PHO vs PDP
Comparison between INVESCO WATER RESOURCES ETF (PHO, ETF) and INVESCO DORSEY WRIGHT MOMENTUM ETF (PDP, ETF).
5-Year PerformancePDP has outperformed PHO, delivering a return of +9.2% compared to +4.4%
PHO vs PDP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PHO
$2B
Winner
PDP
$2.10B
Expense Ratio
Winner
PHO
0.59%
PDP
0.62%
Max Drawdown
Winner
PHO
55.80%
PDP
59.45%
Sharpe Ratio
PHO
-0.43
Winner
PDP
0.96
5Y Beta
Winner
PHO
0.72
PDP
1.17
P/E Ratio
Winner
PHO
25.96
PDP
55.97
Forward P/E
Winner
PHO
20.03
PDP
26.16
PEG Ratio
PHO
1.13
PDP
N/A
5Y Dividends CAGR
Winner
PHO
18.97%
PDP
9.90%
5Y EPS CAGR
PHO
11.88%
Winner
PDP
23.98%
Debt to Equity
PHO
46.49%
Winner
PDP
17.90%
P/S Ratio
Winner
PHO
2.57
PDP
3.63
P/B Ratio
Winner
PHO
3.66
PDP
8.35
PHO vs PDP - Holdings Comparison
PHO and PDP have 3 common holdings. Overlap is 0.96%
PHO's top 25 holdings weight is 92.74%. PDP's top 25 holdings weight is 47.37%.
| Rank | PHO | PDP |
|---|---|---|
| #1 | ROPER TECHNOLOGIES INC (ROP) - 8.54% | APPLE INC (AAPL) - 3.49% |
| #2 | ECOLAB INC (ECL) - 8.45% | TARGA RESOURCES CORP (TRGP) - 2.84% |
| #3 | FERGUSON ENTERPRISES INC (FERG) - 6.82% | AMPHENOL CORP CLASS A (APH) - 2.82% |
| #4 | WATERS CORP (WAT) - 6.82% | COMFORT SYSTEMS USA INC (FIX) - 2.50% |
| #5 | IDEXX LABORATORIES INC (IDXX) - 6.50% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.49% |
| #6 | VERALTO CORP (VLTO) - 4.29% | CARPENTER TECHNOLOGY CORP (CRS) - 2.44% |
| #7 | AMERICAN WATER WORKS CO INC (AWK) - 4.24% | ATI INC (ATI) - 2.17% |
| #8 | XYLEM INC (XYL) - 4.11% | APPLIED MATERIALS INC (AMAT) - 1.98% |
| #9 | PENTAIR PLC (PNR) - 3.73% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.85% |
| #10 | AGILENT TECHNOLOGIES INC (A) - 3.68% | WESTERN DIGITAL CORP (WDC) - 1.85% |
| #11 | IDEX CORP (IEX) - 3.59% | W.W. GRAINGER INC (GWW) - 1.83% |
| #12 | JACOBS SOLUTIONS INC (J) - 3.20% | MICRON TECHNOLOGY INC (MU) - 1.82% |
| #13 | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 3.15% | HOWMET AEROSPACE INC (HWM) - 1.78% |
| #14 | AECOM (ACM) - 2.82% | QUANTA SERVICES INC (PWR) - 1.77% |
| #15 | TRIMBLE INC (TRMB) - 2.73% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.75% |
| #16 | CORE & MAIN INC CLASS A (CNM) - 2.48% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.70% |
| #17 | A.O. SMITH CORP (AOS) - 2.46% | GUARDANT HEALTH INC (GH) - 1.64% |
| #18 | TETRA TECH INC (TTEK) - 2.24% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.63% |
| #19 | VALMONT INDUSTRIES INC (VMI) - 2.19% | ARISTA NETWORKS INC (ANET) - 1.44% |
| #20 | BENTLEY SYSTEMS INC ORDINARY SHARES CLASS B (BSY) - 2.09% | TTM TECHNOLOGIES INC (TTMI) - 1.33% |
| #21 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 2.01% | COSTCO WHOLESALE CORP (COST) - 1.31% |
| #22 | BADGER METER INC (BMI) - 1.99% | EMCOR GROUP INC (EME) - 1.24% |
| #23 | ITRON INC (ITRI) - 1.78% | ALPHABET INC CLASS A (GOOGL) - 1.24% |
| #24 | MUELLER INDUSTRIES INC (MLI) - 1.67% | LAM RESEARCH CORP (LRCX) - 1.24% |
| #25 | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 1.16% | JABIL INC (JBL) - 1.22% |
| Total Holdings | 42 | 103 |
PHO vs PDP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PHO
+1.49%
PDP
-5.57%
3M
PHO
-2.99%
Winner
PDP
+3.92%
6M
PHO
-8.21%
Winner
PDP
+13.91%
1Y
PHO
-4.22%
Winner
PDP
+26.02%
5Y(CAGR)
PHO
+4.44%
Winner
PDP
+9.15%
10Y(CAGR)
PHO
+11.30%
Winner
PDP
+12.87%
Max(CAGR)
PHO
+8.01%
Winner
PDP
+9.89%
PHO vs PDP - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PHO | PDP |
|---|---|---|
| 2026 | -4.30% | +18.47% |
| 2025 | +8.35% | +8.02% |
| 2024 | +9.45% | +28.47% |
| 2023 | +18.88% | +21.82% |
| 2022 | -13.39% | -23.37% |
| 2021 | +33.29% | +9.40% |
| 2020 | +20.69% | +35.79% |
| 2019 | +38.21% | +34.74% |
| 2018 | -6.42% | -6.40% |
| 2017 | +22.55% | +22.97% |
| 2016 | +15.29% | +4.62% |
| 2015 | -15.22% | +1.55% |
| 2014 | +0.50% | +13.29% |
| 2013 | +23.97% | +28.69% |
| 2012 | +21.89% | +17.82% |
| 2011 | -11.75% | +0.33% |
| 2010 | +10.95% | +24.50% |
| 2009 | +13.91% | +24.87% |
| 2008 | -31.50% | -45.65% |
| 2007 | +17.56% | +13.82% |
| 2006 | +20.64% | N/A |
| 2005 | -1.72% | N/A |
PHO vs PDP Drawdown Comparison
The maximum drawdown for PHO was -55.62%, occurring on Mar 9, 2009. Recovery took 1170 trading sessions.
The maximum drawdown for PDP was -59.34%, occurring on Mar 9, 2009. Recovery took 1087 trading sessions.
The current PHO drawdown is -8.99%. The current PDP drawdown is -8.24%.
| Rank | PHO | PDP |
|---|---|---|
| #1 | -55.62% Jun 5, 2008 - Jan 29, 2013 | -59.34% Dec 10, 2007 - Apr 3, 2012 |
| #2 | -34.92% Feb 14, 2020 - Oct 7, 2020 | -34.70% Feb 19, 2020 - Jul 17, 2020 |
| #3 | -29.70% Jun 20, 2014 - Apr 25, 2017 | -33.92% Nov 8, 2021 - Jul 12, 2024 |
| #4 | -28.60% Dec 31, 2021 - Dec 19, 2023 | -24.54% Sep 14, 2018 - Jun 10, 2019 |
| #5 | -19.38% Oct 10, 2007 - May 30, 2008 | -23.79% Dec 4, 2024 - Sep 19, 2025 |
| #6 | -19.19% Dec 3, 2024 - Aug 12, 2025 | -19.14% Mar 20, 2015 - Feb 9, 2017 |
| #7 | -18.31% May 9, 2006 - Jan 31, 2007 | -13.91% Jul 13, 2007 - Oct 9, 2007 |
| #8 | -17.89% Sep 20, 2018 - Feb 13, 2019 | -13.47% Feb 12, 2021 - Aug 5, 2021 |
| #9 | -13.79% Oct 21, 2025 - May 19, 2026 | -12.12% Jun 22, 2026 - Jul 20, 2026 |
| #10 | -10.10% Jul 19, 2007 - Sep 19, 2007 | -11.87% Oct 29, 2025 - Jan 13, 2026 |
| #11 | -9.51% Jan 26, 2018 - Aug 6, 2018 | -11.63% Feb 25, 2026 - Apr 10, 2026 |
| #12 | -8.59% May 21, 2013 - Jul 15, 2013 | -9.80% May 2, 2012 - Sep 14, 2012 |
| #13 | -8.20% Sep 2, 2021 - Nov 12, 2021 | -9.76% Sep 5, 2014 - Nov 3, 2014 |
| #14 | -7.90% Feb 23, 2007 - Apr 20, 2007 | -9.59% Jul 16, 2024 - Sep 19, 2024 |
| #15 | -7.80% Mar 20, 2013 - May 17, 2013 | -9.53% Jan 26, 2018 - May 30, 2018 |
Correlation
Correlation between PHO and PDP is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2005 - 2026)
PHO vs PDP dividend yield comparison.
| Year | PHO | PDP |
|---|---|---|
| 2026 | 0.34% | 0.00% |
| 2025 | 0.54% | 0.17% |
| 2024 | 0.45% | 0.15% |
| 2023 | 0.59% | 0.42% |
| 2022 | 0.49% | 0.45% |
| 2021 | 0.20% | 0.00% |
| 2020 | 0.39% | 0.11% |
| 2019 | 0.43% | 0.25% |
| 2018 | 0.46% | 0.18% |
| 2017 | 0.34% | 0.28% |
| 2016 | 0.47% | 0.81% |
| 2015 | 0.75% | 0.39% |
| 2014 | 0.59% | 0.15% |
| 2013 | 0.49% | 0.28% |
| 2012 | 0.87% | 0.85% |
| 2011 | 0.64% | 0.16% |
| 2010 | 0.54% | 0.24% |
| 2009 | 0.69% | 0.54% |
| 2008 | 0.55% | 0.27% |
| 2007 | 0.40% | 0.09% |
| 2006 | 0.82% | 0.00% |
| 2005 | 0.22% | 0.00% |
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