PTH vs KRMA
Comparison between INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF (PTH, ETF) and GLOBAL X CONSCIOUS COMPANIES ETF (KRMA, ETF).
5-Year PerformanceKRMA has outperformed PTH, delivering a return of +10.2% compared to -0.5%
PTH vs KRMA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PTH
$120M
Winner
KRMA
$120M
Expense Ratio
PTH
0.60%
Winner
KRMA
0.43%
Max Drawdown
PTH
53.52%
Winner
KRMA
36.16%
Sharpe Ratio
PTH
1.27
Winner
KRMA
1.44
5Y Beta
PTH
0.95
Winner
KRMA
0.95
P/E Ratio
Winner
PTH
-24.02
KRMA
24.16
Forward P/E
Winner
PTH
15.99
KRMA
18.51
PEG Ratio
PTH
N/A
KRMA
0.58
5Y Dividends CAGR
PTH
N/A
KRMA
24.21%
5Y EPS CAGR
PTH
11.26%
Winner
KRMA
23.13%
Debt to Equity
Winner
PTH
-74.64%
KRMA
43.53%
P/S Ratio
PTH
2.54
Winner
KRMA
2.39
P/B Ratio
PTH
5.15
Winner
KRMA
4.68
PTH vs KRMA - Holdings Comparison
PTH and KRMA have 2 common holdings. Overlap is 0.50%
PTH's top 25 holdings weight is 62.26%. KRMA's top 25 holdings weight is 41.36%.
| Rank | PTH | KRMA |
|---|---|---|
| #1 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 4.93% | NVIDIA CORP (NVDA) - 7.11% |
| #2 | PRAXIS PRECISION MEDICINES INC ORDINARY SHARES (PRAX) - 4.40% | APPLE INC (AAPL) - 5.98% |
| #3 | UNITED THERAPEUTICS CORP (UTHR) - 3.47% | ALPHABET INC CLASS A (GOOGL) - 5.26% |
| #4 | TANGO THERAPEUTICS INC (TNGX) - 3.03% | MICROSOFT CORP (MSFT) - 3.86% |
| #5 | AXSOME THERAPEUTICS INC (AXSM) - 3.02% | AMAZON.COM INC (AMZN) - 3.05% |
| #6 | TENET HEALTHCARE CORP (THC) - 3.00% | BROADCOM INC (AVGO) - 2.16% |
| #7 | SELLAS LIFE SCIENCES GROUP INC (SLS) - 2.71% | META PLATFORMS INC CLASS A (META) - 1.21% |
| #8 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 2.62% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #9 | HCA HEALTHCARE INC (HCA) - 2.51% | QUALCOMM INC (QCOM) - 0.93% |
| #10 | IONIS PHARMACEUTICALS INC (IONS) - 2.48% | ADVANCED MICRO DEVICES INC (AMD) - 0.82% |
| #11 | ERASCA INC (ERAS) - 2.32% | TESLA INC (TSLA) - 0.80% |
| #12 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 2.29% | AKAMAI TECHNOLOGIES INC (AKAM) - 0.77% |
| #13 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 2.13% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.75% |
| #14 | VIATRIS INC (VTRS) - 2.11% | PALO ALTO NETWORKS INC (PANW) - 0.74% |
| #15 | GILEAD SCIENCES INC (GILD) - 2.07% | n/a (DELL) - 0.72% |
| #16 | CENCORA INC (COR) - 2.07% | FIRST SOLAR INC (FSLR) - 0.69% |
| #17 | CELCUITY INC (CELC) - 2.04% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.68% |
| #18 | MODERNA INC (MRNA) - 2.02% | CISCO SYSTEMS INC (CSCO) - 0.67% |
| #19 | CAPRICOR THERAPEUTICS INC (CAPR) - 1.97% | NETAPP INC (NTAP) - 0.64% |
| #20 | PROTAGONIST THERAPEUTICS INC (PTGX) - 1.91% | CADENCE DESIGN SYSTEMS INC (CDNS) - 0.61% |
| #21 | NEKTAR THERAPEUTICS (NKTR) - 1.89% | BORGWARNER INC (BWA) - 0.61% |
| #22 | TWIST BIOSCIENCE CORP (TWST) - 1.87% | HP INC (HPQ) - 0.60% |
| #23 | ALUMIS INC (ALMS) - 1.84% | ARROW ELECTRONICS INC (ARW) - 0.59% |
| #24 | DIANTHUS THERAPEUTICS INC (DNTH) - 1.78% | DYNATRACE INC ORDINARY SHARES (DT) - 0.59% |
| #25 | INCYTE CORP (INCY) - 1.78% | SERVICENOW INC (NOW) - 0.59% |
| Total Holdings | 60 | 144 |
PTH vs KRMA - Historical Returns
Returns include dividend reinvestment.
1M
PTH
-0.50%
Winner
KRMA
+2.02%
3M
PTH
+9.24%
Winner
KRMA
+12.20%
6M
PTH
+1.62%
Winner
KRMA
+9.18%
1Y
Winner
PTH
+37.16%
KRMA
+22.84%
5Y(CAGR)
PTH
-0.54%
Winner
KRMA
+10.19%
10Y(CAGR)
PTH
+13.57%
Winner
KRMA
+13.58%
Max(CAGR)
PTH
+10.01%
Winner
KRMA
+13.58%
PTH vs KRMA - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PTH | KRMA |
|---|---|---|
| 2026 | +4.90% | +8.78% |
| 2025 | +26.07% | +14.39% |
| 2024 | +2.49% | +18.87% |
| 2023 | -1.96% | +22.70% |
| 2022 | -18.92% | -19.09% |
| 2021 | -2.52% | +29.42% |
| 2020 | +69.82% | +16.40% |
| 2019 | +36.17% | +30.21% |
| 2018 | -2.25% | -4.25% |
| 2017 | +51.19% | +22.74% |
| 2016 | -9.54% | +5.65% |
| 2015 | +2.06% | N/A |
| 2014 | +15.12% | N/A |
| 2013 | +40.91% | N/A |
| 2012 | +14.75% | N/A |
| 2011 | +5.36% | N/A |
| 2010 | +11.83% | N/A |
| 2009 | +19.54% | N/A |
| 2008 | -34.42% | N/A |
| 2007 | +15.92% | N/A |
| 2006 | +4.14% | N/A |
PTH vs KRMA Drawdown Comparison
The maximum drawdown for PTH was -53.52%, occurring on Oct 27, 2023. This drawdown has not yet recovered.
The maximum drawdown for KRMA was -36.16%, occurring on Mar 23, 2020. Recovery took 125 trading sessions.
The current PTH drawdown is -15.22%. The current KRMA drawdown is -3.52%.
| Rank | PTH | KRMA |
|---|---|---|
| #1 | -53.52% Feb 12, 2021 - Oct 27, 2023 | -36.16% Feb 19, 2020 - Aug 17, 2020 |
| #2 | -50.37% Dec 26, 2007 - Apr 21, 2011 | -26.12% Dec 29, 2021 - Jan 25, 2024 |
| #3 | -42.34% Jul 17, 2015 - Sep 28, 2017 | -19.41% Dec 4, 2024 - Jul 1, 2025 |
| #4 | -34.22% Sep 28, 2018 - Feb 18, 2020 | -17.48% Sep 21, 2018 - Mar 19, 2019 |
| #5 | -27.90% Feb 19, 2020 - Apr 20, 2020 | -9.59% Jan 26, 2018 - Jul 25, 2018 |
| #6 | -24.23% Jul 7, 2011 - Jul 2, 2012 | -8.92% Sep 2, 2020 - Oct 12, 2020 |
| #7 | -18.78% Feb 27, 2014 - Oct 31, 2014 | -8.62% Jan 6, 2026 - Apr 15, 2026 |
| #8 | -18.54% Aug 5, 2020 - Oct 7, 2020 | -8.36% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -13.32% Mar 12, 2018 - May 11, 2018 | -7.02% Jul 26, 2019 - Oct 30, 2019 |
| #10 | -10.90% Jan 19, 2021 - Feb 8, 2021 | -6.95% Oct 12, 2020 - Nov 6, 2020 |
| #11 | -10.47% Apr 23, 2015 - Jun 19, 2015 | -6.30% May 3, 2019 - Jun 19, 2019 |
| #12 | -9.65% May 18, 2020 - Jun 19, 2020 | -6.01% Dec 14, 2020 - Feb 8, 2021 |
| #13 | -9.60% Jan 29, 2018 - Mar 7, 2018 | -5.90% Oct 28, 2025 - Dec 10, 2025 |
| #14 | -8.39% Oct 3, 2012 - Jan 10, 2013 | -5.70% Sep 2, 2021 - Oct 26, 2021 |
| #15 | -8.14% Jun 20, 2018 - Aug 27, 2018 | -5.65% Mar 27, 2024 - May 15, 2024 |
Correlation
Correlation between PTH and KRMA is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2009 - 2025)
PTH vs KRMA dividend yield comparison.
| Year | PTH | KRMA |
|---|---|---|
| 2025 | 3.07% | 2.59% |
| 2024 | 0.06% | 0.91% |
| 2023 | 0.00% | 1.16% |
| 2022 | 0.00% | 0.86% |
| 2021 | 0.00% | 1.07% |
| 2020 | 0.00% | 0.96% |
| 2019 | 0.00% | 1.52% |
| 2018 | 0.00% | 1.82% |
| 2017 | 0.00% | 1.21% |
| 2016 | 0.00% | 0.95% |
| 2013 | 0.32% | 0.00% |
| 2012 | 1.07% | 0.00% |
| 2009 | 0.35% | 0.00% |
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