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BWX vs PWV

Comparison between SPDR Bloomberg International Treasury Bond ETF (BWX, ETF) and INVESCO LARGE CAP VALUE ETF (PWV, ETF).

5-Year PerformancePWV has outperformed BWX, delivering a return of +12.4% compared to -4.1%

BWX vs PWV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BWX
$1.50B
PWV
$1.50B
Expense Ratio
Winner
BWX
0.35%
PWV
0.55%
Max Drawdown
Winner
BWX
35.95%
PWV
50.70%
Sharpe Ratio
BWX
-0.35
Winner
PWV
2.09
5Y Beta
Winner
BWX
0.00
PWV
0.64
P/E Ratio
BWX
N/A
PWV
16.19
Forward P/E
BWX
N/A
PWV
13.39
PEG Ratio
BWX
N/A
PWV
0.28
5Y Dividends CAGR
Winner
BWX
14.53%
PWV
7.51%
5Y EPS CAGR
BWX
N/A
PWV
10.49%
Debt to Equity
BWX
N/A
PWV
57.25%
P/S Ratio
BWX
N/A
PWV
1.39
P/B Ratio
BWX
N/A
PWV
2.27

BWX vs PWV - Historical Returns

Returns include dividend reinvestment.

1M
BWX
+0.74%
Winner
PWV
+1.84%
3M
BWX
-2.39%
Winner
PWV
+3.18%
6M
BWX
-0.57%
Winner
PWV
+10.37%
1Y
BWX
+2.03%
Winner
PWV
+23.89%
5Y(CAGR)
BWX
-4.10%
Winner
PWV
+12.40%
10Y(CAGR)
BWX
-1.07%
Winner
PWV
+11.79%
Max(CAGR)
BWX
+0.60%
Winner
PWV
+10.10%

BWX vs PWV - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearBWXPWV
2026-0.10%+8.78%
2025+8.27%+19.47%
2024-5.03%+13.95%
2023+5.34%+10.50%
2022-18.75%-1.98%
2021-9.16%+30.66%
2020+9.62%-4.55%
2019+5.62%+29.16%
2018-2.40%-14.36%
2017+11.31%+16.04%
2016+0.66%+20.43%
2015-6.28%-4.84%
2014-1.91%+13.32%
2013-3.28%+29.72%
2012+4.56%+14.97%
2011+4.00%+5.30%
2010+3.73%+12.02%
2009+6.31%+15.26%
2008+3.55%-26.06%
2007+3.97%+5.32%
2006N/A+22.45%
2005N/A+8.65%

BWX vs PWV Drawdown Comparison

The maximum drawdown for BWX was -34.05%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for PWV was -49.06%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.

The current BWX drawdown is -22.75%. The current PWV drawdown is -1.47%.

RankBWXPWV
#1-34.05%
Jan 5, 2021 - Oct 20, 2022
-49.06%
Oct 9, 2007 - May 6, 2010
#2-23.01%
Mar 14, 2008 - Sep 8, 2009
-45.10%
May 6, 2010 - Jul 18, 2013
#3-15.41%
Jul 1, 2014 - Mar 3, 2020
-37.64%
Feb 12, 2020 - Feb 23, 2021
#4-13.37%
Mar 9, 2020 - Jul 27, 2020
-22.24%
Jan 26, 2018 - Oct 25, 2019
#5-12.97%
Dec 1, 2009 - Oct 1, 2010
-16.38%
Jan 11, 2022 - Jul 31, 2023
#6-9.13%
Oct 17, 2012 - May 6, 2014
-15.12%
May 21, 2015 - Jul 8, 2016
#7-8.63%
Nov 4, 2010 - Apr 27, 2011
-14.32%
Nov 29, 2024 - Jun 23, 2025
#8-8.10%
Aug 23, 2011 - Sep 11, 2012
-10.45%
Jun 4, 2007 - Oct 5, 2007
#9-4.57%
Nov 26, 2007 - Jan 14, 2008
-9.27%
Jul 31, 2023 - Dec 1, 2023
#10-3.41%
May 2, 2011 - Jun 3, 2011
-8.72%
Sep 19, 2014 - Nov 18, 2014
#11-3.37%
Jun 7, 2011 - Aug 9, 2011
-6.53%
Jan 15, 2014 - Mar 6, 2014
#12-2.68%
Oct 14, 2010 - Nov 4, 2010
-6.46%
May 5, 2006 - Jul 28, 2006
#13-1.78%
Aug 6, 2020 - Oct 21, 2020
-6.25%
Jun 4, 2021 - Aug 12, 2021
#14-1.69%
Oct 8, 2009 - Nov 9, 2009
-6.24%
Feb 15, 2007 - Apr 16, 2007
#15-1.47%
Feb 1, 2008 - Feb 27, 2008
-6.21%
Jul 17, 2024 - Aug 23, 2024

Correlation

Correlation between BWX and PWV is -0.17 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.17
-101

Dividend Comparison (2005 - 2026)

BWX vs PWV dividend yield comparison.

YearBWXPWV
20260.76%0.47%
20252.19%2.12%
20241.99%2.08%
20231.62%2.16%
20221.23%2.29%
20210.93%1.89%
20200.95%2.66%
20191.16%2.24%
20181.07%2.34%
20170.46%1.55%
20160.00%2.35%
20150.00%2.42%
20141.77%1.93%
20131.88%1.82%
20121.80%2.41%
20113.35%2.21%
20101.08%2.24%
20090.87%2.19%
20082.98%2.81%
20070.59%2.28%
20060.00%1.35%
20050.00%1.28%

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