TOAK vs PUI
Comparison between TWIN OAK SHORT HORIZON ABSOLUTE RETURN ETF (TOAK, ETF) and INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF (PUI, ETF).
TOAK vs PUI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TOAK
$79M
Winner
PUI
$79M
Expense Ratio
Winner
TOAK
0.25%
PUI
0.60%
Max Drawdown
Winner
TOAK
1.81%
PUI
45.81%
Sharpe Ratio
TOAK
0.03
Winner
PUI
0.72
5Y Beta
Winner
TOAK
-0.01
PUI
0.41
P/E Ratio
TOAK
N/A
PUI
21.31
Forward P/E
TOAK
N/A
PUI
17.31
5Y Dividends CAGR
TOAK
N/A
PUI
5.24%
5Y EPS CAGR
TOAK
N/A
PUI
10.93%
Debt to Equity
TOAK
N/A
PUI
116.67%
P/S Ratio
TOAK
N/A
PUI
2.56
P/B Ratio
TOAK
N/A
PUI
2.36
TOAK vs PUI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TOAK
+0.26%
PUI
-4.24%
3M
Winner
TOAK
+0.88%
PUI
-2.11%
6M
TOAK
+1.57%
Winner
PUI
+4.54%
1Y
TOAK
+3.69%
Winner
PUI
+14.22%
5Y(CAGR)
TOAK
N/A
PUI
+8.66%
10Y(CAGR)
TOAK
N/A
PUI
+8.42%
Max(CAGR)
TOAK
+4.01%
Winner
PUI
+8.31%
TOAK vs PUI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | TOAK | PUI |
|---|---|---|
| 2026 | +1.34% | +5.45% |
| 2025 | +4.28% | +14.52% |
| 2024 | +1.51% | +22.33% |
| 2023 | N/A | -3.99% |
| 2022 | N/A | -1.46% |
| 2021 | N/A | +17.50% |
| 2020 | N/A | -3.62% |
| 2019 | N/A | +23.78% |
| 2018 | N/A | +7.65% |
| 2017 | N/A | +11.98% |
| 2016 | N/A | +20.58% |
| 2015 | N/A | -2.75% |
| 2014 | N/A | +19.27% |
| 2013 | N/A | +19.67% |
| 2012 | N/A | +9.61% |
| 2011 | N/A | +6.01% |
| 2010 | N/A | +6.47% |
| 2009 | N/A | +1.83% |
| 2008 | N/A | -19.56% |
| 2007 | N/A | +6.73% |
| 2006 | N/A | +21.61% |
| 2005 | N/A | +2.23% |
TOAK vs PUI Drawdown Comparison
The maximum drawdown for TOAK was -1.81%, occurring on May 20, 2026. This drawdown has not yet recovered.
The maximum drawdown for PUI was -43.22%, occurring on Mar 9, 2009. Recovery took 1347 trading sessions.
The current TOAK drawdown is -1.69%. The current PUI drawdown is -4.79%.
| Rank | TOAK | PUI |
|---|---|---|
| #1 | -1.81% May 12, 2026 - May 20, 2026 | -43.22% May 21, 2007 - Sep 21, 2012 |
| #2 | -0.68% Dec 15, 2025 - Feb 20, 2026 | -35.59% Feb 18, 2020 - Mar 25, 2022 |
| #3 | -0.16% Mar 26, 2026 - Apr 20, 2026 | -23.47% Aug 18, 2022 - Jul 31, 2024 |
| #4 | -0.13% Nov 8, 2024 - Nov 18, 2024 | -16.85% Nov 30, 2017 - Aug 17, 2018 |
| #5 | -0.10% Apr 20, 2026 - Apr 28, 2026 | -16.14% Apr 20, 2022 - Aug 15, 2022 |
| #6 | -0.09% Feb 20, 2026 - Mar 10, 2026 | -15.64% Jan 29, 2015 - Feb 3, 2016 |
| #7 | -0.07% Nov 17, 2025 - Nov 21, 2025 | -12.58% Jul 6, 2016 - Mar 22, 2017 |
| #8 | -0.06% Oct 2, 2024 - Oct 7, 2024 | -11.07% Oct 15, 2025 - Apr 9, 2026 |
| #9 | -0.06% Nov 1, 2024 - Nov 5, 2024 | -10.24% Nov 26, 2024 - May 19, 2025 |
| #10 | -0.05% Apr 7, 2025 - Apr 10, 2025 | -10.04% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -0.05% May 7, 2025 - May 21, 2025 | -8.91% Oct 18, 2012 - Jan 22, 2013 |
| #12 | -0.05% May 23, 2025 - May 30, 2025 | -8.29% Jun 30, 2014 - Oct 30, 2014 |
| #13 | -0.05% Jun 30, 2025 - Jul 9, 2025 | -7.16% May 15, 2013 - Jul 12, 2013 |
| #14 | -0.05% Sep 15, 2025 - Sep 19, 2025 | -6.66% Sep 26, 2019 - Jan 15, 2020 |
| #15 | -0.05% Mar 10, 2026 - Mar 18, 2026 | -6.56% Apr 30, 2026 - Jun 1, 2026 |
Correlation
Correlation between TOAK and PUI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
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