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PLW vs. PPA
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PLW vs. PPA - Performance Comparison

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

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PLW vs. PPA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PLW
Invesco 1-30 Laddered Treasury ETF
-0.06%5.84%-2.95%3.31%-19.98%-3.76%12.55%10.00%-0.28%4.96%
PPA
Invesco Aerospace & Defense ETF
5.82%37.15%25.28%18.41%9.52%7.09%0.45%39.63%-7.51%30.10%

Returns By Period

In the year-to-date period, PLW achieves a -0.06% return, which is significantly lower than PPA's 5.82% return. Over the past 10 years, PLW has underperformed PPA with an annualized return of 0.10%, while PPA has yielded a comparatively higher 17.70% annualized return.


PLW

1D
0.15%
1M
-3.00%
YTD
-0.06%
6M
0.13%
1Y
1.84%
3Y*
0.38%
5Y*
-2.40%
10Y*
0.10%

PPA

1D
3.49%
1M
-8.46%
YTD
5.82%
6M
6.62%
1Y
42.80%
3Y*
27.91%
5Y*
18.59%
10Y*
17.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PLW vs. PPA - Expense Ratio Comparison

PLW has a 0.25% expense ratio, which is lower than PPA's 0.61% expense ratio.


Return for Risk

PLW vs. PPA — Risk / Return Rank

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

PLW
PLW Risk / Return Rank: 1818
Overall Rank
PLW Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
PLW Sortino Ratio Rank: 1717
Sortino Ratio Rank
PLW Omega Ratio Rank: 1616
Omega Ratio Rank
PLW Calmar Ratio Rank: 2121
Calmar Ratio Rank
PLW Martin Ratio Rank: 1818
Martin Ratio Rank

PPA
PPA Risk / Return Rank: 9292
Overall Rank
PPA Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
PPA Sortino Ratio Rank: 9292
Sortino Ratio Rank
PPA Omega Ratio Rank: 9090
Omega Ratio Rank
PPA Calmar Ratio Rank: 9292
Calmar Ratio Rank
PPA Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PLW vs. PPA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco 1-30 Laddered Treasury ETF (PLW) and Invesco Aerospace & Defense ETF (PPA). 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.


PLWPPADifference

Sharpe ratio

Return per unit of total volatility

0.25

1.99

-1.74

Sortino ratio

Return per unit of downside risk

0.39

2.68

-2.29

Omega ratio

Gain probability vs. loss probability

1.05

1.37

-0.32

Calmar ratio

Return relative to maximum drawdown

0.42

3.11

-2.69

Martin ratio

Return relative to average drawdown

0.97

12.51

-11.54

PLW vs. PPA - Sharpe Ratio Comparison

The current PLW Sharpe Ratio is 0.25, which is lower than the PPA Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of PLW and PPA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PLWPPADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.25

1.99

-1.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.24

1.03

-1.27

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.01

0.87

-0.86

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.66

-0.34

Correlation

The correlation between PLW and PPA is -0.27. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

PLW vs. PPA - Dividend Comparison

PLW's dividend yield for the trailing twelve months is around 3.81%, more than PPA's 0.40% yield.


TTM20252024202320222021202020192018201720162015
PLW
Invesco 1-30 Laddered Treasury ETF
3.81%3.75%3.56%2.87%1.97%1.15%1.00%1.96%2.14%2.02%2.00%2.14%
PPA
Invesco Aerospace & Defense ETF
0.40%0.42%0.61%0.67%0.83%0.59%0.88%0.95%0.90%0.67%1.70%1.41%

Drawdowns

PLW vs. PPA - Drawdown Comparison

The maximum PLW drawdown since its inception was -32.70%, smaller than the maximum PPA drawdown of -57.37%. Use the drawdown chart below to compare losses from any high point for PLW and PPA.


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Drawdown Indicators


PLWPPADifference

Max Drawdown

Largest peak-to-trough decline

-32.70%

-57.37%

+24.67%

Max Drawdown (1Y)

Largest decline over 1 year

-5.83%

-13.71%

+7.88%

Max Drawdown (5Y)

Largest decline over 5 years

-28.30%

-18.37%

-9.93%

Max Drawdown (10Y)

Largest decline over 10 years

-32.70%

-43.92%

+11.22%

Current Drawdown

Current decline from peak

-22.00%

-10.69%

-11.31%

Average Drawdown

Average peak-to-trough decline

-9.53%

-9.19%

-0.34%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.51%

3.41%

-0.90%

Volatility

PLW vs. PPA - Volatility Comparison

The current volatility for Invesco 1-30 Laddered Treasury ETF (PLW) is 2.69%, while Invesco Aerospace & Defense ETF (PPA) has a volatility of 7.16%. This indicates that PLW experiences smaller price fluctuations and is considered to be less risky than PPA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PLWPPADifference

Volatility (1M)

Calculated over the trailing 1-month period

2.69%

7.16%

-4.47%

Volatility (6M)

Calculated over the trailing 6-month period

4.43%

15.07%

-10.64%

Volatility (1Y)

Calculated over the trailing 1-year period

7.53%

21.64%

-14.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.85%

18.19%

-8.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.11%

20.48%

-11.37%