PYZ vs. EART
Compare and contrast key facts about Invesco DWA Basic Materials Momentum ETF (PYZ) and Global X Rare Earth & Critical Materials ETF (EART).
PYZ and EART are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PYZ is a passively managed fund by Invesco that tracks the performance of the Dynamic Basic Materials Sector Intellidex Index. It was launched on Oct 12, 2006. EART is a passively managed fund by Global X that tracks the performance of the Solactive Rare Earth & Critical Materials Index. It was launched on Jan 24, 2022. Both PYZ and EART are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
PYZ vs. EART - Performance Comparison
Loading graphics...
PYZ vs. EART - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
PYZ Invesco DWA Basic Materials Momentum ETF | 8.90% | 28.01% | 2.54% | 9.56% | -5.10% |
EART Global X Rare Earth & Critical Materials ETF | 7.49% | 98.48% | -7.19% | -19.75% | -16.33% |
Returns By Period
In the year-to-date period, PYZ achieves a 8.90% return, which is significantly higher than EART's 7.49% return.
PYZ
- 1D
- 4.75%
- 1M
- -9.22%
- YTD
- 8.90%
- 6M
- 13.45%
- 1Y
- 42.31%
- 3Y*
- 13.26%
- 5Y*
- 8.53%
- 10Y*
- 10.19%
EART
- 1D
- 4.60%
- 1M
- -18.58%
- YTD
- 7.49%
- 6M
- 23.42%
- 1Y
- 108.62%
- 3Y*
- 16.79%
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PYZ vs. EART - Expense Ratio Comparison
PYZ has a 0.60% expense ratio, which is higher than EART's 0.59% expense ratio.
Return for Risk
PYZ vs. EART — Risk / Return Rank
PYZ
EART
PYZ vs. EART - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco DWA Basic Materials Momentum ETF (PYZ) and Global X Rare Earth & Critical Materials ETF (EART). 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.
| PYZ | EART | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 2.76 | -1.26 |
Sortino ratioReturn per unit of downside risk | 2.07 | 3.00 | -0.93 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.43 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.39 | 3.78 | -1.39 |
Martin ratioReturn relative to average drawdown | 7.77 | 14.28 | -6.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PYZ | EART | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 2.76 | -1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.21 | +0.14 |
Correlation
The correlation between PYZ and EART is 0.67, 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.
Dividends
PYZ vs. EART - Dividend Comparison
PYZ's dividend yield for the trailing twelve months is around 0.57%, less than EART's 0.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PYZ Invesco DWA Basic Materials Momentum ETF | 0.57% | 0.72% | 1.13% | 1.19% | 1.18% | 0.33% | 1.04% | 1.38% | 1.20% | 0.53% | 1.07% | 1.25% |
EART Global X Rare Earth & Critical Materials ETF | 0.60% | 0.65% | 1.06% | 1.83% | 2.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PYZ vs. EART - Drawdown Comparison
The maximum PYZ drawdown since its inception was -65.15%, which is greater than EART's maximum drawdown of -53.68%. Use the drawdown chart below to compare losses from any high point for PYZ and EART.
Loading graphics...
Drawdown Indicators
| PYZ | EART | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.15% | -53.68% | -11.47% |
Max Drawdown (1Y)Largest decline over 1 year | -17.75% | -26.03% | +8.28% |
Max Drawdown (5Y)Largest decline over 5 years | -32.97% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -52.46% | — | — |
Current DrawdownCurrent decline from peak | -9.93% | -18.58% | +8.65% |
Average DrawdownAverage peak-to-trough decline | -12.71% | -29.89% | +17.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.46% | 6.89% | -1.43% |
Volatility
PYZ vs. EART - Volatility Comparison
The current volatility for Invesco DWA Basic Materials Momentum ETF (PYZ) is 11.21%, while Global X Rare Earth & Critical Materials ETF (EART) has a volatility of 17.00%. This indicates that PYZ experiences smaller price fluctuations and is considered to be less risky than EART based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PYZ | EART | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.21% | 17.00% | -5.79% |
Volatility (6M)Calculated over the trailing 6-month period | 21.97% | 32.26% | -10.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.36% | 39.95% | -11.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.95% | 33.89% | -7.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.38% | 33.89% | -7.51% |