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PBE vs SPY

Comparison between INVESCO BIOTECHNOLOGY & GENOME ETF (PBE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PBE, delivering a return of +13.0% compared to +4.8%

PBE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PBE
$278M
Winner
SPY
$781B
Expense Ratio
PBE
0.58%
Winner
SPY
0.09%
Max Drawdown
Winner
PBE
45.69%
SPY
56.47%
Sharpe Ratio
Winner
PBE
1.81
SPY
1.25
5Y Beta
Winner
PBE
0.73
SPY
1.00
P/E Ratio
PBE
35.63
Winner
SPY
28.78
Forward P/E
Winner
PBE
20.23
SPY
21.23
5Y Dividends CAGR
PBE
N/A
SPY
6.00%
5Y EPS CAGR
PBE
10.60%
Winner
SPY
25.62%
Debt to Equity
PBE
69.49%
Winner
SPY
31.92%
P/S Ratio
PBE
4.60
Winner
SPY
3.76
P/B Ratio
Winner
PBE
4.42
SPY
5.64

PBE vs SPY - Holdings Comparison

PBE and SPY have 8 common holdings. Overlap is 0.93%

PBE's top 25 holdings weight is 88.24%. SPY's top 25 holdings weight is 51.74%.

RankPBESPY
#1
VERTEX PHARMACEUTICALS INC (VRTX) - 5.35%
NVIDIA CORP (NVDA) - 7.89%
#2
BIOGEN INC (BIIB) - 4.95%
APPLE INC (AAPL) - 7.37%
#3
AMGEN INC (AMGN) - 4.92%
MICROSOFT CORP (MSFT) - 4.50%
#4
ROYALTY PHARMA PLC CLASS A (RPRX) - 4.74%
AMAZON.COM INC (AMZN) - 3.82%
#5
ALNYLAM PHARMACEUTICALS INC (ALNY) - 4.68%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
REGENERON PHARMACEUTICALS INC (REGN) - 4.56%
BROADCOM INC (AVGO) - 2.86%
#7
GILEAD SCIENCES INC (GILD) - 4.34%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
UNITED THERAPEUTICS CORP (UTHR) - 4.25%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
BIO-TECHNE CORP (TECH) - 3.56%
TESLA INC (TSLA) - 1.70%
#10
CAREDX INC (CDNA) - 3.27%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
VERICEL CORP (VCEL) - 3.24%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
PROTAGONIST THERAPEUTICS INC (PTGX) - 3.17%
ELI LILLY AND CO (LLY) - 1.40%
#13
ILLUMINA INC (ILMN) - 3.13%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
VERACYTE INC (VCYT) - 3.11%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
REPLIGEN CORP (RGEN) - 2.98%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
PTC THERAPEUTICS INC (PTCT) - 2.97%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
ACADIA PHARMACEUTICALS INC (ACAD) - 2.94%
VISA INC CLASS A (V) - 0.90%
#18
INCYTE CORP (INCY) - 2.90%
WALMART INC (WMT) - 0.76%
#19
BIOCRYST PHARMACEUTICALS INC (BCRX) - 2.80%
INTEL CORP (INTC) - 0.75%
#20
HALOZYME THERAPEUTICS INC (HALO) - 2.79%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
SAREPTA THERAPEUTICS INC (SRPT) - 2.79%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
QIAGEN NV (QGEN) - 2.72%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
NEUROCRINE BIOSCIENCES INC (NBIX) - 2.70%
ABBVIE INC (ABBV) - 0.66%
#24
EXELIXIS INC (EXEL) - 2.69%
CATERPILLAR INC (CAT) - 0.65%
#25
BIOMARIN PHARMACEUTICAL INC (BMRN) - 2.69%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings33505

PBE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PBE
+6.68%
SPY
+0.52%
3M
Winner
PBE
+13.07%
SPY
+6.55%
6M
PBE
+9.44%
Winner
SPY
+9.76%
1Y
Winner
PBE
+43.95%
SPY
+20.32%
5Y(CAGR)
PBE
+4.76%
Winner
SPY
+13.01%
10Y(CAGR)
PBE
+8.90%
Winner
SPY
+15.06%
Max(CAGR)
Winner
PBE
+9.27%
SPY
+8.50%

PBE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPBESPY
2026+10.95%+10.11%
2025+23.76%+18.00%
2024-0.05%+25.59%
2023+4.60%+26.72%
2022-11.11%-18.64%
2021+1.21%+30.52%
2020+25.68%+17.28%
2019+18.35%+31.09%
2018-2.62%-5.24%
2017+20.54%+20.78%
2016-20.66%+13.59%
2015+1.36%+1.31%
2014+36.45%+14.56%
2013+57.53%+29.00%
2012+13.17%+14.17%
2011-7.24%+0.85%
2010+29.99%+13.14%
2009+19.16%+22.67%
2008-25.84%-36.25%
2007+6.24%+5.32%
2006+0.45%+13.85%
2005+17.45%+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

PBE vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PBE drawdown is -2.99%. The current SPY drawdown is -1.24%.

RankPBESPY
#1-45.69%
Oct 15, 2007 - May 6, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-44.56%
Jul 17, 2015 - Jul 20, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-37.84%
Feb 8, 2021 - Nov 26, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-35.71%
May 6, 2010 - Apr 2, 2013		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-21.12%
Feb 27, 2006 - Apr 23, 2007		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.86%
Feb 24, 2014 - Aug 25, 2014		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.38%
Jul 20, 2020 - Nov 27, 2020		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.73%
Jan 7, 2026 - Jun 23, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.65%
Mar 19, 2015 - Jun 18, 2015		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.08%
Sep 12, 2005 - Nov 17, 2005		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.07%
Apr 25, 2007 - Sep 26, 2007		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.60%
Aug 29, 2014 - Oct 23, 2014		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.84%
May 28, 2013 - Jul 5, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.21%
Nov 29, 2013 - Jan 7, 2014		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.59%
Oct 2, 2013 - Oct 24, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PBE and SPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (1999 - 2026)

PBE vs SPY dividend yield comparison.

YearPBESPY
20260.99%0.49%
20251.00%1.07%
20240.05%1.21%
20230.02%1.40%
20220.00%1.65%
20210.00%1.20%
20200.04%1.52%
20190.00%1.75%
20180.00%2.04%
20170.57%1.80%
20160.38%2.03%
20151.12%2.06%
20140.55%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.45%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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