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IIF vs PBD

Comparison between Morgan Stanley India Investment Fund Inc (IIF, ETF) and INVESCO GLOBAL CLEAN ENERGY ETF (PBD, ETF).

5-Year PerformanceIIF has outperformed PBD, delivering a return of +8.7% compared to -5.3%

IIF vs PBD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IIF
$232M
Winner
PBD
$233M
Expense Ratio
IIF
N/A
PBD
0.75%
Max Drawdown
IIF
85.15%
Winner
PBD
79.25%
Sharpe Ratio
IIF
-1.19
Winner
PBD
2.09
5Y Beta
Winner
IIF
0.47
PBD
1.03
5Y Dividends CAGR
Winner
IIF
128.74%
PBD
22.17%

IIF vs PBD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IIF
+4.19%
PBD
-3.12%
3M
IIF
+2.38%
Winner
PBD
+14.83%
6M
IIF
-9.69%
Winner
PBD
+27.72%
1Y
IIF
-12.79%
Winner
PBD
+68.94%
5Y(CAGR)
Winner
IIF
+8.65%
PBD
-5.26%
10Y(CAGR)
IIF
+8.33%
Winner
PBD
+9.04%
Max(CAGR)
Winner
IIF
+13.71%
PBD
+0.36%

IIF vs PBD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIIFPBD
2026-11.01%+23.74%
2025+5.62%+41.06%
2024+30.11%-24.79%
2023+21.08%-10.02%
2022-10.32%-31.15%
2021+30.04%-23.91%
2020+5.23%+141.41%
2019+0.04%+41.07%
2018-21.78%-20.09%
2017+50.17%+27.84%
2016+8.14%-5.51%
2015-6.26%-0.11%
2014+58.58%-4.59%
2013-7.61%+50.73%
2012+27.71%-5.32%
2011-43.26%-40.89%
2010+22.07%-18.01%
2009+68.48%+28.38%
2008-55.37%-60.08%
2007+77.20%+26.14%
2006+43.07%N/A
2005+31.95%N/A
2004+16.57%N/A
2003+170.13%N/A
2002+14.42%N/A
2001-11.08%N/A
2000-26.41%N/A
1999+36.82%N/A

IIF vs PBD Drawdown Comparison

The maximum drawdown for IIF was -66.78%, occurring on Nov 20, 2008. Recovery took 694 trading sessions.

The maximum drawdown for PBD was -78.61%, occurring on Jul 24, 2012. Recovery took 3250 trading sessions.

The current IIF drawdown is -14.98%. The current PBD drawdown is -43.61%.

RankIIFPBD
#1-66.78%
Jan 2, 2008 - Oct 4, 2010
-78.61%
Dec 26, 2007 - Nov 20, 2020
#2-59.10%
Jan 23, 2018 - Aug 30, 2021
-75.38%
Jan 22, 2021 - Apr 8, 2025
#3-54.90%
Feb 8, 2000 - Aug 22, 2003
-16.85%
Jul 13, 2007 - Sep 27, 2007
#4-49.86%
Nov 5, 2010 - Nov 18, 2014
-13.00%
Nov 8, 2007 - Dec 26, 2007
#5-36.83%
May 10, 2006 - Jul 9, 2007
-5.80%
Jan 7, 2021 - Jan 21, 2021
#6-34.47%
Jan 13, 2004 - Dec 21, 2004
-3.48%
Nov 27, 2020 - Dec 8, 2020
#7-28.32%
Mar 5, 2015 - Feb 2, 2017
-3.04%
Oct 17, 2007 - Oct 24, 2007
#8-24.17%
Jun 27, 2025 - Mar 30, 2026
-2.27%
Nov 1, 2007 - Nov 6, 2007
#9-23.35%
Jan 12, 2022 - Dec 6, 2023
-2.24%
Dec 8, 2020 - Dec 15, 2020
#10-21.21%
Sep 19, 2005 - Jan 6, 2006
-2.21%
Oct 2, 2007 - Oct 17, 2007
#11-17.77%
Mar 4, 2005 - Jun 22, 2005
-1.80%
Jun 18, 2007 - Jun 28, 2007
#12-17.61%
Sep 27, 2024 - Jun 11, 2025
-1.29%
Jul 3, 2007 - Jul 9, 2007
#13-15.76%
Nov 4, 2003 - Dec 1, 2003
-1.07%
Dec 23, 2020 - Dec 30, 2020
#14-15.75%
Jul 23, 2007 - Sep 19, 2007
-0.46%
Dec 30, 2020 - Jan 4, 2021
#15-15.56%
Oct 29, 2007 - Dec 5, 2007
-0.38%
Jun 28, 2007 - Jul 2, 2007

Correlation

Correlation between IIF and PBD is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.31
-101

Dividend Comparison (2000 - 2026)

IIF vs PBD dividend yield comparison.

YearIIFPBD
20260.00%0.09%
20257.95%2.71%
202410.67%1.81%
202314.61%2.85%
202219.62%2.98%
20213.75%0.67%
20200.02%0.48%
20190.14%1.83%
201830.40%1.86%
201715.23%1.76%
20164.46%2.04%
20150.16%1.24%
20140.00%1.05%
20130.00%0.88%
20120.00%2.17%
20118.41%1.59%
20109.64%0.14%
20090.00%0.10%
2008152.11%0.18%
200752.30%0.00%
200610.43%0.00%
200510.39%0.00%
20040.30%0.00%
20030.75%0.00%
20020.13%0.00%
200112.29%0.00%
200014.49%0.00%

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