PSL vs IQM
Comparison between Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL, ETF) and FRANKLIN INTELLIGENT MACHINES ETF (IQM, ETF).
5-Year PerformanceIQM has outperformed PSL, delivering a return of +19.9% compared to +3.9%
PSL vs IQM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PSL
$92M
IQM
$92M
Expense Ratio
PSL
0.60%
Winner
IQM
0.50%
Max Drawdown
Winner
PSL
42.03%
IQM
45.01%
Sharpe Ratio
PSL
-0.18
Winner
IQM
1.59
5Y Beta
Winner
PSL
0.43
IQM
1.66
P/E Ratio
Winner
PSL
25.95
IQM
58.27
Forward P/E
Winner
PSL
18.04
IQM
33.62
PEG Ratio
Winner
PSL
0.15
IQM
0.51
5Y Dividends CAGR
PSL
6.89%
IQM
N/A
5Y EPS CAGR
PSL
12.53%
Winner
IQM
34.47%
Debt to Equity
PSL
-65.26%
IQM
N/A
P/S Ratio
Winner
PSL
0.76
IQM
3.05
P/B Ratio
Winner
PSL
3.52
IQM
14.78
PSL vs IQM - Holdings Comparison
PSL and IQM have 1 common holdings. Overlap is 0.00%
PSL's top 25 holdings weight is 74.57%. IQM's top 25 holdings weight is 71.49%.
| Rank | PSL | IQM |
|---|---|---|
| #1 | CASEY'S GENERAL STORES INC (CASY) - 6.43% | NVIDIA CORP (NVDA) - 7.60% |
| #2 | COSTCO WHOLESALE CORP (COST) - 5.41% | BROADCOM INC (AVGO) - 6.03% |
| #3 | CHURCH & DWIGHT CO INC (CHD) - 4.46% | n/a (TSM) - 5.62% |
| #4 | US FOODS HOLDING CORP (USFD) - 4.43% | n/a (n/a) - 4.60% |
| #5 | PERFORMANCE FOOD GROUP CO (PFGC) - 4.16% | SANDISK CORP ORDINARY SHARES (SNDK) - 4.04% |
| #6 | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.91% | BLOOM ENERGY CORP CLASS A (BE) - 3.78% |
| #7 | THE KROGER CO (KR) - 3.56% | TESLA INC (TSLA) - 3.62% |
| #8 | DARLING INGREDIENTS INC (DAR) - 3.49% | APPLE INC (AAPL) - 3.39% |
| #9 | MONSTER BEVERAGE CORP (MNST) - 3.49% | GE VERNOVA INC (GEV) - 3.26% |
| #10 | ALTRIA GROUP INC (MO) - 3.22% | CASH (n/a) - 3.03% |
| #11 | ARCHER-DANIELS-MIDLAND CO (ADM) - 3.17% | ROCKET LAB CORP (RKLB) - 2.77% |
| #12 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.75% | TERADYNE INC (TER) - 2.56% |
| #13 | COCA-COLA CO (KO) - 2.55% | LAM RESEARCH CORP (LRCX) - 2.31% |
| #14 | SERVICE CORP INTERNATIONAL (SCI) - 2.39% | QUANTA SERVICES INC (PWR) - 2.06% |
| #15 | PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 2.28% | ARISTA NETWORKS INC (ANET) - 1.89% |
| #16 | LAUREATE EDUCATION INC SHS (LAUR) - 2.19% | KLA CORP (KLAC) - 1.85% |
| #17 | TURNING POINT BRANDS INC (TPB) - 2.10% | SK HYNIX INC (n/a) - 1.70% |
| #18 | COCA-COLA CONSOLIDATED INC (COKE) - 1.98% | TTM TECHNOLOGIES INC (TTMI) - 1.69% |
| #19 | BUNGE GLOBAL SA (BG) - 1.89% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.60% |
| #20 | LINCOLN EDUCATIONAL SERVICES CORP (LINC) - 1.88% | APPLIED MATERIALS INC (AMAT) - 1.52% |
| #21 | PROCTER & GAMBLE CO (PG) - 1.87% | ADVANCED MICRO DEVICES INC (AMD) - 1.39% |
| #22 | EZCORP INC REGISTERED SHS -A- NON VTG (EZPW) - 1.81% | WESTERN DIGITAL CORP (WDC) - 1.32% |
| #23 | THE CHEFS' WAREHOUSE INC (CHEF) - 1.76% | COHERENT CORP (COHR) - 1.29% |
| #24 | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 1.70% | ASML HOLDING NV ADR (ASML) - 1.29% |
| #25 | TYSON FOODS INC CLASS A (TSN) - 1.69% | FABRINET (FN) - 1.28% |
| Total Holdings | 49 | 78 |
PSL vs IQM - Historical Returns
Returns include dividend reinvestment.
1M
PSL
-1.90%
Winner
IQM
+0.55%
3M
PSL
-0.52%
Winner
IQM
+21.52%
6M
PSL
+10.53%
Winner
IQM
+24.00%
1Y
PSL
+1.25%
Winner
IQM
+60.81%
5Y(CAGR)
PSL
+3.86%
Winner
IQM
+19.90%
10Y(CAGR)
PSL
+7.93%
IQM
N/A
Max(CAGR)
PSL
+9.20%
Winner
IQM
+27.50%
PSL vs IQM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PSL | IQM |
|---|---|---|
| 2026 | +10.15% | +24.86% |
| 2025 | -3.47% | +30.98% |
| 2024 | +14.59% | +34.91% |
| 2023 | +13.48% | +42.59% |
| 2022 | -7.55% | -33.76% |
| 2021 | +8.81% | +26.37% |
| 2020 | +18.99% | +78.48% |
| 2019 | +14.27% | N/A |
| 2018 | +1.52% | N/A |
| 2017 | +21.19% | N/A |
| 2016 | -1.56% | N/A |
| 2015 | +14.57% | N/A |
| 2014 | +18.01% | N/A |
| 2013 | +31.55% | N/A |
| 2012 | +9.24% | N/A |
| 2011 | +9.27% | N/A |
| 2010 | +17.98% | N/A |
| 2009 | +18.07% | N/A |
| 2008 | -20.63% | N/A |
| 2007 | +5.63% | N/A |
| 2006 | +5.19% | N/A |
PSL vs IQM Drawdown Comparison
The maximum drawdown for PSL was -41.57%, occurring on Mar 9, 2009. Recovery took 533 trading sessions.
The maximum drawdown for IQM was -44.91%, occurring on Oct 14, 2022. Recovery took 571 trading sessions.
The current PSL drawdown is -5.58%. The current IQM drawdown is -9.44%.
| Rank | PSL | IQM |
|---|---|---|
| #1 | -41.57% Sep 24, 2008 - Nov 4, 2010 | -44.91% Nov 19, 2021 - Mar 1, 2024 |
| #2 | -34.66% Jan 17, 2020 - Aug 5, 2020 | -30.42% Jan 23, 2025 - Jun 24, 2025 |
| #3 | -22.34% Jun 8, 2021 - Feb 23, 2024 | -30.17% Mar 4, 2020 - May 8, 2020 |
| #4 | -14.94% Sep 12, 2018 - Jul 3, 2019 | -19.70% Feb 12, 2021 - Aug 3, 2021 |
| #5 | -14.04% Jun 1, 2007 - Sep 24, 2008 | -18.59% Jul 8, 2024 - Nov 8, 2024 |
| #6 | -13.81% Jul 7, 2011 - Mar 9, 2012 | -14.71% Oct 29, 2025 - Jan 16, 2026 |
| #7 | -13.64% Aug 22, 2025 - Feb 13, 2026 | -13.95% Feb 25, 2026 - Apr 10, 2026 |
| #8 | -11.77% Aug 1, 2016 - Mar 15, 2017 | -11.91% Sep 2, 2020 - Oct 12, 2020 |
| #9 | -10.55% Feb 13, 2025 - Aug 22, 2025 | -11.57% Mar 7, 2024 - May 21, 2024 |
| #10 | -9.78% Aug 17, 2015 - Jun 30, 2016 | -10.10% Jan 16, 2026 - Feb 25, 2026 |
| #11 | -9.25% Feb 27, 2026 - Mar 20, 2026 | -9.44% Jun 2, 2026 - Jun 5, 2026 |
| #12 | -7.82% Aug 22, 2019 - Jan 16, 2020 | -8.35% Sep 7, 2021 - Oct 25, 2021 |
| #13 | -7.37% Dec 31, 2013 - Feb 24, 2014 | -8.30% Oct 13, 2020 - Nov 5, 2020 |
| #14 | -6.42% Aug 5, 2013 - Oct 22, 2013 | -7.14% May 14, 2026 - May 26, 2026 |
| #15 | -6.30% Apr 1, 2014 - Jun 5, 2014 | -6.39% Jan 25, 2021 - Feb 8, 2021 |
Correlation
Correlation between PSL and IQM is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2006 - 2026)
PSL vs IQM dividend yield comparison.
| Year | PSL | IQM |
|---|---|---|
| 2026 | 0.19% | 0.00% |
| 2025 | 0.93% | 0.00% |
| 2024 | 0.60% | 0.00% |
| 2023 | 1.37% | 0.00% |
| 2022 | 1.98% | 0.00% |
| 2021 | 1.24% | 0.17% |
| 2020 | 0.80% | 0.01% |
| 2019 | 0.47% | 0.00% |
| 2018 | 0.75% | 0.00% |
| 2017 | 0.34% | 0.00% |
| 2016 | 2.08% | 0.00% |
| 2015 | 1.18% | 0.00% |
| 2014 | 0.95% | 0.00% |
| 2013 | 1.28% | 0.00% |
| 2012 | 2.13% | 0.00% |
| 2011 | 1.48% | 0.00% |
| 2010 | 1.64% | 0.00% |
| 2009 | 1.69% | 0.00% |
| 2008 | 1.59% | 0.00% |
| 2007 | 1.28% | 0.00% |
| 2006 | 0.91% | 0.00% |
Select Stocks to Compare
Popular: PSL vs SPYIQM vs SPY
More Comparisons
Compare with similar stocks