - Holdings Comparison
EQAL and PTL have 380 common holdings. Overlap is 29.41%
EQAL's top 25 holdings weight is 12.09%. PTL's top 25 holdings weight is 38.64%.
| Rank | EQAL | PTL |
|---|---|---|
| #1 | CIENA CORP (CIEN) - 0.83% | BROADCOM INC (AVGO) - 12.21% |
| #2 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.81% | EXXON MOBIL CORP (XOM) - 3.86% |
| #3 | LUMENTUM HOLDINGS INC (LITE) - 0.78% | CATERPILLAR INC (CAT) - 2.19% |
| #4 | ROKU INC CLASS A (ROKU) - 0.65% | THE HOME DEPOT INC (HD) - 1.94% |
| #5 | CISCO SYSTEMS INC (CSCO) - 0.62% | n/a (PLTR) - 1.66% |
| #6 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.55% | GE VERNOVA INC (GEV) - 1.65% |
| #7 | ARISTA NETWORKS INC (ANET) - 0.51% | QUALCOMM INC (QCOM) - 1.48% |
| #8 | VALERO ENERGY CORP (VLO) - 0.48% | LINDE PLC (LIN) - 1.45% |
| #9 | LINDE PLC (LIN) - 0.48% | KLA CORP (KLAC) - 1.25% |
| #10 | DEVON ENERGY CORP (DVN) - 0.47% | ARISTA NETWORKS INC (ANET) - 1.10% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 0.46% | NEXTERA ENERGY INC (NEE) - 1.01% |
| #12 | UBIQUITI INC (UI) - 0.45% | AMPHENOL CORP CLASS A (APH) - 0.86% |
| #13 | AT&T INC (T) - 0.45% | PROLOGIS INC (PLD) - 0.82% |
| #14 | n/a (LBTYA) - 0.45% | WELLTOWER INC (WELL) - 0.82% |
| #15 | T-MOBILE US INC (TMUS) - 0.44% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.81% |
| #16 | MOTOROLA SOLUTIONS INC (MSI) - 0.41% | MARVELL TECHNOLOGY INC (MRVL) - 0.80% |
| #17 | COMCAST CORP CLASS A (CMCSA) - 0.40% | WESTERN DIGITAL CORP (WDC) - 0.79% |
| #18 | n/a (ASTS) - 0.40% | SOUTHERN COPPER CORP (SCCO) - 0.76% |
| #19 | APELLIS PHARMACEUTICALS INC (n/a) - 0.38% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 0.74% |
| #20 | SOUTHERN CO (SO) - 0.38% | PROGRESSIVE CORP (PGR) - 0.74% |
| #21 | n/a (GLIBK) - 0.37% | COMFORT SYSTEMS USA INC (FIX) - 0.34% |
| #22 | ELEMENT SOLUTIONS INC (ESI) - 0.34% | AUTOZONE INC (AZO) - 0.34% |
| #23 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 0.33% | IQVIA HOLDINGS INC (IQV) - 0.34% |
| #24 | n/a (LBRDK) - 0.33% | ASTERA LABS INC (ALAB) - 0.34% |
| #25 | NUCOR CORP (NUE) - 0.32% | NASDAQ INC (NDAQ) - 0.34% |
| Total Holdings | 989 | 440 |
EQAL vs PTL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EQAL
+0.02%
PTL
-0.48%
3M
EQAL
+3.17%
Winner
PTL
+7.28%
6M
Winner
EQAL
+11.06%
PTL
+9.76%
1Y
EQAL
+23.48%
Winner
PTL
+26.60%
5Y(CAGR)
EQAL
+6.60%
PTL
N/A
10Y(CAGR)
EQAL
+10.42%
PTL
N/A
Max(CAGR)
EQAL
+9.33%
Winner
PTL
+17.76%
EQAL vs PTL - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | EQAL | PTL |
|---|---|---|
| 2026 | +10.06% | +11.91% |
| 2025 | +10.92% | +17.88% |
| 2024 | +11.35% | +7.90% |
| 2023 | +12.68% | N/A |
| 2022 | -13.79% | N/A |
| 2021 | +25.06% | N/A |
| 2020 | +16.63% | N/A |
| 2019 | +24.49% | N/A |
| 2018 | -9.84% | N/A |
| 2017 | +16.44% | N/A |
| 2016 | +17.29% | N/A |
| 2015 | -3.68% | N/A |
| 2014 | -0.55% | N/A |
EQAL vs PTL Drawdown Comparison
The maximum drawdown for EQAL was -40.42%, occurring on Mar 23, 2020. Recovery took 186 trading sessions.
The maximum drawdown for PTL was -19.72%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current EQAL drawdown is -1.89%. The current PTL drawdown is -4.72%.
| Rank | EQAL | PTL |
|---|---|---|
| #1 | -40.42% Jan 16, 2020 - Oct 12, 2020 | -19.72% Feb 18, 2025 - Jun 24, 2025 |
| #2 | -21.80% Nov 15, 2021 - Mar 27, 2024 | -7.57% Feb 11, 2026 - Apr 13, 2026 |
| #3 | -21.01% Sep 21, 2018 - Jul 24, 2019 | -7.33% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -20.41% May 21, 2015 - Jul 12, 2016 | -6.43% Oct 27, 2025 - Dec 5, 2025 |
| #5 | -19.63% Nov 29, 2024 - Aug 22, 2025 | -6.40% Mar 28, 2024 - Jul 11, 2024 |
| #6 | -10.08% Jan 26, 2018 - Jul 9, 2018 | -6.28% Nov 29, 2024 - Jan 21, 2025 |
| #7 | -7.42% Jul 24, 2019 - Nov 15, 2019 | -5.30% Dec 11, 2025 - Jan 15, 2026 |
| #8 | -6.67% Mar 2, 2026 - Apr 16, 2026 | -4.87% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -6.35% Oct 12, 2020 - Nov 5, 2020 | -4.72% Jun 2, 2026 - Jun 5, 2026 |
| #10 | -6.19% Mar 28, 2024 - Jul 16, 2024 | -3.94% Oct 14, 2024 - Nov 6, 2024 |
| #11 | -6.04% Aug 23, 2016 - Nov 21, 2016 | -3.72% Oct 8, 2025 - Oct 27, 2025 |
| #12 | -5.79% Oct 27, 2025 - Dec 10, 2025 | -3.45% Jan 16, 2026 - Feb 9, 2026 |
| #13 | -5.66% Jul 31, 2024 - Aug 23, 2024 | -2.80% Jan 23, 2025 - Feb 18, 2025 |
| #14 | -5.51% Jun 11, 2021 - Aug 27, 2021 | -2.79% Nov 11, 2024 - Nov 22, 2024 |
| #15 | -5.04% Dec 29, 2014 - Feb 12, 2015 | -2.60% Jul 25, 2025 - Aug 12, 2025 |
Correlation
Correlation between EQAL and PTL is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2015 - 2026)
EQAL vs PTL dividend yield comparison.
| Year | EQAL | PTL |
|---|---|---|
| 2026 | 0.43% | 0.32% |
| 2025 | 1.79% | 1.24% |
| 2024 | 1.62% | 0.92% |
| 2023 | 1.88% | 0.00% |
| 2022 | 1.95% | 0.00% |
| 2021 | 1.32% | 0.00% |
| 2020 | 1.63% | 0.00% |
| 2019 | 1.61% | 0.00% |
| 2018 | 1.63% | 0.00% |
| 2017 | 1.18% | 0.00% |
| 2016 | 1.57% | 0.00% |
| 2015 | 1.64% | 0.00% |
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