LFSC vs. PTH
LFSC (F/m Emerald Life Sciences Innovation ETF) and PTH (Invesco DWA Healthcare Momentum ETF) are both exchange-traded funds - LFSC is a Health & Biotech Equities fund actively managed by F/m Investments, while PTH is a Momentum fund tracking the Dorsey Wright Healthcare Technical Leaders Index. LFSC is actively managed, while PTH is passively managed. Over the past year, LFSC returned 58.79% vs 34.27% for PTH. Their correlation of 0.80 suggests significant overlap in exposure. LFSC charges 0.54%/yr vs 0.60%/yr for PTH.
Performance
LFSC vs. PTH - Performance Comparison
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Returns By Period
In the year-to-date period, LFSC achieves a 3.84% return, which is significantly higher than PTH's -1.13% return.
LFSC
- 1D
- 1.08%
- 1M
- -1.63%
- YTD
- 3.84%
- 6M
- 1.68%
- 1Y
- 58.79%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PTH
- 1D
- 1.64%
- 1M
- -4.72%
- YTD
- -1.13%
- 6M
- -4.72%
- 1Y
- 34.27%
- 3Y*
- 8.31%
- 5Y*
- -0.77%
- 10Y*
- 12.78%
LFSC vs. PTH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
LFSC F/m Emerald Life Sciences Innovation ETF | 3.84% | 56.54% | -6.02% |
PTH Invesco DWA Healthcare Momentum ETF | -1.13% | 27.91% | -10.34% |
Correlation
The correlation between LFSC and PTH is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2024 | 0.80 |
The correlation between LFSC and PTH has been stable across timeframes, ranging from 0.80 to 0.82 - a consistent structural relationship.
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Return for Risk
LFSC vs. PTH — Risk / Return Rank
LFSC
PTH
LFSC vs. PTH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for F/m Emerald Life Sciences Innovation ETF (LFSC) and Invesco DWA Healthcare Momentum ETF (PTH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LFSC | PTH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.80 | ||
| Sortino ratioReturn per unit of downside risk | +1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.26 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 3.64 | 2.87 | +0.76 |
| Martin ratioReturn relative to average drawdown | 10.14 | 7.37 | +2.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LFSC | PTH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.28 | 1.48 | +0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.03 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.47 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 0.40 | +0.68 |
Drawdowns
LFSC vs. PTH - Drawdown Comparison
The maximum LFSC drawdown since its inception was -29.74%, smaller than the maximum PTH drawdown of -53.52%. Use the drawdown chart below to compare losses from any high point for LFSC and PTH.
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Drawdown Indicators
| LFSC | PTH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.74% | -53.52% | +23.78% |
Max Drawdown (1Y)Largest decline over 1 year | -16.25% | -11.98% | -4.27% |
Max Drawdown (3Y)Largest decline over 3 years | — | -28.70% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -50.07% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -53.52% | — |
Current DrawdownCurrent decline from peak | -3.57% | -19.32% | +15.75% |
Average DrawdownAverage peak-to-trough decline | -7.82% | -17.00% | +9.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.82% | 4.66% | +1.16% |
Volatility
LFSC vs. PTH - Volatility Comparison
The current volatility for F/m Emerald Life Sciences Innovation ETF (LFSC) is 7.43%, while Invesco DWA Healthcare Momentum ETF (PTH) has a volatility of 8.84%. This indicates that LFSC experiences smaller price fluctuations and is considered to be less risky than PTH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LFSC | PTH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.43% | 8.84% | -1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 18.52% | 17.83% | +0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.01% | 23.31% | +2.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.90% | 25.49% | +3.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.90% | 27.24% | +1.66% |
LFSC vs. PTH - Expense Ratio Comparison
LFSC has a 0.54% expense ratio, which is lower than PTH's 0.60% expense ratio.
Dividends
LFSC vs. PTH - Dividend Comparison
LFSC has not paid dividends to shareholders, while PTH's dividend yield for the trailing twelve months is around 3.11%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
LFSC F/m Emerald Life Sciences Innovation ETF | 0.00% | 0.00% | 0.00% |
PTH Invesco DWA Healthcare Momentum ETF | 3.11% | 3.07% | 0.06% |
Frequently Asked Questions
LFSC and PTH have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PTH has higher volatility (8.84%) compared to LFSC (7.43%). In terms of maximum drawdown, LFSC dropped -29.74% vs PTH's -53.52%.
On 1-year performance, LFSC leads with 58.79% vs 34.27% for PTH. On fees, LFSC is cheaper at 0.54% per year. On volatility, LFSC has been the lower-risk option at 7.43%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, LFSC has performed better with a 58.79% return vs 34.27%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
LFSC is cheaper with a 0.54% expense ratio, compared with 0.60% for PTH.
PTH has the higher dividend yield at 3.11%, compared with 0.00% for LFSC.
LFSC is categorized as Health & Biotech Equities, while PTH is Momentum. They also come from different issuers: F/m Investments and Invesco. Their fees differ too: 0.54% for LFSC and 0.60% for PTH.
LFSC currently has the higher Sharpe Ratio (2.28 vs 1.48), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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