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PXI vs. HLAL
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

PXI vs. HLAL

Last updated May 12, 2025

Compare and contrast key facts about Invesco DWA Energy Momentum ETF (PXI) and Wahed FTSE USA Shariah ETF (HLAL).

PXI and HLAL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PXI is a passively managed fund by Invesco that tracks the performance of the Dynamic Energy Sector Intellidex Index. It was launched on Oct 12, 2006. HLAL is a passively managed fund by Wahed that tracks the performance of the FTSE Shariah USA Index. It was launched on Jul 16, 2019. Both PXI and HLAL 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: PXI or HLAL.

Correlation

The correlation between PXI and HLAL is 0.80, 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

PXI vs. HLAL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco DWA Energy Momentum ETF (PXI) and Wahed FTSE USA Shariah ETF (HLAL). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

PXI:

11.32%

HLAL:

11.39%

Max Drawdown

PXI:

0.00%

HLAL:

-1.10%

Current Drawdown

PXI:

0.00%

HLAL:

-0.16%

Returns By Period

PXI

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

HLAL

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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PXI vs. HLAL - Expense Ratio Comparison

PXI has a 0.60% expense ratio, which is higher than HLAL's 0.50% expense ratio.

PXI
Invesco DWA Energy Momentum ETF
HLAL
Wahed FTSE USA Shariah ETF

Risk-Adjusted Performance

PXI vs. HLAL — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PXI
The Risk-Adjusted Performance Rank of PXI is 55
Overall Rank
The Sharpe Ratio Rank of PXI is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of PXI is 66
Sortino Ratio Rank
The Omega Ratio Rank of PXI is 66
Omega Ratio Rank
The Calmar Ratio Rank of PXI is 44
Calmar Ratio Rank
The Martin Ratio Rank of PXI is 44
Martin Ratio Rank
HLAL
The Risk-Adjusted Performance Rank of HLAL is 2828
Overall Rank
The Sharpe Ratio Rank of HLAL is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of HLAL is 2828
Sortino Ratio Rank
The Omega Ratio Rank of HLAL is 2828
Omega Ratio Rank
The Calmar Ratio Rank of HLAL is 2929
Calmar Ratio Rank
The Martin Ratio Rank of HLAL is 2828
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PXI vs. HLAL - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco DWA Energy Momentum ETF (PXI) and Wahed FTSE USA Shariah ETF (HLAL). 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

PXI vs. HLAL - Dividend Comparison

PXI's dividend yield for the trailing twelve months is around 1.86%, more than HLAL's 0.72% yield.

TTM20242023202220212020201920182017201620152014
PXI
Invesco DWA Energy Momentum ETF		1.86%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HLAL
Wahed FTSE USA Shariah ETF		0.72%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PXI vs. HLAL - Drawdown Comparison

The maximum PXI drawdown since its inception was 0.00%, smaller than the maximum HLAL drawdown of -1.10%. Use the drawdown chart below to compare losses from any high point for PXI and HLAL. For additional features, visit the drawdowns tool.

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Volatility

PXI vs. HLAL - Volatility Comparison

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