PTF vs. USSPX
Compare and contrast key facts about Invesco DWA Technology Momentum ETF (PTF) and USAA 500 Index Fund (USSPX).
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. USSPX is managed by Victory Capital. It was launched on May 1, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTF or USSPX.
Correlation
The correlation between PTF and USSPX is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PTF vs. USSPX - Performance Comparison
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Key characteristics
PTF:
19.10%
USSPX:
9.80%
PTF:
-0.08%
USSPX:
-0.77%
PTF:
0.00%
USSPX:
-0.06%
Returns By Period
PTF
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USSPX
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PTF vs. USSPX - Expense Ratio Comparison
PTF has a 0.60% expense ratio, which is higher than USSPX's 0.24% expense ratio.
Risk-Adjusted Performance
PTF vs. USSPX — Risk-Adjusted Performance Rank
PTF
USSPX
PTF vs. USSPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco DWA Technology Momentum ETF (PTF) and USAA 500 Index Fund (USSPX). 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.
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Dividends
PTF vs. USSPX - Dividend Comparison
PTF's dividend yield for the trailing twelve months is around 0.24%, less than USSPX's 1.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTF Invesco DWA Technology Momentum ETF | 0.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USSPX USAA 500 Index Fund | 1.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PTF vs. USSPX - Drawdown Comparison
The maximum PTF drawdown since its inception was -0.08%, smaller than the maximum USSPX drawdown of -0.77%. Use the drawdown chart below to compare losses from any high point for PTF and USSPX. For additional features, visit the drawdowns tool.
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Volatility
PTF vs. USSPX - Volatility Comparison
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