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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 +13.3% compared to +3.3%

PBE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PBE
$247M
Winner
SPY
$735B
Expense Ratio
PBE
0.58%
Winner
SPY
0.09%
Max Drawdown
Winner
PBE
45.69%
SPY
56.47%
Sharpe Ratio
PBE
1.34
Winner
SPY
1.62
5Y Beta
Winner
PBE
0.76
SPY
1.00
P/E Ratio
PBE
34.32
Winner
SPY
28.99
Forward P/E
Winner
PBE
18.77
SPY
22.37
5Y Dividends CAGR
Winner
PBE
98.81%
SPY
5.43%
5Y EPS CAGR
PBE
13.01%
Winner
SPY
26.05%
Debt to Equity
PBE
55.71%
Winner
SPY
32.40%
P/S Ratio
PBE
4.97
Winner
SPY
3.74
P/B Ratio
Winner
PBE
4.45
SPY
5.61

PBE vs SPY - Holdings Comparison

PBE and SPY have 7 common holdings. Overlap is 0.72%

PBE's top 25 holdings weight is 89.56%. SPY's top 25 holdings weight is 52.37%.

RankPBESPY
#1
UNITED THERAPEUTICS CORP (UTHR) - 6.14%
NVIDIA CORP (NVDA) - 8.10%
#2
ILLUMINA INC (ILMN) - 5.94%
APPLE INC (AAPL) - 7.02%
#3
BIOGEN INC (BIIB) - 4.98%
MICROSOFT CORP (MSFT) - 4.79%
#4
INCYTE CORP (INCY) - 4.83%
AMAZON.COM INC (AMZN) - 4.02%
#5
GILEAD SCIENCES INC (GILD) - 4.55%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
ALNYLAM PHARMACEUTICALS INC (ALNY) - 4.46%
BROADCOM INC (AVGO) - 3.10%
#7
AMGEN INC (AMGN) - 4.41%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
REGENERON PHARMACEUTICALS INC (REGN) - 4.13%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
TG THERAPEUTICS INC (TGTX) - 3.57%
TESLA INC (TSLA) - 1.89%
#10
CATALYST PHARMACEUTICALS INC (CPRX) - 3.55%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
VERACYTE INC (VCYT) - 3.40%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
ARROWHEAD PHARMACEUTICALS INC (ARWR) - 3.39%
ELI LILLY AND CO (LLY) - 1.31%
#13
NEUROCRINE BIOSCIENCES INC (NBIX) - 3.26%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
ROYALTY PHARMA PLC CLASS A (RPRX) - 3.25%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
PROTAGONIST THERAPEUTICS INC (PTGX) - 3.14%
EXXON MOBIL CORP (XOM) - 0.97%
#16
CAREDX INC (CDNA) - 3.07%
INTEL CORP (INTC) - 0.90%
#17
BIOCRYST PHARMACEUTICALS INC (BCRX) - 3.05%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
EXELIXIS INC (EXEL) - 3.04%
VISA INC CLASS A (V) - 0.85%
#19
PTC THERAPEUTICS INC (PTCT) - 2.69%
WALMART INC (WMT) - 0.81%
#20
HALOZYME THERAPEUTICS INC (HALO) - 2.68%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
VERICEL CORP (VCEL) - 2.51%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
IONIS PHARMACEUTICALS INC (IONS) - 2.44%
CATERPILLAR INC (CAT) - 0.66%
#23
ACADIA PHARMACEUTICALS INC (ACAD) - 2.37%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
THERAVANCE BIOPHARMA INC (TBPH) - 2.36%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
REPLIGEN CORP (RGEN) - 2.35%
ABBVIE INC (ABBV) - 0.58%
Total Holdings33505

PBE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PBE
+3.45%
SPY
+1.90%
3M
PBE
+6.06%
Winner
SPY
+8.55%
6M
PBE
+2.77%
Winner
SPY
+8.18%
1Y
Winner
PBE
+31.27%
SPY
+25.79%
5Y(CAGR)
PBE
+3.29%
Winner
SPY
+13.32%
10Y(CAGR)
PBE
+7.50%
Winner
SPY
+15.19%
Max(CAGR)
Winner
PBE
+8.87%
SPY
+8.47%

PBE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPBESPY
2026+1.48%+8.26%
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 -2.53%. The current SPY drawdown is -2.90%.

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 - Mar 27, 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 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

PBE vs SPY dividend yield comparison.

YearPBESPY
20260.10%0.24%
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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