evenfolio
InvescoTechnologyPTF · Nasdaq

Invesco Dorsey Wright Technology Momentum ETF (PTF)

Price
$102.14
11 Sept 2026
Assets
$558.9M
Total net assets
Expense ratio
0.60%
Category 0.90%
Yield
0.01%
Trailing distributions
3Y CAGR
29.2%+2.6%
Category 26.7%
5Y CAGR
14.3%+3.1%
Category 11.2%
Loading NAV history…
Invesco Dorsey Wright Technology Momentum ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-7.3%-21.3%+17.4%+33.5%+41.4%+29.2%+14.3%+22.8%+13.4%
Technology average-3.5%-1.4%29.6%27.5%32.2%26.7%11.2%19.6%15.1%
Difference-3.8%-19.9%-12.2%+6.1%+9.2%+2.6%+3.1%+3.3%-1.6%

Holdings

The 10 largest positions make up 40.8% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
MUMicron Technology Inc5.66%
SNDKSanDisk Corp Ordinary Shares5.43%
AXTIAXT Inc4.65%
STXSeagate Technology Holdings PLC4.22%
WDCWestern Digital Corp4.07%
KLACKLA Corp3.68%
DELLDell Technologies Inc Ordinary Shares - Class C3.54%
AAOIApplied Optoelectronics Inc3.31%
LRCXLam Research Corp3.12%
AMDAdvanced Micro Devices Inc3.10%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
36.8
P/B
7.4
P/S
6.7
P/CF
29.5

Sector allocation

Share of the equity the fund holds.

92.6%Technology3 sectors
  1. Technology92.6%
  2. Financial services4.9%
  3. Communication services2.5%

Asset mix

  • Stocks99.9%
  • Cash0.1%

ETF details

Issuer
Invesco
Category
Equity · Technology
Ticker
PTF
Exchange
Nasdaq
Inception
12 Oct 2006 (19.9 years)
Structure
Exchange Traded Fund
Expense ratio
0.60% (category 0.90%)
Holdings turnover
217% (category 58%)
Distribution yield
0.01%
Beta, 3 years
2.08
Total net assets
$558.9M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other technology ETFs

Other ETFs in the Technology category.

Search

Search funds, pages and tools