PUI vs SPBW
Comparison between INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF (PUI, ETF) and ALLIANZIM BUFFER20 ALLOCATION ETF (SPBW, ETF).
PUI vs SPBW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PUI
$76M
SPBW
$76M
Expense Ratio
Winner
PUI
0.60%
SPBW
0.79%
Max Drawdown
PUI
45.81%
Winner
SPBW
8.76%
Sharpe Ratio
PUI
0.72
Winner
SPBW
1.77
5Y Beta
PUI
0.41
Winner
SPBW
0.41
P/E Ratio
PUI
20.67
SPBW
N/A
Forward P/E
PUI
17.08
SPBW
N/A
5Y Dividends CAGR
PUI
5.24%
SPBW
N/A
5Y EPS CAGR
PUI
10.93%
SPBW
N/A
Debt to Equity
PUI
116.67%
SPBW
N/A
P/S Ratio
PUI
2.51
SPBW
N/A
P/B Ratio
PUI
2.33
SPBW
N/A
PUI vs SPBW - Holdings Comparison
PUI and SPBW have 0 common holdings. Overlap is 0.00%
PUI's top 25 holdings weight is 77.73%. SPBW's top 25 holdings weight is 99.99%.
| Rank | PUI | SPBW |
|---|---|---|
| #1 | GE VERNOVA INC (GEV) - 5.36% | ALLIANZIM US EQUITY BUFFER20 DEC ETF (DECW) - 8.42% |
| #2 | ONEOK INC (OKE) - 4.36% | ALLIANZIM US EQUITY BUFFER20 JUL ETF (JULW) - 8.41% |
| #3 | CONSTELLATION ENERGY CORP (CEG) - 4.32% | ALLIANZIM US EQUITY BUFFER20 AUG ETF (AUGW) - 8.39% |
| #4 | NISOURCE INC (NI) - 4.11% | ALLIANZIM US EQUITY BUFFER20 MAR ETF (MARW) - 8.37% |
| #5 | ATMOS ENERGY CORP (ATO) - 3.97% | ALLIANZIM US EQUITY BUFFER20 SEP ETF (SEPW) - 8.35% |
| #6 | DUKE ENERGY CORP (DUK) - 3.76% | ALLIANZIM US EQUITY BUFFER20 FEB ETF (FEBW) - 8.35% |
| #7 | WEC ENERGY GROUP INC (WEC) - 3.71% | ALLIANZIM US EQUITY BUFFER20 OCT ETF (OCTW) - 8.34% |
| #8 | SEMPRA (SRE) - 3.55% | ALLIANZIM US EQUITY BUFFER20 NOV ETF (NVBW) - 8.33% |
| #9 | DTE ENERGY CO (DTE) - 3.29% | ALLIANZIM US EQUITY BUFFER20 JAN ETF (JANW) - 8.33% |
| #10 | ENTERGY CORP (ETR) - 3.18% | ALLIANZIM US EQUITY BUFFER20 APR ETF (APRW) - 8.31% |
| #11 | PREFORMED LINE PRODUCTS CO (PLPC) - 2.93% | ALLIANZIM US EQUITY BUFFER20 MAY ETF (MAYW) - 8.20% |
| #12 | XCEL ENERGY INC (XEL) - 2.90% | ALLIANZIM US EQUITY BUFFER20 JUN ETF (JUNW) - 8.19% |
| #13 | NRG ENERGY INC (NRG) - 2.71% | N/A |
| #14 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 2.68% | N/A |
| #15 | SOUTHERN CO (SO) - 2.67% | N/A |
| #16 | EVERGY INC (EVRG) - 2.67% | N/A |
| #17 | ALLIANT ENERGY CORP (LNT) - 2.61% | N/A |
| #18 | ORMAT TECHNOLOGIES INC (ORA) - 2.54% | N/A |
| #19 | CMS ENERGY CORP (CMS) - 2.53% | N/A |
| #20 | CENTERPOINT ENERGY INC (CNP) - 2.46% | N/A |
| #21 | AMERICAN ELECTRIC POWER CO INC (AEP) - 2.41% | N/A |
| #22 | AMEREN CORP (AEE) - 2.30% | N/A |
| #23 | CLEARWAY ENERGY INC CLASS C (CWEN) - 2.27% | N/A |
| #24 | EVERSOURCE ENERGY (ES) - 2.24% | N/A |
| #25 | MDU RESOURCES GROUP INC (MDU) - 2.20% | N/A |
| Total Holdings | 38 | 12 |
PUI vs SPBW - Historical Returns
Returns include dividend reinvestment.
1M
PUI
-1.55%
Winner
SPBW
+0.56%
3M
PUI
-0.95%
Winner
SPBW
+4.55%
6M
Winner
PUI
+5.99%
SPBW
+4.76%
1Y
Winner
PUI
+13.28%
SPBW
+11.58%
5Y(CAGR)
PUI
+8.39%
SPBW
N/A
10Y(CAGR)
PUI
+8.33%
SPBW
N/A
Max(CAGR)
PUI
+8.31%
Winner
SPBW
+9.80%
PUI vs SPBW - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PUI | SPBW |
|---|---|---|
| 2026 | +5.69% | +4.18% |
| 2025 | +14.52% | +9.57% |
| 2024 | +22.33% | N/A |
| 2023 | -3.99% | N/A |
| 2022 | -1.46% | N/A |
| 2021 | +17.50% | N/A |
| 2020 | -3.62% | N/A |
| 2019 | +23.78% | N/A |
| 2018 | +7.65% | N/A |
| 2017 | +11.98% | N/A |
| 2016 | +20.58% | N/A |
| 2015 | -2.75% | N/A |
| 2014 | +19.27% | N/A |
| 2013 | +19.67% | N/A |
| 2012 | +9.61% | N/A |
| 2011 | +6.01% | N/A |
| 2010 | +6.47% | N/A |
| 2009 | +1.83% | N/A |
| 2008 | -19.56% | N/A |
| 2007 | +6.73% | N/A |
| 2006 | +21.61% | N/A |
| 2005 | +2.23% | N/A |
PUI vs SPBW Drawdown Comparison
The maximum drawdown for PUI was -43.22%, occurring on Mar 9, 2009. Recovery took 1347 trading sessions.
The maximum drawdown for SPBW was -8.76%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The current PUI drawdown is -4.57%. The current SPBW drawdown is -0.35%.
| Rank | PUI | SPBW |
|---|---|---|
| #1 | -43.22% May 21, 2007 - Sep 21, 2012 | -8.76% Feb 19, 2025 - Jun 3, 2025 |
| #2 | -35.59% Feb 18, 2020 - Mar 25, 2022 | -2.86% Jan 27, 2026 - Apr 9, 2026 |
| #3 | -23.47% Aug 18, 2022 - Jul 31, 2024 | -1.40% Oct 27, 2025 - Nov 25, 2025 |
| #4 | -16.85% Nov 30, 2017 - Aug 17, 2018 | -1.14% Jun 1, 2026 - Jun 10, 2026 |
| #5 | -16.14% Apr 20, 2022 - Aug 15, 2022 | -0.83% Oct 6, 2025 - Oct 20, 2025 |
| #6 | -15.64% Jan 29, 2015 - Feb 3, 2016 | -0.76% Jul 28, 2025 - Aug 8, 2025 |
| #7 | -12.58% Jul 6, 2016 - Mar 22, 2017 | -0.68% Jan 12, 2026 - Jan 26, 2026 |
| #8 | -11.07% Oct 15, 2025 - Apr 9, 2026 | -0.54% Jan 8, 2025 - Jan 15, 2025 |
| #9 | -10.24% Nov 26, 2024 - May 19, 2025 | -0.51% Jun 12, 2025 - Jun 16, 2025 |
| #10 | -10.04% Dec 13, 2018 - Feb 21, 2019 | -0.44% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -8.91% Oct 18, 2012 - Jan 22, 2013 | -0.44% Jun 16, 2025 - Jun 23, 2025 |
| #12 | -8.29% Jun 30, 2014 - Oct 30, 2014 | -0.43% Jan 23, 2025 - Feb 6, 2025 |
| #13 | -7.16% May 15, 2013 - Jul 12, 2013 | -0.39% Dec 11, 2025 - Dec 19, 2025 |
| #14 | -6.66% Sep 26, 2019 - Jan 15, 2020 | -0.33% May 14, 2026 - May 21, 2026 |
| #15 | -6.56% Apr 30, 2026 - Jun 1, 2026 | -0.28% Apr 17, 2026 - Apr 22, 2026 |
Correlation
Correlation between PUI and SPBW is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
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