PBE vs FJP

Comparison between INVESCO BIOTECHNOLOGY & GENOME ETF (PBE, ETF) and FIRST TRUST JAPAN ALPHADEX FUND (FJP, ETF).

5-Year PerformanceFJP has outperformed PBE, delivering a return of +10.1% compared to +3.3%

PBE vs FJP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PBE(ETF)	FJP(ETF)
Net Assets	$247M	$247M
Expense Ratio	0.58%	0.80%
Max Drawdown	45.69%	43.93%
Sharpe Ratio	1.34	1.16
5Y Beta	0.76	0.73
P/E Ratio	34.32	N/A
Forward P/E	18.77	N/A
5Y Dividends CAGR	98.81%	29.60%
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

Winner

PBE

$247M

FJP

$247M

Expense Ratio

Winner

PBE

0.58%

FJP

0.80%

Max Drawdown

PBE

45.69%

Winner

FJP

43.93%

Sharpe Ratio

Winner

PBE

1.34

FJP

1.16

5Y Beta

PBE

0.76

Winner

FJP

0.73

P/E Ratio

PBE

34.32

FJP

N/A

Forward P/E

PBE

18.77

FJP

N/A

5Y Dividends CAGR

Winner

PBE

98.81%

FJP

29.60%

5Y EPS CAGR

PBE

13.01%

FJP

N/A

Debt to Equity

PBE

55.71%

FJP

N/A

P/S Ratio

PBE

4.97

FJP

N/A

P/B Ratio

PBE

4.45

FJP

N/A

PBE vs FJP - Historical Returns

Returns include dividend reinvestment.

Period	PBE	FJP
1 month	+3.45%	-1.27%
3 months	+6.06%	-0.65%
6 months	+2.77%	+12.54%
1 year	+31.27%	+31.02%
5 years(CAGR)	+3.29%	+10.15%
10 years(CAGR)	+7.50%	+7.03%
Max(CAGR)	+8.87%	+5.82%

Winner

PBE

+3.45%

FJP

-1.27%

Winner

PBE

+6.06%

FJP

-0.65%

PBE

+2.77%

Winner

FJP

+12.54%

Winner

PBE

+31.27%

FJP

+31.02%

5Y(CAGR)

PBE

+3.29%

Winner

FJP

+10.15%

10Y(CAGR)

Winner

PBE

+7.50%

FJP

+7.03%

Max(CAGR)

Winner

PBE

+8.87%

FJP

+5.82%

PBE vs FJP - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PBE	FJP
2026	+1.48%	+10.62%
2025	+23.76%	+33.80%
2024	-0.05%	+6.02%
2023	+4.60%	+23.73%
2022	-11.11%	-12.80%
2021	+1.21%	-0.50%
2020	+25.68%	+2.15%
2019	+18.35%	+7.28%
2018	-2.62%	-18.80%
2017	+20.54%	+26.81%
2016	-20.66%	+4.50%
2015	+1.36%	+5.39%
2014	+36.45%	-0.84%
2013	+57.53%	+28.22%
2012	+13.17%	-4.42%
2011	-7.24%	-9.31%
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 FJP Drawdown Comparison

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

The maximum drawdown for FJP was -41.51%, occurring on Mar 16, 2020. Recovery took 1551 trading sessions.

The current PBE drawdown is -2.53%. The current FJP drawdown is -9.00%.

Rank	PBE	FJP
#1	-45.69% Oct 15, 2007 - May 6, 2010	-41.51% Jan 23, 2018 - Mar 22, 2024
#2	-44.56% Jul 17, 2015 - Jul 20, 2020	-25.37% Aug 2, 2011 - May 14, 2013
#3	-37.84% Feb 8, 2021 - Nov 26, 2025	-22.46% May 22, 2015 - Mar 13, 2017
#4	-35.71% May 6, 2010 - Apr 2, 2013	-17.02% Mar 25, 2025 - May 21, 2025
#5	-21.12% Feb 27, 2006 - Apr 23, 2007	-16.43% May 21, 2013 - Jan 17, 2014
#6	-18.86% Feb 24, 2014 - Aug 25, 2014	-15.08% Mar 27, 2024 - Feb 18, 2025
#7	-14.38% Jul 20, 2020 - Nov 27, 2020	-14.43% Feb 25, 2026 - Mar 20, 2026
#8	-11.73% Jan 7, 2026 - Mar 27, 2026	-12.64% Jul 28, 2014 - Feb 20, 2015
#9	-10.65% Mar 19, 2015 - Jun 18, 2015	-10.47% Jan 22, 2014 - Jun 18, 2014
#10	-10.08% Sep 12, 2005 - Nov 17, 2005	-7.21% May 10, 2011 - Jul 5, 2011
#11	-9.07% Apr 25, 2007 - Sep 26, 2007	-6.57% Sep 15, 2025 - Nov 10, 2025
#12	-8.60% Aug 29, 2014 - Oct 23, 2014	-4.37% Jun 27, 2025 - Jul 23, 2025
#13	-7.84% May 28, 2013 - Jul 5, 2013	-4.12% Mar 28, 2017 - May 3, 2017
#14	-7.21% Nov 29, 2013 - Jan 7, 2014	-3.98% Nov 14, 2025 - Nov 26, 2025
#15	-6.59% Oct 2, 2013 - Oct 24, 2013	-3.56% Apr 28, 2015 - May 18, 2015

Correlation

Correlation between PBE and FJP is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2009 - 2026)

PBE vs FJP dividend yield comparison.

Year	PBE	FJP
2026	0.10%	0.15%
2025	1.00%	2.68%
2024	0.05%	3.18%
2023	0.02%	3.49%
2022	0.00%	2.21%
2021	0.00%	2.43%
2020	0.04%	0.99%
2019	0.00%	2.80%
2018	0.00%	1.54%
2017	0.57%	1.29%
2016	0.38%	1.46%
2015	1.12%	0.85%
2014	0.55%	1.08%
2013	0.00%	0.70%
2012	0.00%	1.61%
2011	0.00%	0.62%
2009	0.45%	0.00%