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PEZ
+5.89 · +5.88%
$105.95 · NASDAQ

Invesco DWA Consumer Cyclicals Momentum ETF (PEZ) ETF Analysis | Consumer Cyclical

Invesco · United States
AUM:$25.0M
#– of – in Consumer Cyclical ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 5.5% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.60% — moderate cost. Consider how fees compound over long holding periods.

What is PEZ?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
PEZ returned 5.5% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.60%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 39.8% of the ETF — a moderate level of name concentration.
ETF Information
AUM$25.0M
Expense Ratio0.60%
Dividend Yield0.11%
Holdings41
Inception DateOct 2006
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta1.91
CategoryConsumer Cyclical
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-6.6%
1Y
-3.8%
3Y
+42.4%
5Y
+7.8%
OpenBook InsightIf you had invested £10,000 in PEZ 5 years ago, it would have grown to £10,785 — a gain of £785.

Annual Returns

Calendar year performance

PEZ delivered positive returns in 3 of the last 5 calendar years.
YearPEZ
2026 YTD-6.1%
2025+6.1%
2024+21.7%
2023+30.2%
2022-29.0%
CAGR 4yr+4.5%
3/5 positive yearsAvg return: +4.6%Worst year: -29.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
16.6%
Low
Momentum
-2.6%
30-day change
Support Level
97.46
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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