PBJ vs IBIF
Comparison between INVESCO FOOD & BEVERAGE ETF (PBJ, ETF) and ISHARES IBONDS OCT 2029 TERM TIPS ETF (IBIF, ETF).
PBJ vs IBIF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBJ
$108M
Winner
IBIF
$108M
Expense Ratio
PBJ
0.61%
Winner
IBIF
0.10%
Max Drawdown
PBJ
41.72%
Winner
IBIF
3.94%
Sharpe Ratio
Winner
PBJ
0.01
IBIF
-0.58
5Y Beta
PBJ
0.36
Winner
IBIF
-0.00
P/E Ratio
PBJ
18.73
IBIF
N/A
Forward P/E
PBJ
15.50
IBIF
N/A
PEG Ratio
PBJ
0.21
IBIF
N/A
5Y Dividends CAGR
PBJ
9.50%
IBIF
N/A
5Y EPS CAGR
PBJ
6.58%
IBIF
N/A
Debt to Equity
PBJ
10.77%
IBIF
N/A
P/S Ratio
PBJ
0.45
IBIF
N/A
P/B Ratio
PBJ
2.00
IBIF
N/A
PBJ vs IBIF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PBJ
+2.20%
IBIF
+0.41%
3M
Winner
PBJ
+1.36%
IBIF
+0.35%
6M
PBJ
-3.22%
Winner
IBIF
+1.07%
1Y
Winner
PBJ
+3.72%
IBIF
+2.22%
5Y(CAGR)
PBJ
+4.60%
IBIF
N/A
10Y(CAGR)
PBJ
+5.20%
IBIF
N/A
Max(CAGR)
Winner
PBJ
+7.28%
IBIF
+5.53%
PBJ vs IBIF - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PBJ | IBIF |
|---|---|---|
| 2026 | +10.24% | +1.80% |
| 2025 | -2.48% | +7.18% |
| 2024 | +1.69% | +3.30% |
| 2023 | +3.23% | +3.95% |
| 2022 | +2.72% | N/A |
| 2021 | +27.48% | N/A |
| 2020 | +6.93% | N/A |
| 2019 | +17.62% | N/A |
| 2018 | -10.67% | N/A |
| 2017 | +1.06% | N/A |
| 2016 | +7.78% | N/A |
| 2015 | +7.18% | N/A |
| 2014 | +18.70% | N/A |
| 2013 | +30.21% | N/A |
| 2012 | +5.22% | N/A |
| 2011 | +5.66% | N/A |
| 2010 | +28.95% | N/A |
| 2009 | +8.80% | N/A |
| 2008 | -20.79% | N/A |
| 2007 | +6.17% | N/A |
| 2006 | +16.10% | N/A |
| 2005 | -2.80% | N/A |
PBJ vs IBIF Drawdown Comparison
The maximum drawdown for PBJ was -39.15%, occurring on Mar 9, 2009. Recovery took 759 trading sessions.
The maximum drawdown for IBIF was -2.50%, occurring on Dec 19, 2024. Recovery took 104 trading sessions.
The current PBJ drawdown is -3.30%. The current IBIF drawdown is -0.22%.
| Rank | PBJ | IBIF |
|---|---|---|
| #1 | -39.15% Oct 9, 2007 - Oct 13, 2010 | -2.50% Sep 24, 2024 - Feb 25, 2025 |
| #2 | -28.49% Sep 5, 2019 - Dec 1, 2020 | -1.87% Apr 3, 2025 - Apr 28, 2025 |
| #3 | -17.02% Jan 26, 2018 - Jul 3, 2019 | -1.81% Jan 12, 2024 - Jun 3, 2024 |
| #4 | -15.83% Apr 20, 2022 - Mar 13, 2024 | -1.56% Sep 22, 2023 - Nov 2, 2023 |
| #5 | -15.66% Jul 21, 2011 - Jul 3, 2012 | -1.38% Apr 30, 2025 - Jun 26, 2025 |
| #6 | -12.47% Jul 23, 2025 - Feb 3, 2026 | -0.95% Mar 17, 2026 - Apr 13, 2026 |
| #7 | -11.31% Nov 29, 2024 - Jul 22, 2025 | -0.94% May 4, 2026 - Jun 17, 2026 |
| #8 | -10.96% Aug 17, 2015 - Jun 30, 2016 | -0.89% Nov 3, 2023 - Nov 14, 2023 |
| #9 | -9.61% Jun 1, 2007 - Oct 9, 2007 | -0.82% Dec 27, 2023 - Jan 12, 2024 |
| #10 | -9.25% Jul 25, 2016 - Jan 19, 2018 | -0.74% Jun 5, 2024 - Jun 18, 2024 |
| #11 | -8.85% Feb 27, 2026 - Jun 22, 2026 | -0.71% Mar 3, 2025 - Mar 21, 2025 |
| #12 | -8.23% Jun 7, 2021 - Nov 5, 2021 | -0.66% Oct 22, 2025 - Jan 28, 2026 |
| #13 | -7.99% Jul 19, 2005 - Mar 17, 2006 | -0.59% Aug 5, 2024 - Aug 21, 2024 |
| #14 | -7.91% Mar 27, 2024 - Nov 25, 2024 | -0.54% Sep 8, 2025 - Oct 21, 2025 |
| #15 | -7.60% Aug 5, 2013 - Feb 20, 2014 | -0.52% Dec 1, 2023 - Dec 13, 2023 |
Correlation
Correlation between PBJ and IBIF is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
Dividend Comparison (2005 - 2026)
PBJ vs IBIF dividend yield comparison.
| Year | PBJ | IBIF |
|---|---|---|
| 2026 | 0.59% | 2.79% |
| 2025 | 1.83% | 4.51% |
| 2024 | 1.11% | 4.05% |
| 2023 | 1.81% | 0.96% |
| 2022 | 1.81% | 0.00% |
| 2021 | 0.90% | 0.00% |
| 2020 | 1.12% | 0.00% |
| 2019 | 1.21% | 0.00% |
| 2018 | 1.41% | 0.00% |
| 2017 | 0.70% | 0.00% |
| 2016 | 1.56% | 0.00% |
| 2015 | 1.24% | 0.00% |
| 2014 | 1.32% | 0.00% |
| 2013 | 0.85% | 0.00% |
| 2012 | 1.58% | 0.00% |
| 2011 | 0.96% | 0.00% |
| 2010 | 1.14% | 0.00% |
| 2009 | 1.81% | 0.00% |
| 2008 | 1.80% | 0.00% |
| 2007 | 3.12% | 0.00% |
| 2006 | 0.93% | 0.00% |
| 2005 | 0.51% | 0.00% |
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