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PLW vs. IEF
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PLW and IEF is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.9

Performance

PLW vs. IEF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco 1-30 Laddered Treasury ETF (PLW) and iShares 7-10 Year Treasury Bond ETF (IEF). The values are adjusted to include any dividend payments, if applicable.

-2.00%0.00%2.00%4.00%AugustSeptemberOctoberNovemberDecember20250
-1.35%
PLW
IEF

Key characteristics

Returns By Period


PLW

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

IEF

YTD

-0.31%

1M

-1.34%

6M

-1.35%

1Y

0.03%

5Y*

-1.72%

10Y*

0.32%

*Annualized

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PLW vs. IEF - Expense Ratio Comparison

PLW has a 0.25% expense ratio, which is higher than IEF's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


PLW
Invesco 1-30 Laddered Treasury ETF
Expense ratio chart for PLW: current value at 0.25% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.25%
Expense ratio chart for IEF: current value at 0.15% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.15%

Risk-Adjusted Performance

PLW vs. IEF — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PLW
The Risk-Adjusted Performance Rank of PLW is 5353
Overall Rank
The Sharpe Ratio Rank of PLW is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of PLW is 4343
Sortino Ratio Rank
The Omega Ratio Rank of PLW is 7777
Omega Ratio Rank
The Calmar Ratio Rank of PLW is 1414
Calmar Ratio Rank
The Martin Ratio Rank of PLW is 9797
Martin Ratio Rank

IEF
The Risk-Adjusted Performance Rank of IEF is 88
Overall Rank
The Sharpe Ratio Rank of IEF is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of IEF is 77
Sortino Ratio Rank
The Omega Ratio Rank of IEF is 77
Omega Ratio Rank
The Calmar Ratio Rank of IEF is 99
Calmar Ratio Rank
The Martin Ratio Rank of IEF is 88
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PLW vs. IEF - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco 1-30 Laddered Treasury ETF (PLW) and iShares 7-10 Year Treasury Bond ETF (IEF). 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.


Sharpe ratio
The chart of Sharpe ratio for PLW, currently valued at -0.75, compared to the broader market0.002.004.00-0.75-0.12
The chart of Sortino ratio for PLW, currently valued at -0.93, compared to the broader market-2.000.002.004.006.008.0010.0012.00-0.93-0.11
The chart of Omega ratio for PLW, currently valued at 0.57, compared to the broader market0.501.001.502.002.503.000.570.99
The chart of Calmar ratio for PLW, currently valued at -0.05, compared to the broader market0.005.0010.0015.00-0.05-0.04
The chart of Martin ratio for PLW, currently valued at -5.64, compared to the broader market0.0020.0040.0060.0080.00100.00-5.64-0.25
PLW
IEF


Rolling 12-month Sharpe Ratio-1.50-1.00-0.500.000.501.001.502.00AugustSeptemberOctoberNovemberDecember2025
-0.75
-0.12
PLW
IEF

Dividends

PLW vs. IEF - Dividend Comparison

PLW has not paid dividends to shareholders, while IEF's dividend yield for the trailing twelve months is around 3.63%.


TTM20242023202220212020201920182017201620152014
PLW
Invesco 1-30 Laddered Treasury ETF
1.69%1.69%2.87%1.97%1.15%1.00%1.96%2.14%2.02%2.00%2.14%2.30%
IEF
iShares 7-10 Year Treasury Bond ETF
3.63%3.62%2.91%1.96%0.83%1.08%2.08%2.24%1.82%1.81%1.90%2.05%

Drawdowns

PLW vs. IEF - Drawdown Comparison


-25.00%-20.00%-15.00%AugustSeptemberOctoberNovemberDecember2025
-26.62%
-17.65%
PLW
IEF

Volatility

PLW vs. IEF - Volatility Comparison

The current volatility for Invesco 1-30 Laddered Treasury ETF (PLW) is 0.00%, while iShares 7-10 Year Treasury Bond ETF (IEF) has a volatility of 1.94%. This indicates that PLW experiences smaller price fluctuations and is considered to be less risky than IEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%0.50%1.00%1.50%2.00%AugustSeptemberOctoberNovemberDecember20250
1.94%
PLW
IEF
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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