PTF vs. VOO
Compare and contrast key facts about Invesco DWA Technology Momentum ETF (PTF) and Vanguard S&P 500 ETF (VOO).
PTF and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both PTF and VOO 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 VOO.
Correlation
The correlation between PTF and VOO is 0.75, 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.
Performance
PTF vs. VOO - Performance Comparison
Key characteristics
PTF:
1.55
VOO:
2.25
PTF:
2.14
VOO:
2.98
PTF:
1.27
VOO:
1.42
PTF:
2.17
VOO:
3.31
PTF:
9.26
VOO:
14.77
PTF:
5.42%
VOO:
1.90%
PTF:
32.37%
VOO:
12.46%
PTF:
-55.38%
VOO:
-33.99%
PTF:
-6.50%
VOO:
-2.47%
Returns By Period
In the year-to-date period, PTF achieves a 48.96% return, which is significantly higher than VOO's 26.02% return. Over the past 10 years, PTF has outperformed VOO with an annualized return of 19.42%, while VOO has yielded a comparatively lower 13.08% annualized return.
PTF
48.96%
2.40%
23.95%
47.44%
23.87%
19.42%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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PTF vs. VOO - Expense Ratio Comparison
PTF has a 0.60% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PTF vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco DWA Technology Momentum ETF (PTF) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
PTF has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| 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% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
PTF vs. VOO - Drawdown Comparison
The maximum PTF drawdown since its inception was -55.38%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PTF and VOO. For additional features, visit the drawdowns tool.
Volatility
PTF vs. VOO - Volatility Comparison
Invesco DWA Technology Momentum ETF (PTF) has a higher volatility of 9.19% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that PTF's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.