Invesco DWA Competition

PEZ Etf

USD 105.24 1.35 1.27%

Invesco DWA Consumer competes with Invesco DWA, First Trust, Invesco DWA, Pacer Swan, and Invesco Active; as well as few others. Analyzing Invesco DWA competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Invesco DWA to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Invesco DWA Correlation with its peers.

Invesco DWA vs Principal Quality Correlation

Modest diversification

The correlation between Invesco DWA Consumer and PSET is 0.28 (i.e., Modest diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Invesco DWA Consumer and PSET in the same portfolio, assuming nothing else is changed.

Moving together with Invesco Etf

0.68	XLY	Consumer Discretionary Sell-off Trend	Pair Corr
0.71	VCR	Vanguard Consumer	Pair Corr
0.71	FDIS	Fidelity MSCI Consumer	Pair Corr

Moving against Invesco Etf

0.75	RCD	Ready Capital	Pair Corr
0.44	MPAY	Exchange Traded Concepts	Pair Corr

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Invesco DWA's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
103.99	105.22	106.45

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Intrinsic

Valuation

Low	Real	High
94.72	109.21	110.44

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Naive

Forecast

Low	Next	High
104.98	106.20	107.43

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Bollinger

Band Projection (param)

Lower	Middle Band	Upper
105.24	105.24	105.24

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Invesco DWA Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Invesco DWA and its competitors represents the degree of relationship between the price movements of corresponding etfs. A correlation of about +1.0 implies that the price of Invesco and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Invesco DWA Consumer does not affect the price movement of the other competitor.

	PUI	FTCE	PYZ	PSFD	PSR	XUSP	GAMR	FTWO	HQGO	PSET
PUI		-0.23	0.52	0.18	0.93	-0.1	-0.76	0.7	-0.49	-0.69	PUI
FTCE	-0.23		0.53	0.83	-0.08	0.85	0.13	0.38	0.78	0.47	FTCE
PYZ	0.52	0.53		0.83	0.7	0.42	-0.71	0.96	0.01	-0.4	PYZ
PSFD	0.18	0.83	0.83		0.36	0.78	-0.35	0.76	0.47	0.07	PSFD
PSR	0.93	-0.08	0.7	0.36		-0.04	-0.88	0.83	-0.48	-0.7	PSR
XUSP	-0.1	0.85	0.42	0.78	-0.04		0.15	0.32	0.87	0.53	XUSP
GAMR	-0.76	0.13	-0.71	-0.35	-0.88	0.15		-0.8	0.58	0.83	GAMR
FTWO	0.7	0.38	0.96	0.76	0.83	0.32	-0.8		-0.13	-0.51	FTWO
HQGO	-0.49	0.78	0.01	0.47	-0.48	0.87	0.58	-0.13		0.83	HQGO
PSET	-0.69	0.47	-0.4	0.07	-0.7	0.53	0.83	-0.51	0.83		PSET
	PUI	FTCE	PYZ	PSFD	PSR	XUSP	GAMR	FTWO	HQGO	PSET

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High positive correlations

FTWO	+ 0.96	PYZ
PSR	+ 0.93	PUI
HQGO	+ 0.87	XUSP
XUSP	+ 0.85	FTCE
PSFD	+ 0.83	FTCE
PSFD	+ 0.83	PYZ

High negative correlations

GAMR	- 0.88	PSR
FTWO	- 0.8	GAMR
GAMR	- 0.76	PUI
GAMR	- 0.71	PYZ
PSET	- 0.7	PSR
PSET	- 0.69	PUI

Invesco DWA Constituents Risk-Adjusted Indicators

There is a big difference between Invesco Etf performing well and Invesco DWA ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Invesco DWA's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
PUI	0.75	0.10	0.05	0.34	0.89	(0.81)	1.47	(1.55)	3.69
FTCE	0.60	(0.02)	(0.03)	0.05	0.86	(0.61)	1.05	(1.81)	4.69
PYZ	1.26	0.33	0.20	0.33	1.27	(1.41)	2.94	(1.99)	9.02
PSFD	0.28	0.01	(0.08)	0.11	0.32	(0.30)	0.58	(0.54)	2.31
PSR	0.53	0.11	0.06	0.49	0.58	(0.54)	1.49	(1.27)	3.28
XUSP	0.74	(0.02)	(0.02)	0.06	0.95	(0.74)	1.30	(1.74)	5.05
GAMR	1.01	(0.24)	0.00	(0.21)	0.00	0.00	1.64	(2.69)	7.36
FTWO	0.99	0.33	0.25	0.53	0.87	(1.19)	2.24	(1.66)	5.83
HQGO	0.64	(0.03)	(0.04)	0.05	0.82	(0.69)	1.26	(1.50)	4.24
PSET	0.61	(0.07)	(0.09)	0.00	0.84	(0.62)	1.27	(1.41)	3.74

Invesco DWA Competitive Analysis

The better you understand Invesco DWA competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Invesco DWA's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Invesco DWA's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	PEZ	PUI	FTCE	PYZ	PSFD	PSR	XUSP	GAMR	FTWO	HQGO
	1.27 105.24 Invesco	0.56 48.45 Invesco	0.28 24.90 First	0.41 132.14 Invesco	0.32 37.58 Pacer	0.19 99.65 Invesco	0.61 47.46 Innovator	1.07 79.35 Amplify	1.11 49.07 FTWO	0.03 59.59 Hartford
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Mild	Good	Weak	Solid	Mild	Solid	Weakest	Weakest	Solid	Weakest
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Over Valued	Fairly Valued	Under Valued	Under Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Buy	Strong Hold	Strong Hold	Strong Buy	Hold	Strong Hold	Hold	Hold	Strong Buy	Strong Hold
Net Asset	24.88 M	75.07 M	N/A	99.93 M	17.2 M	111.98 M	5.09 M	51 M	N/A	N/A
Price To Book	4.56	1.07	N/A	2.86	N/A	2.46	N/A	1.94	N/A	N/A
Five Year Return	3.5	12.3	N/A	12.6	12.2	5.1	N/A	7.8	N/A	N/A
One Year Return	7.6	20.8	20.1	48.7	12.1	7.5	17.2	-1.4	58.1	9.2
Last Dividend Paid	0.036	0.25	N/A	0.25	N/A	0.64	N/A	0.03	N/A	N/A
Price To Earning	20.97	6.0	N/A	18.89	N/A	29.56	N/A	19.02	N/A	N/A
Beta	1.91	0.78	N/A	1.5	0.59	1.1	1.34	1.36	N/A	N/A
Price To Sales	1.58	1.34	N/A	1.19	N/A	6.42	N/A	1.66	N/A	N/A
Equity Positions Weight	99.58	99.88	N/A	99.82	197.97	99.99	217.23	99.02	N/A	N/A
Three Year Return	15.6	16.9	N/A	15.1	15.0	6.4	23.8	-12.3	N/A	N/A
Annual Yield	N/A	N/A	0.0098	N/A	N/A	N/A	N/A	N/A	0.006	N/A
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.14	N/A	N/A
Ten Year Return	10.1	9.9	N/A	12.4	N/A	6.5	N/A	N/A	N/A	N/A
Day Typical Price	104.89	48.36	24.85	131.68	37.56	99.56	47.38	79.47	48.88	59.59
Accumulation Distribution	0.0101	0.0054	0.006	0.0104	0.0013	0.0028	0.0048	0.0046	0.0138	N/A
Market Facilitation Index	1.06	0.26	0.15	1.38	0.05	0.28	0.23	0.37	0.68	N/A
Daily Balance Of Power	(1.27)	1.038462	(0.47)	0.3913	(2.40)	0.6786	(1.26)	(2.32)	0.7941	0
Period Momentum Indicator	(1.35)	0.27	(0.07)	0.54	(0.12)	0.19	(0.29)	(0.86)	0.54	(0.02)
Rate Of Daily Change	0.99	1.01	1.0	1.0	1.0	1.0	0.99	0.99	1.01	1.0
Day Median Price	104.71	48.32	24.83	131.45	37.56	99.51	47.35	79.54	48.78	59.59
Price Action Indicator	(0.15)	0.27	0.04	0.96	(0.04)	0.24	(0.03)	(0.62)	0.56	(0.01)
Relative Strength Index	3.6	88.09	87.85	35.24	96.53	5.28	84.75	70.36	98.97	94.7
Coefficient Of Variation	675.55	690.8	1393.46	381.01	775.35	499.03	1409.64	(872.08)	313.92	1666.39
Mean Deviation	1.02	0.7501	0.605	1.26	0.2848	0.5258	0.7359	1.01	0.9935	0.6407
Jensen Alpha	0.0776	0.0971	(0.02)	0.3334	0.0111	0.1125	(0.02)	(0.24)	0.3297	(0.03)
Total Risk Alpha	0.0451	0.0283	(0.04)	0.2615	(0.0002)	0.0593	(0.04)	(0.33)	0.258	(0.05)
Sortino Ratio	0.0911	0.0482	(0.03)	0.2015	(0.08)	0.0649	(0.02)	N/A	0.2476	(0.04)
Downside Variance	1.13	0.974	0.9538	3.21	0.2284	0.711	1.19	N/A	1.55	0.7961
Standard Deviation	1.26	0.9497	0.8341	1.72	0.4004	0.7215	0.9877	1.46	1.25	0.8415
Kurtosis	0.0193	(0.08)	1.7	1.59	2.39	0.6217	1.13	3.14	0.553	0.583
Potential Upside	2.45	1.47	1.05	2.94	0.5843	1.49	1.3	1.64	2.24	1.26
Treynor Ratio	0.1424	0.3353	0.0536	0.3278	0.1091	0.4859	0.0588	(0.21)	0.5272	0.0469
Maximum Drawdown	6.29	3.69	4.69	9.02	2.31	3.28	5.05	7.36	5.83	4.24
Variance	1.59	0.9019	0.6957	2.95	0.1603	0.5206	0.9756	2.15	1.57	0.7082
Market Risk Adjusted Performance	0.1524	0.3453	0.0636	0.3378	0.1191	0.4959	0.0688	(0.20)	0.5372	0.0569
Risk Adjusted Performance	0.1172	0.1127	0.0558	0.2064	0.0896	0.1528	0.0566	(0.08)	0.2477	0.0468
Skewness	0.282	(0.34)	(0.44)	(0.48)	(0.66)	(0.50)	(0.39)	(1.08)	(0.49)	(0.31)
Semi Deviation	0.8855	0.8927	0.8562	1.27	0.3223	0.5795	0.9479	N/A	0.8683	0.8182
Information Ratio	0.0768	0.0501	(0.04)	0.2101	(0.1)	0.0758	(0.02)	(0.18)	0.2467	(0.05)
Value At Risk	(1.68)	(1.55)	(1.81)	(1.99)	(0.54)	(1.27)	(1.74)	(2.69)	(1.66)	(1.50)
Expected Short fall	(1.23)	(0.81)	(0.61)	(1.41)	(0.30)	(0.54)	(0.74)	N/A	(1.19)	(0.69)
Downside Deviation	1.06	0.9869	0.9766	1.79	0.4779	0.8432	1.09	N/A	1.25	0.8922
Semi Variance	0.7842	0.7968	0.733	1.62	0.1039	0.3358	0.8985	N/A	0.7539	0.6694

Invesco DWA Competition Performance Charts

Five steps to successful analysis of Invesco DWA Competition

Invesco DWA's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Invesco DWA Consumer in relation to its competition. Invesco DWA's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Invesco DWA in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Invesco DWA's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Invesco DWA Consumer, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Invesco DWA position

In addition to having Invesco DWA in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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When determining whether Invesco DWA Consumer is a strong investment it is important to analyze Invesco DWA's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Invesco DWA's future performance. For an informed investment choice regarding Invesco Etf, refer to the following important reports:

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Check out Invesco DWA Correlation with its peers.

You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

Investors evaluate Invesco DWA Consumer using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Invesco DWA's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. External factors like market trends, sector rotation, and investor psychology can cause Invesco DWA's market price to deviate significantly from intrinsic value.

It's important to distinguish between Invesco DWA's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Invesco DWA should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, Invesco DWA's market price signifies the transaction level at which participants voluntarily complete trades.

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Invesco DWA Competition

Invesco DWA vs Principal Quality Correlation

Modest diversification

Moving together with Invesco Etf

Moving against Invesco Etf

Specify up to 10 symbols:

Invesco DWA Competition Correlation Matrix

High positive correlations

High negative correlations

Invesco DWA Constituents Risk-Adjusted Indicators

Invesco DWA Competitive Analysis

Invesco DWA Competition Performance Charts

Five steps to successful analysis of Invesco DWA Competition

Complement your Invesco DWA position

Did You Try This Idea?

Run Robots And Drones Thematic Idea Now

Robots And Drones

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