PTL vs EQAL
Comparison between INSPIRE 500 ETF (PTL, ETF) and INVESCO RUSSELL 1000 EQUAL WEIGHT ETF (EQAL, ETF).
PTL vs EQAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PTL
$799M
EQAL
$797M
Expense Ratio
Winner
PTL
0.09%
EQAL
0.20%
Max Drawdown
Winner
PTL
20.02%
EQAL
40.90%
Sharpe Ratio
PTL
1.37
Winner
EQAL
1.46
5Y Beta
PTL
1.00
Winner
EQAL
0.82
P/E Ratio
PTL
33.62
Winner
EQAL
28.98
Forward P/E
PTL
21.38
Winner
EQAL
15.99
5Y Dividends CAGR
PTL
N/A
EQAL
7.46%
5Y EPS CAGR
Winner
PTL
19.67%
EQAL
11.67%
Debt to Equity
PTL
N/A
EQAL
54.69%
P/S Ratio
PTL
3.23
Winner
EQAL
1.56
P/B Ratio
PTL
4.49
Winner
EQAL
2.63
PTL vs EQAL - Holdings Comparison
PTL and EQAL have 380 common holdings. Overlap is 29.41%
PTL's top 25 holdings weight is 38.64%. EQAL's top 25 holdings weight is 12.09%.
| Rank | PTL | EQAL |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 12.21% | CIENA CORP (CIEN) - 0.83% |
| #2 | EXXON MOBIL CORP (XOM) - 3.86% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.81% |
| #3 | CATERPILLAR INC (CAT) - 2.19% | LUMENTUM HOLDINGS INC (LITE) - 0.78% |
| #4 | THE HOME DEPOT INC (HD) - 1.94% | ROKU INC CLASS A (ROKU) - 0.65% |
| #5 | n/a (PLTR) - 1.66% | CISCO SYSTEMS INC (CSCO) - 0.62% |
| #6 | GE VERNOVA INC (GEV) - 1.65% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.55% |
| #7 | QUALCOMM INC (QCOM) - 1.48% | ARISTA NETWORKS INC (ANET) - 0.51% |
| #8 | LINDE PLC (LIN) - 1.45% | VALERO ENERGY CORP (VLO) - 0.48% |
| #9 | KLA CORP (KLAC) - 1.25% | LINDE PLC (LIN) - 0.48% |
| #10 | ARISTA NETWORKS INC (ANET) - 1.10% | DEVON ENERGY CORP (DVN) - 0.47% |
| #11 | NEXTERA ENERGY INC (NEE) - 1.01% | VERIZON COMMUNICATIONS INC (VZ) - 0.46% |
| #12 | AMPHENOL CORP CLASS A (APH) - 0.86% | UBIQUITI INC (UI) - 0.45% |
| #13 | PROLOGIS INC (PLD) - 0.82% | AT&T INC (T) - 0.45% |
| #14 | WELLTOWER INC (WELL) - 0.82% | n/a (LBTYA) - 0.45% |
| #15 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.81% | T-MOBILE US INC (TMUS) - 0.44% |
| #16 | MARVELL TECHNOLOGY INC (MRVL) - 0.80% | MOTOROLA SOLUTIONS INC (MSI) - 0.41% |
| #17 | WESTERN DIGITAL CORP (WDC) - 0.79% | COMCAST CORP CLASS A (CMCSA) - 0.40% |
| #18 | SOUTHERN COPPER CORP (SCCO) - 0.76% | n/a (ASTS) - 0.40% |
| #19 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 0.74% | APELLIS PHARMACEUTICALS INC (n/a) - 0.38% |
| #20 | PROGRESSIVE CORP (PGR) - 0.74% | SOUTHERN CO (SO) - 0.38% |
| #21 | COMFORT SYSTEMS USA INC (FIX) - 0.34% | n/a (GLIBK) - 0.37% |
| #22 | AUTOZONE INC (AZO) - 0.34% | ELEMENT SOLUTIONS INC (ESI) - 0.34% |
| #23 | IQVIA HOLDINGS INC (IQV) - 0.34% | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 0.33% |
| #24 | ASTERA LABS INC (ALAB) - 0.34% | n/a (LBRDK) - 0.33% |
| #25 | NASDAQ INC (NDAQ) - 0.34% | NUCOR CORP (NUE) - 0.32% |
| Total Holdings | 440 | 989 |
PTL vs EQAL - Historical Returns
Returns include dividend reinvestment.
1M
PTL
-0.48%
Winner
EQAL
+0.02%
3M
Winner
PTL
+7.28%
EQAL
+3.17%
6M
PTL
+9.76%
Winner
EQAL
+11.06%
1Y
Winner
PTL
+26.60%
EQAL
+23.48%
5Y(CAGR)
PTL
N/A
EQAL
+6.60%
10Y(CAGR)
PTL
N/A
EQAL
+10.42%
Max(CAGR)
Winner
PTL
+17.76%
EQAL
+9.33%
PTL vs EQAL - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | PTL | EQAL |
|---|---|---|
| 2026 | +11.91% | +10.06% |
| 2025 | +17.88% | +10.92% |
| 2024 | +7.90% | +11.35% |
| 2023 | N/A | +12.68% |
| 2022 | N/A | -13.79% |
| 2021 | N/A | +25.06% |
| 2020 | N/A | +16.63% |
| 2019 | N/A | +24.49% |
| 2018 | N/A | -9.84% |
| 2017 | N/A | +16.44% |
| 2016 | N/A | +17.29% |
| 2015 | N/A | -3.68% |
| 2014 | N/A | -0.55% |
PTL vs EQAL Drawdown Comparison
The maximum drawdown for PTL was -19.72%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The maximum drawdown for EQAL was -40.42%, occurring on Mar 23, 2020. Recovery took 186 trading sessions.
The current PTL drawdown is -4.72%. The current EQAL drawdown is -1.89%.
| Rank | PTL | EQAL |
|---|---|---|
| #1 | -19.72% Feb 18, 2025 - Jun 24, 2025 | -40.42% Jan 16, 2020 - Oct 12, 2020 |
| #2 | -7.57% Feb 11, 2026 - Apr 13, 2026 | -21.80% Nov 15, 2021 - Mar 27, 2024 |
| #3 | -7.33% Jul 16, 2024 - Aug 23, 2024 | -21.01% Sep 21, 2018 - Jul 24, 2019 |
| #4 | -6.43% Oct 27, 2025 - Dec 5, 2025 | -20.41% May 21, 2015 - Jul 12, 2016 |
| #5 | -6.40% Mar 28, 2024 - Jul 11, 2024 | -19.63% Nov 29, 2024 - Aug 22, 2025 |
| #6 | -6.28% Nov 29, 2024 - Jan 21, 2025 | -10.08% Jan 26, 2018 - Jul 9, 2018 |
| #7 | -5.30% Dec 11, 2025 - Jan 15, 2026 | -7.42% Jul 24, 2019 - Nov 15, 2019 |
| #8 | -4.87% Aug 30, 2024 - Sep 19, 2024 | -6.67% Mar 2, 2026 - Apr 16, 2026 |
| #9 | -4.72% Jun 2, 2026 - Jun 5, 2026 | -6.35% Oct 12, 2020 - Nov 5, 2020 |
| #10 | -3.94% Oct 14, 2024 - Nov 6, 2024 | -6.19% Mar 28, 2024 - Jul 16, 2024 |
| #11 | -3.72% Oct 8, 2025 - Oct 27, 2025 | -6.04% Aug 23, 2016 - Nov 21, 2016 |
| #12 | -3.45% Jan 16, 2026 - Feb 9, 2026 | -5.79% Oct 27, 2025 - Dec 10, 2025 |
| #13 | -2.80% Jan 23, 2025 - Feb 18, 2025 | -5.66% Jul 31, 2024 - Aug 23, 2024 |
| #14 | -2.79% Nov 11, 2024 - Nov 22, 2024 | -5.51% Jun 11, 2021 - Aug 27, 2021 |
| #15 | -2.60% Jul 25, 2025 - Aug 12, 2025 | -5.04% Dec 29, 2014 - Feb 12, 2015 |
Correlation
Correlation between PTL and EQAL is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2015 - 2026)
PTL vs EQAL dividend yield comparison.
| Year | PTL | EQAL |
|---|---|---|
| 2026 | 0.32% | 0.43% |
| 2025 | 1.24% | 1.79% |
| 2024 | 0.92% | 1.62% |
| 2023 | 0.00% | 1.88% |
| 2022 | 0.00% | 1.95% |
| 2021 | 0.00% | 1.32% |
| 2020 | 0.00% | 1.63% |
| 2019 | 0.00% | 1.61% |
| 2018 | 0.00% | 1.63% |
| 2017 | 0.00% | 1.18% |
| 2016 | 0.00% | 1.57% |
| 2015 | 0.00% | 1.64% |
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