PBE vs SHOC
Comparison between INVESCO BIOTECHNOLOGY & GENOME ETF (PBE, ETF) and STRIVE U.S. SEMICONDUCTOR ETF (SHOC, ETF).
PBE is from the Healthcare sector, while SHOC is from the Technology sector.
PBE vs SHOC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBE
$278M
Winner
SHOC
$278M
Expense Ratio
PBE
0.58%
Winner
SHOC
0.40%
Max Drawdown
PBE
45.69%
Winner
SHOC
37.69%
Sharpe Ratio
PBE
1.81
Winner
SHOC
1.86
5Y Beta
Winner
PBE
0.73
SHOC
1.95
P/E Ratio
Winner
PBE
35.63
SHOC
46.10
Forward P/E
PBE
20.23
Winner
SHOC
18.79
PEG Ratio
PBE
N/A
SHOC
0.09
5Y EPS CAGR
PBE
10.60%
Winner
SHOC
46.58%
Debt to Equity
PBE
69.49%
Winner
SHOC
28.07%
P/S Ratio
Winner
PBE
4.60
SHOC
14.63
P/B Ratio
Winner
PBE
4.42
SHOC
12.68
PBE vs SHOC - Holdings Comparison
PBE and SHOC have 1 common holdings. Overlap is -0.01%
PBE's top 25 holdings weight is 88.24%. SHOC's top 25 holdings weight is 97.71%.
| Rank | PBE | SHOC |
|---|---|---|
| #1 | VERTEX PHARMACEUTICALS INC (VRTX) - 5.35% | NVIDIA CORP (NVDA) - 19.96% |
| #2 | BIOGEN INC (BIIB) - 4.95% | MICRON TECHNOLOGY INC (MU) - 12.84% |
| #3 | AMGEN INC (AMGN) - 4.92% | BROADCOM INC (AVGO) - 10.71% |
| #4 | ROYALTY PHARMA PLC CLASS A (RPRX) - 4.74% | APPLIED MATERIALS INC (AMAT) - 5.88% |
| #5 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 4.68% | ADVANCED MICRO DEVICES INC (AMD) - 5.16% |
| #6 | REGENERON PHARMACEUTICALS INC (REGN) - 4.56% | KLA CORP (KLAC) - 5.09% |
| #7 | GILEAD SCIENCES INC (GILD) - 4.34% | LAM RESEARCH CORP (LRCX) - 4.99% |
| #8 | UNITED THERAPEUTICS CORP (UTHR) - 4.25% | ASML HOLDING NV ADR (ASML) - 4.83% |
| #9 | BIO-TECHNE CORP (TECH) - 3.56% | TEXAS INSTRUMENTS INC (TXN) - 4.22% |
| #10 | CAREDX INC (CDNA) - 3.27% | INTEL CORP (INTC) - 3.82% |
| #11 | VERICEL CORP (VCEL) - 3.24% | MARVELL TECHNOLOGY INC (MRVL) - 3.37% |
| #12 | PROTAGONIST THERAPEUTICS INC (PTGX) - 3.17% | ANALOG DEVICES INC (ADI) - 3.23% |
| #13 | ILLUMINA INC (ILMN) - 3.13% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.75% |
| #14 | VERACYTE INC (VCYT) - 3.11% | QUALCOMM INC (QCOM) - 1.58% |
| #15 | REPLIGEN CORP (RGEN) - 2.98% | SYNOPSYS INC (SNPS) - 1.38% |
| #16 | PTC THERAPEUTICS INC (PTCT) - 2.97% | NXP SEMICONDUCTORS NV (NXPI) - 1.21% |
| #17 | ACADIA PHARMACEUTICALS INC (ACAD) - 2.94% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.10% |
| #18 | INCYTE CORP (INCY) - 2.90% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 0.98% |
| #19 | BIOCRYST PHARMACEUTICALS INC (BCRX) - 2.80% | ASTERA LABS INC (ALAB) - 0.94% |
| #20 | HALOZYME THERAPEUTICS INC (HALO) - 2.79% | TERADYNE INC (TER) - 0.93% |
| #21 | SAREPTA THERAPEUTICS INC (SRPT) - 2.79% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.93% |
| #22 | QIAGEN NV (QGEN) - 2.72% | MICROCHIP TECHNOLOGY INC (MCHP) - 0.78% |
| #23 | NEUROCRINE BIOSCIENCES INC (NBIX) - 2.70% | STMICROELECTRONICS NV ADR (STM) - 0.76% |
| #24 | EXELIXIS INC (EXEL) - 2.69% | ARM HOLDINGS PLC ADR (ARM) - 0.65% |
| #25 | BIOMARIN PHARMACEUTICAL INC (BMRN) - 2.69% | ON SEMICONDUCTOR CORP (ON) - 0.62% |
| Total Holdings | 33 | 32 |
PBE vs SHOC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PBE
+6.68%
SHOC
-12.68%
3M
PBE
+13.07%
Winner
SHOC
+22.49%
6M
PBE
+9.44%
Winner
SHOC
+43.09%
1Y
PBE
+43.95%
Winner
SHOC
+96.82%
5Y(CAGR)
PBE
+4.76%
SHOC
N/A
10Y(CAGR)
PBE
+8.90%
SHOC
N/A
Max(CAGR)
PBE
+9.27%
Winner
SHOC
+48.24%
PBE vs SHOC - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PBE | SHOC |
|---|---|---|
| 2026 | +10.95% | +53.70% |
| 2025 | +23.76% | +48.59% |
| 2024 | -0.05% | +20.73% |
| 2023 | +4.60% | +63.87% |
| 2022 | -11.11% | -1.17% |
| 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 SHOC Drawdown Comparison
The maximum drawdown for PBE was -45.69%, occurring on Mar 9, 2009. Recovery took 644 trading sessions.
The maximum drawdown for SHOC was -37.54%, occurring on Apr 4, 2025. Recovery took 250 trading sessions.
The current PBE drawdown is -2.99%. The current SHOC drawdown is -12.68%.
| Rank | PBE | SHOC |
|---|---|---|
| #1 | -45.69% Oct 15, 2007 - May 6, 2010 | -37.54% Jul 10, 2024 - Jul 10, 2025 |
| #2 | -44.56% Jul 17, 2015 - Jul 20, 2020 | -18.39% Aug 1, 2023 - Dec 12, 2023 |
| #3 | -37.84% Feb 8, 2021 - Nov 26, 2025 | -17.56% Mar 7, 2024 - May 24, 2024 |
| #4 | -35.71% May 6, 2010 - Apr 2, 2013 | -17.01% Jun 22, 2026 - Jul 17, 2026 |
| #5 | -21.12% Feb 27, 2006 - Apr 23, 2007 | -14.59% Feb 25, 2026 - Apr 8, 2026 |
| #6 | -18.86% Feb 24, 2014 - Aug 25, 2014 | -13.51% Oct 6, 2022 - Nov 10, 2022 |
| #7 | -14.38% Jul 20, 2020 - Nov 27, 2020 | -13.21% Nov 30, 2022 - Jan 23, 2023 |
| #8 | -11.73% Jan 7, 2026 - Jun 23, 2026 | -12.39% Oct 29, 2025 - Dec 8, 2025 |
| #9 | -10.65% Mar 19, 2015 - Jun 18, 2015 | -11.03% Jun 3, 2026 - Jun 15, 2026 |
| #10 | -10.08% Sep 12, 2005 - Nov 17, 2005 | -10.57% Dec 10, 2025 - Jan 6, 2026 |
| #11 | -9.07% Apr 25, 2007 - Sep 26, 2007 | -9.22% Mar 31, 2023 - May 25, 2023 |
| #12 | -8.60% Aug 29, 2014 - Oct 23, 2014 | -8.79% Jan 29, 2026 - Feb 25, 2026 |
| #13 | -7.84% May 28, 2013 - Jul 5, 2013 | -7.89% Feb 2, 2023 - Mar 23, 2023 |
| #14 | -7.21% Nov 29, 2013 - Jan 7, 2014 | -7.13% Dec 27, 2023 - Jan 19, 2024 |
| #15 | -6.59% Oct 2, 2013 - Oct 24, 2013 | -7.02% Jun 18, 2024 - Jul 10, 2024 |
Correlation
Correlation between PBE and SHOC is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2009 - 2026)
PBE vs SHOC dividend yield comparison.
| Year | PBE | SHOC |
|---|---|---|
| 2026 | 0.99% | 0.07% |
| 2025 | 1.00% | 0.23% |
| 2024 | 0.05% | 0.35% |
| 2023 | 0.02% | 0.65% |
| 2022 | 0.00% | 0.24% |
| 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% |
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