RWJ vs PDP
Comparison between INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF) and INVESCO DORSEY WRIGHT MOMENTUM ETF (PDP, ETF).
5-Year PerformanceRWJ has outperformed PDP, delivering a return of +10.5% compared to +10.0%
RWJ vs PDP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RWJ
$2B
Winner
PDP
$2.10B
Expense Ratio
Winner
RWJ
0.39%
PDP
0.62%
Max Drawdown
Winner
RWJ
56.26%
PDP
59.45%
Sharpe Ratio
Winner
RWJ
1.34
PDP
0.99
5Y Beta
Winner
RWJ
1.05
PDP
1.18
P/E Ratio
RWJ
173.24
Winner
PDP
56.60
Forward P/E
Winner
RWJ
12.48
PDP
26.55
5Y Dividends CAGR
Winner
RWJ
23.39%
PDP
9.90%
5Y EPS CAGR
RWJ
7.58%
Winner
PDP
23.79%
Debt to Equity
RWJ
102.76%
Winner
PDP
17.40%
P/S Ratio
Winner
RWJ
0.38
PDP
3.68
P/B Ratio
Winner
RWJ
1.64
PDP
8.50
RWJ vs PDP - Holdings Comparison
RWJ and PDP have 2 common holdings. Overlap is 0.04%
RWJ's top 25 holdings weight is 27.15%. PDP's top 25 holdings weight is 47.55%.
| Rank | RWJ | PDP |
|---|---|---|
| #1 | MOLINA HEALTHCARE INC (MOH) - 3.26% | APPLE INC (AAPL) - 3.25% |
| #2 | WORLD KINECT CORP (WKC) - 2.50% | AMPHENOL CORP CLASS A (APH) - 2.93% |
| #3 | UNITED NATURAL FOODS INC (UNFI) - 1.82% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.66% |
| #4 | CARMAX INC (KMX) - 1.80% | TARGA RESOURCES CORP (TRGP) - 2.62% |
| #5 | LINCOLN NATIONAL CORP (LNC) - 1.32% | CARPENTER TECHNOLOGY CORP (CRS) - 2.50% |
| #6 | GROUP 1 AUTOMOTIVE INC (GPI) - 1.29% | COMFORT SYSTEMS USA INC (FIX) - 2.48% |
| #7 | MANPOWERGROUP INC (MAN) - 1.28% | ATI INC (ATI) - 2.09% |
| #8 | ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.18% | APPLIED MATERIALS INC (AMAT) - 2.03% |
| #9 | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.06% | MICRON TECHNOLOGY INC (MU) - 1.94% |
| #10 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.99% | WESTERN DIGITAL CORP (WDC) - 1.92% |
| #11 | KOHL'S CORP (KSS) - 0.98% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.91% |
| #12 | LKQ CORP (LKQ) - 0.86% | QUANTA SERVICES INC (PWR) - 1.80% |
| #13 | AMENTUM HOLDINGS INC (AMTM) - 0.85% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.79% |
| #14 | ADIENT PLC (ADNT) - 0.83% | W.W. GRAINGER INC (GWW) - 1.77% |
| #15 | n/a (DXC) - 0.82% | HOWMET AEROSPACE INC (HWM) - 1.71% |
| #16 | JETBLUE AIRWAYS CORP (JBLU) - 0.73% | GUARDANT HEALTH INC (GH) - 1.67% |
| #17 | MOHAWK INDUSTRIES INC (MHK) - 0.73% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.66% |
| #18 | CAESARS ENTERTAINMENT INC (CZR) - 0.72% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.61% |
| #19 | CUSHMAN & WAKEFIELD LTD (CWK) - 0.66% | TTM TECHNOLOGIES INC (TTMI) - 1.43% |
| #20 | ANDERSONS INC (ANDE) - 0.65% | COSTCO WHOLESALE CORP (COST) - 1.35% |
| #21 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.61% | ARISTA NETWORKS INC (ANET) - 1.32% |
| #22 | THE CAMPBELL'S CO (CPB) - 0.57% | JABIL INC (JBL) - 1.30% |
| #23 | INSIGHT ENTERPRISES INC (NSIT) - 0.55% | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 1.29% |
| #24 | ABM INDUSTRIES INC (ABM) - 0.55% | LAM RESEARCH CORP (LRCX) - 1.28% |
| #25 | CELANESE CORP CLASS A (CE) - 0.54% | EMCOR GROUP INC (EME) - 1.24% |
| Total Holdings | 598 | 103 |
RWJ vs PDP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RWJ
+2.08%
PDP
-4.70%
3M
Winner
RWJ
+11.83%
PDP
+7.02%
6M
RWJ
+15.03%
Winner
PDP
+15.49%
1Y
Winner
RWJ
+33.07%
PDP
+29.02%
5Y(CAGR)
Winner
RWJ
+10.52%
PDP
+10.01%
10Y(CAGR)
Winner
RWJ
+13.14%
PDP
+13.02%
Max(CAGR)
Winner
RWJ
+12.48%
PDP
+9.96%
RWJ vs PDP - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | RWJ | PDP |
|---|---|---|
| 2026 | +22.25% | +19.66% |
| 2025 | +8.28% | +8.02% |
| 2024 | +11.98% | +28.47% |
| 2023 | +16.69% | +21.82% |
| 2022 | -12.27% | -23.37% |
| 2021 | +54.19% | +9.40% |
| 2020 | +21.02% | +35.79% |
| 2019 | +17.99% | +34.74% |
| 2018 | -18.19% | -6.40% |
| 2017 | +4.20% | +22.97% |
| 2016 | +32.88% | +4.62% |
| 2015 | -7.94% | +1.55% |
| 2014 | +7.70% | +13.29% |
| 2013 | +41.60% | +28.69% |
| 2012 | +16.48% | +17.82% |
| 2011 | -2.72% | +0.33% |
| 2010 | +22.38% | +24.50% |
| 2009 | +44.07% | +24.87% |
| 2008 | -27.28% | -45.65% |
| 2007 | N/A | +13.82% |
RWJ vs PDP Drawdown Comparison
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The maximum drawdown for PDP was -59.34%, occurring on Mar 9, 2009. Recovery took 1087 trading sessions.
The current RWJ drawdown is -0.43%. The current PDP drawdown is -7.32%.
| Rank | RWJ | PDP |
|---|---|---|
| #1 | -55.96% Sep 19, 2008 - Oct 12, 2009 | -59.34% Dec 10, 2007 - Apr 3, 2012 |
| #2 | -51.34% Aug 22, 2018 - Nov 23, 2020 | -34.70% Feb 19, 2020 - Jul 17, 2020 |
| #3 | -29.29% Nov 25, 2024 - Sep 18, 2025 | -33.92% Nov 8, 2021 - Jul 12, 2024 |
| #4 | -27.42% Jul 7, 2011 - Feb 2, 2012 | -24.54% Sep 14, 2018 - Jun 10, 2019 |
| #5 | -25.83% Jun 23, 2015 - Nov 10, 2016 | -23.79% Dec 4, 2024 - Sep 19, 2025 |
| #6 | -25.57% Nov 16, 2021 - Mar 21, 2024 | -19.14% Mar 20, 2015 - Feb 9, 2017 |
| #7 | -22.98% Apr 23, 2010 - Dec 9, 2010 | -13.91% Jul 13, 2007 - Oct 9, 2007 |
| #8 | -15.40% Mar 26, 2012 - Sep 13, 2012 | -13.47% Feb 12, 2021 - Aug 5, 2021 |
| #9 | -14.85% Jun 5, 2008 - Sep 19, 2008 | -11.87% Oct 29, 2025 - Jan 13, 2026 |
| #10 | -13.64% Oct 15, 2009 - Jan 7, 2010 | -11.63% Feb 25, 2026 - Apr 10, 2026 |
| #11 | -13.63% Jul 3, 2014 - Dec 26, 2014 | -9.80% May 2, 2012 - Sep 14, 2012 |
| #12 | -12.72% Jun 8, 2021 - Nov 3, 2021 | -9.76% Sep 5, 2014 - Nov 3, 2014 |
| #13 | -12.59% Jan 27, 2021 - Mar 5, 2021 | -9.59% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.32% Feb 21, 2017 - Oct 2, 2017 | -9.53% Jan 26, 2018 - May 30, 2018 |
| #15 | -12.23% Mar 12, 2021 - Jun 1, 2021 | -9.08% Jun 22, 2026 - Jul 13, 2026 |
Correlation
Correlation between RWJ and PDP is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2007 - 2026)
RWJ vs PDP dividend yield comparison.
| Year | RWJ | PDP |
|---|---|---|
| 2026 | 0.52% | 0.00% |
| 2025 | 1.11% | 0.17% |
| 2024 | 1.15% | 0.15% |
| 2023 | 1.34% | 0.42% |
| 2022 | 1.02% | 0.45% |
| 2021 | 0.61% | 0.00% |
| 2020 | 0.89% | 0.11% |
| 2019 | 1.22% | 0.25% |
| 2018 | 1.44% | 0.18% |
| 2017 | 1.11% | 0.28% |
| 2016 | 0.61% | 0.81% |
| 2015 | 0.74% | 0.39% |
| 2014 | 0.57% | 0.15% |
| 2013 | 1.27% | 0.28% |
| 2012 | 1.34% | 0.85% |
| 2011 | 0.37% | 0.16% |
| 2010 | 0.39% | 0.24% |
| 2009 | 0.24% | 0.54% |
| 2008 | 0.85% | 0.27% |
| 2007 | 0.00% | 0.09% |
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