PEZ vs PALU
Comparison between INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF (PEZ, ETF) and Direxion Daily PANW Bull 2X Shares (PALU, ETF).
PEZ vs PALU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PEZ
$23M
PALU
$23M
Expense Ratio
PEZ
0.60%
PALU
N/A
Max Drawdown
Winner
PEZ
59.00%
PALU
64.97%
Sharpe Ratio
PEZ
0.32
Winner
PALU
0.93
5Y Beta
Winner
PEZ
1.13
PALU
2.25
P/E Ratio
PEZ
30.98
PALU
N/A
Forward P/E
PEZ
19.45
PALU
N/A
5Y Dividends CAGR
PEZ
-6.77%
PALU
N/A
5Y EPS CAGR
PEZ
17.79%
PALU
N/A
Debt to Equity
PEZ
91.65%
PALU
N/A
P/S Ratio
PEZ
1.11
PALU
N/A
P/B Ratio
PEZ
4.82
PALU
N/A
PEZ vs PALU - Holdings Comparison
PEZ and PALU have 0 common holdings. Overlap is 0.00%
PEZ's top 25 holdings weight is 72.44%. PALU's top 25 holdings weight is 15.09%.
| Rank | PEZ | PALU |
|---|---|---|
| #1 | TAPESTRY INC (TPR) - 3.96% | PALO ALTO NETWORKS INC (PANW) - 15.09% |
| #2 | RALPH LAUREN CORP CLASS A (RL) - 3.66% | N/A |
| #3 | CARDINAL HEALTH INC (CAH) - 3.61% | N/A |
| #4 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 3.55% | N/A |
| #5 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 3.54% | N/A |
| #6 | WILLIAMS-SONOMA INC (WSM) - 3.41% | N/A |
| #7 | NETFLIX INC (NFLX) - 3.21% | N/A |
| #8 | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 3.13% | N/A |
| #9 | WALMART INC (WMT) - 3.08% | N/A |
| #10 | FIVE BELOW INC (FIVE) - 3.08% | N/A |
| #11 | MCKESSON CORP (MCK) - 3.07% | N/A |
| #12 | GENERAL MOTORS CO (GM) - 3.00% | N/A |
| #13 | TJX COMPANIES INC (TJX) - 2.94% | N/A |
| #14 | GARMIN LTD (GRMN) - 2.84% | N/A |
| #15 | RUSH STREET INTERACTIVE INC ORDINARY SHARES CLASS A (RSI) - 2.66% | N/A |
| #16 | BURLINGTON STORES INC (BURL) - 2.64% | N/A |
| #17 | SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 2.60% | N/A |
| #18 | DANA INC (DAN) - 2.46% | N/A |
| #19 | ROSS STORES INC (ROST) - 2.45% | N/A |
| #20 | CAESARS ENTERTAINMENT INC (CZR) - 2.42% | N/A |
| #21 | EXPEDIA GROUP INC (EXPE) - 2.41% | N/A |
| #22 | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 2.38% | N/A |
| #23 | NEW YORK TIMES CO CLASS A (NYT) - 2.23% | N/A |
| #24 | HASBRO INC (HAS) - 2.19% | N/A |
| #25 | CALLAWAY GOLF CO (CALY) - 1.92% | N/A |
| Total Holdings | 47 | 1 |
PEZ vs PALU - Historical Returns
Returns include dividend reinvestment.
1M
PEZ
+7.89%
Winner
PALU
+61.27%
3M
PEZ
+8.08%
Winner
PALU
+151.05%
6M
PEZ
-2.00%
Winner
PALU
+81.79%
1Y
PEZ
+10.34%
Winner
PALU
+54.11%
5Y(CAGR)
PEZ
+2.85%
PALU
N/A
10Y(CAGR)
PEZ
+10.03%
PALU
N/A
Max(CAGR)
PEZ
+7.97%
Winner
PALU
+50.21%
PEZ vs PALU - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PEZ | PALU |
|---|---|---|
| 2026 | -0.90% | +109.12% |
| 2025 | +6.13% | -17.48% |
| 2024 | +21.74% | N/A |
| 2023 | +30.17% | N/A |
| 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 PALU Drawdown Comparison
The maximum drawdown for PEZ was -58.39%, occurring on Mar 6, 2009. Recovery took 1195 trading sessions.
The maximum drawdown for PALU was -62.11%, occurring on Feb 24, 2026. Recovery took 137 trading sessions.
The current PEZ drawdown is -7.57%. The current PALU drawdown is -14.70%.
| Rank | PEZ | PALU |
|---|---|---|
| #1 | -58.39% Jun 4, 2007 - Mar 1, 2012 | -62.11% Oct 28, 2025 - May 15, 2026 |
| #2 | -52.05% Sep 27, 2018 - Aug 5, 2020 | -36.07% Jul 9, 2025 - Oct 6, 2025 |
| #3 | -41.72% Nov 18, 2021 - Aug 23, 2024 | -33.38% Mar 26, 2025 - May 12, 2025 |
| #4 | -31.48% Nov 25, 2024 - Apr 8, 2025 | -25.68% Jun 1, 2026 - Jun 9, 2026 |
| #5 | -25.01% Aug 5, 2015 - Oct 6, 2017 | -14.08% May 20, 2025 - Jun 3, 2025 |
| #6 | -16.59% Feb 9, 2021 - Nov 2, 2021 | -11.41% Oct 8, 2025 - Oct 27, 2025 |
| #7 | -14.38% Oct 15, 2020 - Nov 19, 2020 | -9.28% May 22, 2026 - May 29, 2026 |
| #8 | -14.05% Sep 2, 2014 - Nov 28, 2014 | -7.13% Jun 30, 2025 - Jul 9, 2025 |
| #9 | -12.36% Jan 23, 2018 - Jun 4, 2018 | -5.80% May 18, 2026 - May 21, 2026 |
| #10 | -12.12% Aug 21, 2020 - Oct 9, 2020 | -5.47% Jun 6, 2025 - Jun 17, 2025 |
| #11 | -10.88% May 2, 2012 - Sep 13, 2012 | -3.76% Jun 25, 2025 - Jun 30, 2025 |
| #12 | -9.64% Mar 5, 2014 - Jul 1, 2014 | -3.21% Jun 3, 2025 - Jun 6, 2025 |
| #13 | -9.00% Jan 10, 2014 - Feb 24, 2014 | -2.92% Jun 17, 2025 - Jun 23, 2025 |
| #14 | -8.48% Aug 23, 2024 - Sep 19, 2024 | -2.40% May 12, 2025 - May 19, 2025 |
| #15 | -8.00% Sep 14, 2012 - Jan 4, 2013 | -1.58% Oct 6, 2025 - Oct 8, 2025 |
Correlation
Correlation between PEZ and PALU is 0.03 which considered as a very weak or no correlation - the stocks move independently of each other.
0.03
-101
Dividend Comparison (2006 - 2026)
PEZ vs PALU dividend yield comparison.
| Year | PEZ | PALU |
|---|---|---|
| 2026 | 0.10% | 0.17% |
| 2025 | 0.11% | 10.50% |
| 2024 | 0.12% | 0.00% |
| 2023 | 0.60% | 0.00% |
| 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% |
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