PTH vs. VFIFX

In the year-to-date period, PTH achieves a -8.44% return, which is significantly lower than VFIFX's 5.42% return. Over the past 10 years, PTH has underperformed VFIFX with an annualized return of 5.82%, while VFIFX has yielded a comparatively higher 7.59% annualized return.

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PTH has a 0.60% expense ratio, which is higher than VFIFX's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco DWA Healthcare Momentum ETF (PTH) and Vanguard Target Retirement 2050 Fund (VFIFX). 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.

The current PTH Sharpe Ratio is -0.45, which is lower than the VFIFX Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of PTH and VFIFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PTH's dividend yield for the trailing twelve months is around 0.07%, less than VFIFX's 2.11% yield.

The maximum PTH drawdown since its inception was -53.52%, roughly equal to the maximum VFIFX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for PTH and VFIFX.

Invesco DWA Healthcare Momentum ETF (PTH) has a higher volatility of 8.11% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 3.36%. This indicates that PTH's price experiences larger fluctuations and is considered to be riskier than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.