PBE vs VGHY

Comparison between INVESCO BIOTECHNOLOGY & GENOME ETF (PBE, ETF) and VANGUARD HIGH-YIELD ACTIVE ETF ETF SHARES (VGHY, ETF).

PBE vs VGHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PBE(ETF)	VGHY(ETF)
Net Assets	$247M	$248M
Expense Ratio	0.58%	0.22%
Max Drawdown	45.69%	3.08%
Sharpe Ratio	1.34	0.08
5Y Beta	0.76	0.20
P/E Ratio	34.32	N/A
Forward P/E	18.77	N/A
5Y Dividends CAGR	98.81%	N/A
5Y EPS CAGR	13.01%	N/A
Debt to Equity	55.71%	N/A
P/S Ratio	4.97	N/A
P/B Ratio	4.45	N/A

Net Assets

PBE

$247M

Winner

VGHY

$248M

Expense Ratio

PBE

0.58%

Winner

VGHY

0.22%

Max Drawdown

PBE

45.69%

Winner

VGHY

3.08%

Sharpe Ratio

Winner

PBE

1.34

VGHY

0.08

5Y Beta

PBE

0.76

Winner

VGHY

0.20

P/E Ratio

PBE

34.32

VGHY

N/A

Forward P/E

PBE

18.77

VGHY

N/A

5Y Dividends CAGR

PBE

98.81%

VGHY

N/A

5Y EPS CAGR

PBE

13.01%

VGHY

N/A

Debt to Equity

PBE

55.71%

VGHY

N/A

P/S Ratio

PBE

4.97

VGHY

N/A

P/B Ratio

PBE

4.45

VGHY

N/A

PBE vs VGHY - Historical Returns

Returns include dividend reinvestment.

Period	PBE	VGHY
1 month	+3.45%	-0.11%
3 months	+6.06%	+0.48%
6 months	+2.77%	+1.62%
1 year	+31.27%	N/A
5 years(CAGR)	+3.29%	N/A
10 years(CAGR)	+7.50%	N/A
Max(CAGR)	+8.87%	+3.96%

Winner

PBE

+3.45%

VGHY

-0.11%

Winner

PBE

+6.06%

VGHY

+0.48%

Winner

PBE

+2.77%

VGHY

+1.62%

PBE

+31.27%

VGHY

N/A

5Y(CAGR)

PBE

+3.29%

VGHY

N/A

10Y(CAGR)

PBE

+7.50%

VGHY

N/A

Max(CAGR)

Winner

PBE

+8.87%

VGHY

+3.96%

PBE vs VGHY - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PBE	VGHY
2026	+1.48%	+1.03%
2025	+23.76%	+1.80%
2024	-0.05%	N/A
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 VGHY Drawdown Comparison

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

The maximum drawdown for VGHY was -2.66%, occurring on Mar 27, 2026. Recovery took 33 trading sessions.

The current PBE drawdown is -2.53%. The current VGHY drawdown is -0.68%.

Rank	PBE	VGHY
#1	-45.69% Oct 15, 2007 - May 6, 2010	-2.66% Feb 20, 2026 - Apr 9, 2026
#2	-44.56% Jul 17, 2015 - Jul 20, 2020	-1.36% Apr 17, 2026 - May 19, 2026
#3	-37.84% Feb 8, 2021 - Nov 26, 2025	-1.25% Dec 10, 2025 - Dec 18, 2025
#4	-35.71% May 6, 2010 - Apr 2, 2013	-1.06% Oct 2, 2025 - Oct 24, 2025
#5	-21.12% Feb 27, 2006 - Apr 23, 2007	-1.01% Oct 27, 2025 - Nov 25, 2025
#6	-18.86% Feb 24, 2014 - Aug 25, 2014	-0.51% Feb 9, 2026 - Feb 18, 2026
#7	-14.38% Jul 20, 2020 - Nov 27, 2020	-0.46% Dec 4, 2025 - Dec 10, 2025
#8	-11.73% Jan 7, 2026 - Mar 27, 2026	-0.46% Sep 18, 2025 - Oct 2, 2025
#9	-10.65% Mar 19, 2015 - Jun 18, 2015	-0.34% Jan 12, 2026 - Jan 22, 2026
#10	-10.08% Sep 12, 2005 - Nov 17, 2005	-0.32% Jan 22, 2026 - Feb 6, 2026
#11	-9.07% Apr 25, 2007 - Sep 26, 2007	-0.32% Apr 9, 2026 - Apr 14, 2026
#12	-8.60% Aug 29, 2014 - Oct 23, 2014	-0.23% Dec 22, 2025 - Dec 24, 2025
#13	-7.84% May 28, 2013 - Jul 5, 2013	-0.20% Jan 5, 2026 - Jan 9, 2026
#14	-7.21% Nov 29, 2013 - Jan 7, 2014	-0.13% Feb 18, 2026 - Feb 20, 2026
#15	-6.59% Oct 2, 2013 - Oct 24, 2013	-0.09% Nov 28, 2025 - Dec 2, 2025

Correlation

Correlation between PBE and VGHY is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2009 - 2026)

PBE vs VGHY dividend yield comparison.

Year	PBE	VGHY
2026	0.10%	2.49%
2025	1.00%	1.49%
2024	0.05%	0.00%
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%