PBE vs IBTP

Comparison between INVESCO BIOTECHNOLOGY & GENOME ETF (PBE, ETF) and ISHARES IBONDS DEC 2034 TERM TREASURY ETF (IBTP, ETF).

PBE vs IBTP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PBE(ETF)	IBTP(ETF)
Net Assets	$278M	$277M
Expense Ratio	0.58%	0.07%
Max Drawdown	45.69%	8.50%
Sharpe Ratio	1.81	-0.17
5Y Beta	0.73	0.00
P/E Ratio	35.63	N/A
Forward P/E	20.23	N/A
5Y EPS CAGR	10.60%	N/A
Debt to Equity	69.49%	N/A
P/S Ratio	4.60	N/A
P/B Ratio	4.42	N/A

Net Assets

Winner

PBE

$278M

IBTP

$277M

Expense Ratio

PBE

0.58%

Winner

IBTP

0.07%

Max Drawdown

PBE

45.69%

Winner

IBTP

8.50%

Sharpe Ratio

Winner

PBE

1.81

IBTP

-0.17

5Y Beta

PBE

0.73

Winner

IBTP

0.00

P/E Ratio

PBE

35.63

IBTP

N/A

Forward P/E

PBE

20.23

IBTP

N/A

5Y EPS CAGR

PBE

10.60%

IBTP

N/A

Debt to Equity

PBE

69.49%

IBTP

N/A

P/S Ratio

PBE

4.60

IBTP

N/A

P/B Ratio

PBE

4.42

IBTP

N/A

PBE vs IBTP - Historical Returns

Returns include dividend reinvestment.

Period	PBE	IBTP
1 month	+6.68%	-0.37%
3 months	+13.07%	-1.24%
6 months	+9.44%	-0.60%
1 year	+43.95%	+2.59%
5 years(CAGR)	+4.76%	N/A
10 years(CAGR)	+8.90%	N/A
Max(CAGR)	+9.27%	+3.53%

Winner

PBE

+6.68%

IBTP

-0.37%

Winner

PBE

+13.07%

IBTP

-1.24%

Winner

PBE

+9.44%

IBTP

-0.60%

Winner

PBE

+43.95%

IBTP

+2.59%

5Y(CAGR)

PBE

+4.76%

IBTP

N/A

10Y(CAGR)

PBE

+8.90%

IBTP

N/A

Max(CAGR)

Winner

PBE

+9.27%

IBTP

+3.53%

PBE vs IBTP - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PBE	IBTP
2026	+10.95%	-0.91%
2025	+23.76%	+8.08%
2024	-0.05%	+0.42%
2023	+4.60%	N/A
2022	-11.11%	N/A
2021	+1.21%	N/A
2020	+25.68%	N/A
2019	+18.35%	N/A
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 IBTP Drawdown Comparison

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

The maximum drawdown for IBTP was -7.40%, occurring on Jan 14, 2025. Recovery took 242 trading sessions.

The current PBE drawdown is -2.99%. The current IBTP drawdown is -3.14%.

Rank	PBE	IBTP
#1	-45.69% Oct 15, 2007 - May 6, 2010	-7.40% Sep 16, 2024 - Sep 4, 2025
#2	-44.56% Jul 17, 2015 - Jul 20, 2020	-3.98% Feb 27, 2026 - May 19, 2026
#3	-37.84% Feb 8, 2021 - Nov 26, 2025	-1.93% Jun 14, 2024 - Jul 11, 2024
#4	-35.71% May 6, 2010 - Apr 2, 2013	-1.67% Aug 5, 2024 - Sep 4, 2024
#5	-21.12% Feb 27, 2006 - Apr 23, 2007	-1.49% Nov 26, 2025 - Feb 12, 2026
#6	-18.86% Feb 24, 2014 - Aug 25, 2014	-1.31% Oct 22, 2025 - Nov 25, 2025
#7	-14.38% Jul 20, 2020 - Nov 27, 2020	-1.09% Sep 11, 2025 - Oct 14, 2025
#8	-11.73% Jan 7, 2026 - Jun 23, 2026	-1.03% Jul 17, 2024 - Jul 30, 2024
#9	-10.65% Mar 19, 2015 - Jun 18, 2015	-0.33% Jul 12, 2024 - Jul 16, 2024
#10	-10.08% Sep 12, 2005 - Nov 17, 2005	-0.25% Sep 10, 2024 - Sep 16, 2024
#11	-9.07% Apr 25, 2007 - Sep 26, 2007	-0.23% Feb 13, 2026 - Feb 23, 2026
#12	-8.60% Aug 29, 2014 - Oct 23, 2014	-0.21% Oct 16, 2025 - Oct 21, 2025
#13	-7.84% May 28, 2013 - Jul 5, 2013	-0.13% Sep 8, 2025 - Sep 10, 2025
#14	-7.21% Nov 29, 2013 - Jan 7, 2014	-0.11% Feb 23, 2026 - Feb 26, 2026
#15	-6.59% Oct 2, 2013 - Oct 24, 2013	-0.08% Oct 14, 2025 - Oct 16, 2025

Correlation

Correlation between PBE and IBTP is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2009 - 2026)

PBE vs IBTP dividend yield comparison.

Year	PBE	IBTP
2026	0.99%	2.00%
2025	1.00%	3.92%
2024	0.05%	1.78%
2023	0.02%	0.00%
2020	0.04%	0.00%
2018	0.00%	0.00%
2017	0.57%	0.00%
2016	0.38%	0.00%
2015	1.12%	0.00%
2014	0.55%	0.00%
2009	0.45%	0.00%