PDP vs SPGM
Comparison between INVESCO DORSEY WRIGHT MOMENTUM ETF (PDP, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
5-Year PerformancePDP has outperformed SPGM, delivering a return of +11.8% compared to +11.5%
PDP vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PDP
$1.60B
Winner
SPGM
$1.70B
Expense Ratio
PDP
0.62%
Winner
SPGM
0.09%
Max Drawdown
PDP
59.45%
Winner
SPGM
33.97%
Sharpe Ratio
PDP
1.47
Winner
SPGM
1.66
5Y Beta
PDP
1.16
Winner
SPGM
0.91
P/E Ratio
PDP
36.92
Winner
SPGM
27.05
Forward P/E
PDP
26.21
Winner
SPGM
20.29
5Y Dividends CAGR
PDP
9.90%
Winner
SPGM
13.19%
5Y EPS CAGR
Winner
PDP
26.82%
SPGM
23.07%
Debt to Equity
PDP
55.90%
SPGM
N/A
P/S Ratio
PDP
2.82
Winner
SPGM
0.31
P/B Ratio
PDP
8.25
Winner
SPGM
4.78
PDP vs SPGM - Holdings Comparison
PDP and SPGM have 54 common holdings. Overlap is 12.12%
PDP's top 25 holdings weight is 51.13%. SPGM's top 25 holdings weight is 29.28%.
| Rank | PDP | SPGM |
|---|---|---|
| #1 | APPLE INC (AAPL) - 3.27% | NVIDIA CORP (NVDA) - 4.15% |
| #2 | COMFORT SYSTEMS USA INC (FIX) - 3.09% | APPLE INC (AAPL) - 3.64% |
| #3 | MICRON TECHNOLOGY INC (MU) - 2.93% | MICROSOFT CORP (MSFT) - 2.61% |
| #4 | WESTERN DIGITAL CORP (WDC) - 2.88% | AMAZON.COM INC (AMZN) - 1.85% |
| #5 | AMPHENOL CORP CLASS A (APH) - 2.81% | ALPHABET INC CLASS A (GOOGL) - 1.53% |
| #6 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.57% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #7 | TARGA RESOURCES CORP (TRGP) - 2.50% | BROADCOM INC (AVGO) - 1.40% |
| #8 | CARPENTER TECHNOLOGY CORP (CRS) - 2.38% | n/a (TSM) - 1.38% |
| #9 | CIENA CORP (CIEN) - 2.28% | META PLATFORMS INC CLASS A (META) - 1.29% |
| #10 | ATI INC (ATI) - 2.24% | TESLA INC (TSLA) - 1.06% |
| #11 | QUANTA SERVICES INC (PWR) - 2.23% | JPMORGAN CHASE & CO (JPM) - 0.90% |
| #12 | W.W. GRAINGER INC (GWW) - 2.06% | EXXON MOBIL CORP (XOM) - 0.80% |
| #13 | APPLIED MATERIALS INC (AMAT) - 2.03% | ELI LILLY AND CO (LLY) - 0.70% |
| #14 | HOWMET AEROSPACE INC (HWM) - 1.93% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66% |
| #15 | STERLING INFRASTRUCTURE INC (STRL) - 1.90% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63% |
| #16 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.65% | VISA INC CLASS A (V) - 0.58% |
| #17 | JABIL INC (JBL) - 1.64% | ASML HOLDING NV (n/a) - 0.56% |
| #18 | LAM RESEARCH CORP (LRCX) - 1.45% | CHEVRON CORP (CVX) - 0.53% |
| #19 | EMCOR GROUP INC (EME) - 1.42% | COSTCO WHOLESALE CORP (COST) - 0.52% |
| #20 | GE VERNOVA INC (GEV) - 1.40% | WALMART INC (WMT) - 0.51% |
| #21 | ALPHABET INC CLASS A (GOOGL) - 1.39% | JOHNSON & JOHNSON (JNJ) - 0.51% |
| #22 | COSTCO WHOLESALE CORP (COST) - 1.38% | CHUBB LTD (CB) - 0.50% |
| #23 | MUELLER INDUSTRIES INC (MLI) - 1.29% | TENCENT HOLDINGS LTD (n/a) - 0.50% |
| #24 | MASTEC INC (MTZ) - 1.25% | NESTLE SA (n/a) - 0.50% |
| #25 | API GROUP CORP (APG) - 1.16% | CATERPILLAR INC (CAT) - 0.45% |
| Total Holdings | 103 | 2333 |
PDP vs SPGM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PDP
+8.78%
SPGM
+1.97%
3M
Winner
PDP
+20.35%
SPGM
+10.85%
6M
Winner
PDP
+31.44%
SPGM
+13.88%
1Y
Winner
PDP
+42.17%
SPGM
+30.22%
5Y(CAGR)
Winner
PDP
+11.78%
SPGM
+11.47%
10Y(CAGR)
Winner
PDP
+14.05%
SPGM
+13.06%
Max(CAGR)
PDP
+10.27%
Winner
SPGM
+11.34%
PDP vs SPGM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | PDP | SPGM |
|---|---|---|
| 2026 | +25.58% | +11.01% |
| 2025 | +8.02% | +23.70% |
| 2024 | +28.47% | +17.65% |
| 2023 | +21.82% | +21.33% |
| 2022 | -23.37% | -17.95% |
| 2021 | +9.40% | +20.77% |
| 2020 | +35.79% | +14.24% |
| 2019 | +34.74% | +26.23% |
| 2018 | -6.40% | -10.47% |
| 2017 | +22.97% | +22.11% |
| 2016 | +4.62% | +10.39% |
| 2015 | +1.55% | -2.10% |
| 2014 | +13.29% | +11.58% |
| 2013 | +28.69% | +20.65% |
| 2012 | +17.82% | +1.33% |
| 2011 | +0.33% | N/A |
| 2010 | +24.50% | N/A |
| 2009 | +24.87% | N/A |
| 2008 | -45.65% | N/A |
| 2007 | +13.82% | N/A |
PDP vs SPGM Drawdown Comparison
The maximum drawdown for PDP was -59.34%, occurring on Mar 9, 2009. Recovery took 1087 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current SPGM drawdown is -1.74%.
| Rank | PDP | SPGM |
|---|---|---|
| #1 | -59.34% Dec 10, 2007 - Apr 3, 2012 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -34.70% Feb 19, 2020 - Jul 17, 2020 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -33.92% Nov 8, 2021 - Jul 12, 2024 | -21.99% Jun 18, 2015 - Jan 24, 2017 |
| #4 | -24.54% Sep 14, 2018 - Jun 10, 2019 | -19.40% Jan 26, 2018 - Oct 24, 2019 |
| #5 | -23.79% Dec 4, 2024 - Sep 19, 2025 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -19.14% Mar 20, 2015 - Feb 9, 2017 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -13.91% Jul 13, 2007 - Oct 9, 2007 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -13.47% Feb 12, 2021 - Aug 5, 2021 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -11.87% Oct 29, 2025 - Jan 13, 2026 | -8.97% Dec 16, 2013 - May 27, 2014 |
| #10 | -11.63% Feb 25, 2026 - Apr 10, 2026 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #11 | -9.80% May 2, 2012 - Sep 14, 2012 | -8.37% May 21, 2013 - Aug 8, 2013 |
| #12 | -9.76% Sep 5, 2014 - Nov 3, 2014 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #13 | -9.59% Jul 16, 2024 - Sep 19, 2024 | -6.08% Sep 17, 2012 - Dec 18, 2012 |
| #14 | -9.53% Jan 26, 2018 - May 30, 2018 | -5.52% Sep 3, 2021 - Oct 25, 2021 |
| #15 | -8.91% Sep 2, 2020 - Oct 9, 2020 | -5.28% Nov 8, 2021 - Jan 4, 2022 |
Correlation
Correlation between PDP and SPGM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2007 - 2026)
PDP vs SPGM dividend yield comparison.
| Year | PDP | SPGM |
|---|---|---|
| 2026 | 0.00% | 0.78% |
| 2025 | 0.17% | 1.89% |
| 2024 | 0.15% | 1.98% |
| 2023 | 0.42% | 2.09% |
| 2022 | 0.45% | 2.37% |
| 2021 | 0.00% | 1.94% |
| 2020 | 0.11% | 1.45% |
| 2019 | 0.25% | 2.46% |
| 2018 | 0.18% | 1.89% |
| 2017 | 0.28% | 2.29% |
| 2016 | 0.81% | 1.87% |
| 2015 | 0.39% | 3.70% |
| 2014 | 0.15% | 2.18% |
| 2013 | 0.28% | 1.75% |
| 2012 | 0.85% | 2.26% |
| 2011 | 0.16% | 0.00% |
| 2010 | 0.24% | 0.00% |
| 2009 | 0.54% | 0.00% |
| 2008 | 0.27% | 0.00% |
| 2007 | 0.09% | 0.00% |
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