IYG vs PDP
Comparison between ISHARES U.S. FINANCIAL SERVICES ETF (IYG, ETF) and INVESCO DORSEY WRIGHT MOMENTUM ETF (PDP, ETF).
5-Year PerformanceIYG has outperformed PDP, delivering a return of +10.6% compared to +8.6%
IYG vs PDP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYG
$2B
Winner
PDP
$2.10B
Expense Ratio
Winner
IYG
0.38%
PDP
0.62%
Max Drawdown
IYG
82.89%
Winner
PDP
59.45%
Sharpe Ratio
IYG
0.36
Winner
PDP
0.81
5Y Beta
Winner
IYG
0.90
PDP
1.17
P/E Ratio
Winner
IYG
18.61
PDP
55.97
Forward P/E
Winner
IYG
16.67
PDP
26.17
PEG Ratio
IYG
0.79
PDP
N/A
5Y Dividends CAGR
IYG
5.68%
Winner
PDP
9.90%
5Y EPS CAGR
IYG
10.48%
Winner
PDP
23.98%
Debt to Equity
IYG
78.40%
Winner
PDP
17.90%
P/S Ratio
IYG
4.28
Winner
PDP
3.63
P/B Ratio
Winner
IYG
2.41
PDP
8.35
IYG vs PDP - Holdings Comparison
IYG and PDP have 9 common holdings. Overlap is 4.34%
IYG's top 25 holdings weight is 83.97%. PDP's top 25 holdings weight is 47.37%.
| Rank | IYG | PDP |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 12.83% | APPLE INC (AAPL) - 3.49% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 12.57% | TARGA RESOURCES CORP (TRGP) - 2.84% |
| #3 | VISA INC CLASS A (V) - 8.25% | AMPHENOL CORP CLASS A (APH) - 2.82% |
| #4 | MASTERCARD INC CLASS A (MA) - 6.06% | COMFORT SYSTEMS USA INC (FIX) - 2.50% |
| #5 | BANK OF AMERICA CORP (BAC) - 5.53% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.49% |
| #6 | THE GOLDMAN SACHS GROUP INC (GS) - 4.70% | CARPENTER TECHNOLOGY CORP (CRS) - 2.44% |
| #7 | MORGAN STANLEY (MS) - 3.81% | ATI INC (ATI) - 2.17% |
| #8 | WELLS FARGO & CO (WFC) - 3.64% | APPLIED MATERIALS INC (AMAT) - 1.98% |
| #9 | CITIGROUP INC (C) - 3.17% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.85% |
| #10 | AMERICAN EXPRESS CO (AXP) - 2.64% | WESTERN DIGITAL CORP (WDC) - 1.85% |
| #11 | CHARLES SCHWAB CORP (SCHW) - 2.31% | W.W. GRAINGER INC (GWW) - 1.83% |
| #12 | BLACKROCK INC (BLK) - 2.07% | MICRON TECHNOLOGY INC (MU) - 1.82% |
| #13 | S&P GLOBAL INC (SPGI) - 1.86% | HOWMET AEROSPACE INC (HWM) - 1.78% |
| #14 | CAPITAL ONE FINANCIAL CORP (COF) - 1.78% | QUANTA SERVICES INC (PWR) - 1.77% |
| #15 | BANK OF NEW YORK MELLON CORP (BNY) - 1.48% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.75% |
| #16 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.41% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.70% |
| #17 | U.S. BANCORP (USB) - 1.35% | GUARDANT HEALTH INC (GH) - 1.64% |
| #18 | BLACKSTONE INC (BX) - 1.29% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.63% |
| #19 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.25% | ARISTA NETWORKS INC (ANET) - 1.44% |
| #20 | CME GROUP INC CLASS A (CME) - 1.23% | TTM TECHNOLOGIES INC (TTMI) - 1.33% |
| #21 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.09% | COSTCO WHOLESALE CORP (COST) - 1.31% |
| #22 | MOODYS CORP (MCO) - 1.04% | EMCOR GROUP INC (EME) - 1.24% |
| #23 | KKR & CO INC ORDINARY SHARES (KKR) - 0.94% | ALPHABET INC CLASS A (GOOGL) - 1.24% |
| #24 | TRUIST FINANCIAL CORP (TFC) - 0.90% | LAM RESEARCH CORP (LRCX) - 1.24% |
| #25 | APOLLO GLOBAL MANAGEMENT INC (APO) - 0.77% | JABIL INC (JBL) - 1.22% |
| Total Holdings | 102 | 103 |
IYG vs PDP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYG
+4.09%
PDP
-7.74%
3M
Winner
IYG
+9.22%
PDP
+1.86%
6M
IYG
+5.87%
Winner
PDP
+11.31%
1Y
IYG
+8.58%
Winner
PDP
+23.02%
5Y(CAGR)
Winner
IYG
+10.56%
PDP
+8.65%
10Y(CAGR)
Winner
IYG
+14.66%
PDP
+12.66%
Max(CAGR)
IYG
+6.65%
Winner
PDP
+9.76%
IYG vs PDP - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYG | PDP |
|---|---|---|
| 2026 | +2.30% | +15.77% |
| 2025 | +20.13% | +8.02% |
| 2024 | +31.89% | +28.47% |
| 2023 | +15.79% | +21.82% |
| 2022 | -18.13% | -23.37% |
| 2021 | +31.77% | +9.40% |
| 2020 | -0.12% | +35.79% |
| 2019 | +35.87% | +34.74% |
| 2018 | -12.80% | -6.40% |
| 2017 | +23.00% | +22.97% |
| 2016 | +22.73% | +4.62% |
| 2015 | -0.58% | +1.55% |
| 2014 | +11.36% | +13.29% |
| 2013 | +38.64% | +28.69% |
| 2012 | +28.84% | +17.82% |
| 2011 | -22.19% | +0.33% |
| 2010 | +5.43% | +24.50% |
| 2009 | +14.50% | +24.87% |
| 2008 | -51.24% | -45.65% |
| 2007 | -22.14% | +13.82% |
| 2006 | +17.48% | N/A |
| 2005 | +4.15% | N/A |
| 2004 | +12.79% | N/A |
| 2003 | +29.90% | N/A |
| 2002 | -11.95% | N/A |
| 2001 | -2.76% | N/A |
| 2000 | +22.75% | N/A |
IYG vs PDP Drawdown Comparison
The maximum drawdown for IYG was -81.83%, occurring on Mar 6, 2009. Recovery took 2665 trading sessions.
The maximum drawdown for PDP was -59.34%, occurring on Mar 9, 2009. Recovery took 1087 trading sessions.
The current IYG drawdown is -1.32%. The current PDP drawdown is -10.33%.
| Rank | IYG | PDP |
|---|---|---|
| #1 | -81.83% Feb 20, 2007 - Sep 19, 2017 | -59.34% Dec 10, 2007 - Apr 3, 2012 |
| #2 | -44.32% Feb 19, 2020 - Jan 6, 2021 | -34.70% Feb 19, 2020 - Jul 17, 2020 |
| #3 | -34.95% Jan 30, 2001 - Oct 13, 2003 | -33.92% Nov 8, 2021 - Jul 12, 2024 |
| #4 | -29.60% Jan 12, 2022 - Mar 20, 2024 | -24.54% Sep 14, 2018 - Jun 10, 2019 |
| #5 | -24.55% Jan 26, 2018 - Jul 23, 2019 | -23.79% Dec 4, 2024 - Sep 19, 2025 |
| #6 | -18.53% Feb 18, 2025 - Jun 26, 2025 | -19.14% Mar 20, 2015 - Feb 9, 2017 |
| #7 | -15.90% Jan 6, 2026 - Jul 15, 2026 | -13.91% Jul 13, 2007 - Oct 9, 2007 |
| #8 | -14.55% Sep 12, 2000 - Dec 28, 2000 | -13.47% Feb 12, 2021 - Aug 5, 2021 |
| #9 | -11.56% Mar 5, 2004 - Nov 4, 2004 | -12.12% Jun 22, 2026 - Jul 20, 2026 |
| #10 | -9.60% Jul 26, 2019 - Oct 25, 2019 | -11.87% Oct 29, 2025 - Jan 13, 2026 |
| #11 | -9.25% Dec 31, 2004 - Nov 10, 2005 | -11.63% Feb 25, 2026 - Apr 10, 2026 |
| #12 | -8.91% Oct 25, 2021 - Jan 12, 2022 | -9.80% May 2, 2012 - Sep 14, 2012 |
| #13 | -8.50% Jan 12, 2021 - Feb 12, 2021 | -9.76% Sep 5, 2014 - Nov 3, 2014 |
| #14 | -8.25% May 5, 2006 - Sep 15, 2006 | -9.59% Jul 16, 2024 - Sep 19, 2024 |
| #15 | -8.01% Jul 17, 2024 - Aug 23, 2024 | -9.53% Jan 26, 2018 - May 30, 2018 |
Correlation
Correlation between IYG and PDP is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
IYG vs PDP dividend yield comparison.
| Year | IYG | PDP |
|---|---|---|
| 2026 | 0.52% | 0.00% |
| 2025 | 1.00% | 0.17% |
| 2024 | 1.16% | 0.15% |
| 2023 | 1.77% | 0.42% |
| 2022 | 2.07% | 0.45% |
| 2021 | 1.25% | 0.00% |
| 2020 | 1.71% | 0.11% |
| 2019 | 1.59% | 0.25% |
| 2018 | 1.81% | 0.18% |
| 2017 | 1.24% | 0.28% |
| 2016 | 1.28% | 0.81% |
| 2015 | 1.33% | 0.39% |
| 2014 | 1.14% | 0.15% |
| 2013 | 1.04% | 0.28% |
| 2012 | 1.40% | 0.85% |
| 2011 | 1.19% | 0.16% |
| 2010 | 0.46% | 0.24% |
| 2009 | 1.14% | 0.54% |
| 2008 | 5.34% | 0.27% |
| 2007 | 2.72% | 0.09% |
| 2006 | 1.88% | 0.00% |
| 2005 | 2.05% | 0.00% |
| 2004 | 1.92% | 0.00% |
| 2003 | 1.67% | 0.00% |
| 2002 | 1.87% | 0.00% |
| 2001 | 1.24% | 0.00% |
| 2000 | 1.07% | 0.00% |
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