IHD vs PXE

Comparison between Voya Emerging Markets High Dividend Equity Fund (IHD, ETF) and INVESCO ENERGY EXPLORATION & PRODUCTION ETF (PXE, ETF).

5-Year PerformancePXE has outperformed IHD, delivering a return of +17.8% compared to +10.1%

IHD vs PXE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IHD(ETF)	PXE(ETF)
Net Assets	$134M	$134M
Expense Ratio	N/A	0.61%
Max Drawdown	77.82%	86.34%
Sharpe Ratio	2.26	1.14
5Y Beta	0.64	0.77
P/E Ratio	N/A	25.00
Forward P/E	N/A	9.00
PEG Ratio	N/A	-0.17
5Y Dividends CAGR	-0.14%	15.92%
P/S Ratio	N/A	1.16
P/B Ratio	N/A	1.60

Net Assets

IHD

$134M

PXE

$134M

Expense Ratio

IHD

N/A

PXE

0.61%

Max Drawdown

Winner

IHD

77.82%

PXE

86.34%

Sharpe Ratio

Winner

IHD

2.26

PXE

1.14

5Y Beta

Winner

IHD

0.64

PXE

0.77

P/E Ratio

IHD

N/A

PXE

25.00

Forward P/E

IHD

N/A

PXE

9.00

PEG Ratio

IHD

N/A

PXE

-0.17

5Y Dividends CAGR

IHD

-0.14%

Winner

PXE

15.92%

P/S Ratio

IHD

N/A

PXE

1.16

P/B Ratio

IHD

N/A

PXE

1.60

IHD vs PXE - Historical Returns

Returns include dividend reinvestment.

Period	IHD	PXE
1 month	+8.18%	-7.27%
3 months	+23.65%	+2.95%
6 months	+31.82%	+18.92%
1 year	+51.84%	+37.16%
5 years(CAGR)	+10.12%	+17.82%
10 years(CAGR)	+11.94%	+8.15%
Max(CAGR)	+4.49%	+6.16%

Winner

IHD

+8.18%

PXE

-7.27%

Winner

IHD

+23.65%

PXE

+2.95%

Winner

IHD

+31.82%

PXE

+18.92%

Winner

IHD

+51.84%

PXE

+37.16%

5Y(CAGR)

IHD

+10.12%

Winner

PXE

+17.82%

10Y(CAGR)

Winner

IHD

+11.94%

PXE

+8.15%

Max(CAGR)

IHD

+4.49%

Winner

PXE

+6.16%

IHD vs PXE - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	IHD	PXE
2026	+27.41%	+27.52%
2025	+38.14%	-4.38%
2024	+8.90%	-2.40%
2023	+12.99%	+13.54%
2022	-17.91%	+51.36%
2021	+7.09%	+91.28%
2020	+0.64%	-36.28%
2019	+20.16%	-4.67%
2018	-11.36%	-24.75%
2017	+28.27%	-0.67%
2016	+17.18%	+13.29%
2015	-19.00%	-19.90%
2014	-2.10%	-17.40%
2013	-14.40%	+26.19%
2012	+22.18%	+18.11%
2011	-28.91%	-2.62%
2010	N/A	+34.32%
2009	N/A	+13.12%
2008	N/A	-45.42%
2007	N/A	+40.41%
2006	N/A	+7.89%
2005	N/A	+4.46%

IHD vs PXE Drawdown Comparison

The maximum drawdown for IHD was -48.76%, occurring on Jan 20, 2016. Recovery took 2432 trading sessions.

The maximum drawdown for PXE was -83.99%, occurring on Mar 23, 2020. Recovery took 1997 trading sessions.

The current IHD drawdown is -2.37%. The current PXE drawdown is -10.35%.

Rank	IHD	PXE
#1	-48.76% May 10, 2011 - Jan 7, 2021	-83.99% Jun 23, 2014 - May 26, 2022
#2	-36.21% Jun 10, 2021 - May 13, 2025	-68.18% Jun 18, 2008 - Jan 29, 2013
#3	-11.14% Feb 20, 2026 - Apr 14, 2026	-37.67% Apr 5, 2024 - Mar 12, 2026
#4	-7.77% Jan 20, 2021 - Feb 11, 2021	-33.35% Jun 7, 2022 - Mar 18, 2024
#5	-6.77% Feb 19, 2021 - May 7, 2021	-20.22% Apr 21, 2006 - Jul 31, 2006
#6	-6.16% Oct 27, 2025 - Dec 26, 2025	-17.86% Dec 26, 2007 - Apr 9, 2008
#7	-5.15% Oct 7, 2025 - Oct 27, 2025	-16.91% Aug 9, 2006 - Dec 5, 2006
#8	-4.17% May 11, 2026 - May 26, 2026	-16.20% Jul 13, 2007 - Oct 16, 2007
#9	-3.08% May 7, 2021 - May 20, 2021	-14.87% Jan 31, 2006 - Apr 19, 2006
#10	-2.50% Jan 28, 2026 - Feb 9, 2026	-13.89% Mar 27, 2026 - Apr 17, 2026
#11	-2.37% Jun 3, 2026 - Jun 5, 2026	-12.29% Dec 5, 2006 - Mar 22, 2007
#12	-1.93% Jul 23, 2025 - Aug 7, 2025	-12.16% May 20, 2013 - Oct 16, 2013
#13	-1.79% Apr 22, 2026 - May 4, 2026	-10.93% Mar 12, 2013 - May 17, 2013
#14	-1.72% Jun 11, 2025 - Jun 24, 2025	-10.00% Nov 6, 2007 - Dec 21, 2007
#15	-1.69% Jul 3, 2025 - Jul 23, 2025	-9.55% Nov 3, 2005 - Dec 5, 2005

Correlation

Correlation between IHD and PXE is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (2005 - 2026)

IHD vs PXE dividend yield comparison.

Year	IHD	PXE
2026	3.51%	0.28%
2025	10.53%	2.98%
2024	12.57%	2.54%
2023	10.21%	2.78%
2022	13.95%	3.03%
2021	10.14%	1.86%
2020	9.92%	4.10%
2019	9.14%	1.70%
2018	10.15%	1.29%
2017	8.31%	1.54%
2016	11.74%	6.62%
2015	14.00%	2.58%
2014	11.12%	2.05%
2013	11.03%	1.73%
2012	10.39%	2.14%
2011	9.18%	1.27%
2010	0.00%	0.52%
2009	0.00%	0.52%
2008	0.00%	0.56%
2007	0.00%	0.22%
2006	0.00%	0.34%
2005	0.00%	0.10%