StockComparison Logo
vs

PBD vs TSI

Comparison between INVESCO GLOBAL CLEAN ENERGY ETF (PBD, ETF) and TCW Strategic Income Fund Inc (TSI, ETF).

5-Year PerformanceTSI has outperformed PBD, delivering a return of +2.1% compared to -5.3%

PBD vs TSI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PBD
$233M
Winner
TSI
$233M
Expense Ratio
PBD
0.75%
TSI
N/A
Max Drawdown
Winner
PBD
79.25%
TSI
80.85%
Sharpe Ratio
Winner
PBD
2.09
TSI
-0.46
5Y Beta
PBD
1.03
Winner
TSI
0.12
5Y Dividends CAGR
Winner
PBD
22.17%
TSI
10.51%

PBD vs TSI - Historical Returns

Returns include dividend reinvestment.

1M
PBD
-3.12%
Winner
TSI
-0.92%
3M
Winner
PBD
+14.83%
TSI
-0.77%
6M
Winner
PBD
+27.72%
TSI
-3.47%
1Y
Winner
PBD
+68.94%
TSI
-0.89%
5Y(CAGR)
PBD
-5.26%
Winner
TSI
+2.09%
10Y(CAGR)
Winner
PBD
+9.04%
TSI
+5.18%
Max(CAGR)
PBD
+0.36%
Winner
TSI
+7.76%

PBD vs TSI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPBDTSI
2026+23.74%-5.75%
2025+41.06%+9.44%
2024-24.79%+12.15%
2023-10.02%+8.07%
2022-31.15%-12.95%
2021-23.91%+9.57%
2020+141.41%+4.12%
2019+41.07%+18.83%
2018-20.09%-0.31%
2017+27.84%+16.58%
2016-5.51%+6.35%
2015-0.11%+2.01%
2014-4.59%+6.06%
2013+50.73%+4.20%
2012-5.32%+24.50%
2011-40.89%+11.60%
2010-18.01%+36.73%
2009+28.38%+54.43%
2008-60.08%-4.53%
2007+26.14%-20.85%
2006N/A+19.35%
2005N/A-2.84%
2004N/A+76.19%
2003N/A+21.73%
2002N/A-43.07%
2001N/A-3.28%
2000N/A+17.97%
1999N/A+10.26%

PBD vs TSI Drawdown Comparison

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

The maximum drawdown for TSI was -60.18%, occurring on Oct 9, 2002. Recovery took 1063 trading sessions.

The current PBD drawdown is -43.61%. The current TSI drawdown is -6.36%.

RankPBDTSI
#1-78.61%
Dec 26, 2007 - Nov 20, 2020
-60.18%
Sep 29, 2000 - Dec 27, 2004
#2-75.38%
Jan 22, 2021 - Apr 8, 2025
-48.14%
Mar 30, 2007 - Sep 15, 2009
#3-16.85%
Jul 13, 2007 - Sep 27, 2007
-30.00%
Jan 15, 2020 - Jul 31, 2020
#4-13.00%
Nov 8, 2007 - Dec 26, 2007
-18.54%
Dec 31, 2021 - Jul 12, 2024
#5-5.80%
Jan 7, 2021 - Jan 21, 2021
-12.62%
May 2, 2013 - Sep 3, 2014
#6-3.48%
Nov 27, 2020 - Dec 8, 2020
-9.90%
Jul 17, 2000 - Aug 31, 2000
#7-3.04%
Oct 17, 2007 - Oct 24, 2007
-9.69%
Mar 28, 2000 - Jul 13, 2000
#8-2.27%
Nov 1, 2007 - Nov 6, 2007
-9.45%
May 31, 2011 - Dec 28, 2011
#9-2.24%
Dec 8, 2020 - Dec 15, 2020
-8.69%
Dec 29, 2017 - Feb 28, 2019
#10-2.21%
Oct 2, 2007 - Oct 17, 2007
-8.53%
Mar 29, 2006 - Sep 13, 2006
#11-1.80%
Jun 18, 2007 - Jun 28, 2007
-8.36%
Mar 14, 2005 - Mar 16, 2006
#12-1.29%
Jul 3, 2007 - Jul 9, 2007
-8.30%
Jan 15, 2026 - Mar 30, 2026
#13-1.07%
Dec 23, 2020 - Dec 30, 2020
-8.25%
Oct 18, 2012 - Dec 7, 2012
#14-0.46%
Dec 30, 2020 - Jan 4, 2021
-8.21%
Sep 26, 2014 - Jun 22, 2016
#15-0.38%
Jun 28, 2007 - Jul 2, 2007
-7.84%
Nov 9, 2009 - Feb 18, 2010

Correlation

Correlation between PBD and TSI is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

0.28
-101

Dividend Comparison (1999 - 2026)

PBD vs TSI dividend yield comparison.

YearPBDTSI
20260.09%3.35%
20252.71%6.58%
20241.81%8.00%
20232.85%7.73%
20222.98%7.00%
20210.67%6.36%
20200.48%4.83%
20191.83%7.39%
20181.86%7.07%
20171.76%5.36%
20162.04%5.21%
20151.24%4.08%
20141.05%4.69%
20130.88%7.34%
20122.17%10.19%
20111.59%18.40%
20100.14%11.82%
20090.10%11.76%
20080.18%14.98%
20070.00%11.80%
20060.00%9.12%
20050.00%8.59%
20040.00%47.05%
20030.00%5.62%
20020.00%21.15%
20010.00%11.58%
20000.00%8.09%
19990.00%9.62%

Select Stocks to Compare