PBE vs BDEC

Comparison between INVESCO BIOTECHNOLOGY & GENOME ETF (PBE, ETF) and Innovator U.S. Equity Buffer ETF - December (BDEC, ETF).

5-Year PerformanceBDEC has outperformed PBE, delivering a return of +9.9% compared to +3.3%

PBE vs BDEC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PBE(ETF)	BDEC(ETF)
Net Assets	$247M	$248M
Expense Ratio	0.58%	0.79%
Max Drawdown	45.69%	25.60%
Sharpe Ratio	1.34	1.69
5Y Beta	0.76	0.64
P/E Ratio	34.32	N/A
Forward P/E	18.77	N/A
5Y Dividends CAGR	98.81%	N/A
5Y EPS CAGR	13.01%	N/A
Debt to Equity	55.71%	N/A
P/S Ratio	4.97	N/A
P/B Ratio	4.45	N/A

Net Assets

PBE

$247M

Winner

BDEC

$248M

Expense Ratio

Winner

PBE

0.58%

BDEC

0.79%

Max Drawdown

PBE

45.69%

Winner

BDEC

25.60%

Sharpe Ratio

PBE

1.34

Winner

BDEC

1.69

5Y Beta

PBE

0.76

Winner

BDEC

0.64

P/E Ratio

PBE

34.32

BDEC

N/A

Forward P/E

PBE

18.77

BDEC

N/A

5Y Dividends CAGR

PBE

98.81%

BDEC

N/A

5Y EPS CAGR

PBE

13.01%

BDEC

N/A

Debt to Equity

PBE

55.71%

BDEC

N/A

P/S Ratio

PBE

4.97

BDEC

N/A

P/B Ratio

PBE

4.45

BDEC

N/A

PBE vs BDEC - Historical Returns

Returns include dividend reinvestment.

Period	PBE	BDEC
1 month	+3.45%	+1.39%
3 months	+6.06%	+6.20%
6 months	+2.77%	+6.24%
1 year	+31.27%	+20.42%
5 years(CAGR)	+3.29%	+9.88%
10 years(CAGR)	+7.50%	N/A
Max(CAGR)	+8.87%	+11.25%

Winner

PBE

+3.45%

BDEC

+1.39%

PBE

+6.06%

Winner

BDEC

+6.20%

PBE

+2.77%

Winner

BDEC

+6.24%

Winner

PBE

+31.27%

BDEC

+20.42%

5Y(CAGR)

PBE

+3.29%

Winner

BDEC

+9.88%

10Y(CAGR)

PBE

+7.50%

BDEC

N/A

Max(CAGR)

PBE

+8.87%

Winner

BDEC

+11.25%

PBE vs BDEC - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PBE	BDEC
2026	+1.48%	+6.13%
2025	+23.76%	+15.13%
2024	-0.05%	+12.85%
2023	+4.60%	+20.26%
2022	-11.11%	-9.52%
2021	+1.21%	+16.72%
2020	+25.68%	+12.85%
2019	+18.35%	+2.40%
2018	-2.62%	N/A
2017	+20.54%	N/A
2016	-20.66%	N/A
2015	+1.36%	N/A
2014	+36.45%	N/A
2013	+57.53%	N/A
2012	+13.17%	N/A
2011	-7.24%	N/A
2010	+29.99%	N/A
2009	+19.16%	N/A
2008	-25.84%	N/A
2007	+6.24%	N/A
2006	+0.45%	N/A
2005	+17.45%	N/A

PBE vs BDEC Drawdown Comparison

The maximum drawdown for PBE was -45.69%, occurring on Mar 9, 2009. Recovery took 644 trading sessions.

The maximum drawdown for BDEC was -25.60%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.

The current PBE drawdown is -2.53%. The current BDEC drawdown is -1.50%.

Rank	PBE	BDEC
#1	-45.69% Oct 15, 2007 - May 6, 2010	-25.60% Feb 19, 2020 - Aug 6, 2020
#2	-44.56% Jul 17, 2015 - Jul 20, 2020	-16.44% Jan 4, 2022 - Jun 12, 2023
#3	-37.84% Feb 8, 2021 - Nov 26, 2025	-13.95% Feb 19, 2025 - Jun 24, 2025
#4	-35.71% May 6, 2010 - Apr 2, 2013	-9.02% Jul 31, 2023 - Dec 1, 2023
#5	-21.12% Feb 27, 2006 - Apr 23, 2007	-6.52% Jan 28, 2026 - Apr 14, 2026
#6	-18.86% Feb 24, 2014 - Aug 25, 2014	-4.64% Oct 12, 2020 - Nov 6, 2020
#7	-14.38% Jul 20, 2020 - Nov 27, 2020	-4.28% Sep 2, 2020 - Oct 9, 2020
#8	-11.73% Jan 7, 2026 - Mar 27, 2026	-4.08% Jul 16, 2024 - Aug 16, 2024
#9	-10.65% Mar 19, 2015 - Jun 18, 2015	-3.84% Nov 11, 2025 - Nov 26, 2025
#10	-10.08% Sep 12, 2005 - Nov 17, 2005	-2.83% Dec 6, 2024 - Jan 22, 2025
#11	-9.07% Apr 25, 2007 - Sep 26, 2007	-2.79% Mar 28, 2024 - May 7, 2024
#12	-8.60% Aug 29, 2014 - Oct 23, 2014	-2.61% Jan 20, 2021 - Feb 8, 2021
#13	-7.84% May 28, 2013 - Jul 5, 2013	-2.43% Feb 24, 2021 - Mar 11, 2021
#14	-7.21% Nov 29, 2013 - Jan 7, 2014	-2.24% May 7, 2021 - May 27, 2021
#15	-6.59% Oct 2, 2013 - Oct 24, 2013	-2.17% Oct 8, 2025 - Oct 21, 2025