PIZ vs AOK

Comparison between INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF (PIZ, ETF) and ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF (AOK, ETF).

5-Year PerformancePIZ has outperformed AOK, delivering a return of +9.7% compared to +3.6%

PIZ vs AOK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PIZ(ETF)	AOK(ETF)
Net Assets	$785M	$787M
Expense Ratio	0.80%	0.15%
Max Drawdown	61.09%	20.42%
Sharpe Ratio	0.99	1.17
5Y Beta	0.92	0.30
5Y Dividends CAGR	48.47%	14.05%

Net Assets

PIZ

$785M

Winner

AOK

$787M

Expense Ratio

PIZ

0.80%

Winner

AOK

0.15%

Max Drawdown

PIZ

61.09%

Winner

AOK

20.42%

Sharpe Ratio

PIZ

0.99

Winner

AOK

1.17

5Y Beta

PIZ

0.92

Winner

AOK

0.30

5Y Dividends CAGR

Winner

PIZ

48.47%

AOK

14.05%

PIZ vs AOK - Historical Returns

Returns include dividend reinvestment.

Period	PIZ	AOK
1 month	-4.07%	+0.69%
3 months	+10.43%	+3.90%
6 months	+14.67%	+4.29%
1 year	+24.28%	+10.47%
5 years(CAGR)	+9.72%	+3.63%
10 years(CAGR)	+10.92%	+5.17%
Max(CAGR)	+6.22%	+5.40%

PIZ

-4.07%

Winner

AOK

+0.69%

Winner

PIZ

+10.43%

AOK

+3.90%

Winner

PIZ

+14.67%

AOK

+4.29%

Winner

PIZ

+24.28%

AOK

+10.47%

5Y(CAGR)

Winner

PIZ

+9.72%

AOK

+3.63%

10Y(CAGR)

Winner

PIZ

+10.92%

AOK

+5.17%

Max(CAGR)

Winner

PIZ

+6.22%

AOK

+5.40%

PIZ vs AOK - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	PIZ	AOK
2026	+12.39%	+3.62%
2025	+38.01%	+11.44%
2024	+18.15%	+7.10%
2023	+18.01%	+10.30%
2022	-30.42%	-13.75%
2021	+19.82%	+5.03%
2020	+16.95%	+8.81%
2019	+28.15%	+13.65%
2018	-16.56%	-3.25%
2017	+30.52%	+9.60%
2016	-6.35%	+5.60%
2015	-0.12%	-1.07%
2014	-6.69%	+4.47%
2013	+34.14%	+6.05%
2012	+15.32%	+6.34%
2011	-19.66%	+4.24%
2010	+17.77%	+6.63%
2009	+36.14%	+8.46%
2008	-43.80%	+4.06%

PIZ vs AOK Drawdown Comparison

The maximum drawdown for PIZ was -60.61%, occurring on Mar 9, 2009. Recovery took 1342 trading sessions.

The maximum drawdown for AOK was -18.94%, occurring on Oct 14, 2022. Recovery took 674 trading sessions.

The current PIZ drawdown is -6.39%. The current AOK drawdown is -0.55%.

Rank	PIZ	AOK
#1	-60.61% May 19, 2008 - Sep 17, 2013	-18.94% Nov 5, 2021 - Jul 16, 2024
#2	-40.94% Sep 2, 2021 - Feb 12, 2025	-14.55% Feb 19, 2020 - Jun 8, 2020
#3	-36.44% Feb 12, 2020 - Aug 6, 2020	-10.84% Nov 25, 2008 - Dec 9, 2008
#4	-24.78% Jan 26, 2018 - Dec 27, 2019	-9.06% Dec 19, 2008 - May 8, 2009
#5	-22.95% Mar 6, 2014 - Jul 17, 2017	-6.42% Apr 24, 2015 - Jun 3, 2016
#6	-14.68% Feb 18, 2025 - Apr 22, 2025	-6.15% Jan 26, 2018 - Mar 15, 2019
#7	-14.36% Feb 26, 2026 - Apr 14, 2026	-5.02% Nov 14, 2008 - Nov 25, 2008
#8	-12.24% Jan 10, 2008 - Feb 27, 2008	-4.96% Feb 26, 2025 - May 13, 2025
#9	-11.04% May 8, 2026 - Jun 10, 2026	-4.50% Feb 25, 2026 - Apr 17, 2026
#10	-10.75% Feb 27, 2008 - Apr 3, 2008	-4.43% May 21, 2013 - Sep 18, 2013
#11	-9.01% Feb 16, 2021 - Apr 8, 2021	-3.79% May 8, 2009 - Jun 12, 2009
#12	-8.27% Oct 12, 2020 - Nov 5, 2020	-3.68% Jul 22, 2011 - Oct 28, 2011
#13	-6.93% Jan 15, 2014 - Feb 18, 2014	-3.64% Jun 12, 2009 - Aug 4, 2009
#14	-5.91% Nov 3, 2025 - Dec 11, 2025	-3.50% Dec 6, 2024 - Feb 26, 2025
#15	-5.42% Sep 18, 2013 - Oct 18, 2013	-3.41% Sep 7, 2016 - Feb 23, 2017

Correlation

Correlation between PIZ and AOK is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2008 - 2026)

PIZ vs AOK dividend yield comparison.

Year	PIZ	AOK
2026	0.27%	1.09%
2025	1.55%	3.28%
2024	1.68%	3.23%
2023	1.86%	2.93%
2022	2.04%	2.25%
2021	1.01%	1.55%
2020	0.37%	2.10%
2019	1.58%	2.71%
2018	1.06%	2.68%
2017	1.30%	2.91%
2016	2.21%	2.14%
2015	1.09%	2.02%
2014	1.61%	2.08%
2013	2.81%	1.82%
2012	1.96%	2.05%
2011	2.90%	2.35%
2010	0.43%	1.78%
2009	2.10%	2.33%
2008	2.15%	0.44%