PTF vs. SCHD
Compare and contrast key facts about Invesco DWA Technology Momentum ETF (PTF) and Schwab US Dividend Equity ETF (SCHD).
PTF and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PTF is a passively managed fund by Invesco that tracks the performance of the DWA Technology Technical Leaders Index. It was launched on Oct 12, 2006. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both PTF and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTF or SCHD.
Correlation
The correlation between PTF and SCHD is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PTF vs. SCHD - Performance Comparison
Key characteristics
PTF:
1.55
SCHD:
1.20
PTF:
2.14
SCHD:
1.76
PTF:
1.27
SCHD:
1.21
PTF:
2.17
SCHD:
1.69
PTF:
9.26
SCHD:
5.86
PTF:
5.42%
SCHD:
2.30%
PTF:
32.37%
SCHD:
11.25%
PTF:
-55.38%
SCHD:
-33.37%
PTF:
-6.50%
SCHD:
-6.72%
Returns By Period
In the year-to-date period, PTF achieves a 48.96% return, which is significantly higher than SCHD's 11.54% return. Over the past 10 years, PTF has outperformed SCHD with an annualized return of 19.42%, while SCHD has yielded a comparatively lower 10.86% annualized return.
PTF
48.96%
2.40%
23.95%
47.44%
23.87%
19.42%
SCHD
11.54%
-4.06%
7.86%
12.63%
10.97%
10.86%
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PTF vs. SCHD - Expense Ratio Comparison
PTF has a 0.60% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
PTF vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco DWA Technology Momentum ETF (PTF) and Schwab US Dividend Equity ETF (SCHD). 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.
Dividends
PTF vs. SCHD - Dividend Comparison
PTF has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.64%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTF Invesco DWA Technology Momentum ETF | 0.00% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.08% | 0.04% | 0.26% | 0.00% | 0.68% | 0.17% |
SCHD Schwab US Dividend Equity ETF | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
PTF vs. SCHD - Drawdown Comparison
The maximum PTF drawdown since its inception was -55.38%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PTF and SCHD. For additional features, visit the drawdowns tool.
Volatility
PTF vs. SCHD - Volatility Comparison
Invesco DWA Technology Momentum ETF (PTF) has a higher volatility of 9.19% compared to Schwab US Dividend Equity ETF (SCHD) at 3.88%. This indicates that PTF's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.