PEZ vs EMDM

Comparison between INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF (PEZ, ETF) and FIRST TRUST BLOOMBERG EMERGING MARKET DEMOCRACIES ETF (EMDM, ETF).

PEZ vs EMDM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PEZ(ETF)	EMDM(ETF)
Net Assets	$23M	$23M
Expense Ratio	0.60%	0.75%
Max Drawdown	59.00%	21.90%
Sharpe Ratio	0.18	2.27
5Y Beta	1.13	0.95
P/E Ratio	30.76	N/A
Forward P/E	19.09	N/A
5Y Dividends CAGR	-6.77%	N/A
5Y EPS CAGR	25.30%	N/A
Debt to Equity	94.93%	N/A
P/S Ratio	1.09	N/A
P/B Ratio	4.91	N/A

Net Assets

PEZ

$23M

Winner

EMDM

$23M

Expense Ratio

Winner

PEZ

0.60%

EMDM

0.75%

Max Drawdown

PEZ

59.00%

Winner

EMDM

21.90%

Sharpe Ratio

PEZ

0.18

Winner

EMDM

2.27

5Y Beta

PEZ

1.13

Winner

EMDM

0.95

P/E Ratio

PEZ

30.76

EMDM

N/A

Forward P/E

PEZ

19.09

EMDM

N/A

5Y Dividends CAGR

PEZ

-6.77%

EMDM

N/A

5Y EPS CAGR

PEZ

25.30%

EMDM

N/A

Debt to Equity

PEZ

94.93%

EMDM

N/A

P/S Ratio

PEZ

1.09

EMDM

N/A

P/B Ratio

PEZ

4.91

EMDM

N/A

PEZ vs EMDM - Holdings Comparison

PEZ and EMDM have 1 common holdings. Overlap is 0.00%

PEZ's top 25 holdings weight is 72.46%. EMDM's top 25 holdings weight is 67.74%.

Rank	PEZ	EMDM
#1	TAPESTRY INC (TPR) - 4.00%	SAMSUNG ELECTRONICS CO LTD (n/a) - 11.32%
#2	RALPH LAUREN CORP CLASS A (RL) - 3.83%	n/a (n/a) - 11.29%
#3	CARDINAL HEALTH INC (CAH) - 3.69%	SK HYNIX INC (n/a) - 6.98%
#4	MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 3.52%	GRUPO MEXICO SAB DE CV CLASS B (n/a) - 4.05%
#5	HILTON WORLDWIDE HOLDINGS INC (HLT) - 3.43%	n/a (n/a) - 2.42%
#6	NETFLIX INC (NFLX) - 3.36%	ANGLOGOLD ASHANTI PLC (AU) - 2.27%
#7	GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 3.34%	NASPERS LTD CLASS N (n/a) - 2.02%
#8	WILLIAMS-SONOMA INC (WSM) - 3.30%	OTP BANK PLC (n/a) - 1.97%
#9	WALMART INC (WMT) - 3.21%	VALE SA (n/a) - 1.95%
#10	MCKESSON CORP (MCK) - 3.12%	PKO BANK POLSKI SA (n/a) - 1.81%
#11	FIVE BELOW INC (FIVE) - 3.07%	HDFC BANK LTD (n/a) - 1.80%
#12	TJX COMPANIES INC (TJX) - 3.02%	n/a (n/a) - 1.79%
#13	GENERAL MOTORS CO (GM) - 2.92%	GOLD FIELDS LTD (n/a) - 1.73%
#14	GARMIN LTD (GRMN) - 2.79%	ORLEN SA (n/a) - 1.67%
#15	RUSH STREET INTERACTIVE INC ORDINARY SHARES CLASS A (RSI) - 2.72%	n/a (n/a) - 1.63%
#16	BURLINGTON STORES INC (BURL) - 2.67%	n/a (n/a) - 1.51%
#17	ROSS STORES INC (ROST) - 2.56%	FIRSTRAND LTD (n/a) - 1.41%
#18	SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 2.44%	ICICI BANK LTD (n/a) - 1.41%
#19	EXPEDIA GROUP INC (EXPE) - 2.36%	RELIANCE INDUSTRIES LTD (n/a) - 1.36%
#20	DANA INC (DAN) - 2.35%	FALABELLA SA (n/a) - 1.29%
#21	CAESARS ENTERTAINMENT INC (CZR) - 2.33%	n/a (n/a) - 1.28%
#22	HASBRO INC (HAS) - 2.29%	MEDIATEK INC (n/a) - 1.24%
#23	NEW YORK TIMES CO CLASS A (NYT) - 2.21%	STANDARD BANK GROUP LTD (n/a) - 1.24%
#24	RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 1.97%	CAPITEC BANK HOLDINGS LTD (n/a) - 1.19%
#25	CALLAWAY GOLF CO (CALY) - 1.96%	CREDICORP LTD (BAP) - 1.11%
Total Holdings	47	104

PEZ vs EMDM - Historical Returns

Returns include dividend reinvestment.

Period	PEZ	EMDM
1 month	-0.07%	-0.29%
3 months	-2.17%	+12.07%
6 months	-1.01%	+33.82%
1 year	+5.48%	+73.91%
5 years(CAGR)	+2.63%	N/A
10 years(CAGR)	+9.46%	N/A
Max(CAGR)	+7.75%	+27.73%

Winner

PEZ

-0.07%

EMDM

-0.29%

PEZ

-2.17%

Winner

EMDM

+12.07%

PEZ

-1.01%

Winner

EMDM

+33.82%

PEZ

+5.48%

Winner

EMDM

+73.91%

5Y(CAGR)

PEZ

+2.63%

EMDM

N/A

10Y(CAGR)

PEZ

+9.46%

EMDM

N/A

Max(CAGR)

PEZ

+7.75%

Winner

EMDM

+27.73%

PEZ vs EMDM - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	PEZ	EMDM
2026	-4.84%	+24.92%
2025	+6.13%	+59.07%
2024	+21.74%	-3.39%
2023	+30.17%	+14.20%
2022	-28.99%	N/A
2021	+23.62%	N/A
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 EMDM Drawdown Comparison

The maximum drawdown for PEZ was -58.39%, occurring on Mar 6, 2009. Recovery took 1195 trading sessions.

The maximum drawdown for EMDM was -18.84%, occurring on Apr 8, 2025. Recovery took 165 trading sessions.

The current PEZ drawdown is -11.25%. The current EMDM drawdown is -9.10%.

Rank	PEZ	EMDM
#1	-58.39% Jun 4, 2007 - Mar 1, 2012	-18.84% Sep 26, 2024 - May 27, 2025
#2	-52.05% Sep 27, 2018 - Aug 5, 2020	-15.65% Feb 26, 2026 - Apr 17, 2026
#3	-41.72% Nov 18, 2021 - Aug 23, 2024	-13.22% Jul 28, 2023 - Dec 14, 2023
#4	-31.48% Nov 25, 2024 - Apr 8, 2025	-10.24% Jul 12, 2024 - Sep 26, 2024
#5	-25.01% Aug 5, 2015 - Oct 6, 2017	-9.10% Jun 2, 2026 - Jun 5, 2026
#6	-16.59% Feb 9, 2021 - Nov 2, 2021	-7.68% Dec 27, 2023 - Mar 27, 2024
#7	-14.38% Oct 15, 2020 - Nov 19, 2020	-6.66% Mar 3, 2023 - Apr 11, 2023
#8	-14.05% Sep 2, 2014 - Nov 28, 2014	-6.16% Apr 9, 2024 - May 14, 2024
#9	-12.36% Jan 23, 2018 - Jun 4, 2018	-5.74% May 11, 2026 - May 26, 2026
#10	-12.12% Aug 21, 2020 - Oct 9, 2020	-5.70% May 15, 2024 - Jul 3, 2024
#11	-10.88% May 2, 2012 - Sep 13, 2012	-4.30% Nov 12, 2025 - Dec 10, 2025
#12	-9.64% Mar 5, 2014 - Jul 1, 2014	-4.19% Apr 17, 2026 - May 5, 2026
#13	-9.00% Jan 10, 2014 - Feb 24, 2014	-4.03% Jun 15, 2023 - Jul 12, 2023
#14	-8.48% Aug 23, 2024 - Sep 19, 2024	-3.95% Apr 13, 2023 - Jun 2, 2023
#15	-8.00% Sep 14, 2012 - Jan 4, 2013	-3.65% Jan 28, 2026 - Feb 9, 2026

Correlation

Correlation between PEZ and EMDM is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.53

-101

Dividend Comparison (2006 - 2026)

PEZ vs EMDM dividend yield comparison.

Year	PEZ	EMDM
2026	0.10%	0.00%
2025	0.11%	3.57%
2024	0.12%	5.87%
2023	0.60%	2.16%
2022	0.43%	0.00%
2021	0.23%	0.00%
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%