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PWRZ vs. IDV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PWRZ vs. IDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TrueShares Eagle Global Next Gen Power Infrastructure ETF (PWRZ) and iShares International Select Dividend ETF (IDV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


PWRZ

1D
-0.17%
1M
6M
YTD
1Y
3Y*
5Y*
10Y*

IDV

1D
0.19%
1M
-3.08%
6M
8.75%
YTD
10.10%
1Y
27.12%
3Y*
22.91%
5Y*
12.25%
10Y*
9.97%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PWRZ vs. IDV - Yearly Performance Comparison


Correlation

The correlation between PWRZ and IDV is -1.00, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 10, 2026

-1.00

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Return for Risk

PWRZ vs. IDV — Risk / Return Rank

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

PWRZ

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


IDV
IDV Risk / Return Rank: 7777
Overall Rank
IDV Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
IDV Sortino Ratio Rank: 7979
Sortino Ratio Rank
IDV Omega Ratio Rank: 8080
Omega Ratio Rank
IDV Calmar Ratio Rank: 7878
Calmar Ratio Rank
IDV Martin Ratio Rank: 6969
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.

PWRZ vs. IDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TrueShares Eagle Global Next Gen Power Infrastructure ETF (PWRZ) and iShares International Select Dividend ETF (IDV). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PWRZIDVDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.37

Calmar ratioReturn relative to maximum drawdown

3.20

Martin ratioReturn relative to average drawdown

10.04

PWRZ vs. IDV - Sharpe Ratio Comparison


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Drawdowns

PWRZ vs. IDV - Drawdown Comparison

The maximum PWRZ drawdown since its inception was -0.40%, smaller than the maximum IDV drawdown of -70.14%. Use the drawdown chart below to compare losses from any high point for PWRZ and IDV.


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Drawdown Indicators


PWRZIDVDifference

Max Drawdown

Largest peak-to-trough decline

-0.40%

-70.14%

+69.74%

Max Drawdown (1Y)

Largest decline over 1 year

-8.52%

Max Drawdown (3Y)

Largest decline over 3 years

-11.86%

Max Drawdown (5Y)

Largest decline over 5 years

-29.19%

Max Drawdown (10Y)

Largest decline over 10 years

-42.50%

Current Drawdown

Current decline from peak

-0.40%

-4.72%

+4.32%

Average Drawdown

Average peak-to-trough decline

-0.31%

-15.34%

+15.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.71%

Volatility

PWRZ vs. IDV - Volatility Comparison


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Volatility by Period


PWRZIDVDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.04%

Volatility (6M)

Calculated over the trailing 6-month period

11.20%

Volatility (1Y)

Calculated over the trailing 1-year period

0.62%

13.25%

-12.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.62%

15.57%

-14.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.62%

17.61%

-16.99%

PWRZ vs. IDV - Expense Ratio Comparison

PWRZ has a 0.75% expense ratio, which is higher than IDV's 0.49% expense ratio.


Dividends

PWRZ vs. IDV - Dividend Comparison

PWRZ has not paid dividends to shareholders, while IDV's dividend yield for the trailing twelve months is around 5.40%.


PositionTTM20252024202320222021202020192018201720162015
IDV
iShares International Select Dividend ETF
5.40%4.94%6.46%6.51%7.33%5.78%5.47%5.15%5.93%4.52%4.69%5.08%
PWRZ
TrueShares Eagle Global Next Gen Power Infrastructure ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


PWRZ and IDV have a correlation of -1.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IDV is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IDV is cheaper with a 0.49% expense ratio, compared with 0.75% for PWRZ.

IDV has the higher dividend yield at 5.40%, compared with 0.00% for PWRZ.

PWRZ is categorized as Energy Equities, while IDV is Global Equities. They also come from different issuers: TrueShares and iShares. Their fees differ too: 0.75% for PWRZ and 0.49% for IDV.

Portfolio Optimizer

Find the right allocation for PWRZ and IDV

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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