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PBD vs XTWY

Comparison between INVESCO GLOBAL CLEAN ENERGY ETF (PBD, ETF) and BONDBLOXX BLOOMBERG TWENTY YEAR TARGET DURATION US TREASURY ETF (XTWY, ETF).

PBD vs XTWY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PBD
$208M
XTWY
$208M
Expense Ratio
PBD
0.75%
Winner
XTWY
0.13%
Max Drawdown
PBD
79.25%
Winner
XTWY
29.60%
Sharpe Ratio
Winner
PBD
2.34
XTWY
-0.03
5Y Beta
PBD
1.02
Winner
XTWY
0.07
5Y Dividends CAGR
PBD
22.17%
XTWY
N/A

PBD vs XTWY - Historical Returns

Returns include dividend reinvestment.

1M
PBD
-3.67%
Winner
XTWY
+0.10%
3M
Winner
PBD
+19.93%
XTWY
-3.61%
6M
Winner
PBD
+29.17%
XTWY
-1.68%
1Y
Winner
PBD
+78.29%
XTWY
+2.46%
5Y(CAGR)
PBD
-4.98%
XTWY
N/A
10Y(CAGR)
PBD
+8.52%
XTWY
N/A
Max(CAGR)
Winner
PBD
+0.40%
XTWY
-3.86%

PBD vs XTWY - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearPBDXTWY
2026+24.84%-0.52%
2025+41.06%+2.58%
2024-24.79%-9.47%
2023-10.02%+0.81%
2022-31.15%-8.03%
2021-23.91%N/A
2020+141.41%N/A
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 XTWY Drawdown Comparison

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

The maximum drawdown for XTWY was -25.91%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current PBD drawdown is -43.11%. The current XTWY drawdown is -15.50%.

RankPBDXTWY
#1-78.61%
Dec 26, 2007 - Nov 20, 2020
-25.91%
Dec 7, 2022 - Oct 19, 2023
#2-75.38%
Jan 22, 2021 - Apr 8, 2025
-16.28%
Sep 15, 2022 - Dec 7, 2022
#3-16.85%
Jul 13, 2007 - Sep 27, 2007
N/A
#4-13.00%
Nov 8, 2007 - Dec 26, 2007
N/A
#5-5.80%
Jan 7, 2021 - Jan 21, 2021
N/A
#6-3.48%
Nov 27, 2020 - Dec 8, 2020
N/A
#7-3.04%
Oct 17, 2007 - Oct 24, 2007
N/A
#8-2.27%
Nov 1, 2007 - Nov 6, 2007
N/A
#9-2.24%
Dec 8, 2020 - Dec 15, 2020
N/A
#10-2.21%
Oct 2, 2007 - Oct 17, 2007
N/A
#11-1.80%
Jun 18, 2007 - Jun 28, 2007
N/A
#12-1.29%
Jul 3, 2007 - Jul 9, 2007
N/A
#13-1.07%
Dec 23, 2020 - Dec 30, 2020
N/A
#14-0.46%
Dec 30, 2020 - Jan 4, 2021
N/A
#15-0.38%
Jun 28, 2007 - Jul 2, 2007
N/A

Correlation

Correlation between PBD and XTWY is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36
-101

Dividend Comparison (2008 - 2026)

PBD vs XTWY dividend yield comparison.

YearPBDXTWY
20260.09%2.03%
20252.71%4.56%
20241.81%4.65%
20232.85%3.86%
20222.98%1.08%
20210.67%0.00%
20200.48%0.00%
20191.83%0.00%
20181.86%0.00%
20171.76%0.00%
20162.04%0.00%
20151.24%0.00%
20141.05%0.00%
20130.88%0.00%
20122.17%0.00%
20111.59%0.00%
20100.14%0.00%
20090.10%0.00%
20080.18%0.00%

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