PBP vs JXI
Comparison between INVESCO S&P 500 BUYWRITE ETF (PBP, ETF) and ISHARES GLOBAL UTILITIES ETF (JXI, ETF).
5-Year PerformanceJXI has outperformed PBP, delivering a return of +9.5% compared to +7.9%
PBP vs JXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBP
$335M
Winner
JXI
$337M
Expense Ratio
Winner
PBP
0.29%
JXI
0.39%
Max Drawdown
Winner
PBP
45.11%
JXI
52.89%
Sharpe Ratio
Winner
PBP
1.75
JXI
1.07
5Y Beta
PBP
0.64
Winner
JXI
0.29
P/E Ratio
PBP
29.47
Winner
JXI
20.28
Forward P/E
PBP
22.41
Winner
JXI
18.36
PEG Ratio
PBP
N/A
JXI
0.79
5Y Dividends CAGR
Winner
PBP
63.54%
JXI
3.01%
5Y EPS CAGR
Winner
PBP
29.37%
JXI
12.55%
Debt to Equity
Winner
PBP
40.80%
JXI
141.07%
P/S Ratio
PBP
3.73
Winner
JXI
2.75
P/B Ratio
PBP
5.66
Winner
JXI
2.30
PBP vs JXI - Holdings Comparison
PBP and JXI have 31 common holdings. Overlap is -0.44%
PBP's top 25 holdings weight is 51.80%. JXI's top 25 holdings weight is 70.88%.
| Rank | PBP | JXI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.30% | NEXTERA ENERGY INC (NEE) - 8.12% |
| #2 | APPLE INC (AAPL) - 7.19% | IBERDROLA SA (n/a) - 6.22% |
| #3 | MICROSOFT CORP (MSFT) - 4.91% | SOUTHERN CO (SO) - 4.59% |
| #4 | AMAZON.COM INC (AMZN) - 4.12% | DUKE ENERGY CORP (DUK) - 4.31% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.60% | CONSTELLATION ENERGY CORP (CEG) - 4.04% |
| #6 | BROADCOM INC (AVGO) - 3.18% | ENEL SPA (n/a) - 3.83% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.86% | NATIONAL GRID PLC (n/a) - 3.77% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.13% | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.14% |
| #9 | TESLA INC (TSLA) - 1.94% | SEMPRA (SRE) - 2.67% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.60% | ENGIE SA (n/a) - 2.58% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% | DOMINION ENERGY INC (D) - 2.54% |
| #12 | ELI LILLY AND CO (LLY) - 1.34% | ENTERGY CORP (ETR) - 2.24% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.31% | VISTRA CORP (VST) - 2.19% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.31% | XCEL ENERGY INC (XEL) - 2.12% |
| #15 | EXXON MOBIL CORP (XOM) - 0.99% | E.ON SE (n/a) - 2.08% |
| #16 | INTEL CORP (INTC) - 0.92% | EXELON CORP (EXC) - 2.08% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.88% | RWE AG CLASS A (n/a) - 1.94% |
| #18 | VISA INC CLASS A (V) - 0.87% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.75% |
| #19 | WALMART INC (WMT) - 0.83% | SSE PLC (n/a) - 1.74% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.74% | CONSOLIDATED EDISON INC (ED) - 1.73% |
| #21 | WESTERN DIGITAL CORP (WDC) - 0.28% | WEC ENERGY GROUP INC (WEC) - 1.62% |
| #22 | TJX COMPANIES INC (TJX) - 0.28% | PG&E CORP (PCG) - 1.60% |
| #23 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.27% | AMEREN CORP (AEE) - 1.35% |
| #24 | SALESFORCE INC (CRM) - 0.27% | DTE ENERGY CO (DTE) - 1.33% |
| #25 | BOEING CO (BA) - 0.27% | ATMOS ENERGY CORP (ATO) - 1.30% |
| Total Holdings | 466 | 83 |
PBP vs JXI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PBP
+0.82%
JXI
-4.37%
3M
Winner
PBP
+2.27%
JXI
-3.24%
6M
PBP
+5.41%
Winner
JXI
+7.16%
1Y
PBP
+17.16%
Winner
JXI
+18.12%
5Y(CAGR)
PBP
+7.90%
Winner
JXI
+9.49%
10Y(CAGR)
PBP
+7.04%
Winner
JXI
+9.15%
Max(CAGR)
PBP
+5.17%
Winner
JXI
+6.21%
PBP vs JXI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PBP | JXI |
|---|---|---|
| 2026 | +3.80% | +5.50% |
| 2025 | +8.98% | +25.05% |
| 2024 | +19.86% | +12.72% |
| 2023 | +11.74% | +0.76% |
| 2022 | -12.23% | -3.75% |
| 2021 | +20.87% | +12.21% |
| 2020 | -3.82% | +5.98% |
| 2019 | +13.35% | +25.43% |
| 2018 | -6.07% | +2.68% |
| 2017 | +11.20% | +15.13% |
| 2016 | +6.99% | +7.20% |
| 2015 | +5.54% | -7.16% |
| 2014 | +5.12% | +17.43% |
| 2013 | +11.48% | +10.81% |
| 2012 | +2.90% | +2.09% |
| 2011 | +4.10% | -3.41% |
| 2010 | +4.09% | -2.83% |
| 2009 | +21.34% | +6.14% |
| 2008 | -28.92% | -28.31% |
| 2007 | +2.07% | +22.04% |
| 2006 | N/A | +14.27% |
PBP vs JXI Drawdown Comparison
The maximum drawdown for PBP was -43.43%, occurring on Mar 9, 2009. Recovery took 1243 trading sessions.
The maximum drawdown for JXI was -50.23%, occurring on Mar 9, 2009. Recovery took 2379 trading sessions.
The current PBP drawdown is -1.05%. The current JXI drawdown is -6.21%.
| Rank | PBP | JXI |
|---|---|---|
| #1 | -43.43% Apr 30, 2008 - Apr 10, 2013 | -50.23% Dec 6, 2007 - May 19, 2017 |
| #2 | -33.29% Feb 19, 2020 - Apr 6, 2021 | -34.20% Feb 18, 2020 - Apr 15, 2021 |
| #3 | -18.62% Apr 13, 2022 - Feb 23, 2024 | -22.43% Apr 8, 2022 - May 9, 2024 |
| #4 | -15.74% Sep 21, 2018 - Nov 7, 2019 | -12.65% Sep 11, 2017 - Dec 3, 2018 |
| #5 | -15.42% Feb 19, 2025 - Oct 20, 2025 | -10.44% Oct 16, 2024 - Apr 3, 2025 |
| #6 | -9.87% Dec 21, 2007 - Apr 30, 2008 | -9.43% Jun 1, 2007 - Sep 26, 2007 |
| #7 | -9.85% Jul 20, 2015 - Nov 27, 2015 | -8.93% Aug 20, 2021 - Dec 28, 2021 |
| #8 | -8.53% Dec 1, 2015 - Jun 23, 2016 | -8.17% Apr 3, 2025 - Apr 22, 2025 |
| #9 | -8.04% Jan 26, 2018 - May 14, 2018 | -8.09% Apr 9, 2026 - Jun 1, 2026 |
| #10 | -7.58% Sep 17, 2014 - Apr 10, 2015 | -7.52% Dec 31, 2021 - Mar 29, 2022 |
| #11 | -6.46% Jan 3, 2022 - Mar 28, 2022 | -6.87% Feb 27, 2026 - Apr 9, 2026 |
| #12 | -5.46% Jul 23, 2024 - Aug 15, 2024 | -6.62% Feb 26, 2007 - Mar 21, 2007 |
| #13 | -5.23% Feb 25, 2026 - Apr 30, 2026 | -6.54% Dec 13, 2018 - Jan 31, 2019 |
| #14 | -4.94% Jan 15, 2014 - Feb 14, 2014 | -6.39% May 21, 2024 - Jul 31, 2024 |
| #15 | -3.90% May 21, 2013 - Oct 14, 2013 | -4.88% Apr 20, 2021 - Aug 5, 2021 |
Correlation
Correlation between PBP and JXI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2006 - 2026)
PBP vs JXI dividend yield comparison.
| Year | PBP | JXI |
|---|---|---|
| 2026 | 4.54% | 0.00% |
| 2025 | 11.12% | 2.56% |
| 2024 | 9.36% | 3.02% |
| 2023 | 3.35% | 3.58% |
| 2022 | 1.33% | 3.13% |
| 2021 | 6.21% | 2.78% |
| 2020 | 1.41% | 2.65% |
| 2019 | 5.04% | 3.43% |
| 2018 | 2.59% | 3.16% |
| 2017 | 10.86% | 3.62% |
| 2016 | 2.56% | 4.77% |
| 2015 | 6.19% | 3.78% |
| 2014 | 4.96% | 3.55% |
| 2013 | 6.62% | 4.30% |
| 2012 | 4.38% | 4.19% |
| 2011 | 10.88% | 4.67% |
| 2010 | 7.91% | 4.24% |
| 2009 | 1.53% | 3.49% |
| 2008 | 2.38% | 5.23% |
| 2007 | 0.00% | 0.78% |
| 2006 | 0.00% | 0.58% |
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