PTH vs IBTQ
Comparison between INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF (PTH, ETF) and ISHARES IBONDS DEC 2035 TERM TREASURY ETF (IBTQ, ETF).
PTH vs IBTQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PTH
$235M
IBTQ
$234M
Expense Ratio
PTH
0.60%
Winner
IBTQ
0.07%
Max Drawdown
PTH
53.52%
Winner
IBTQ
5.43%
Sharpe Ratio
Winner
PTH
1.91
IBTQ
-0.40
5Y Beta
PTH
0.94
Winner
IBTQ
0.02
P/E Ratio
PTH
-30.76
IBTQ
N/A
Forward P/E
PTH
31.00
IBTQ
N/A
5Y EPS CAGR
PTH
6.36%
IBTQ
N/A
Debt to Equity
PTH
85.95%
IBTQ
N/A
P/S Ratio
PTH
2.05
IBTQ
N/A
P/B Ratio
PTH
6.35
IBTQ
N/A
PTH vs IBTQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PTH
+8.51%
IBTQ
+0.87%
3M
Winner
PTH
+23.27%
IBTQ
+0.24%
6M
Winner
PTH
+27.36%
IBTQ
-2.09%
1Y
Winner
PTH
+67.42%
IBTQ
+1.89%
5Y(CAGR)
PTH
+3.07%
IBTQ
N/A
10Y(CAGR)
PTH
+15.30%
IBTQ
N/A
Max(CAGR)
Winner
PTH
+11.26%
IBTQ
+3.19%
PTH vs IBTQ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PTH | IBTQ |
|---|---|---|
| 2026 | +29.08% | -0.45% |
| 2025 | +26.07% | +5.09% |
| 2024 | +2.49% | N/A |
| 2023 | -1.96% | N/A |
| 2022 | -18.92% | N/A |
| 2021 | -2.52% | N/A |
| 2020 | +69.82% | N/A |
| 2019 | +36.17% | N/A |
| 2018 | -2.25% | N/A |
| 2017 | +51.19% | N/A |
| 2016 | -9.54% | N/A |
| 2015 | +2.06% | N/A |
| 2014 | +15.12% | N/A |
| 2013 | +41.95% | N/A |
| 2012 | +17.17% | N/A |
| 2011 | +5.36% | N/A |
| 2010 | +11.83% | N/A |
| 2009 | +20.45% | N/A |
| 2008 | -34.42% | N/A |
| 2007 | +15.92% | N/A |
| 2006 | +4.14% | N/A |
PTH vs IBTQ Drawdown Comparison
The maximum drawdown for PTH was -53.52%, occurring on Oct 27, 2023. Recovery took 1353 trading sessions.
The maximum drawdown for IBTQ was -4.26%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current PTH drawdown is -0.81%. The current IBTQ drawdown is -2.77%.
| Rank | PTH | IBTQ |
|---|---|---|
| #1 | -53.52% Feb 12, 2021 - Jul 7, 2026 | -4.26% Feb 27, 2026 - May 19, 2026 |
| #2 | -50.37% Dec 26, 2007 - Apr 21, 2011 | -3.90% Apr 4, 2025 - Aug 28, 2025 |
| #3 | -42.34% Jul 17, 2015 - Sep 28, 2017 | -1.60% Nov 26, 2025 - Feb 12, 2026 |
| #4 | -34.22% Sep 28, 2018 - Feb 18, 2020 | -1.45% Oct 22, 2025 - Nov 25, 2025 |
| #5 | -27.90% Feb 19, 2020 - Apr 20, 2020 | -1.09% Sep 11, 2025 - Oct 10, 2025 |
| #6 | -24.23% Jul 7, 2011 - Jul 2, 2012 | -0.52% Aug 28, 2025 - Sep 4, 2025 |
| #7 | -18.78% Feb 27, 2014 - Oct 31, 2014 | -0.29% Sep 8, 2025 - Sep 10, 2025 |
| #8 | -18.54% Aug 5, 2020 - Oct 7, 2020 | -0.23% Feb 13, 2026 - Feb 23, 2026 |
| #9 | -13.32% Mar 12, 2018 - May 11, 2018 | -0.14% Oct 16, 2025 - Oct 20, 2025 |
| #10 | -10.90% Jan 19, 2021 - Feb 8, 2021 | -0.12% Apr 1, 2025 - Apr 3, 2025 |
| #11 | -10.47% Apr 23, 2015 - Jun 19, 2015 | -0.11% Mar 26, 2025 - Mar 28, 2025 |
| #12 | -9.65% May 18, 2020 - Jun 19, 2020 | -0.10% Oct 14, 2025 - Oct 16, 2025 |
| #13 | -9.60% Jan 29, 2018 - Mar 7, 2018 | -0.10% Feb 23, 2026 - Feb 26, 2026 |
| #14 | -8.39% Oct 3, 2012 - Jan 2, 2013 | N/A |
| #15 | -8.14% Jun 20, 2018 - Aug 27, 2018 | N/A |
Correlation
Correlation between PTH and IBTQ is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
Dividend Comparison (2009 - 2026)
PTH vs IBTQ dividend yield comparison.
| Year | PTH | IBTQ |
|---|---|---|
| 2026 | 0.00% | 2.29% |
| 2025 | 3.07% | 2.80% |
| 2024 | 0.06% | 0.00% |
| 2013 | 0.97% | 0.00% |
| 2012 | 3.22% | 0.00% |
| 2009 | 1.06% | 0.00% |
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