PTF vs UNIY

Comparison between INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF (PTF, ETF) and WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND (UNIY, ETF).

PTF vs UNIY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PTF(ETF)	UNIY(ETF)
Net Assets	$1.20B	$1.30B
Expense Ratio	0.60%	0.15%
Max Drawdown	55.38%	8.35%
Sharpe Ratio	1.13	0.03
5Y Beta	1.82	0.06
P/E Ratio	166.92	N/A
Forward P/E	24.33	N/A
PEG Ratio	0.62	N/A
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

UNIY

$1.30B

Expense Ratio

PTF

0.60%

Winner

UNIY

0.15%

Max Drawdown

PTF

55.38%

Winner

UNIY

8.35%

Sharpe Ratio

Winner

PTF

1.13

UNIY

0.03

5Y Beta

PTF

1.82

Winner

UNIY

0.06

P/E Ratio

PTF

166.92

UNIY

N/A

Forward P/E

PTF

24.33

UNIY

N/A

PEG Ratio

PTF

0.62

UNIY

N/A

5Y EPS CAGR

PTF

22.72%

UNIY

N/A

Debt to Equity

PTF

-170.28%

UNIY

N/A

P/S Ratio

PTF

8.12

UNIY

N/A

P/B Ratio

PTF

9.49

UNIY

N/A

PTF vs UNIY - Historical Returns

Returns include dividend reinvestment.

Period	PTF	UNIY
1 month	-19.98%	-0.66%
3 months	+2.59%	-0.67%
6 months	+30.96%	-0.21%
1 year	+58.14%	+3.55%
5 years(CAGR)	+17.42%	N/A
10 years(CAGR)	+24.00%	N/A
Max(CAGR)	+14.00%	+3.75%

PTF

-19.98%

Winner

UNIY

-0.66%

Winner

PTF

+2.59%

UNIY

-0.67%

Winner

PTF

+30.96%

UNIY

-0.21%

Winner

PTF

+58.14%

UNIY

+3.55%

5Y(CAGR)

PTF

+17.42%

UNIY

N/A

10Y(CAGR)

PTF

+24.00%

UNIY

N/A

Max(CAGR)

Winner

PTF

+14.00%

UNIY

+3.75%

PTF vs UNIY - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	PTF	UNIY
2026	+40.12%	-0.02%
2025	+2.12%	+7.33%
2024	+48.11%	+2.22%
2023	+34.54%	+3.91%
2022	-31.99%	N/A
2021	+19.87%	N/A
2020	+78.73%	N/A
2019	+47.91%	N/A
2018	-0.12%	N/A
2017	+32.04%	N/A
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 UNIY Drawdown Comparison

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

The maximum drawdown for UNIY was -6.27%, occurring on Oct 19, 2023. Recovery took 170 trading sessions.

The current PTF drawdown is -19.98%. The current UNIY drawdown is -1.64%.

Rank	PTF	UNIY
#1	-55.38% Jul 19, 2007 - May 6, 2013	-6.27% Apr 5, 2023 - Dec 7, 2023
#2	-44.88% Nov 19, 2021 - Jun 17, 2024	-4.39% Sep 16, 2024 - Jun 24, 2025
#3	-36.11% Dec 6, 2024 - Oct 6, 2025	-3.31% Feb 1, 2024 - Jun 14, 2024
#4	-34.61% Feb 19, 2020 - May 29, 2020	-2.69% Feb 8, 2023 - Mar 22, 2023
#5	-29.56% Sep 4, 2018 - Mar 21, 2019	-2.53% Feb 27, 2026 - Mar 27, 2026
#6	-29.47% Jun 18, 2015 - Mar 1, 2017	-1.64% Dec 27, 2023 - Feb 1, 2024
#7	-29.10% Feb 12, 2021 - Nov 4, 2021	-1.17% Jun 14, 2024 - Jul 8, 2024
#8	-27.54% Jun 22, 2026 - Jul 17, 2026	-1.09% Oct 28, 2025 - Jan 14, 2026
#9	-18.35% Jul 16, 2024 - Oct 9, 2024	-1.01% Jul 1, 2025 - Jul 29, 2025
#10	-17.99% Oct 29, 2025 - Dec 11, 2025	-0.97% Mar 24, 2023 - Apr 3, 2023
#11	-17.33% Mar 4, 2014 - Nov 24, 2014	-0.92% Aug 2, 2024 - Aug 14, 2024
#12	-17.21% Aug 21, 2019 - Jan 13, 2020	-0.74% Jul 17, 2024 - Jul 31, 2024
#13	-14.86% Feb 25, 2026 - Apr 8, 2026	-0.70% Sep 16, 2025 - Oct 13, 2025
#14	-13.17% Sep 1, 2020 - Oct 7, 2020	-0.62% Jan 14, 2026 - Feb 5, 2026
#15	-12.63% Dec 11, 2025 - Jan 13, 2026	-0.51% Aug 23, 2024 - Sep 4, 2024

Correlation

Correlation between PTF and UNIY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2010 - 2026)

PTF vs UNIY dividend yield comparison.

Year	PTF	UNIY
2026	0.00%	2.31%
2025	0.21%	4.95%
2024	0.00%	4.86%
2023	0.07%	3.99%
2018	0.08%	0.00%
2017	0.04%	0.00%
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%