PWV vs PDP
Comparison between INVESCO LARGE CAP VALUE ETF (PWV, ETF) and INVESCO DORSEY WRIGHT MOMENTUM ETF (PDP, ETF).
5-Year PerformancePWV has outperformed PDP, delivering a return of +14.0% compared to +11.2%
PWV vs PDP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PWV
$1.50B
Winner
PDP
$1.60B
Expense Ratio
Winner
PWV
0.55%
PDP
0.62%
Max Drawdown
Winner
PWV
50.70%
PDP
59.45%
Sharpe Ratio
Winner
PWV
2.18
PDP
1.43
5Y Beta
Winner
PWV
0.61
PDP
1.17
P/E Ratio
Winner
PWV
16.54
PDP
38.85
Forward P/E
Winner
PWV
13.72
PDP
26.25
PEG Ratio
PWV
0.39
PDP
N/A
5Y Dividends CAGR
PWV
9.13%
Winner
PDP
9.90%
5Y EPS CAGR
PWV
9.20%
Winner
PDP
26.82%
Debt to Equity
PWV
56.71%
Winner
PDP
55.90%
P/S Ratio
Winner
PWV
1.38
PDP
2.84
P/B Ratio
Winner
PWV
2.32
PDP
8.50
PWV vs PDP - Holdings Comparison
PWV and PDP have 8 common holdings. Overlap is 3.41%
PWV's top 25 holdings weight is 67.83%. PDP's top 25 holdings weight is 51.13%.
| Rank | PWV | PDP |
|---|---|---|
| #1 | CISCO SYSTEMS INC (CSCO) - 5.19% | APPLE INC (AAPL) - 3.27% |
| #2 | UNITEDHEALTH GROUP INC (UNH) - 4.38% | COMFORT SYSTEMS USA INC (FIX) - 3.09% |
| #3 | MORGAN STANLEY (MS) - 4.04% | MICRON TECHNOLOGY INC (MU) - 2.93% |
| #4 | CITIGROUP INC (C) - 3.80% | WESTERN DIGITAL CORP (WDC) - 2.88% |
| #5 | THE GOLDMAN SACHS GROUP INC (GS) - 3.74% | AMPHENOL CORP CLASS A (APH) - 2.81% |
| #6 | BANK OF AMERICA CORP (BAC) - 3.30% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.57% |
| #7 | JPMORGAN CHASE & CO (JPM) - 3.21% | TARGA RESOURCES CORP (TRGP) - 2.50% |
| #8 | CHEVRON CORP (CVX) - 3.21% | CARPENTER TECHNOLOGY CORP (CRS) - 2.38% |
| #9 | EXXON MOBIL CORP (XOM) - 3.18% | CIENA CORP (CIEN) - 2.28% |
| #10 | VERIZON COMMUNICATIONS INC (VZ) - 3.04% | ATI INC (ATI) - 2.24% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.03% | QUANTA SERVICES INC (PWR) - 2.23% |
| #12 | THE WALT DISNEY CO (DIS) - 3.03% | W.W. GRAINGER INC (GWW) - 2.06% |
| #13 | WELLS FARGO & CO (WFC) - 2.98% | APPLIED MATERIALS INC (AMAT) - 2.03% |
| #14 | JOHNSON & JOHNSON (JNJ) - 2.87% | HOWMET AEROSPACE INC (HWM) - 1.93% |
| #15 | PEPSICO INC (PEP) - 2.66% | STERLING INFRASTRUCTURE INC (STRL) - 1.90% |
| #16 | MARATHON PETROLEUM CORP (MPC) - 1.83% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.65% |
| #17 | VALERO ENERGY CORP (VLO) - 1.76% | JABIL INC (JBL) - 1.64% |
| #18 | EBAY INC (EBAY) - 1.73% | LAM RESEARCH CORP (LRCX) - 1.45% |
| #19 | BANK OF NEW YORK MELLON CORP (BNY) - 1.64% | EMCOR GROUP INC (EME) - 1.42% |
| #20 | CVS HEALTH CORP (CVS) - 1.64% | GE VERNOVA INC (GEV) - 1.40% |
| #21 | PHILLIPS 66 (PSX) - 1.60% | ALPHABET INC CLASS A (GOOGL) - 1.39% |
| #22 | DELTA AIR LINES INC (DAL) - 1.57% | COSTCO WHOLESALE CORP (COST) - 1.38% |
| #23 | FORD MOTOR CO (F) - 1.54% | MUELLER INDUSTRIES INC (MLI) - 1.29% |
| #24 | TARGET CORP (TGT) - 1.45% | MASTEC INC (MTZ) - 1.25% |
| #25 | ENERGY TRANSFER LP (ET) - 1.41% | API GROUP CORP (APG) - 1.16% |
| Total Holdings | 54 | 103 |
PWV vs PDP - Historical Returns
Returns include dividend reinvestment.
1M
PWV
+2.49%
Winner
PDP
+6.32%
3M
PWV
+10.44%
Winner
PDP
+20.51%
6M
PWV
+14.62%
Winner
PDP
+23.96%
1Y
PWV
+26.44%
Winner
PDP
+39.22%
5Y(CAGR)
Winner
PWV
+14.01%
PDP
+11.15%
10Y(CAGR)
PWV
+12.34%
Winner
PDP
+14.15%
Max(CAGR)
Winner
PWV
+10.32%
PDP
+10.26%
PWV vs PDP - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PWV | PDP |
|---|---|---|
| 2026 | +14.91% | +25.48% |
| 2025 | +19.47% | +8.02% |
| 2024 | +13.95% | +28.47% |
| 2023 | +10.50% | +21.82% |
| 2022 | -1.98% | -23.37% |
| 2021 | +30.66% | +9.40% |
| 2020 | -4.55% | +35.79% |
| 2019 | +29.16% | +34.74% |
| 2018 | -14.36% | -6.40% |
| 2017 | +16.04% | +22.97% |
| 2016 | +20.43% | +4.62% |
| 2015 | -4.84% | +1.55% |
| 2014 | +13.32% | +13.29% |
| 2013 | +29.72% | +28.69% |
| 2012 | +14.97% | +17.82% |
| 2011 | +5.30% | +0.33% |
| 2010 | +12.02% | +24.50% |
| 2009 | +15.26% | +24.87% |
| 2008 | -26.06% | -45.65% |
| 2007 | +5.32% | +13.82% |
| 2006 | +22.45% | N/A |
| 2005 | +8.65% | N/A |
PWV vs PDP Drawdown Comparison
The maximum drawdown for PWV was -49.06%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.
The maximum drawdown for PDP was -59.34%, occurring on Mar 9, 2009. Recovery took 1087 trading sessions.
The current PWV drawdown is -0.47%. The current PDP drawdown is -2.81%.
| Rank | PWV | PDP |
|---|---|---|
| #1 | -49.06% Oct 9, 2007 - May 6, 2010 | -59.34% Dec 10, 2007 - Apr 3, 2012 |
| #2 | -45.10% May 6, 2010 - Jul 18, 2013 | -34.70% Feb 19, 2020 - Jul 17, 2020 |
| #3 | -37.64% Feb 12, 2020 - Feb 23, 2021 | -33.92% Nov 8, 2021 - Jul 12, 2024 |
| #4 | -22.24% Jan 26, 2018 - Oct 25, 2019 | -24.54% Sep 14, 2018 - Jun 10, 2019 |
| #5 | -16.38% Jan 11, 2022 - Jul 31, 2023 | -23.79% Dec 4, 2024 - Sep 19, 2025 |
| #6 | -15.12% May 21, 2015 - Jul 8, 2016 | -19.14% Mar 20, 2015 - Feb 9, 2017 |
| #7 | -14.32% Nov 29, 2024 - Jun 23, 2025 | -13.91% Jul 13, 2007 - Oct 9, 2007 |
| #8 | -10.45% Jun 4, 2007 - Oct 5, 2007 | -13.47% Feb 12, 2021 - Aug 5, 2021 |
| #9 | -9.27% Jul 31, 2023 - Dec 1, 2023 | -11.87% Oct 29, 2025 - Jan 13, 2026 |
| #10 | -8.72% Sep 19, 2014 - Nov 18, 2014 | -11.63% Feb 25, 2026 - Apr 10, 2026 |
| #11 | -6.53% Jan 15, 2014 - Mar 6, 2014 | -9.80% May 2, 2012 - Sep 14, 2012 |
| #12 | -6.46% May 5, 2006 - Jul 28, 2006 | -9.76% Sep 5, 2014 - Nov 3, 2014 |
| #13 | -6.25% Jun 4, 2021 - Aug 12, 2021 | -9.59% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.24% Feb 15, 2007 - Apr 16, 2007 | -9.53% Jan 26, 2018 - May 30, 2018 |
| #15 | -6.21% Jul 17, 2024 - Aug 23, 2024 | -8.91% Sep 2, 2020 - Oct 9, 2020 |
Correlation
Correlation between PWV and PDP is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2005 - 2026)
PWV vs PDP dividend yield comparison.
| Year | PWV | PDP |
|---|---|---|
| 2026 | 0.99% | 0.00% |
| 2025 | 2.12% | 0.17% |
| 2024 | 2.08% | 0.15% |
| 2023 | 2.16% | 0.42% |
| 2022 | 2.29% | 0.45% |
| 2021 | 1.89% | 0.00% |
| 2020 | 2.66% | 0.11% |
| 2019 | 2.24% | 0.25% |
| 2018 | 2.34% | 0.18% |
| 2017 | 1.55% | 0.28% |
| 2016 | 2.35% | 0.81% |
| 2015 | 2.42% | 0.39% |
| 2014 | 1.93% | 0.15% |
| 2013 | 1.82% | 0.28% |
| 2012 | 2.41% | 0.85% |
| 2011 | 2.21% | 0.16% |
| 2010 | 2.24% | 0.24% |
| 2009 | 2.19% | 0.54% |
| 2008 | 2.81% | 0.27% |
| 2007 | 2.28% | 0.09% |
| 2006 | 1.35% | 0.00% |
| 2005 | 1.28% | 0.00% |
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