PBE vs SIO

Comparison between INVESCO BIOTECHNOLOGY & GENOME ETF (PBE, ETF) and TOUCHSTONE STRATEGIC INCOME ETF (SIO, ETF).

PBE vs SIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PBE(ETF)	SIO(ETF)
Net Assets	$259M	$260M
Expense Ratio	0.58%	0.50%
Max Drawdown	45.69%	8.43%
Sharpe Ratio	1.35	0.62
5Y Beta	0.76	0.06
P/E Ratio	36.34	N/A
Forward P/E	19.88	N/A
5Y Dividends CAGR	98.81%	N/A
5Y EPS CAGR	12.51%	N/A
Debt to Equity	54.69%	N/A
P/S Ratio	5.10	N/A
P/B Ratio	4.58	N/A

Net Assets

PBE

$259M

Winner

SIO

$260M

Expense Ratio

PBE

0.58%

Winner

SIO

0.50%

Max Drawdown

PBE

45.69%

Winner

SIO

8.43%

Sharpe Ratio

Winner

PBE

1.35

SIO

0.62

5Y Beta

PBE

0.76

Winner

SIO

0.06

P/E Ratio

PBE

36.34

SIO

N/A

Forward P/E

PBE

19.88

SIO

N/A

5Y Dividends CAGR

PBE

98.81%

SIO

N/A

5Y EPS CAGR

PBE

12.51%

SIO

N/A

Debt to Equity

PBE

54.69%

SIO

N/A

P/S Ratio

PBE

5.10

SIO

N/A

P/B Ratio

PBE

4.58

SIO

N/A

PBE vs SIO - Historical Returns

Returns include dividend reinvestment.

Period	PBE	SIO
1 month	+1.34%	+0.39%
3 months	+10.51%	+0.69%
6 months	+5.02%	+1.52%
1 year	+31.39%	+6.16%
5 years(CAGR)	+1.98%	N/A
10 years(CAGR)	+8.47%	N/A
Max(CAGR)	+8.90%	+6.59%

Winner

PBE

+1.34%

SIO

+0.39%

Winner

PBE

+10.51%

SIO

+0.69%

Winner

PBE

+5.02%

SIO

+1.52%

Winner

PBE

+31.39%

SIO

+6.16%

5Y(CAGR)

PBE

+1.98%

SIO

N/A

10Y(CAGR)

PBE

+8.47%

SIO

N/A

Max(CAGR)

Winner

PBE

+8.90%

SIO

+6.59%

PBE vs SIO - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PBE	SIO
2026	+2.24%	+1.13%
2025	+23.76%	+9.20%
2024	-0.05%	+6.44%
2023	+4.60%	+8.06%
2022	-11.11%	+0.71%
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 SIO Drawdown Comparison

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

The maximum drawdown for SIO was -6.95%, occurring on Oct 20, 2022. Recovery took 101 trading sessions.

The current PBE drawdown is -1.80%. The current SIO drawdown is -0.84%.

Rank	PBE	SIO
#1	-45.69% Oct 15, 2007 - May 6, 2010	-6.95% Aug 12, 2022 - Jan 6, 2023
#2	-44.56% Jul 17, 2015 - Jul 20, 2020	-4.86% Feb 2, 2023 - Nov 29, 2023
#3	-37.84% Feb 8, 2021 - Nov 26, 2025	-3.18% Sep 20, 2024 - Feb 26, 2025
#4	-35.71% May 6, 2010 - Apr 2, 2013	-2.62% Feb 27, 2026 - Mar 27, 2026
#5	-21.12% Feb 27, 2006 - Apr 23, 2007	-2.38% Mar 28, 2024 - May 15, 2024
#6	-18.86% Feb 24, 2014 - Aug 25, 2014	-2.26% Apr 3, 2025 - Apr 29, 2025
#7	-14.38% Jul 20, 2020 - Nov 27, 2020	-1.46% Feb 1, 2024 - Mar 6, 2024
#8	-11.73% Jan 7, 2026 - Mar 27, 2026	-1.30% Oct 27, 2025 - Dec 26, 2025
#9	-10.65% Mar 19, 2015 - Jun 18, 2015	-1.19% May 16, 2024 - Jun 4, 2024
#10	-10.08% Sep 12, 2005 - Nov 17, 2005	-1.06% Dec 26, 2025 - Feb 10, 2026
#11	-9.07% Apr 25, 2007 - Sep 26, 2007	-1.04% Jun 30, 2025 - Jul 28, 2025
#12	-8.60% Aug 29, 2014 - Oct 23, 2014	-1.03% Dec 27, 2023 - Jan 12, 2024
#13	-7.84% May 28, 2013 - Jul 5, 2013	-1.00% Apr 30, 2025 - May 30, 2025
#14	-7.21% Nov 29, 2013 - Jan 7, 2014	-0.95% Mar 8, 2024 - Mar 27, 2024
#15	-6.59% Oct 2, 2013 - Oct 24, 2013	-0.81% Mar 3, 2025 - Apr 1, 2025

Correlation

Correlation between PBE and SIO is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2009 - 2026)

PBE vs SIO dividend yield comparison.

Year	PBE	SIO
2026	0.10%	2.00%
2025	1.00%	6.80%
2024	0.05%	5.30%
2023	0.02%	5.37%
2022	0.00%	3.12%
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%