PDP vs IAI
Comparison between INVESCO DORSEY WRIGHT MOMENTUM ETF (PDP, ETF) and ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF).
5-Year PerformanceIAI has outperformed PDP, delivering a return of +14.7% compared to +8.8%
PDP vs IAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PDP
$1.40B
IAI
$1.40B
Expense Ratio
PDP
0.62%
Winner
IAI
0.37%
Max Drawdown
Winner
PDP
59.45%
IAI
75.80%
Sharpe Ratio
Winner
PDP
0.83
IAI
0.56
5Y Beta
PDP
1.19
Winner
IAI
1.08
P/E Ratio
PDP
47.85
Winner
IAI
20.88
Forward P/E
PDP
24.54
Winner
IAI
19.37
PEG Ratio
PDP
N/A
IAI
0.48
5Y Dividends CAGR
PDP
9.90%
Winner
IAI
12.58%
5Y EPS CAGR
Winner
PDP
24.05%
IAI
12.27%
Debt to Equity
Winner
PDP
14.45%
IAI
74.93%
P/S Ratio
PDP
3.57
Winner
IAI
3.02
P/B Ratio
PDP
8.02
Winner
IAI
3.74
PDP vs IAI - Holdings Comparison
PDP and IAI have 5 common holdings. Overlap is 4.00%
PDP's top 25 holdings weight is 47.37%. IAI's top 25 holdings weight is 97.41%.
| Rank | PDP | IAI |
|---|---|---|
| #1 | APPLE INC (AAPL) - 3.49% | THE GOLDMAN SACHS GROUP INC (GS) - 20.52% |
| #2 | TARGA RESOURCES CORP (TRGP) - 2.84% | MORGAN STANLEY (MS) - 16.62% |
| #3 | AMPHENOL CORP CLASS A (APH) - 2.82% | CHARLES SCHWAB CORP (SCHW) - 8.67% |
| #4 | COMFORT SYSTEMS USA INC (FIX) - 2.50% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 5.24% |
| #5 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.49% | MOODYS CORP (MCO) - 4.63% |
| #6 | CARPENTER TECHNOLOGY CORP (CRS) - 2.44% | S&P GLOBAL INC (SPGI) - 4.30% |
| #7 | ATI INC (ATI) - 2.17% | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.20% |
| #8 | APPLIED MATERIALS INC (AMAT) - 1.98% | CME GROUP INC CLASS A (CME) - 3.83% |
| #9 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.85% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.73% |
| #10 | WESTERN DIGITAL CORP (WDC) - 1.85% | MSCI INC (MSCI) - 3.63% |
| #11 | W.W. GRAINGER INC (GWW) - 1.83% | NASDAQ INC (NDAQ) - 3.58% |
| #12 | MICRON TECHNOLOGY INC (MU) - 1.82% | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 3.47% |
| #13 | HOWMET AEROSPACE INC (HWM) - 1.78% | RAYMOND JAMES FINANCIAL INC (RJF) - 2.59% |
| #14 | QUANTA SERVICES INC (PWR) - 1.77% | CBOE GLOBAL MARKETS INC (CBOE) - 2.53% |
| #15 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.75% | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.33% |
| #16 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.70% | EVERCORE INC CLASS A (EVR) - 1.16% |
| #17 | GUARDANT HEALTH INC (GH) - 1.64% | STIFEL FINANCIAL CORP (SF) - 1.06% |
| #18 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.63% | TRADEWEB MARKETS INC (TW) - 1.00% |
| #19 | ARISTA NETWORKS INC (ANET) - 1.44% | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.82% |
| #20 | TTM TECHNOLOGIES INC (TTMI) - 1.33% | FACTSET RESEARCH SYSTEMS INC (FDS) - 0.80% |
| #21 | COSTCO WHOLESALE CORP (COST) - 1.31% | STONEX GROUP INC (SNEX) - 0.70% |
| #22 | EMCOR GROUP INC (EME) - 1.24% | HOULIHAN LOKEY INC CLASS A (HLI) - 0.67% |
| #23 | ALPHABET INC CLASS A (GOOGL) - 1.24% | PIPER SANDLER COS (PIPR) - 0.46% |
| #24 | LAM RESEARCH CORP (LRCX) - 1.24% | MOELIS & CO CLASS A (MC) - 0.44% |
| #25 | JABIL INC (JBL) - 1.22% | LAZARD INC (LAZ) - 0.43% |
| Total Holdings | 103 | 39 |
PDP vs IAI - Historical Returns
Returns include dividend reinvestment.
1M
PDP
-2.00%
Winner
IAI
+3.14%
3M
PDP
-1.71%
Winner
IAI
+8.51%
6M
PDP
+5.59%
Winner
IAI
+13.84%
1Y
Winner
PDP
+25.02%
IAI
+14.40%
5Y(CAGR)
PDP
+8.79%
Winner
IAI
+14.67%
10Y(CAGR)
PDP
+12.57%
Winner
IAI
+18.84%
Max(CAGR)
Winner
PDP
+9.70%
IAI
+8.41%
PDP vs IAI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PDP | IAI |
|---|---|---|
| 2026 | +15.37% | +7.72% |
| 2025 | +8.02% | +25.49% |
| 2024 | +28.47% | +35.52% |
| 2023 | +21.82% | +14.79% |
| 2022 | -23.37% | -11.75% |
| 2021 | +9.40% | +41.17% |
| 2020 | +35.79% | +17.15% |
| 2019 | +34.74% | +23.36% |
| 2018 | -6.40% | -9.42% |
| 2017 | +22.97% | +27.80% |
| 2016 | +4.62% | +24.66% |
| 2015 | +1.55% | -0.96% |
| 2014 | +13.29% | +12.35% |
| 2013 | +28.69% | +61.82% |
| 2012 | +17.82% | +13.26% |
| 2011 | +0.33% | -28.09% |
| 2010 | +24.50% | +2.58% |
| 2009 | +24.87% | +39.54% |
| 2008 | -45.65% | -59.22% |
| 2007 | +13.82% | -5.34% |
| 2006 | N/A | +5.67% |
PDP vs IAI Drawdown Comparison
The maximum drawdown for PDP was -59.34%, occurring on Mar 9, 2009. Recovery took 1087 trading sessions.
The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.
The current PDP drawdown is -10.64%. The current IAI drawdown is -0.91%.
| Rank | PDP | IAI |
|---|---|---|
| #1 | -59.34% Dec 10, 2007 - Apr 3, 2012 | -75.46% Jun 20, 2007 - Dec 7, 2016 |
| #2 | -34.70% Feb 19, 2020 - Jul 17, 2020 | -40.38% Feb 20, 2020 - Nov 23, 2020 |
| #3 | -33.92% Nov 8, 2021 - Jul 12, 2024 | -28.84% Nov 2, 2021 - Mar 4, 2024 |
| #4 | -24.54% Sep 14, 2018 - Jun 10, 2019 | -23.98% Mar 12, 2018 - Nov 25, 2019 |
| #5 | -23.79% Dec 4, 2024 - Sep 19, 2025 | -23.14% Feb 18, 2025 - Jun 18, 2025 |
| #6 | -19.14% Mar 20, 2015 - Feb 9, 2017 | -19.73% May 9, 2006 - Oct 5, 2006 |
| #7 | -17.58% Jun 22, 2026 - Jul 29, 2026 | -16.52% Jan 15, 2026 - Jul 6, 2026 |
| #8 | -13.91% Jul 13, 2007 - Oct 9, 2007 | -12.16% Feb 7, 2007 - Jun 15, 2007 |
| #9 | -13.47% Feb 12, 2021 - Aug 5, 2021 | -9.18% Jan 12, 2021 - Feb 16, 2021 |
| #10 | -11.87% Oct 29, 2025 - Jan 13, 2026 | -8.41% Mar 1, 2017 - Jun 28, 2017 |
| #11 | -11.63% Feb 25, 2026 - Apr 10, 2026 | -8.12% Feb 1, 2018 - Mar 6, 2018 |
| #12 | -9.80% May 2, 2012 - Sep 14, 2012 | -7.77% Nov 27, 2024 - Jan 21, 2025 |
| #13 | -9.76% Sep 5, 2014 - Nov 3, 2014 | -7.07% Aug 27, 2021 - Oct 15, 2021 |
| #14 | -9.59% Jul 16, 2024 - Sep 19, 2024 | -7.01% Jul 26, 2024 - Aug 16, 2024 |
| #15 | -9.53% Jan 26, 2018 - May 30, 2018 | -6.97% Nov 12, 2025 - Dec 9, 2025 |
Correlation
Correlation between PDP and IAI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2006 - 2026)
PDP vs IAI dividend yield comparison.
| Year | PDP | IAI |
|---|---|---|
| 2026 | 0.00% | 0.60% |
| 2025 | 0.17% | 0.95% |
| 2024 | 0.15% | 1.05% |
| 2023 | 0.42% | 1.80% |
| 2022 | 0.45% | 2.14% |
| 2021 | 0.00% | 1.31% |
| 2020 | 0.11% | 1.55% |
| 2019 | 0.25% | 1.52% |
| 2018 | 0.18% | 1.58% |
| 2017 | 0.28% | 1.37% |
| 2016 | 0.81% | 1.49% |
| 2015 | 0.39% | 1.31% |
| 2014 | 0.15% | 1.13% |
| 2013 | 0.28% | 1.13% |
| 2012 | 0.85% | 2.97% |
| 2011 | 0.16% | 1.25% |
| 2010 | 0.24% | 1.62% |
| 2009 | 0.54% | 0.57% |
| 2008 | 0.27% | 2.28% |
| 2007 | 0.09% | 0.68% |
| 2006 | 0.00% | 0.20% |
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