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PDP vs NMZ

Comparison between INVESCO DORSEY WRIGHT MOMENTUM ETF (PDP, ETF) and Nuveen Municipal High Income Opportunity Fund (NMZ, ETF).

5-Year PerformancePDP has outperformed NMZ, delivering a return of +8.6% compared to -1.7%

PDP vs NMZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PDP
$2.10B
Winner
NMZ
$2.20B
Expense Ratio
PDP
0.62%
NMZ
N/A
Max Drawdown
Winner
PDP
59.45%
NMZ
63.45%
Sharpe Ratio
Winner
PDP
0.80
NMZ
0.68
5Y Beta
PDP
1.19
Winner
NMZ
0.23
P/E Ratio
PDP
49.13
NMZ
N/A
Forward P/E
PDP
24.59
NMZ
N/A
5Y Dividends CAGR
Winner
PDP
9.90%
NMZ
2.41%
5Y EPS CAGR
PDP
24.64%
NMZ
N/A
Debt to Equity
PDP
17.04%
NMZ
N/A
P/S Ratio
PDP
3.49
NMZ
N/A
P/B Ratio
PDP
7.99
NMZ
N/A

PDP vs NMZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PDP
-0.57%
NMZ
-1.48%
3M
PDP
-0.49%
Winner
NMZ
+2.52%
6M
Winner
PDP
+10.32%
NMZ
+1.39%
1Y
Winner
PDP
+23.86%
NMZ
+10.50%
5Y(CAGR)
Winner
PDP
+8.56%
NMZ
-1.74%
10Y(CAGR)
Winner
PDP
+12.74%
NMZ
+2.13%
Max(CAGR)
Winner
PDP
+9.79%
NMZ
+4.98%

PDP vs NMZ - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearPDPNMZ
2026+16.82%+5.43%
2025+8.02%+0.23%
2024+28.47%+15.82%
2023+21.82%-1.16%
2022-23.37%-27.24%
2021+9.40%+12.04%
2020+35.79%+7.47%
2019+34.74%+25.87%
2018-6.40%-9.94%
2017+22.97%+12.41%
2016+4.62%-1.39%
2015+1.55%+9.91%
2014+13.29%+19.39%
2013+28.69%-9.82%
2012+17.82%+23.60%
2011+0.33%+15.64%
2010+24.50%-0.99%
2009+24.87%+49.88%
2008-45.65%-35.08%
2007+13.82%-8.16%
2006N/A+16.86%
2005N/A+14.20%
2004N/A+9.13%
2003N/A+0.00%

PDP vs NMZ Drawdown Comparison

The maximum drawdown for PDP was -59.34%, occurring on Mar 9, 2009. Recovery took 1087 trading sessions.

The maximum drawdown for NMZ was -58.44%, occurring on Dec 16, 2008. Recovery took 1179 trading sessions.

The current PDP drawdown is -9.52%. The current NMZ drawdown is -10.39%.

RankPDPNMZ
#1-59.34%
Dec 10, 2007 - Apr 3, 2012
-58.44%
May 11, 2007 - Jan 13, 2012
#2-34.70%
Feb 19, 2020 - Jul 17, 2020
-40.01%
Jul 13, 2021 - Oct 27, 2023
#3-33.92%
Nov 8, 2021 - Jul 12, 2024
-32.56%
Feb 20, 2020 - Dec 30, 2020
#4-24.54%
Sep 14, 2018 - Jun 10, 2019
-22.40%
Jan 24, 2013 - May 13, 2014
#5-23.79%
Dec 4, 2024 - Sep 19, 2025
-15.03%
Jul 8, 2016 - Mar 8, 2019
#6-19.14%
Mar 20, 2015 - Feb 9, 2017
-12.78%
Mar 17, 2004 - Oct 14, 2004
#7-17.58%
Jun 22, 2026 - Jul 29, 2026
-6.78%
Feb 2, 2015 - Sep 22, 2015
#8-13.91%
Jul 13, 2007 - Oct 9, 2007
-5.68%
Feb 2, 2012 - Mar 28, 2012
#9-13.47%
Feb 12, 2021 - Aug 5, 2021
-5.52%
Feb 11, 2021 - Apr 13, 2021
#10-11.87%
Oct 29, 2025 - Jan 13, 2026
-5.15%
Jun 2, 2006 - Aug 8, 2006
#11-11.63%
Feb 25, 2026 - Apr 10, 2026
-5.05%
Aug 12, 2019 - Nov 11, 2019
#12-9.80%
May 2, 2012 - Sep 14, 2012
-4.75%
Nov 1, 2012 - Dec 5, 2012
#13-9.76%
Sep 5, 2014 - Nov 3, 2014
-4.52%
May 28, 2014 - Oct 20, 2014
#14-9.59%
Jul 16, 2024 - Sep 19, 2024
-4.47%
Dec 13, 2012 - Jan 4, 2013
#15-9.53%
Jan 26, 2018 - May 30, 2018
-4.05%
Jul 31, 2012 - Sep 18, 2012

Correlation

Correlation between PDP and NMZ is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2004 - 2026)

PDP vs NMZ dividend yield comparison.

YearPDPNMZ
20260.00%4.46%
20250.17%7.71%
20240.15%6.35%
20230.42%5.44%
20220.45%7.04%
20210.00%5.10%
20200.11%5.09%
20190.25%4.99%
20180.18%6.15%
20170.28%5.94%
20160.81%6.94%
20150.39%6.67%
20140.15%6.88%
20130.28%6.73%
20120.85%5.72%
20110.16%7.98%
20100.24%8.75%
20090.54%7.32%
20080.27%11.33%
20070.09%7.15%
20060.00%5.82%
20050.00%6.63%
20040.00%7.44%

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