PTF vs SUSC

Comparison between INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF (PTF, ETF) and ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF).

5-Year PerformancePTF has outperformed SUSC, delivering a return of +17.4% compared to -0.3%

PTF vs SUSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PTF(ETF)	SUSC(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	0.60%	0.18%
Max Drawdown	55.38%	25.83%
Sharpe Ratio	1.13	-0.03
5Y Beta	1.82	0.11
P/E Ratio	166.92	N/A
Forward P/E	24.33	N/A
PEG Ratio	0.62	N/A
5Y Dividends CAGR	N/A	13.83%
5Y EPS CAGR	22.72%	N/A
Debt to Equity	-170.28%	N/A
P/S Ratio	8.12	N/A
P/B Ratio	9.49	N/A

Net Assets

PTF

$1.20B

Winner

SUSC

$1.30B

Expense Ratio

PTF

0.60%

Winner

SUSC

0.18%

Max Drawdown

PTF

55.38%

Winner

SUSC

25.83%

Sharpe Ratio

Winner

PTF

1.13

SUSC

-0.03

5Y Beta

PTF

1.82

Winner

SUSC

0.11

P/E Ratio

PTF

166.92

SUSC

N/A

Forward P/E

PTF

24.33

SUSC

N/A

PEG Ratio

PTF

0.62

SUSC

N/A

5Y Dividends CAGR

PTF

N/A

SUSC

13.83%

5Y EPS CAGR

PTF

22.72%

SUSC

N/A

Debt to Equity

PTF

-170.28%

SUSC

N/A

P/S Ratio

PTF

8.12

SUSC

N/A

P/B Ratio

PTF

9.49

SUSC

N/A

PTF vs SUSC - Historical Returns

Returns include dividend reinvestment.

Period	PTF	SUSC
1 month	-19.98%	-0.92%
3 months	+2.59%	-0.85%
6 months	+30.96%	-0.56%
1 year	+58.14%	+3.24%
5 years(CAGR)	+17.42%	-0.27%
10 years(CAGR)	+24.00%	+2.16%
Max(CAGR)	+14.00%	+2.16%

PTF

-19.98%

Winner

SUSC

-0.92%

Winner

PTF

+2.59%

SUSC

-0.85%

Winner

PTF

+30.96%

SUSC

-0.56%

Winner

PTF

+58.14%

SUSC

+3.24%

5Y(CAGR)

Winner

PTF

+17.42%

SUSC

-0.27%

10Y(CAGR)

Winner

PTF

+24.00%

SUSC

+2.16%

Max(CAGR)

Winner

PTF

+14.00%

SUSC

+2.16%

PTF vs SUSC - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	PTF	SUSC
2026	+40.12%	-0.26%
2025	+2.12%	+7.56%
2024	+48.11%	+2.77%
2023	+34.54%	+7.89%
2022	-31.99%	-15.18%
2021	+19.87%	-1.22%
2020	+78.73%	+9.45%
2019	+47.91%	+14.29%
2018	-0.12%	-2.55%
2017	+32.04%	+1.74%
2016	+3.61%	N/A
2015	+5.08%	N/A
2014	+10.09%	N/A
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 SUSC Drawdown Comparison

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

The maximum drawdown for SUSC was -22.42%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current PTF drawdown is -19.98%. The current SUSC drawdown is -2.18%.

Rank	PTF	SUSC
#1	-55.38% Jul 19, 2007 - May 6, 2013	-22.42% Aug 3, 2021 - Oct 20, 2022
#2	-44.88% Nov 19, 2021 - Jun 17, 2024	-18.91% Mar 6, 2020 - Jun 15, 2020
#3	-36.11% Dec 6, 2024 - Oct 6, 2025	-5.56% Dec 31, 2020 - Aug 2, 2021
#4	-34.61% Feb 19, 2020 - May 29, 2020	-4.68% Dec 29, 2017 - Mar 8, 2019
#5	-29.56% Sep 4, 2018 - Mar 21, 2019	-2.70% Aug 6, 2020 - Nov 30, 2020
#6	-29.47% Jun 18, 2015 - Mar 1, 2017	-2.52% Aug 28, 2019 - Nov 26, 2019
#7	-29.10% Feb 12, 2021 - Nov 4, 2021	-1.26% Jul 3, 2019 - Aug 1, 2019
#8	-27.54% Jun 22, 2026 - Jul 17, 2026	-1.11% Nov 6, 2017 - Nov 28, 2017
#9	-18.35% Jul 16, 2024 - Oct 9, 2024	-1.06% Nov 30, 2020 - Dec 29, 2020
#10	-17.99% Oct 29, 2025 - Dec 11, 2025	-0.85% Feb 3, 2020 - Feb 14, 2020
#11	-17.33% Mar 4, 2014 - Nov 24, 2014	-0.83% Dec 14, 2017 - Dec 29, 2017
#12	-17.21% Aug 21, 2019 - Jan 13, 2020	-0.77% Nov 28, 2017 - Dec 1, 2017
#13	-14.86% Feb 25, 2026 - Apr 8, 2026	-0.76% Mar 28, 2019 - Apr 26, 2019
#14	-13.17% Sep 1, 2020 - Oct 7, 2020	-0.72% Sep 7, 2017 - Oct 4, 2017
#15	-12.63% Dec 11, 2025 - Jan 13, 2026	-0.69% Oct 13, 2017 - Nov 3, 2017

Correlation

Correlation between PTF and SUSC is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2010 - 2026)

PTF vs SUSC dividend yield comparison.

Year	PTF	SUSC
2026	0.00%	2.29%
2025	0.21%	4.37%
2024	0.00%	4.34%
2023	0.07%	3.83%
2022	0.00%	2.97%
2021	0.00%	2.21%
2020	0.00%	2.19%
2019	0.00%	3.07%
2018	0.08%	3.33%
2017	0.04%	1.33%
2016	0.26%	0.00%
2014	0.68%	0.00%
2013	0.17%	0.00%
2012	0.76%	0.00%
2010	0.05%	0.00%