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Upturn AI SWOT - About
Invesco DWA Momentum ETF (PDP)
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Upturn Advisory Summary
07/31/2025: PDP (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 31.57% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.18 | 52 Weeks Range 86.37 - 117.43 | Updated Date 06/29/2025 |
52 Weeks Range 86.37 - 117.43 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco DWA Momentum ETF
ETF Overview
Overview
The Invesco DWA Momentum ETF (PDP) seeks to track the Dorsey Wright Momentum Index, investing in approximately 100 U.S. companies demonstrating powerful relative strength characteristics.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long history and strong reputation in the ETF market.
Management Expertise
Invesco has a dedicated team of portfolio managers and analysts with expertise in quantitative investing and ETF management.
Investment Objective
Goal
The ETF aims to generate capital appreciation by investing in companies exhibiting superior relative strength.
Investment Approach and Strategy
Strategy: The ETF tracks the Dorsey Wright Momentum Index, which identifies securities with positive relative strength characteristics.
Composition The ETF primarily holds U.S. equity securities across various market capitalizations and sectors.
Market Position
Market Share: PDP holds a significant market share in the momentum ETF space, although this varies depending on the specific benchmark used.
Total Net Assets (AUM): 1310000000
Competitors
Key Competitors
- MTUM
- MOM
- FTCS
Competitive Landscape
The momentum ETF market is relatively concentrated, with a few large players dominating. PDP distinguishes itself through its distinct index methodology. Compared to other similar ETFs, PDP tends to have somewhat lower expense ratios and different holding compositions which impacts its performance.
Financial Performance
Historical Performance: Historical performance data can be obtained from financial data providers. A sample performance would include: 1 year: 15.5%, 3 year: 8.2%, 5 year: 11.7%.
Benchmark Comparison: The ETF's performance should be compared to the Dorsey Wright Momentum Index to evaluate tracking efficiency.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
PDP has good liquidity, with a relatively high average trading volume, making it easier to buy and sell shares.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating lower transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment significantly impact PDP's performance due to its focus on growth stocks.
Growth Trajectory
The ETF's growth depends on its ability to consistently identify and capture momentum trends in the market.
Moat and Competitive Advantages
Competitive Edge
PDP's primary competitive advantage lies in its use of the Dorsey Wright momentum methodology, a time-tested approach to identify stocks with relative strength. This methodology has proven effective over various market cycles. The ETF also benefits from Invesco's established brand and distribution network. PDP holds a niche market focus that allows the ETF to offer a high dividend yield.
Risk Analysis
Volatility
PDP exhibits moderate volatility due to its focus on growth stocks and momentum strategies.
Market Risk
The ETF is susceptible to market risk, particularly during periods of economic downturn or market corrections.
Investor Profile
Ideal Investor Profile
PDP is suitable for investors seeking capital appreciation through exposure to high-momentum stocks.
Market Risk
PDP is more suitable for investors with a moderate to high risk tolerance and a long-term investment horizon.
Summary
The Invesco DWA Momentum ETF (PDP) offers exposure to U.S. companies exhibiting positive relative strength. The ETF tracks the Dorsey Wright Momentum Index, seeking capital appreciation through momentum-driven investments. While PDP presents a strategic investment opportunity, its volatility and market risk require thorough consideration. Its historical performance has been fairly good. The ETF is a good option for investors with a moderate to high risk tolerance and a longer investment horizon.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- Financial News Providers (e.g., Bloomberg, Reuters, Yahoo Finance)
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share data is approximate and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco DWA Momentum ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index is composed of approximately 100 securities from an eligible universe of approximately 1,000 securities of the largest constituents by market capitalization within the NASDAQ U.S. benchmark index".
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