PSL vs ITDF
Comparison between Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL, ETF) and ISHARES LIFEPATH TARGET DATE 2050 ETF (ITDF, ETF).
PSL vs ITDF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PSL
$83M
ITDF
$83M
Expense Ratio
PSL
0.60%
Winner
ITDF
0.11%
Max Drawdown
PSL
42.03%
Winner
ITDF
16.09%
Sharpe Ratio
PSL
0.06
Winner
ITDF
1.29
5Y Beta
Winner
PSL
0.39
ITDF
0.85
P/E Ratio
PSL
41.09
ITDF
N/A
Forward P/E
PSL
19.10
ITDF
N/A
PEG Ratio
PSL
0.12
ITDF
N/A
5Y Dividends CAGR
PSL
1.88%
ITDF
N/A
5Y EPS CAGR
PSL
13.77%
ITDF
N/A
Debt to Equity
PSL
-44.33%
ITDF
N/A
P/S Ratio
PSL
0.79
ITDF
N/A
P/B Ratio
PSL
3.42
ITDF
N/A
PSL vs ITDF - Holdings Comparison
PSL and ITDF have 0 common holdings. Overlap is 0.00%
PSL's top 25 holdings weight is 73.51%. ITDF's top 25 holdings weight is 99.83%.
| Rank | PSL | ITDF |
|---|---|---|
| #1 | CASEY'S GENERAL STORES INC (CASY) - 5.05% | ISHARES RUSSELL 1000 ETF (IWB) - 53.23% |
| #2 | US FOODS HOLDING CORP (USFD) - 5.02% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 24.11% |
| #3 | COSTCO WHOLESALE CORP (COST) - 4.82% | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 10.90% |
| #4 | CHURCH & DWIGHT CO INC (CHD) - 4.62% | ISHARES 10& YEAR INVMT GRD CORP BD ETF (IGLB) - 3.90% |
| #5 | PERFORMANCE FOOD GROUP CO (PFGC) - 4.50% | ISHARES RUSSELL 2000 ETF (IWM) - 3.03% |
| #6 | MONSTER BEVERAGE CORP (MNST) - 3.65% | ISHARES CORE US REIT ETF (USRT) - 2.63% |
| #7 | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.58% | ISHARES MBS ETF (MBB) - 0.53% |
| #8 | ALTRIA GROUP INC (MO) - 3.24% | ISHARES 10-20 YEAR TREASURY BOND ETF (TLH) - 0.48% |
| #9 | DARLING INGREDIENTS INC (DAR) - 3.24% | ISHARES 1-5 YEAR INVMT GRD CORP BD ETF (IGSB) - 0.42% |
| #10 | THE KROGER CO (KR) - 3.10% | ISHARES US TREASURY BOND ETF (GOVT) - 0.33% |
| #11 | ARCHER-DANIELS-MIDLAND CO (ADM) - 3.03% | ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 0.27% |
| #12 | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.66% | N/A |
| #13 | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 2.58% | N/A |
| #14 | LAUREATE EDUCATION INC SHS (LAUR) - 2.51% | N/A |
| #15 | COCA-COLA CO (KO) - 2.48% | N/A |
| #16 | THE CHEFS' WAREHOUSE INC (CHEF) - 2.47% | N/A |
| #17 | TURNING POINT BRANDS INC (TPB) - 2.26% | N/A |
| #18 | SERVICE CORP INTERNATIONAL (SCI) - 2.25% | N/A |
| #19 | PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 2.12% | N/A |
| #20 | COCA-COLA CONSOLIDATED INC (COKE) - 2.09% | N/A |
| #21 | PROCTER & GAMBLE CO (PG) - 1.81% | N/A |
| #22 | E.L.F. BEAUTY INC (ELF) - 1.74% | N/A |
| #23 | BUNGE GLOBAL SA (BG) - 1.68% | N/A |
| #24 | SENECA FOODS CORP CLASS A (SENEA) - 1.51% | N/A |
| #25 | COVISTA INC (CVSA) - 1.50% | N/A |
| Total Holdings | 50 | 11 |
PSL vs ITDF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PSL
+3.10%
ITDF
-0.60%
3M
PSL
+2.90%
Winner
ITDF
+5.13%
6M
PSL
+3.59%
Winner
ITDF
+8.63%
1Y
PSL
+4.17%
Winner
ITDF
+21.25%
5Y(CAGR)
PSL
+5.31%
ITDF
N/A
10Y(CAGR)
PSL
+7.95%
ITDF
N/A
Max(CAGR)
PSL
+9.26%
Winner
ITDF
+22.78%
PSL vs ITDF - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PSL | ITDF |
|---|---|---|
| 2026 | +12.56% | +10.39% |
| 2025 | -3.47% | +21.12% |
| 2024 | +14.59% | +17.13% |
| 2023 | +13.48% | +12.92% |
| 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 ITDF Drawdown Comparison
The maximum drawdown for PSL was -41.57%, occurring on Mar 9, 2009. Recovery took 533 trading sessions.
The maximum drawdown for ITDF was -15.67%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.
The current PSL drawdown is -3.51%. The current ITDF drawdown is -1.18%.
| Rank | PSL | ITDF |
|---|---|---|
| #1 | -41.57% Sep 24, 2008 - Nov 4, 2010 | -15.67% Feb 18, 2025 - May 19, 2025 |
| #2 | -34.66% Jan 17, 2020 - Aug 5, 2020 | -9.32% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -22.34% Jun 8, 2021 - Feb 23, 2024 | -7.71% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -14.94% Sep 12, 2018 - Jul 3, 2019 | -5.12% Mar 28, 2024 - May 14, 2024 |
| #5 | -14.04% Jun 1, 2007 - Sep 24, 2008 | -5.00% Dec 6, 2024 - Feb 13, 2025 |
| #6 | -13.81% Jul 7, 2011 - Mar 9, 2012 | -4.74% Oct 27, 2025 - Dec 10, 2025 |
| #7 | -13.64% Aug 22, 2025 - Feb 13, 2026 | -4.01% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -11.77% Aug 1, 2016 - Mar 15, 2017 | -3.72% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -10.55% Feb 13, 2025 - Aug 22, 2025 | -3.10% Oct 19, 2023 - Nov 2, 2023 |
| #10 | -9.78% Aug 17, 2015 - Jun 30, 2016 | -2.85% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -9.25% Feb 27, 2026 - Mar 20, 2026 | -2.76% Oct 14, 2024 - Nov 7, 2024 |
| #12 | -7.82% Aug 22, 2019 - Jan 16, 2020 | -2.66% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -7.37% Dec 31, 2013 - Feb 24, 2014 | -2.49% Nov 7, 2024 - Nov 29, 2024 |
| #14 | -6.42% Aug 5, 2013 - Oct 22, 2013 | -2.37% Dec 28, 2023 - Jan 25, 2024 |
| #15 | -6.30% Apr 1, 2014 - Jun 5, 2014 | -2.24% Jan 27, 2026 - Feb 9, 2026 |
Correlation
Correlation between PSL and ITDF is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2006 - 2026)
PSL vs ITDF dividend yield comparison.
| Year | PSL | ITDF |
|---|---|---|
| 2026 | 0.36% | 0.00% |
| 2025 | 0.93% | 1.65% |
| 2024 | 0.60% | 1.55% |
| 2023 | 1.37% | 0.85% |
| 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% |
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