Invesco DWA Competition

PFI Etf

USD 57.72 0.06 0.10%

Invesco DWA Financial competes with First Trust, First Trust, First Trust, Invesco FTSE, and Vanguard Strategic; 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 Xtrackers Harvest Correlation

Poor diversification

The correlation between Invesco DWA Financial and ASHR is 0.74 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Invesco DWA Financial and ASHR in the same portfolio, assuming nothing else is changed.

Moving together with Invesco Etf

0.87	XLF	Financial Select Sector Aggressive Push	Pair Corr
0.91	VFH	Vanguard Financials Index	Pair Corr
0.81	KRE	SPDR SP Regional Aggressive Push	Pair Corr
0.85	KBE	SPDR SP Bank	Pair Corr
0.92	IYF	iShares Financials ETF	Pair Corr

Moving against Invesco Etf

0.46

TPZ

Tortoise Capital Series

Pair Corr

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Hype

Prediction

Low	Estimated	High
56.52	57.72	58.92

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Intrinsic

Valuation

Low	Real	High
56.21	57.41	58.61

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Naive

Forecast

Low	Next	High
55.80	56.99	58.19

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Bollinger

Band Projection (param)

Lower	Middle Band	Upper
57.42	58.83	60.25

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Please note, it is not enough to conduct a financial or market analysis of a single entity such as Invesco DWA. Your research has to be compared to or analyzed against Invesco DWA's peers to derive any actionable benefits. When done correctly, Invesco DWA's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Invesco DWA Financial.

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 Financial does not affect the price movement of the other competitor.

	FXU	FXR	FXL	PXF	VSTCX	XSOE	TNA	IHDG	ASHR
FXU		0.03	-0.28	0.14	-0.08	0.3	0.01	0.04	0.01	FXU
FXR	0.03		0.59	0.95	0.95	0.88	0.96	0.97	0.87	FXR
FXL	-0.28	0.59		0.5	0.52	0.57	0.67	0.53	0.66	FXL
PXF	0.14	0.95	0.5		0.92	0.91	0.88	0.95	0.84	PXF
VSTCX	-0.08	0.95	0.52	0.92		0.8	0.89	0.94	0.85	VSTCX
XSOE	0.3	0.88	0.57	0.91	0.8		0.82	0.87	0.89	XSOE
TNA	0.01	0.96	0.67	0.88	0.89	0.82		0.9	0.8	TNA
IHDG	0.04	0.97	0.53	0.95	0.94	0.87	0.9		0.9	IHDG
ASHR	0.01	0.87	0.66	0.84	0.85	0.89	0.8	0.9		ASHR
	FXU	FXR	FXL	PXF	VSTCX	XSOE	TNA	IHDG	ASHR

High positive correlations

IHDG	+ 0.97	FXR
TNA	+ 0.96	FXR
PXF	+ 0.95	FXR
VSTCX	+ 0.95	FXR
IHDG	+ 0.95	PXF
IHDG	+ 0.94	VSTCX

High negative correlations

FXL	- 0.28	FXU
VSTCX	- 0.08	FXU

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
FXU	0.58	0.02	(0.03)	0.12	0.79	(0.56)	1.11	(1.16)	3.28
FXR	0.87	0.13	0.14	0.15	0.75	(0.94)	2.19	(1.61)	5.33
FXL	1.11	(0.09)	0.00	(6.30)	0.00	0.00	1.89	(2.96)	5.29
PXF	0.59	0.18	0.23	0.32	0.46	(0.71)	1.31	(1.16)	2.82
VSTCX	0.86	0.16	0.16	0.22	0.75	(1.01)	2.23	(1.62)	7.84
XSOE	0.68	0.05	0.03	0.14	0.73	(0.73)	1.50	(1.29)	4.40
TNA	2.64	0.07	0.06	0.08	3.22	(2.62)	5.37	(5.58)	13.93
IHDG	0.57	0.06	0.06	0.13	0.68	(0.61)	1.26	(1.16)	4.21
ASHR	0.67	0.01	(0.03)	0.09	0.82	(0.67)	1.22	(1.26)	2.96

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

	PFI	FXU	FXR	FXL	PXF	VSTCX	XSOE	TNA	IHDG	ASHR
	0.10 57.72 Invesco	0.24 46.87 First	2.13 88.70 First	3.64 165.01 First	0.83 71.67 Invesco	0.09 44.35 Vanguard	1.14 41.56 WisdomTree	2.64 53.04 Direxion	0.89 50.82 WisdomTree	0.72 33.48 Xtrackers
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)	Soft	Soft	Solid	Weakest	Strong	Solid	Good	Fair	Good	Mild
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Under Valued	Under Valued	Fairly Valued	Over 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)	Hold	Cautious Hold	Strong Buy	Strong Sell	Strong Buy	Strong Buy	Strong Hold	Cautious Hold	Strong Buy	Cautious Hold
Net Asset	58.05 M	423.14 M	1.37 B	936.05 M	1.04 B	2.31 B	2.13 B	919.89 M	1.15 B	1.57 B
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	3 K	N/A	N/A	N/A	N/A
Price To Book	2.1	1.41	2.66	3.21	1.08	1.7	1.73	1.9	3.62	1.66
Five Year Return	7.2	12.7	11.5	8.4	13.4	12.9	1.0	-7.6	8.8	-3.2
One Year Return	-1.7	20.7	9.7	10.2	45.3	16.58	37.0	22.3	12.7	32.1
Last Dividend Paid	0.0614	0.46	0.11	0.0104	0.25	0.06	0.09	0.011	0.22	0.29
Price To Earning	23.74	19.38	18.15	21.94	14.26	16.04	14.69	21.66	17.81	14.22
Beta	1.24	0.73	1.35	1.31	0.97	N/A	1.0	4.03	0.67	0.88
Price To Sales	3.13	1.34	1.15	1.42	0.69	0.65	1.31	1.14	1.95	1.38
Equity Positions Weight	99.8	99.45	99.73	99.72	99.94	99.95	99.84	46.65	100.0	99.82
Three Year Return	13.4	14.3	17.5	20.0	19.9	15.92	13.8	14.2	11.6	4.1
Annual Yield	N/A	N/A	N/A	N/A	N/A	0.01	N/A	N/A	N/A	N/A
Year To Date Return	N/A	N/A	N/A	N/A	N/A	4.44	N/A	N/A	N/A	N/A
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	0.05	0.04	N/A	N/A	N/A
Ten Year Return	9.4	10.6	14.8	19.6	11.3	9.39	10.4	9.9	10.3	4.9
Day Typical Price	57.84	46.97	88.3	166.05	71.78	44.35	41.7	53.2	50.88	33.52
Accumulation Distribution	19.03	5216.47	1914.17	0.0431	1558.43	N/A	3089.16	1.2 M	2532.63	70270.37
Market Facilitation Index	3.0E-4	0.0	0.0	7.33	0.0	N/A	0.0	N/A	0.0	N/A
Daily Balance Of Power	(0.11)	0.2444	1.193548	(0.85)	0.602	0	(0.54)	(0.31)	0.8182	0.8276
Period Momentum Indicator	(0.06)	0.11	1.85	(6.23)	0.59	(0.04)	(0.48)	(1.44)	0.45	0.24
Rate Of Daily Change	1.0	1.0	1.02	0.96	1.01	1.0	0.99	0.97	1.01	1.01
Day Median Price	57.9	47.02	88.1	166.58	71.84	44.35	41.78	53.28	50.91	33.55
Price Action Indicator	(0.21)	(0.09)	1.53	(4.68)	0.13	(0.02)	(0.45)	(0.96)	0.14	0.055
Relative Strength Index	48.49	57.36	66.04	42.32	72.58	61.27	58.51	53.47	60.85	52.51
Coefficient Of Variation	2477.14	1902.45	549.43	(1,725)	324.86	553.7	947.43	1222.39	643.54	2236.73
Mean Deviation	0.9069	0.5839	0.8696	1.11	0.591	0.8585	0.6754	2.64	0.5673	0.6696
Jensen Alpha	(0.04)	0.0156	0.1266	(0.09)	0.1822	0.1646	0.0494	0.0747	0.0616	0.01
Total Risk Alpha	(0.05)	(0.03)	0.1127	(0.20)	0.1646	0.1248	0.0176	0.0158	0.0516	(0.03)
Sortino Ratio	(0.01)	(0.03)	0.14	N/A	0.2295	0.1621	0.0328	0.0589	0.0649	(0.03)
Downside Variance	1.9	0.7401	1.03	N/A	0.5196	1.03	0.746	12.64	0.6739	0.7834
Standard Deviation	1.18	0.7428	1.14	1.4	0.747	1.27	0.8793	3.35	0.7578	0.8091
Kurtosis	0.5958	0.2002	0.0636	(0.08)	(0.20)	6.99	0.3869	(0.06)	1.95	(0.96)
Potential Upside	2.03	1.11	2.19	1.89	1.31	2.23	1.5	5.37	1.26	1.22
Treynor Ratio	0.0281	0.1174	0.1525	(6.30)	0.3179	0.2205	0.1351	0.076	0.1274	0.0883
Maximum Drawdown	4.81	3.28	5.33	5.29	2.82	7.84	4.4	13.93	4.21	2.96
Variance	1.39	0.5517	1.29	1.97	0.5581	1.6	0.7731	11.22	0.5743	0.6546
Market Risk Adjusted Performance	0.0381	0.1274	0.1625	(6.29)	0.3279	0.2305	0.1451	0.086	0.1374	0.0983
Risk Adjusted Performance	0.0335	0.0388	0.1374	(0.04)	0.2266	0.137	0.0793	0.068	0.1146	0.0338
Skewness	(0.58)	(0.55)	0.345	(0.67)	(0.31)	1.55	0.1007	(0.18)	(0.75)	(0.28)
Semi Deviation	1.33	0.7894	0.748	N/A	0.4592	0.7494	0.7332	3.22	0.6803	0.8187
Information Ratio	(0.01)	(0.03)	0.1253	(0.10)	0.2215	0.1297	0.0322	0.0625	0.0703	(0.04)
Value At Risk	(2.18)	(1.16)	(1.61)	(2.96)	(1.16)	(1.62)	(1.29)	(5.58)	(1.16)	(1.26)
Expected Short fall	(0.84)	(0.56)	(0.94)	N/A	(0.71)	(1.01)	(0.73)	(2.62)	(0.61)	(0.67)
Downside Deviation	1.38	0.8603	1.02	N/A	0.7209	1.01	0.8637	3.56	0.8209	0.8851
Semi Variance	1.78	0.6232	0.5595	N/A	0.2109	0.5615	0.5375	10.39	0.4628	0.6703

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 Financial 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 Financial, 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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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Debt ETFs theme has 302 constituents at this time.

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When determining whether Invesco DWA Financial offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Invesco DWA's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Invesco Dwa Financial Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Invesco Dwa Financial Etf:

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Investors evaluate Invesco DWA Financial 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. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. 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 Xtrackers Harvest Correlation

Poor diversification

Moving together with Invesco Etf

Moving against Invesco Etf

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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

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