PWV vs HYLS

Comparison between INVESCO LARGE CAP VALUE ETF (PWV, ETF) and FIRST TRUST TACTICAL HIGH YIELD ETF (HYLS, ETF).

5-Year PerformancePWV has outperformed HYLS, delivering a return of +14.8% compared to +3.0%

PWV vs HYLS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PWV(ETF)	HYLS(ETF)
Net Assets	$1.60B	$1.60B
Expense Ratio	0.55%	0.69%
Max Drawdown	50.70%	29.12%
Sharpe Ratio	2.54	0.01
5Y Beta	0.59	0.18
P/E Ratio	16.81	N/A
Forward P/E	14.06	N/A
PEG Ratio	0.36	N/A
5Y Dividends CAGR	9.13%	1.02%
5Y EPS CAGR	9.79%	N/A
Debt to Equity	39.29%	N/A
P/S Ratio	1.37	N/A
P/B Ratio	2.58	N/A

Net Assets

PWV

$1.60B

HYLS

$1.60B

Expense Ratio

Winner

PWV

0.55%

HYLS

0.69%

Max Drawdown

PWV

50.70%

Winner

HYLS

29.12%

Sharpe Ratio

Winner

PWV

2.54

HYLS

0.01

5Y Beta

PWV

0.59

Winner

HYLS

0.18

P/E Ratio

PWV

16.81

HYLS

N/A

Forward P/E

PWV

14.06

HYLS

N/A

PEG Ratio

PWV

0.36

HYLS

N/A

5Y Dividends CAGR

Winner

PWV

9.13%

HYLS

1.02%

5Y EPS CAGR

PWV

9.79%

HYLS

N/A

Debt to Equity

PWV

39.29%

HYLS

N/A

P/S Ratio

PWV

1.37

HYLS

N/A

P/B Ratio

PWV

2.58

HYLS

N/A

PWV vs HYLS - Historical Returns

Returns include dividend reinvestment.

Period	PWV	HYLS
1 month	+3.07%	+0.10%
3 months	+10.25%	+0.65%
6 months	+14.86%	+1.22%
1 year	+31.59%	+3.88%
5 years(CAGR)	+14.76%	+2.98%
10 years(CAGR)	+12.22%	+4.19%
Max(CAGR)	+10.52%	+4.39%

Winner

PWV

+3.07%

HYLS

+0.10%

Winner

PWV

+10.25%

HYLS

+0.65%

Winner

PWV

+14.86%

HYLS

+1.22%

Winner

PWV

+31.59%

HYLS

+3.88%

5Y(CAGR)

Winner

PWV

+14.76%

HYLS

+2.98%

10Y(CAGR)

Winner

PWV

+12.22%

HYLS

+4.19%

Max(CAGR)

Winner

PWV

+10.52%

HYLS

+4.39%

PWV vs HYLS - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PWV	HYLS
2026	+20.80%	+0.97%
2025	+19.47%	+7.80%
2024	+13.95%	+6.51%
2023	+10.50%	+12.58%
2022	-1.98%	-12.77%
2021	+30.66%	+3.66%
2020	-4.55%	+5.07%
2019	+29.16%	+14.37%
2018	-14.36%	-2.47%
2017	+16.04%	+5.99%
2016	+20.43%	+8.92%
2015	-4.84%	+0.04%
2014	+13.32%	+1.92%
2013	+29.72%	+8.46%
2012	+14.97%	N/A
2011	+5.30%	N/A
2010	+12.02%	N/A
2009	+15.26%	N/A
2008	-26.06%	N/A
2007	+5.32%	N/A
2006	+22.45%	N/A
2005	+8.65%	N/A

PWV vs HYLS Drawdown Comparison

The maximum drawdown for PWV was -49.06%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.

The maximum drawdown for HYLS was -22.99%, occurring on Mar 20, 2020. Recovery took 122 trading sessions.

The current PWV drawdown is -1.04%. The current HYLS drawdown is -0.12%.

Rank	PWV	HYLS
#1	-49.06% Oct 9, 2007 - May 6, 2010	-22.99% Feb 12, 2020 - Aug 6, 2020
#2	-45.10% May 6, 2010 - Jul 18, 2013	-15.75% Dec 31, 2021 - Jun 5, 2024
#3	-37.64% Feb 12, 2020 - Feb 23, 2021	-7.46% Jun 2, 2015 - Jun 8, 2016
#4	-22.24% Jan 26, 2018 - Oct 25, 2019	-5.73% Jul 3, 2014 - Feb 27, 2015
#5	-16.38% Jan 11, 2022 - Jul 31, 2023	-5.69% Oct 1, 2018 - Jan 31, 2019
#6	-15.12% May 21, 2015 - Jul 8, 2016	-5.53% May 22, 2013 - Oct 17, 2013
#7	-14.32% Nov 29, 2024 - Jun 23, 2025	-3.96% Feb 28, 2025 - Apr 29, 2025
#8	-10.45% Jun 4, 2007 - Oct 5, 2007	-3.09% Jan 22, 2026 - Jun 15, 2026
#9	-9.27% Jul 31, 2023 - Dec 1, 2023	-2.83% Oct 24, 2016 - Jan 3, 2017
#10	-8.72% Sep 19, 2014 - Nov 18, 2014	-2.00% Jan 8, 2018 - Jul 25, 2018
#11	-6.53% Jan 15, 2014 - Mar 6, 2014	-1.89% Sep 2, 2020 - Oct 12, 2020
#12	-6.46% May 5, 2006 - Jul 28, 2006	-1.79% Jun 8, 2016 - Jul 7, 2016
#13	-6.25% Jun 4, 2021 - Aug 12, 2021	-1.73% Sep 16, 2021 - Dec 21, 2021
#14	-6.24% Feb 15, 2007 - Apr 16, 2007	-1.65% Oct 25, 2017 - Dec 26, 2017
#15	-6.21% Jul 17, 2024 - Aug 23, 2024	-1.63% Oct 12, 2020 - Nov 4, 2020

Correlation

Correlation between PWV and HYLS is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2005 - 2026)

PWV vs HYLS dividend yield comparison.

Year	PWV	HYLS
2026	0.94%	3.94%
2025	2.12%	6.38%
2024	2.08%	6.25%
2023	2.16%	5.98%
2022	2.29%	7.38%
2021	1.89%	5.48%
2020	2.66%	5.09%
2019	2.24%	5.17%
2018	2.34%	5.81%
2017	1.55%	5.53%
2016	2.35%	5.37%
2015	2.42%	6.11%
2014	1.93%	5.78%
2013	1.82%	5.10%
2012	2.41%	0.00%
2011	2.21%	0.00%
2010	2.24%	0.00%
2009	2.19%	0.00%
2008	2.81%	0.00%
2007	2.28%	0.00%
2006	1.35%	0.00%
2005	1.28%	0.00%