SEPP vs PEZ
Comparison between PGIM S&P 500 BUFFER 12 ETF - SEPTEMBER (SEPP, ETF) and INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF (PEZ, ETF).
SEPP vs PEZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SEPP
$24M
Winner
PEZ
$24M
Expense Ratio
Winner
SEPP
0.50%
PEZ
0.60%
Max Drawdown
Winner
SEPP
11.75%
PEZ
59.00%
Sharpe Ratio
Winner
SEPP
1.31
PEZ
0.03
5Y Beta
Winner
SEPP
0.55
PEZ
1.11
P/E Ratio
SEPP
N/A
PEZ
28.72
Forward P/E
SEPP
N/A
PEZ
19.59
5Y Dividends CAGR
SEPP
N/A
PEZ
11.21%
5Y EPS CAGR
SEPP
N/A
PEZ
17.83%
Debt to Equity
SEPP
N/A
PEZ
91.10%
P/S Ratio
SEPP
N/A
PEZ
1.10
P/B Ratio
SEPP
N/A
PEZ
4.81
SEPP vs PEZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SEPP
+1.00%
PEZ
-1.37%
3M
Winner
SEPP
+4.20%
PEZ
-1.19%
6M
Winner
SEPP
+6.60%
PEZ
-6.26%
1Y
Winner
SEPP
+14.22%
PEZ
+1.95%
5Y(CAGR)
SEPP
N/A
PEZ
+3.03%
10Y(CAGR)
SEPP
N/A
PEZ
+9.35%
Max(CAGR)
Winner
SEPP
+12.88%
PEZ
+7.80%
SEPP vs PEZ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | SEPP | PEZ |
|---|---|---|
| 2026 | +6.82% | -3.05% |
| 2025 | +14.09% | +6.13% |
| 2024 | +6.79% | +21.74% |
| 2023 | N/A | +30.17% |
| 2022 | N/A | -28.99% |
| 2021 | N/A | +23.62% |
| 2020 | N/A | +37.99% |
| 2019 | N/A | +17.65% |
| 2018 | N/A | -7.24% |
| 2017 | N/A | +20.16% |
| 2016 | N/A | -0.51% |
| 2015 | N/A | -0.05% |
| 2014 | N/A | +9.23% |
| 2013 | N/A | +36.96% |
| 2012 | N/A | +18.76% |
| 2011 | N/A | +0.03% |
| 2010 | N/A | +27.53% |
| 2009 | N/A | +22.45% |
| 2008 | N/A | -31.14% |
| 2007 | N/A | -11.83% |
| 2006 | N/A | +5.87% |
SEPP vs PEZ Drawdown Comparison
The maximum drawdown for SEPP was -11.75%, occurring on Apr 8, 2025. Recovery took 77 trading sessions.
The maximum drawdown for PEZ was -58.39%, occurring on Mar 6, 2009. Recovery took 1195 trading sessions.
The current PEZ drawdown is -9.58%.
| Rank | SEPP | PEZ |
|---|---|---|
| #1 | -11.75% Feb 19, 2025 - Jun 10, 2025 | -58.39% Jun 4, 2007 - Mar 1, 2012 |
| #2 | -4.74% Feb 25, 2026 - Apr 13, 2026 | -52.05% Sep 27, 2018 - Aug 5, 2020 |
| #3 | -3.03% Jun 15, 2026 - Jun 30, 2026 | -41.72% Nov 18, 2021 - Aug 23, 2024 |
| #4 | -2.60% Aug 30, 2024 - Sep 16, 2024 | -31.48% Nov 25, 2024 - Apr 8, 2025 |
| #5 | -2.48% Jul 16, 2024 - Aug 15, 2024 | -25.01% Aug 5, 2015 - Oct 6, 2017 |
| #6 | -2.46% Oct 27, 2025 - Dec 2, 2025 | -16.59% Feb 9, 2021 - Nov 2, 2021 |
| #7 | -1.85% Dec 4, 2024 - Jan 21, 2025 | -14.38% Oct 15, 2020 - Nov 19, 2020 |
| #8 | -1.65% Oct 8, 2025 - Oct 20, 2025 | -14.05% Sep 2, 2014 - Nov 28, 2014 |
| #9 | -1.51% Feb 9, 2026 - Feb 25, 2026 | -12.36% Jan 23, 2018 - Jun 4, 2018 |
| #10 | -1.33% Feb 2, 2026 - Feb 9, 2026 | -12.12% Aug 21, 2020 - Oct 9, 2020 |
| #11 | -1.31% Oct 18, 2024 - Nov 6, 2024 | -10.88% May 2, 2012 - Sep 13, 2012 |
| #12 | -1.28% Jul 28, 2025 - Aug 8, 2025 | -9.64% Mar 5, 2014 - Jul 1, 2014 |
| #13 | -1.27% Jun 4, 2026 - Jun 15, 2026 | -9.00% Jan 10, 2014 - Feb 24, 2014 |
| #14 | -1.25% Jan 12, 2026 - Jan 27, 2026 | -8.48% Aug 23, 2024 - Sep 19, 2024 |
| #15 | -1.20% Nov 8, 2024 - Nov 25, 2024 | -8.00% Sep 14, 2012 - Jan 4, 2013 |
Correlation
Correlation between SEPP and PEZ is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.34
-101
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