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IGPT vs BILZ

Comparison between INVESCO AI AND NEXT GEN SOFTWARE ETF (IGPT, ETF) and PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND (BILZ, ETF).

IGPT vs BILZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IGPT
$875M
BILZ
$874M
Expense Ratio
IGPT
0.56%
Winner
BILZ
0.14%
Max Drawdown
IGPT
53.09%
Winner
BILZ
0.58%
Sharpe Ratio
Winner
IGPT
2.27
BILZ
1.21
5Y Beta
IGPT
1.55
Winner
BILZ
-0.00
P/E Ratio
IGPT
51.92
BILZ
N/A
Forward P/E
IGPT
19.50
BILZ
N/A
5Y Dividends CAGR
IGPT
-5.82%
BILZ
N/A
5Y EPS CAGR
IGPT
33.95%
BILZ
N/A
Debt to Equity
IGPT
36.51%
BILZ
N/A
P/S Ratio
IGPT
9.68
BILZ
N/A
P/B Ratio
IGPT
8.44
BILZ
N/A

IGPT vs BILZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IGPT
+8.79%
BILZ
+0.32%
3M
Winner
IGPT
+46.83%
BILZ
+0.93%
6M
Winner
IGPT
+53.86%
BILZ
+1.78%
1Y
Winner
IGPT
+97.01%
BILZ
+3.95%
5Y(CAGR)
IGPT
+13.14%
BILZ
N/A
10Y(CAGR)
IGPT
+20.78%
BILZ
N/A
Max(CAGR)
Winner
IGPT
+15.22%
BILZ
+4.51%

IGPT vs BILZ - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearIGPTBILZ
2026+48.98%+1.49%
2025+30.52%+4.20%
2024+20.71%+5.24%
2023+27.99%+2.33%
2022-26.94%N/A
2021-10.06%N/A
2020+53.11%N/A
2019+35.80%N/A
2018+15.43%N/A
2017+33.68%N/A
2016+15.04%N/A
2015+7.84%N/A
2014+11.44%N/A
2013+29.37%N/A
2012+15.69%N/A
2011-7.39%N/A
2010+17.40%N/A
2009+51.50%N/A
2008-32.06%N/A
2007+4.26%N/A
2006+8.83%N/A
2005+14.69%N/A

IGPT vs BILZ Drawdown Comparison

The maximum drawdown for IGPT was -50.08%, occurring on Jun 16, 2022. Recovery took 1168 trading sessions.

The maximum drawdown for BILZ was -0.52%, occurring on Jun 23, 2023. Recovery took 24 trading sessions.

The current IGPT drawdown is -11.40%.

RankIGPTBILZ
#1-50.08%
Feb 12, 2021 - Oct 8, 2025
-0.52%
Jun 22, 2023 - Jul 27, 2023
#2-48.44%
Oct 31, 2007 - Mar 5, 2010
-0.17%
Jul 26, 2024 - Jul 30, 2024
#3-30.69%
Feb 19, 2020 - May 22, 2020
-0.02%
Jul 27, 2023 - Jul 31, 2023
#4-27.75%
Jul 7, 2011 - Sep 6, 2012
-0.02%
Feb 6, 2024 - Feb 8, 2024
#5-27.57%
May 6, 2010 - Jul 7, 2011
-0.02%
Oct 27, 2023 - Oct 31, 2023
#6-23.00%
Sep 14, 2018 - Mar 1, 2019
-0.02%
May 29, 2024 - May 31, 2024
#7-21.18%
Jul 22, 2015 - Jun 7, 2016
-0.02%
Sep 22, 2025 - Sep 26, 2025
#8-16.68%
Jan 28, 2026 - Apr 14, 2026
-0.02%
Jun 18, 2024 - Jun 21, 2024
#9-14.55%
May 8, 2006 - Oct 5, 2006
-0.01%
Oct 10, 2025 - Oct 16, 2025
#10-13.97%
Mar 4, 2014 - Nov 10, 2014
-0.01%
Aug 24, 2023 - Aug 28, 2023
#11-13.96%
Jul 26, 2019 - Jan 16, 2020
-0.01%
Sep 11, 2023 - Sep 13, 2023
#12-12.77%
Jun 4, 2007 - Oct 9, 2007
-0.01%
Oct 6, 2023 - Oct 10, 2023
#13-11.90%
Oct 29, 2025 - Jan 6, 2026
-0.01%
Mar 3, 2026 - Mar 5, 2026
#14-11.40%
Jun 3, 2026 - Jun 5, 2026
-0.01%
May 6, 2026 - May 8, 2026
#15-11.02%
Sep 2, 2020 - Oct 12, 2020
-0.01%
Oct 20, 2023 - Oct 24, 2023

Correlation

Correlation between IGPT and BILZ is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (2014 - 2026)

IGPT vs BILZ dividend yield comparison.

YearIGPTBILZ
20260.00%1.55%
20250.04%4.19%
20240.00%4.95%
20230.00%2.23%
20221.41%0.00%
20216.21%0.00%
20200.04%0.00%
20190.05%0.00%
20160.03%0.00%
20150.15%0.00%
20140.10%0.00%

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