PUI vs TOAK
Comparison between INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF (PUI, ETF) and TWIN OAK SHORT HORIZON ABSOLUTE RETURN ETF (TOAK, ETF).
PUI vs TOAK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PUI
$79M
TOAK
$79M
Expense Ratio
PUI
0.60%
Winner
TOAK
0.25%
Max Drawdown
PUI
45.81%
Winner
TOAK
1.81%
Sharpe Ratio
Winner
PUI
0.72
TOAK
0.03
5Y Beta
PUI
0.41
Winner
TOAK
-0.01
P/E Ratio
PUI
21.31
TOAK
N/A
Forward P/E
PUI
17.31
TOAK
N/A
5Y Dividends CAGR
PUI
5.24%
TOAK
N/A
5Y EPS CAGR
PUI
10.93%
TOAK
N/A
Debt to Equity
PUI
116.67%
TOAK
N/A
P/S Ratio
PUI
2.56
TOAK
N/A
P/B Ratio
PUI
2.36
TOAK
N/A
PUI vs TOAK - Historical Returns
Returns include dividend reinvestment.
1M
PUI
-4.24%
Winner
TOAK
+0.26%
3M
PUI
-2.11%
Winner
TOAK
+0.88%
6M
Winner
PUI
+4.54%
TOAK
+1.57%
1Y
Winner
PUI
+14.22%
TOAK
+3.69%
5Y(CAGR)
PUI
+8.66%
TOAK
N/A
10Y(CAGR)
PUI
+8.42%
TOAK
N/A
Max(CAGR)
Winner
PUI
+8.31%
TOAK
+4.01%
PUI vs TOAK - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PUI | TOAK |
|---|---|---|
| 2026 | +5.45% | +1.34% |
| 2025 | +14.52% | +4.28% |
| 2024 | +22.33% | +1.51% |
| 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 TOAK Drawdown Comparison
The maximum drawdown for PUI was -43.22%, occurring on Mar 9, 2009. Recovery took 1347 trading sessions.
The maximum drawdown for TOAK was -1.81%, occurring on May 20, 2026. This drawdown has not yet recovered.
The current PUI drawdown is -4.79%. The current TOAK drawdown is -1.69%.
| Rank | PUI | TOAK |
|---|---|---|
| #1 | -43.22% May 21, 2007 - Sep 21, 2012 | -1.81% May 12, 2026 - May 20, 2026 |
| #2 | -35.59% Feb 18, 2020 - Mar 25, 2022 | -0.68% Dec 15, 2025 - Feb 20, 2026 |
| #3 | -23.47% Aug 18, 2022 - Jul 31, 2024 | -0.16% Mar 26, 2026 - Apr 20, 2026 |
| #4 | -16.85% Nov 30, 2017 - Aug 17, 2018 | -0.13% Nov 8, 2024 - Nov 18, 2024 |
| #5 | -16.14% Apr 20, 2022 - Aug 15, 2022 | -0.10% Apr 20, 2026 - Apr 28, 2026 |
| #6 | -15.64% Jan 29, 2015 - Feb 3, 2016 | -0.09% Feb 20, 2026 - Mar 10, 2026 |
| #7 | -12.58% Jul 6, 2016 - Mar 22, 2017 | -0.07% Nov 17, 2025 - Nov 21, 2025 |
| #8 | -11.07% Oct 15, 2025 - Apr 9, 2026 | -0.06% Oct 2, 2024 - Oct 7, 2024 |
| #9 | -10.24% Nov 26, 2024 - May 19, 2025 | -0.06% Nov 1, 2024 - Nov 5, 2024 |
| #10 | -10.04% Dec 13, 2018 - Feb 21, 2019 | -0.05% Apr 7, 2025 - Apr 10, 2025 |
| #11 | -8.91% Oct 18, 2012 - Jan 22, 2013 | -0.05% May 7, 2025 - May 21, 2025 |
| #12 | -8.29% Jun 30, 2014 - Oct 30, 2014 | -0.05% May 23, 2025 - May 30, 2025 |
| #13 | -7.16% May 15, 2013 - Jul 12, 2013 | -0.05% Jun 30, 2025 - Jul 9, 2025 |
| #14 | -6.66% Sep 26, 2019 - Jan 15, 2020 | -0.05% Sep 15, 2025 - Sep 19, 2025 |
| #15 | -6.56% Apr 30, 2026 - Jun 1, 2026 | -0.05% Mar 10, 2026 - Mar 18, 2026 |
Correlation
Correlation between PUI and TOAK is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
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