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PTF vs HYGH

Comparison between INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF (PTF, ETF) and ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF (HYGH, ETF).

5-Year PerformancePTF has outperformed HYGH, delivering a return of +13.9% compared to +7.1%

PTF vs HYGH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PTF
$596M
Winner
HYGH
$597M
Expense Ratio
PTF
0.60%
Winner
HYGH
0.52%
Max Drawdown
PTF
55.38%
Winner
HYGH
33.03%
Sharpe Ratio
Winner
PTF
0.97
HYGH
0.90
5Y Beta
PTF
1.84
Winner
HYGH
0.25
P/E Ratio
PTF
290.73
HYGH
N/A
Forward P/E
PTF
24.69
HYGH
N/A
PEG Ratio
PTF
-0.13
HYGH
N/A
5Y Dividends CAGR
PTF
N/A
HYGH
11.28%
5Y EPS CAGR
PTF
20.47%
HYGH
N/A
Debt to Equity
PTF
-38.39%
HYGH
N/A
P/S Ratio
PTF
7.93
HYGH
N/A
P/B Ratio
PTF
8.02
HYGH
N/A

PTF vs HYGH - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PTF
+3.23%
HYGH
+1.17%
3M
PTF
-21.04%
Winner
HYGH
+1.71%
6M
Winner
PTF
+11.05%
HYGH
+4.65%
1Y
Winner
PTF
+50.40%
HYGH
+7.23%
5Y(CAGR)
Winner
PTF
+13.90%
HYGH
+7.07%
10Y(CAGR)
Winner
PTF
+22.52%
HYGH
+6.06%
Max(CAGR)
Winner
PTF
+13.47%
HYGH
+4.76%

PTF vs HYGH - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearPTFHYGH
2026+29.36%+4.69%
2025+2.12%+7.02%
2024+48.11%+11.13%
2023+34.54%+12.30%
2022-31.99%-1.13%
2021+19.87%+6.04%
2020+78.73%+0.30%
2019+47.91%+11.41%
2018-0.12%-1.09%
2017+32.04%+6.00%
2016+3.61%+14.26%
2015+5.08%-6.62%
2014+10.09%-3.08%
2013+31.92%N/A
2012+12.94%N/A
2011-10.43%N/A
2010+10.47%N/A
2009+38.89%N/A
2008-39.50%N/A
2007+5.42%N/A
2006+1.57%N/A

PTF vs HYGH Drawdown Comparison

The maximum drawdown for PTF was -55.38%, occurring on Nov 20, 2008. Recovery took 1459 trading sessions.

The maximum drawdown for HYGH was -23.88%, occurring on Mar 23, 2020. Recovery took 238 trading sessions.

The current PTF drawdown is -26.13%. The current HYGH drawdown is -0.01%.

RankPTFHYGH
#1-55.38%
Jul 19, 2007 - May 6, 2013
-23.88%
Jan 16, 2020 - Dec 24, 2020
#2-44.88%
Nov 19, 2021 - Jun 17, 2024
-18.41%
Jun 23, 2014 - Dec 7, 2016
#3-38.59%
Jun 22, 2026 - Jul 29, 2026
-8.24%
Apr 4, 2022 - Dec 13, 2022
#4-36.11%
Dec 6, 2024 - Oct 6, 2025
-8.06%
Feb 20, 2025 - May 12, 2025
#5-34.61%
Feb 19, 2020 - May 29, 2020
-7.58%
Oct 1, 2018 - Apr 1, 2019
#6-29.56%
Sep 4, 2018 - Mar 21, 2019
-4.79%
Dec 27, 2021 - Apr 4, 2022
#7-29.47%
Jun 18, 2015 - Mar 1, 2017
-4.76%
Mar 6, 2023 - Jun 2, 2023
#8-29.10%
Feb 12, 2021 - Nov 4, 2021
-3.73%
Jul 23, 2024 - Aug 20, 2024
#9-18.35%
Jul 16, 2024 - Oct 9, 2024
-3.60%
Apr 12, 2019 - Sep 12, 2019
#10-17.99%
Oct 29, 2025 - Dec 11, 2025
-2.77%
Dec 13, 2022 - Jan 9, 2023
#11-17.33%
Mar 4, 2014 - Nov 24, 2014
-2.50%
Mar 1, 2017 - May 10, 2017
#12-17.21%
Aug 21, 2019 - Jan 13, 2020
-2.44%
Feb 2, 2023 - Mar 3, 2023
#13-14.86%
Feb 25, 2026 - Apr 8, 2026
-2.30%
Jan 26, 2018 - Apr 12, 2018
#14-13.17%
Sep 1, 2020 - Oct 7, 2020
-1.90%
Sep 16, 2019 - Oct 21, 2019
#15-12.63%
Dec 11, 2025 - Jan 13, 2026
-1.82%
Oct 20, 2017 - Jan 2, 2018

Correlation

Correlation between PTF and HYGH is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2010 - 2026)

PTF vs HYGH dividend yield comparison.

YearPTFHYGH
20260.00%3.72%
20250.21%6.86%
20240.00%7.85%
20230.07%8.95%
20220.00%6.21%
20210.00%3.74%
20200.00%4.06%
20190.00%4.89%
20180.08%6.45%
20170.04%4.79%
20160.26%4.60%
20150.00%5.75%
20140.68%3.62%
20130.17%0.00%
20120.76%0.00%
20100.05%0.00%

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