PSL vs ITDC
Comparison between Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL, ETF) and ISHARES LIFEPATH TARGET DATE 2035 ETF (ITDC, ETF).
PSL vs ITDC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PSL
$92M
Winner
ITDC
$92M
Expense Ratio
PSL
0.60%
Winner
ITDC
0.10%
Max Drawdown
PSL
42.03%
Winner
ITDC
11.88%
Sharpe Ratio
PSL
-0.18
Winner
ITDC
1.42
5Y Beta
Winner
PSL
0.43
ITDC
0.58
P/E Ratio
PSL
25.95
ITDC
N/A
Forward P/E
PSL
18.04
ITDC
N/A
PEG Ratio
PSL
0.15
ITDC
N/A
5Y Dividends CAGR
PSL
6.89%
ITDC
N/A
5Y EPS CAGR
PSL
12.53%
ITDC
N/A
Debt to Equity
PSL
-65.26%
ITDC
N/A
P/S Ratio
PSL
0.76
ITDC
N/A
P/B Ratio
PSL
3.52
ITDC
N/A
PSL vs ITDC - Holdings Comparison
PSL and ITDC have 0 common holdings. Overlap is 0.00%
PSL's top 25 holdings weight is 74.57%. ITDC's top 25 holdings weight is 99.84%.
| Rank | PSL | ITDC |
|---|---|---|
| #1 | CASEY'S GENERAL STORES INC (CASY) - 6.43% | ISHARES RUSSELL 1000 ETF (IWB) - 36.95% |
| #2 | COSTCO WHOLESALE CORP (COST) - 5.41% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 15.44% |
| #3 | CHURCH & DWIGHT CO INC (CHD) - 4.46% | ISHARES US TREASURY BOND ETF (GOVT) - 12.55% |
| #4 | US FOODS HOLDING CORP (USFD) - 4.43% | ISHARES MBS ETF (MBB) - 8.57% |
| #5 | PERFORMANCE FOOD GROUP CO (PFGC) - 4.16% | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 7.64% |
| #6 | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.91% | ISHARES 1-5 YEAR INVMT GRD CORP BD ETF (IGSB) - 4.49% |
| #7 | THE KROGER CO (KR) - 3.56% | ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 3.13% |
| #8 | DARLING INGREDIENTS INC (DAR) - 3.49% | ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 2.68% |
| #9 | MONSTER BEVERAGE CORP (MNST) - 3.49% | ISHARES CORE US REIT ETF (USRT) - 2.36% |
| #10 | ALTRIA GROUP INC (MO) - 3.22% | ISHARES 10-20 YEAR TREASURY BOND ETF (TLH) - 1.99% |
| #11 | ARCHER-DANIELS-MIDLAND CO (ADM) - 3.17% | ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) - 1.94% |
| #12 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.75% | ISHARES RUSSELL 2000 ETF (IWM) - 1.09% |
| #13 | COCA-COLA CO (KO) - 2.55% | ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 1.01% |
| #14 | SERVICE CORP INTERNATIONAL (SCI) - 2.39% | N/A |
| #15 | PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 2.28% | N/A |
| #16 | LAUREATE EDUCATION INC SHS (LAUR) - 2.19% | N/A |
| #17 | TURNING POINT BRANDS INC (TPB) - 2.10% | N/A |
| #18 | COCA-COLA CONSOLIDATED INC (COKE) - 1.98% | N/A |
| #19 | BUNGE GLOBAL SA (BG) - 1.89% | N/A |
| #20 | LINCOLN EDUCATIONAL SERVICES CORP (LINC) - 1.88% | N/A |
| #21 | PROCTER & GAMBLE CO (PG) - 1.87% | N/A |
| #22 | EZCORP INC REGISTERED SHS -A- NON VTG (EZPW) - 1.81% | N/A |
| #23 | THE CHEFS' WAREHOUSE INC (CHEF) - 1.76% | N/A |
| #24 | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 1.70% | N/A |
| #25 | TYSON FOODS INC CLASS A (TSN) - 1.69% | N/A |
| Total Holdings | 49 | 13 |
PSL vs ITDC - Historical Returns
Returns include dividend reinvestment.
1M
PSL
-1.90%
Winner
ITDC
+0.57%
3M
PSL
-0.52%
Winner
ITDC
+4.00%
6M
Winner
PSL
+10.53%
ITDC
+6.28%
1Y
PSL
+1.25%
Winner
ITDC
+17.48%
5Y(CAGR)
PSL
+3.86%
ITDC
N/A
10Y(CAGR)
PSL
+7.93%
ITDC
N/A
Max(CAGR)
PSL
+9.20%
Winner
ITDC
+17.89%
PSL vs ITDC - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PSL | ITDC |
|---|---|---|
| 2026 | +10.15% | +5.46% |
| 2025 | -3.47% | +16.25% |
| 2024 | +14.59% | +12.15% |
| 2023 | +13.48% | +12.40% |
| 2022 | -7.55% | N/A |
| 2021 | +8.81% | N/A |
| 2020 | +18.99% | N/A |
| 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 ITDC Drawdown Comparison
The maximum drawdown for PSL was -41.57%, occurring on Mar 9, 2009. Recovery took 533 trading sessions.
The maximum drawdown for ITDC was -10.39%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The current PSL drawdown is -5.58%. The current ITDC drawdown is -2.19%.
| Rank | PSL | ITDC |
|---|---|---|
| #1 | -41.57% Sep 24, 2008 - Nov 4, 2010 | -10.39% Feb 20, 2025 - May 15, 2025 |
| #2 | -34.66% Jan 17, 2020 - Aug 5, 2020 | -6.63% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -22.34% Jun 8, 2021 - Feb 23, 2024 | -4.53% Jul 16, 2024 - Aug 19, 2024 |
| #4 | -14.94% Sep 12, 2018 - Jul 3, 2019 | -4.51% Dec 6, 2024 - Feb 13, 2025 |
| #5 | -14.04% Jun 1, 2007 - Sep 24, 2008 | -4.33% Mar 28, 2024 - May 14, 2024 |
| #6 | -13.81% Jul 7, 2011 - Mar 9, 2012 | -3.28% Oct 27, 2025 - Dec 11, 2025 |
| #7 | -13.64% Aug 22, 2025 - Feb 13, 2026 | -2.37% Sep 26, 2024 - Nov 7, 2024 |
| #8 | -11.77% Aug 1, 2016 - Mar 15, 2017 | -2.22% Aug 23, 2024 - Sep 13, 2024 |
| #9 | -10.55% Feb 13, 2025 - Aug 22, 2025 | -2.19% Jun 2, 2026 - Jun 5, 2026 |
| #10 | -9.78% Aug 17, 2015 - Jun 30, 2016 | -2.15% Dec 27, 2023 - Jan 29, 2024 |
| #11 | -9.25% Feb 27, 2026 - Mar 20, 2026 | -1.90% Oct 8, 2025 - Oct 20, 2025 |
| #12 | -7.82% Aug 22, 2019 - Jan 16, 2020 | -1.88% Nov 7, 2024 - Nov 26, 2024 |
| #13 | -7.37% Dec 31, 2013 - Feb 24, 2014 | -1.86% Oct 24, 2023 - Nov 1, 2023 |
| #14 | -6.42% Aug 5, 2013 - Oct 22, 2013 | -1.82% May 14, 2026 - May 26, 2026 |
| #15 | -6.30% Apr 1, 2014 - Jun 5, 2014 | -1.66% May 15, 2024 - Jun 5, 2024 |
Correlation
Correlation between PSL and ITDC is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2006 - 2026)
PSL vs ITDC dividend yield comparison.
| Year | PSL | ITDC |
|---|---|---|
| 2026 | 0.19% | 0.00% |
| 2025 | 0.93% | 2.02% |
| 2024 | 0.60% | 1.93% |
| 2023 | 1.37% | 0.84% |
| 2022 | 1.98% | 0.00% |
| 2021 | 1.24% | 0.00% |
| 2020 | 0.80% | 0.00% |
| 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 SPYITDC vs SPY
More Comparisons
Compare with similar stocks