PBD vs SPY
Comparison between INVESCO GLOBAL CLEAN ENERGY ETF (PBD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PBD, delivering a return of +13.3% compared to -5.0%
PBD vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBD
$208M
Winner
SPY
$735B
Expense Ratio
PBD
0.75%
Winner
SPY
0.09%
Max Drawdown
PBD
79.25%
Winner
SPY
56.47%
Sharpe Ratio
Winner
PBD
2.34
SPY
1.62
5Y Beta
PBD
1.02
Winner
SPY
1.00
P/E Ratio
PBD
N/A
SPY
28.99
Forward P/E
PBD
N/A
SPY
22.37
5Y Dividends CAGR
Winner
PBD
22.17%
SPY
5.43%
5Y EPS CAGR
PBD
N/A
SPY
26.05%
Debt to Equity
PBD
N/A
SPY
32.40%
P/S Ratio
PBD
N/A
SPY
3.74
P/B Ratio
PBD
N/A
SPY
5.61
PBD vs SPY - Holdings Comparison
PBD and SPY have 3 common holdings. Overlap is 0.03%
PBD's top 25 holdings weight is 35.06%. SPY's top 25 holdings weight is 52.37%.
| Rank | PBD | SPY |
|---|---|---|
| #1 | ITM POWER PLC (n/a) - 2.21% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | BALLARD POWER SYSTEMS INC (BLDP) - 2.13% | APPLE INC (AAPL) - 7.02% |
| #3 | CERES POWER HOLDINGS PLC (n/a) - 1.99% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | DOOSAN FUEL CELL ORDINARY SHARES (n/a) - 1.94% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | BLOOM ENERGY CORP CLASS A (BE) - 1.61% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | LS CORP (n/a) - 1.58% | BROADCOM INC (AVGO) - 3.10% |
| #7 | PLUG POWER INC (PLUG) - 1.56% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | LS ELECTRIC CO LTD (n/a) - 1.53% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | SOLAREDGE TECHNOLOGIES INC (SEDG) - 1.53% | TESLA INC (TSLA) - 1.89% |
| #10 | SMA SOLAR TECHNOLOGY AG (n/a) - 1.50% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | ALFEN NV (n/a) - 1.49% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | DELTA ELECTRONICS INC (n/a) - 1.40% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | WEST HOLDINGS CORP (n/a) - 1.23% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | RENOVA INC (n/a) - 1.21% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | TAMURA CORP (n/a) - 1.19% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | SAMSUNG SDI CO LTD (n/a) - 1.18% | INTEL CORP (INTC) - 0.90% |
| #17 | VERBIO SE (n/a) - 1.18% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | ENLIGHT RENEWABLE ENERGY LTD (n/a) - 1.17% | VISA INC CLASS A (V) - 0.85% |
| #19 | ENPHASE ENERGY INC (ENPH) - 1.12% | WALMART INC (WMT) - 0.81% |
| #20 | SINO-AMERICAN SILICON PRODUCTS INC (n/a) - 1.09% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | OY NOFAR ENERGY LTD ORDINARY SHARES (n/a) - 1.09% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | PRYSMIAN SPA (n/a) - 1.07% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | SANYO DENKI CO LTD (n/a) - 1.04% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | ACCIONA SA (n/a) - 1.01% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | BORALEX INC CLASS A (n/a) - 1.01% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 126 | 505 |
PBD vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
PBD
-3.67%
Winner
SPY
+1.90%
3M
Winner
PBD
+19.93%
SPY
+8.55%
6M
Winner
PBD
+29.17%
SPY
+8.18%
1Y
Winner
PBD
+78.29%
SPY
+25.79%
5Y(CAGR)
PBD
-4.98%
Winner
SPY
+13.32%
10Y(CAGR)
PBD
+8.52%
Winner
SPY
+15.19%
Max(CAGR)
PBD
+0.40%
Winner
SPY
+8.47%
PBD vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PBD | SPY |
|---|---|---|
| 2026 | +24.84% | +8.26% |
| 2025 | +41.06% | +18.00% |
| 2024 | -24.79% | +25.59% |
| 2023 | -10.02% | +26.72% |
| 2022 | -31.15% | -18.64% |
| 2021 | -23.91% | +30.52% |
| 2020 | +141.41% | +17.28% |
| 2019 | +41.07% | +31.09% |
| 2018 | -20.09% | -5.24% |
| 2017 | +27.84% | +20.78% |
| 2016 | -5.51% | +13.59% |
| 2015 | -0.11% | +1.31% |
| 2014 | -4.59% | +14.56% |
| 2013 | +50.73% | +29.00% |
| 2012 | -5.32% | +14.17% |
| 2011 | -40.89% | +0.85% |
| 2010 | -18.01% | +13.14% |
| 2009 | +28.38% | +22.67% |
| 2008 | -60.08% | -36.25% |
| 2007 | +26.14% | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
PBD vs SPY Drawdown Comparison
The maximum drawdown for PBD was -78.61%, occurring on Jul 24, 2012. Recovery took 3250 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PBD drawdown is -43.11%. The current SPY drawdown is -2.90%.
| Rank | PBD | SPY |
|---|---|---|
| #1 | -78.61% Dec 26, 2007 - Nov 20, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -75.38% Jan 22, 2021 - Apr 8, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -16.85% Jul 13, 2007 - Sep 27, 2007 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -13.00% Nov 8, 2007 - Dec 26, 2007 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -5.80% Jan 7, 2021 - Jan 21, 2021 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -3.48% Nov 27, 2020 - Dec 8, 2020 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -3.04% Oct 17, 2007 - Oct 24, 2007 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -2.27% Nov 1, 2007 - Nov 6, 2007 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -2.24% Dec 8, 2020 - Dec 15, 2020 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.21% Oct 2, 2007 - Oct 17, 2007 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.80% Jun 18, 2007 - Jun 28, 2007 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.29% Jul 3, 2007 - Jul 9, 2007 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.07% Dec 23, 2020 - Dec 30, 2020 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -0.46% Dec 30, 2020 - Jan 4, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -0.38% Jun 28, 2007 - Jul 2, 2007 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PBD and SPY is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.43
-101
Dividend Comparison (1999 - 2026)
PBD vs SPY dividend yield comparison.
| Year | PBD | SPY |
|---|---|---|
| 2026 | 0.09% | 0.24% |
| 2025 | 2.71% | 1.07% |
| 2024 | 1.81% | 1.21% |
| 2023 | 2.85% | 1.40% |
| 2022 | 2.98% | 1.65% |
| 2021 | 0.67% | 1.20% |
| 2020 | 0.48% | 1.52% |
| 2019 | 1.83% | 1.75% |
| 2018 | 1.86% | 2.04% |
| 2017 | 1.76% | 1.80% |
| 2016 | 2.04% | 2.03% |
| 2015 | 1.24% | 2.06% |
| 2014 | 1.05% | 1.87% |
| 2013 | 0.88% | 1.81% |
| 2012 | 2.17% | 2.18% |
| 2011 | 1.59% | 2.05% |
| 2010 | 0.14% | 1.80% |
| 2009 | 0.10% | 1.95% |
| 2008 | 0.18% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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