PWV vs. CAT
Compare and contrast key facts about Invesco Dynamic Large Cap Value ETF (PWV) and Caterpillar Inc. (CAT).
PWV is a passively managed fund by Invesco that tracks the performance of the Dynamic Large Cap Value Intellidex Index (AMEX). It was launched on Mar 3, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PWV or CAT.
Correlation
The correlation between PWV and CAT is 0.66, 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
PWV vs. CAT - Performance Comparison
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Key characteristics
PWV:
0.42
CAT:
-0.20
PWV:
0.77
CAT:
0.02
PWV:
1.11
CAT:
1.00
PWV:
0.58
CAT:
-0.12
PWV:
2.02
CAT:
-0.32
PWV:
4.10%
CAT:
12.73%
PWV:
16.97%
CAT:
30.35%
PWV:
-49.04%
CAT:
-73.43%
PWV:
-4.39%
CAT:
-21.21%
Returns By Period
In the year-to-date period, PWV achieves a 3.23% return, which is significantly higher than CAT's -9.46% return. Over the past 10 years, PWV has underperformed CAT with an annualized return of 8.80%, while CAT has yielded a comparatively higher 16.93% annualized return.
PWV
3.23%
7.11%
-2.30%
6.79%
15.56%
8.80%
CAT
-9.46%
11.51%
-16.51%
-6.72%
28.12%
16.93%
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Risk-Adjusted Performance
PWV vs. CAT — Risk-Adjusted Performance Rank
PWV
CAT
PWV vs. CAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Dynamic Large Cap Value ETF (PWV) and Caterpillar Inc. (CAT). 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
PWV vs. CAT - Dividend Comparison
PWV's dividend yield for the trailing twelve months is around 2.28%, more than CAT's 1.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PWV Invesco Dynamic Large Cap Value ETF | 2.28% | 2.08% | 2.16% | 2.29% | 1.89% | 2.66% | 2.24% | 2.34% | 1.55% | 2.35% | 2.42% | 1.93% |
CAT Caterpillar Inc. | 1.73% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% |
Drawdowns
PWV vs. CAT - Drawdown Comparison
The maximum PWV drawdown since its inception was -49.04%, smaller than the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for PWV and CAT. For additional features, visit the drawdowns tool.
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Volatility
PWV vs. CAT - Volatility Comparison
The current volatility for Invesco Dynamic Large Cap Value ETF (PWV) is 5.79%, while Caterpillar Inc. (CAT) has a volatility of 8.34%. This indicates that PWV experiences smaller price fluctuations and is considered to be less risky than CAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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