PEZ vs AQWA
Comparison between INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF (PEZ, ETF) and GLOBAL X CLEAN WATER ETF (AQWA, ETF).
5-Year PerformanceAQWA has outperformed PEZ, delivering a return of +4.4% compared to +2.3%
PEZ vs AQWA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PEZ
$24M
Winner
AQWA
$24M
Expense Ratio
PEZ
0.60%
Winner
AQWA
0.50%
Max Drawdown
PEZ
59.00%
Winner
AQWA
30.30%
Sharpe Ratio
Winner
PEZ
-0.14
AQWA
-0.17
5Y Beta
PEZ
1.10
Winner
AQWA
0.59
P/E Ratio
PEZ
29.11
Winner
AQWA
24.47
Forward P/E
PEZ
19.73
Winner
AQWA
19.49
PEG Ratio
PEZ
N/A
AQWA
0.85
5Y Dividends CAGR
PEZ
11.21%
Winner
AQWA
48.91%
5Y EPS CAGR
Winner
PEZ
17.22%
AQWA
13.65%
Debt to Equity
PEZ
91.15%
Winner
AQWA
54.07%
P/S Ratio
Winner
PEZ
1.11
AQWA
2.56
P/B Ratio
PEZ
4.90
Winner
AQWA
3.11
PEZ vs AQWA - Holdings Comparison
PEZ and AQWA have 1 common holdings. Overlap is 0.00%
PEZ's top 25 holdings weight is 72.57%. AQWA's top 25 holdings weight is 92.71%.
| Rank | PEZ | AQWA |
|---|---|---|
| #1 | TAPESTRY INC (TPR) - 4.07% | AMERICAN WATER WORKS CO INC (AWK) - 8.42% |
| #2 | RALPH LAUREN CORP CLASS A (RL) - 3.86% | XYLEM INC (XYL) - 8.06% |
| #3 | CARDINAL HEALTH INC (CAH) - 3.86% | FERGUSON ENTERPRISES INC (FERG) - 7.63% |
| #4 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 3.65% | PENTAIR PLC (PNR) - 6.38% |
| #5 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 3.58% | UNITED UTILITIES GROUP PLC CLASS A (n/a) - 6.28% |
| #6 | WILLIAMS-SONOMA INC (WSM) - 3.49% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 5.05% |
| #7 | MCKESSON CORP (MCK) - 3.19% | ESSENTIAL UTILITIES INC (WTRG) - 4.63% |
| #8 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 3.18% | SEVERN TRENT PLC (n/a) - 4.39% |
| #9 | WALMART INC (WMT) - 3.17% | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 4.21% |
| #10 | TJX COMPANIES INC (TJX) - 3.09% | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 4.04% |
| #11 | NETFLIX INC (NFLX) - 3.07% | CORE & MAIN INC CLASS A (CNM) - 3.69% |
| #12 | GENERAL MOTORS CO (GM) - 3.01% | A.O. SMITH CORP (AOS) - 3.59% |
| #13 | RUSH STREET INTERACTIVE INC ORDINARY SHARES CLASS A (RSI) - 2.83% | PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 3.40% |
| #14 | GARMIN LTD (GRMN) - 2.74% | KURITA WATER INDUSTRIES LTD (n/a) - 3.20% |
| #15 | BURLINGTON STORES INC (BURL) - 2.62% | BADGER METER INC (BMI) - 2.40% |
| #16 | FIVE BELOW INC (FIVE) - 2.61% | FRANKLIN ELECTRIC CO INC (FELE) - 2.31% |
| #17 | SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 2.50% | MUELLER WATER PRODUCTS INC CLASS A SHARES (MWA) - 2.20% |
| #18 | ROSS STORES INC (ROST) - 2.46% | COWAY (n/a) - 1.91% |
| #19 | DANA INC (DAN) - 2.41% | AMERICAN STATES WATER CO (AWR) - 1.88% |
| #20 | EXPEDIA GROUP INC (EXPE) - 2.40% | BEIJING CAPITAL ECO-ENVIRONMENT PROTECTION GROUP CO LTD CLASS A (n/a) - 1.79% |
| #21 | CAESARS ENTERTAINMENT INC (CZR) - 2.38% | CALIFORNIA WATER SERVICE GROUP (CWT) - 1.71% |
| #22 | HASBRO INC (HAS) - 2.16% | GUANGDONG INVESTMENT LTD (n/a) - 1.55% |
| #23 | NEW YORK TIMES CO CLASS A (NYT) - 2.13% | COMPANIA DE SANEAMENTO DE MINAS GERAIS COPASA MG (n/a) - 1.42% |
| #24 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.12% | ORGANO CORP (n/a) - 1.37% |
| #25 | CALLAWAY GOLF CO (CALY) - 1.99% | H2O AMERICA (HTO) - 1.20% |
| Total Holdings | 47 | 43 |
PEZ vs AQWA - Historical Returns
Returns include dividend reinvestment.
1M
PEZ
-4.03%
Winner
AQWA
+0.64%
3M
Winner
PEZ
-3.20%
AQWA
-3.72%
6M
PEZ
-7.53%
Winner
AQWA
-4.41%
1Y
PEZ
-1.27%
Winner
AQWA
+0.12%
5Y(CAGR)
PEZ
+2.30%
Winner
AQWA
+4.41%
10Y(CAGR)
PEZ
+9.03%
AQWA
N/A
Max(CAGR)
Winner
PEZ
+7.64%
AQWA
+5.56%
PEZ vs AQWA - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PEZ | AQWA |
|---|---|---|
| 2026 | -5.77% | +0.15% |
| 2025 | +6.13% | +14.31% |
| 2024 | +21.74% | +5.80% |
| 2023 | +30.17% | +20.13% |
| 2022 | -28.99% | -18.89% |
| 2021 | +23.62% | +15.85% |
| 2020 | +37.99% | N/A |
| 2019 | +17.65% | N/A |
| 2018 | -7.24% | N/A |
| 2017 | +20.16% | N/A |
| 2016 | -0.51% | N/A |
| 2015 | -0.05% | N/A |
| 2014 | +9.23% | N/A |
| 2013 | +36.96% | N/A |
| 2012 | +18.76% | N/A |
| 2011 | +0.03% | N/A |
| 2010 | +27.53% | N/A |
| 2009 | +22.45% | N/A |
| 2008 | -31.14% | N/A |
| 2007 | -11.83% | N/A |
| 2006 | +5.87% | N/A |
PEZ vs AQWA Drawdown Comparison
The maximum drawdown for PEZ was -58.39%, occurring on Mar 6, 2009. Recovery took 1195 trading sessions.
The maximum drawdown for AQWA was -29.44%, occurring on Oct 14, 2022. Recovery took 544 trading sessions.
The current PEZ drawdown is -12.12%. The current AQWA drawdown is -9.19%.
| Rank | PEZ | AQWA |
|---|---|---|
| #1 | -58.39% Jun 4, 2007 - Mar 1, 2012 | -29.44% Dec 31, 2021 - Mar 4, 2024 |
| #2 | -52.05% Sep 27, 2018 - Aug 5, 2020 | -14.42% Oct 16, 2024 - May 16, 2025 |
| #3 | -41.72% Nov 18, 2021 - Aug 23, 2024 | -12.34% Feb 26, 2026 - May 19, 2026 |
| #4 | -31.48% Nov 25, 2024 - Apr 8, 2025 | -8.54% May 15, 2024 - Sep 19, 2024 |
| #5 | -25.01% Aug 5, 2015 - Oct 6, 2017 | -8.04% Sep 2, 2021 - Nov 19, 2021 |
| #6 | -16.59% Feb 9, 2021 - Nov 2, 2021 | -7.69% Aug 27, 2025 - Jan 22, 2026 |
| #7 | -14.38% Oct 15, 2020 - Nov 19, 2020 | -5.47% Mar 21, 2024 - May 6, 2024 |
| #8 | -14.05% Sep 2, 2014 - Nov 28, 2014 | -4.98% Nov 22, 2021 - Dec 27, 2021 |
| #9 | -12.36% Jan 23, 2018 - Jun 4, 2018 | -3.66% May 10, 2021 - May 26, 2021 |
| #10 | -12.12% Aug 21, 2020 - Oct 9, 2020 | -3.41% Jun 15, 2021 - Jul 7, 2021 |
| #11 | -10.88% May 2, 2012 - Sep 13, 2012 | -2.59% Jul 1, 2025 - Aug 7, 2025 |
| #12 | -9.64% Mar 5, 2014 - Jul 1, 2014 | -2.31% Aug 13, 2021 - Sep 1, 2021 |
| #13 | -9.00% Jan 10, 2014 - Feb 24, 2014 | -2.16% Sep 30, 2024 - Oct 16, 2024 |
| #14 | -8.48% Aug 23, 2024 - Sep 19, 2024 | -1.78% May 19, 2025 - May 27, 2025 |
| #15 | -8.00% Sep 14, 2012 - Jan 4, 2013 | -1.77% Apr 22, 2021 - May 7, 2021 |
Correlation
Correlation between PEZ and AQWA is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2006 - 2026)
PEZ vs AQWA dividend yield comparison.
| Year | PEZ | AQWA |
|---|---|---|
| 2026 | 0.25% | 0.67% |
| 2025 | 0.11% | 1.47% |
| 2024 | 0.12% | 1.40% |
| 2023 | 0.60% | 1.53% |
| 2022 | 0.43% | 1.56% |
| 2021 | 0.23% | 1.19% |
| 2020 | 0.39% | 0.00% |
| 2019 | 0.01% | 0.00% |
| 2018 | 0.40% | 0.00% |
| 2017 | 0.42% | 0.00% |
| 2016 | 0.83% | 0.00% |
| 2015 | 0.64% | 0.00% |
| 2014 | 0.15% | 0.00% |
| 2013 | 0.46% | 0.00% |
| 2012 | 1.07% | 0.00% |
| 2011 | 0.75% | 0.00% |
| 2010 | 0.67% | 0.00% |
| 2009 | 0.28% | 0.00% |
| 2008 | 1.03% | 0.00% |
| 2007 | 0.55% | 0.00% |
| 2006 | 0.61% | 0.00% |
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