(PDP) Invesco DWA Momentum - Ratings and Ratios
Momentum, Equity, Large-Cap, Mid-Cap
Dividends
| Dividend Yield | 0.29% |
| Yield on Cost 5y | 0.40% |
| Yield CAGR 5y | 14.27% |
| Payout Consistency | 65.4% |
| Payout Ratio | - |
| Risk via 10d forecast | |
|---|---|
| Volatility | 24.6% |
| Value at Risk 5%th | 42.6% |
| Relative Tail Risk | 5.42% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.07 |
| Alpha | -10.92 |
| CAGR/Max DD | 0.78 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.429 |
| Beta | 1.059 |
| Beta Downside | 1.090 |
| Drawdowns 3y | |
|---|---|
| Max DD | 23.79% |
| Mean DD | 4.13% |
| Median DD | 2.91% |
Description: PDP Invesco DWA Momentum November 13, 2025
The Invesco DWA Momentum ETF (NASDAQ:PDP) seeks to track an index of roughly 100 large- and mid-cap U.S. stocks drawn from the Nasdaq U.S. Large-Cap and Mid-Cap indices, allocating at least 90% of assets to those securities. The underlying universe contains about 1,000 of the Nasdaq’s biggest constituents, from which the index selects the top momentum performers.
As of the most recent quarterly filing (Q2 2025), PDP carries an expense ratio of 0.55% and a 30-day turnover of roughly 45%, indicating moderate trading activity typical for a factor-based growth strategy. The fund’s sector exposure tilts toward technology (≈35% weighting) and consumer discretionary (≈20%), both of which have historically driven momentum returns in a low-interest-rate environment. Recent macro data-specifically the Fed’s decision to keep rates steady and a modest slowdown in inflation-have supported higher risk-appetite assets, which can amplify the ETF’s performance relative to the broader market.
For a deeper, data-driven look at how PDP’s momentum tilt behaves across market cycles, you might explore the analytics platform ValueRay, which offers granular factor attribution and scenario modeling.
What is the price of PDP shares?
Over the past week, the price has changed by -1.05%, over one month by -0.22%, over three months by +1.56% and over the past year by +3.72%.
Is PDP a buy, sell or hold?
What are the forecasts/targets for the PDP price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 128.7 | 9.6% |
PDP Fundamental Data Overview December 09, 2025
Beta = 1.24
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 1.32b USD (1.32b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 1.32b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 1.32b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 9.92% (E(1.32b)/V(1.32b) * Re(9.92%) + (debt-free company))
Discount Rate = 9.92% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for PDP ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle