PBD vs JULW
Comparison between INVESCO GLOBAL CLEAN ENERGY ETF (PBD, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF (JULW, ETF).
5-Year PerformanceJULW has outperformed PBD, delivering a return of +9.0% compared to -5.3%
PBD vs JULW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PBD vs JULW - Historical Returns
Returns include dividend reinvestment.
PBD vs JULW - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | PBD | JULW |
|---|---|---|
| 2026 | +23.74% | +4.07% |
| 2025 | +41.06% | +11.62% |
| 2024 | -24.79% | +12.61% |
| 2023 | -10.02% | +16.11% |
| 2022 | -31.15% | -1.85% |
| 2021 | -23.91% | +4.97% |
| 2020 | +141.41% | +6.92% |
| 2019 | +41.07% | N/A |
| 2018 | -20.09% | N/A |
| 2017 | +27.84% | N/A |
| 2016 | -5.51% | N/A |
| 2015 | -0.11% | N/A |
| 2014 | -4.59% | N/A |
| 2013 | +50.73% | N/A |
| 2012 | -5.32% | N/A |
| 2011 | -40.89% | N/A |
| 2010 | -18.01% | N/A |
| 2009 | +28.38% | N/A |
| 2008 | -60.08% | N/A |
| 2007 | +26.14% | N/A |
PBD vs JULW Drawdown Comparison
The maximum drawdown for PBD was -78.61%, occurring on Jul 24, 2012. Recovery took 3250 trading sessions.
The maximum drawdown for JULW was -9.49%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The current PBD drawdown is -43.61%.
| Rank | PBD | JULW |
|---|---|---|
| #1 | -78.61% Dec 26, 2007 - Nov 20, 2020 | -9.49% Feb 19, 2025 - Jun 3, 2025 |
| #2 | -75.38% Jan 22, 2021 - Apr 8, 2025 | -6.50% Aug 16, 2022 - Jan 13, 2023 |
| #3 | -16.85% Jul 13, 2007 - Sep 27, 2007 | -4.68% Jan 3, 2022 - Aug 12, 2022 |
| #4 | -13.00% Nov 8, 2007 - Dec 26, 2007 | -4.54% Jul 28, 2023 - Nov 14, 2023 |
| #5 | -5.80% Jan 7, 2021 - Jan 21, 2021 | -3.54% Jul 16, 2024 - Aug 19, 2024 |
| #6 | -3.48% Nov 27, 2020 - Dec 8, 2020 | -3.52% Feb 7, 2023 - Mar 31, 2023 |
| #7 | -3.04% Oct 17, 2007 - Oct 24, 2007 | -2.96% Feb 26, 2026 - Apr 8, 2026 |
| #8 | -2.27% Nov 1, 2007 - Nov 6, 2007 | -2.16% Oct 12, 2020 - Nov 5, 2020 |
| #9 | -2.24% Dec 8, 2020 - Dec 15, 2020 | -2.11% Sep 2, 2020 - Oct 9, 2020 |
| #10 | -2.21% Oct 2, 2007 - Oct 17, 2007 | -1.88% Aug 30, 2024 - Sep 16, 2024 |
| #11 | -1.80% Jun 18, 2007 - Jun 28, 2007 | -1.56% May 1, 2023 - May 17, 2023 |
| #12 | -1.29% Jul 3, 2007 - Jul 9, 2007 | -1.49% Nov 16, 2021 - Dec 10, 2021 |
| #13 | -1.07% Dec 23, 2020 - Dec 30, 2020 | -1.44% Oct 28, 2025 - Nov 28, 2025 |
| #14 | -0.46% Dec 30, 2020 - Jan 4, 2021 | -1.42% Apr 11, 2024 - May 3, 2024 |
| #15 | -0.38% Jun 28, 2007 - Jul 2, 2007 | -1.33% May 18, 2023 - May 26, 2023 |
Correlation
Correlation between PBD and JULW is -0.54 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
Dividend Comparison (2008 - 2026)
PBD vs JULW dividend yield comparison.
| Year | PBD | JULW |
|---|---|---|
| 2026 | 0.09% | 0.00% |
| 2025 | 2.71% | 0.00% |
| 2024 | 1.81% | 0.00% |
| 2023 | 2.85% | 0.00% |
| 2022 | 2.98% | 0.00% |
| 2021 | 0.67% | 0.00% |
| 2020 | 0.48% | 3.04% |
| 2019 | 1.83% | 0.00% |
| 2018 | 1.86% | 0.00% |
| 2017 | 1.76% | 0.00% |
| 2016 | 2.04% | 0.00% |
| 2015 | 1.24% | 0.00% |
| 2014 | 1.05% | 0.00% |
| 2013 | 0.88% | 0.00% |
| 2012 | 2.17% | 0.00% |
| 2011 | 1.59% | 0.00% |
| 2010 | 0.14% | 0.00% |
| 2009 | 0.10% | 0.00% |
| 2008 | 0.18% | 0.00% |
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