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Upturn AI SWOT - About
Invesco DWA Consumer Cyclicals Momentum ETF (PEZ)
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Upturn Advisory Summary
10/24/2025: PEZ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 11.37% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.49 | 52 Weeks Range 76.14 - 113.28 | Updated Date 06/29/2025 |
52 Weeks Range 76.14 - 113.28 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco DWA Consumer Cyclicals Momentum ETF
ETF Overview
Overview
The Invesco DWA Consumer Cyclicals Momentum ETF (PEZ) seeks to track the investment results of the Dorsey Wright Consumer Cyclicals Technical Leaders Index. It focuses on consumer cyclical companies showing relative strength (momentum).
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and extensive experience in managing ETFs.
Management Expertise
Invesco has a dedicated team of portfolio managers and analysts with expertise in factor-based investing and ETF management.
Investment Objective
Goal
The investment objective is to track the investment results of the Dorsey Wright Consumer Cyclicals Technical Leaders Index before fees and expenses.
Investment Approach and Strategy
Strategy: The ETF tracks an index of companies demonstrating superior relative strength in the consumer cyclical sector.
Composition Primarily holds stocks of U.S. consumer cyclical companies identified by the Dorsey Wright relative strength methodology.
Market Position
Market Share: Market share data is dynamic and can vary frequently.
Total Net Assets (AUM): 187000000
Competitors
Key Competitors
- Consumer Discretionary Select Sector SPDR Fund (XLY)
- Vanguard Consumer Discretionary ETF (VCR)
- iShares U.S. Consumer Discretionary ETF (IYC)
Competitive Landscape
The consumer cyclical ETF market is dominated by large, broad-based funds like XLY and VCR. PEZ differentiates itself through its momentum-based strategy. PEZ's advantage is its focus on high-momentum stocks, while a disadvantage is its concentrated strategy compared to broader funds.
Financial Performance
Historical Performance: Historical performance data can be obtained from Invesco's website and financial data providers.
Benchmark Comparison: Benchmark comparison involves comparing PEZ's performance to the Dorsey Wright Consumer Cyclicals Technical Leaders Index.
Expense Ratio: 0.6
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity, allowing for relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading and low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, consumer confidence, and interest rates significantly influence PEZ's performance within the consumer cyclical sector.
Growth Trajectory
Growth depends on the sustained momentum of the consumer cyclical sector and the effectiveness of the Dorsey Wright relative strength methodology.
Moat and Competitive Advantages
Competitive Edge
PEZu2019s competitive advantage lies in its unique momentum-based strategy within the consumer cyclical sector. The Dorsey Wright methodology seeks to identify and invest in companies exhibiting strong relative strength, potentially leading to outperformance during bullish market cycles. Its niche focus can provide diversification benefits for investors seeking targeted exposure. However, this focus can also lead to higher volatility during market downturns.
Risk Analysis
Volatility
PEZ's momentum strategy can lead to higher volatility compared to broader consumer cyclical ETFs.
Market Risk
PEZ is susceptible to market risk affecting the consumer cyclical sector, including economic downturns and changes in consumer spending habits.
Investor Profile
Ideal Investor Profile
PEZ is suitable for investors seeking targeted exposure to consumer cyclical companies with strong momentum characteristics and a higher risk tolerance.
Market Risk
PEZ is best for investors who understand momentum-based investing and are comfortable with potential short-term volatility.
Summary
The Invesco DWA Consumer Cyclicals Momentum ETF (PEZ) offers a targeted investment approach within the consumer cyclical sector, focusing on companies exhibiting strong relative strength. Its momentum-based strategy differentiates it from broader market ETFs, potentially leading to higher returns during favorable market conditions. However, this focused approach also entails higher volatility and sector-specific risks. PEZ is best suited for investors with a higher risk tolerance seeking targeted exposure to high-momentum consumer cyclical stocks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data is approximate and subject to change. Past performance is not indicative of future results.
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 Consumer Cyclicals 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 the securities that comprise the underlying index. The underlying index is composed of at least 30 securities of companies in the consumer discretionary (or cyclicals) sector that have powerful relative strength or momentum characteristics.
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