PIE vs FDM
Comparison between INVESCO DORSEY WRIGHT EMERGING MARKETS MOMENTUM ETF (PIE, ETF) and FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND (FDM, ETF).
5-Year PerformanceFDM has outperformed PIE, delivering a return of +10.6% compared to +5.5%
PIE vs FDM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PIE
$266M
FDM
$265M
Expense Ratio
PIE
0.90%
Winner
FDM
0.60%
Max Drawdown
PIE
73.06%
Winner
FDM
64.00%
Sharpe Ratio
Winner
PIE
1.55
FDM
1.23
5Y Beta
Winner
PIE
0.90
FDM
0.92
P/E Ratio
PIE
N/A
FDM
21.32
Forward P/E
PIE
N/A
FDM
12.11
5Y Dividends CAGR
Winner
PIE
18.17%
FDM
13.54%
5Y EPS CAGR
PIE
N/A
FDM
6.08%
Debt to Equity
PIE
N/A
FDM
80.21%
P/S Ratio
PIE
N/A
FDM
0.93
P/B Ratio
PIE
N/A
FDM
1.51
PIE vs FDM - Holdings Comparison
PIE and FDM have 1 common holdings. Overlap is -0.24%
PIE's top 25 holdings weight is 48.31%. FDM's top 25 holdings weight is 33.63%.
| Rank | PIE | FDM |
|---|---|---|
| #1 | TOPCO SCIENTIFIC CO LTD (n/a) - 3.05% | STOKE THERAPEUTICS INC (STOK) - 2.29% |
| #2 | UNITED INTEGRATED SERVICES CO LTD (n/a) - 2.87% | TETRA TECHNOLOGIES INC (TTI) - 1.92% |
| #3 | ACCTON TECHNOLOGY CORP (n/a) - 2.80% | NWPX INFRASTRUCTURE INC (NWPX) - 1.81% |
| #4 | n/a (n/a) - 2.80% | DAUCH CORP (DCH) - 1.61% |
| #5 | MARKETECH INTERNATIONAL CORP (n/a) - 2.73% | DOUGLAS DYNAMICS INC (PLOW) - 1.56% |
| #6 | SIGURD MICROELECTRONICS CORP (n/a) - 2.57% | UNITED FIRE GROUP INC (UFCS) - 1.45% |
| #7 | NAN YA PRINTED CIRCUIT BOARD CORP (n/a) - 2.44% | DELUXE CORP (DLX) - 1.37% |
| #8 | n/a (n/a) - 2.39% | USA TODAY CO INC (TDAY) - 1.35% |
| #9 | WANGUO GOLD GROUP LTD (n/a) - 2.37% | OIL-DRI CORP OF AMERICA (ODC) - 1.31% |
| #10 | KINSUS INTERCONNECT TECHNOLOGY CORP (n/a) - 1.86% | UNIVERSAL INSURANCE HOLDINGS INC (UVE) - 1.30% |
| #11 | CHROMA ATE INC (n/a) - 1.81% | HORIZON BANCORP (IN) (HBNC) - 1.28% |
| #12 | SUPREME ELECTRONICS CO LTD (n/a) - 1.75% | BUSINESS FIRST BANCSHARES INC (BFST) - 1.26% |
| #13 | ZIJIN MINING GROUP CO LTD CLASS H (n/a) - 1.73% | CENTRAL PACIFIC FINANCIAL CORP (CPF) - 1.25% |
| #14 | UNIMICRON TECHNOLOGY CORP (n/a) - 1.70% | CNB FINANCIAL CORP (CCNE) - 1.24% |
| #15 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.67% | AMERICAN PUBLIC EDUCATION INC (APEI) - 1.23% |
| #16 | MAGYAR TELEKOM TELECOMMUNICATIONS PLC (n/a) - 1.66% | LSI INDUSTRIES INC (LYTS) - 1.22% |
| #17 | n/a (n/a) - 1.50% | TRUSTCO BANK CORP N Y (TRST) - 1.20% |
| #18 | ASELSAN ELEKTRONIK SANAYI VE TICARET AS (n/a) - 1.47% | HANMI FINANCIAL CORP (HAFC) - 1.20% |
| #19 | MEGA UNION TECHNOLOGY INC (n/a) - 1.45% | GENCO SHIPPING & TRADING LTD (GNK) - 1.19% |
| #20 | TRIPOD TECHNOLOGY CORP (n/a) - 1.44% | FIRST FINANCIAL CORP (THFF) - 1.15% |
| #21 | WINWAY TECHNOLOGY CO LTD ORDINARY SHARES (n/a) - 1.31% | CAMDEN NATIONAL CORP (CAC) - 1.15% |
| #22 | BIZLINK HOLDING INC (n/a) - 1.27% | KOPPERS HOLDINGS INC (KOP) - 1.08% |
| #23 | VUKILE PROPERTY FUND LTD (n/a) - 1.27% | NUTEX HEALTH INC (NUTX) - 1.07% |
| #24 | KING SLIDE WORKS CO LTD (n/a) - 1.20% | WHITESTONE REIT (WSR) - 1.07% |
| #25 | NAN YA PLASTICS CORP (n/a) - 1.20% | GOLD.COM INC (GOLD) - 1.07% |
| Total Holdings | 110 | 149 |
PIE vs FDM - Historical Returns
Returns include dividend reinvestment.
1M
PIE
-8.76%
Winner
FDM
+2.46%
3M
Winner
PIE
+5.92%
FDM
+5.02%
6M
Winner
PIE
+22.10%
FDM
+9.38%
1Y
Winner
PIE
+49.53%
FDM
+29.78%
5Y(CAGR)
PIE
+5.53%
Winner
FDM
+10.61%
10Y(CAGR)
PIE
+9.29%
Winner
FDM
+11.76%
Max(CAGR)
PIE
+2.71%
Winner
FDM
+8.81%
PIE vs FDM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PIE | FDM |
|---|---|---|
| 2026 | +31.37% | +16.76% |
| 2025 | +25.76% | +18.79% |
| 2024 | +1.38% | +13.46% |
| 2023 | +12.56% | +13.27% |
| 2022 | -28.77% | -12.56% |
| 2021 | +12.85% | +37.09% |
| 2020 | +18.03% | -3.63% |
| 2019 | +25.13% | +25.23% |
| 2018 | -22.83% | -13.54% |
| 2017 | +41.02% | +8.17% |
| 2016 | +2.26% | +39.60% |
| 2015 | -13.21% | +1.80% |
| 2014 | -0.27% | +5.36% |
| 2013 | -2.46% | +40.37% |
| 2012 | +14.98% | +13.50% |
| 2011 | -13.39% | -10.89% |
| 2010 | +21.08% | +22.46% |
| 2009 | +53.15% | +20.05% |
| 2008 | -62.20% | -31.20% |
| 2007 | +0.56% | -7.21% |
| 2006 | N/A | +14.35% |
| 2005 | N/A | +2.51% |
PIE vs FDM Drawdown Comparison
The maximum drawdown for PIE was -72.98%, occurring on Mar 2, 2009. Recovery took 3259 trading sessions.
The maximum drawdown for FDM was -63.45%, occurring on Mar 9, 2009. Recovery took 1411 trading sessions.
The current PIE drawdown is -8.76%. The current FDM drawdown is -2.38%.
| Rank | PIE | FDM |
|---|---|---|
| #1 | -72.98% Jan 10, 2008 - Dec 18, 2020 | -63.45% Jul 12, 2007 - Feb 19, 2013 |
| #2 | -40.31% Jul 15, 2021 - Jan 6, 2026 | -47.76% Aug 22, 2018 - Jan 7, 2021 |
| #3 | -12.87% Feb 17, 2021 - Jun 1, 2021 | -23.75% Nov 11, 2021 - Jul 15, 2024 |
| #4 | -12.61% Jun 22, 2026 - Jul 20, 2026 | -23.46% Dec 11, 2024 - Jul 2, 2025 |
| #5 | -9.87% Feb 27, 2026 - Apr 10, 2026 | -17.78% Jun 23, 2015 - Jul 12, 2016 |
| #6 | -7.85% May 26, 2026 - Jun 15, 2026 | -14.47% May 5, 2006 - Nov 15, 2006 |
| #7 | -6.90% May 11, 2026 - May 26, 2026 | -12.49% Jul 3, 2014 - Dec 23, 2014 |
| #8 | -5.39% Jan 25, 2021 - Feb 2, 2021 | -11.32% Jul 31, 2024 - Nov 6, 2024 |
| #9 | -4.89% Jan 28, 2026 - Feb 11, 2026 | -10.25% Mar 15, 2021 - Nov 1, 2021 |
| #10 | -2.98% Jun 15, 2026 - Jun 18, 2026 | -9.30% Feb 9, 2026 - Apr 14, 2026 |
| #11 | -2.18% Apr 22, 2026 - Apr 24, 2026 | -9.30% Dec 24, 2013 - Mar 4, 2014 |
| #12 | -1.92% Jun 1, 2021 - Jun 21, 2021 | -8.54% Jan 4, 2017 - Jul 3, 2017 |
| #13 | -1.86% Jan 14, 2021 - Jan 19, 2021 | -8.43% Apr 2, 2014 - Jul 3, 2014 |
| #14 | -1.85% Jul 7, 2021 - Jul 15, 2021 | -8.34% Jan 19, 2018 - May 9, 2018 |
| #15 | -1.46% Dec 31, 2007 - Jan 7, 2008 | -7.92% Feb 22, 2007 - Apr 17, 2007 |
Correlation
Correlation between PIE and FDM is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2005 - 2026)
PIE vs FDM dividend yield comparison.
| Year | PIE | FDM |
|---|---|---|
| 2026 | 0.78% | 0.66% |
| 2025 | 2.28% | 1.43% |
| 2024 | 2.33% | 1.56% |
| 2023 | 2.59% | 1.81% |
| 2022 | 3.45% | 1.80% |
| 2021 | 1.28% | 1.08% |
| 2020 | 1.32% | 1.68% |
| 2019 | 2.29% | 1.37% |
| 2018 | 3.32% | 1.26% |
| 2017 | 1.63% | 0.97% |
| 2016 | 1.48% | 1.13% |
| 2015 | 0.80% | 1.45% |
| 2014 | 0.53% | 0.75% |
| 2013 | 1.23% | 0.83% |
| 2012 | 0.68% | 1.75% |
| 2011 | 0.80% | 0.80% |
| 2010 | 0.34% | 0.38% |
| 2009 | 0.71% | 0.56% |
| 2008 | 0.67% | 1.19% |
| 2007 | 0.00% | 0.61% |
| 2006 | 0.00% | 0.23% |
| 2005 | 0.00% | 0.09% |
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