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PPA vs. MISL
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PPA vs. MISL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Aerospace & Defense ETF (PPA) and First Trust Indxx Aerospace & Defense ETF (MISL). The values are adjusted to include any dividend payments, if applicable.

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PPA vs. MISL - Yearly Performance Comparison


2026 (YTD)2025202420232022
PPA
Invesco Aerospace & Defense ETF
5.82%37.15%25.28%18.41%7.21%
MISL
First Trust Indxx Aerospace & Defense ETF
4.55%41.24%20.48%14.78%8.22%

Returns By Period

In the year-to-date period, PPA achieves a 5.82% return, which is significantly higher than MISL's 4.55% return.


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%

MISL

1D
3.74%
1M
-9.29%
YTD
4.55%
6M
7.93%
1Y
48.25%
3Y*
26.59%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PPA vs. MISL - Expense Ratio Comparison

PPA has a 0.61% expense ratio, which is higher than MISL's 0.60% expense ratio.


Return for Risk

PPA vs. MISL — Risk / Return Rank

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

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

MISL
MISL Risk / Return Rank: 9191
Overall Rank
MISL Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
MISL Sortino Ratio Rank: 9292
Sortino Ratio Rank
MISL Omega Ratio Rank: 8888
Omega Ratio Rank
MISL Calmar Ratio Rank: 9191
Calmar Ratio Rank
MISL Martin Ratio Rank: 9090
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.

PPA vs. MISL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Aerospace & Defense ETF (PPA) and First Trust Indxx Aerospace & Defense ETF (MISL). 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.


PPAMISLDifference

Sharpe ratio

Return per unit of total volatility

1.99

2.02

-0.03

Sortino ratio

Return per unit of downside risk

2.68

2.73

-0.05

Omega ratio

Gain probability vs. loss probability

1.37

1.35

+0.02

Calmar ratio

Return relative to maximum drawdown

3.11

3.13

-0.02

Martin ratio

Return relative to average drawdown

12.51

11.65

+0.86

PPA vs. MISL - Sharpe Ratio Comparison

The current PPA Sharpe Ratio is 1.99, which is comparable to the MISL Sharpe Ratio of 2.02. The chart below compares the historical Sharpe Ratios of PPA and MISL, 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


PPAMISLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.99

2.02

-0.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.87

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

1.41

-0.75

Correlation

The correlation between PPA and MISL is 0.95, 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.


Dividends

PPA vs. MISL - Dividend Comparison

PPA's dividend yield for the trailing twelve months is around 0.40%, more than MISL's 0.37% yield.


TTM20252024202320222021202020192018201720162015
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%
MISL
First Trust Indxx Aerospace & Defense ETF
0.37%0.40%0.74%0.63%0.08%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PPA vs. MISL - Drawdown Comparison

The maximum PPA drawdown since its inception was -57.37%, which is greater than MISL's maximum drawdown of -17.91%. Use the drawdown chart below to compare losses from any high point for PPA and MISL.


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Drawdown Indicators


PPAMISLDifference

Max Drawdown

Largest peak-to-trough decline

-57.37%

-17.91%

-39.46%

Max Drawdown (1Y)

Largest decline over 1 year

-13.71%

-15.45%

+1.74%

Max Drawdown (5Y)

Largest decline over 5 years

-18.37%

Max Drawdown (10Y)

Largest decline over 10 years

-43.92%

Current Drawdown

Current decline from peak

-10.69%

-12.30%

+1.61%

Average Drawdown

Average peak-to-trough decline

-9.19%

-3.16%

-6.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.41%

4.15%

-0.74%

Volatility

PPA vs. MISL - Volatility Comparison

The current volatility for Invesco Aerospace & Defense ETF (PPA) is 7.16%, while First Trust Indxx Aerospace & Defense ETF (MISL) has a volatility of 8.06%. This indicates that PPA experiences smaller price fluctuations and is considered to be less risky than MISL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PPAMISLDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.16%

8.06%

-0.90%

Volatility (6M)

Calculated over the trailing 6-month period

15.07%

17.72%

-2.65%

Volatility (1Y)

Calculated over the trailing 1-year period

21.64%

24.00%

-2.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.19%

18.67%

-0.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.48%

18.67%

+1.81%