PBP vs LRND
Comparison between INVESCO S&P 500 BUYWRITE ETF (PBP, ETF) and NYLI U.S. LARGE CAP R&D LEADERS ETF (LRND, ETF).
PBP vs LRND - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PBP
$344M
LRND
$344M
Expense Ratio
PBP
0.29%
Winner
LRND
0.14%
Max Drawdown
PBP
45.11%
Winner
LRND
25.97%
Sharpe Ratio
Winner
PBP
1.74
LRND
1.29
5Y Beta
Winner
PBP
0.64
LRND
1.09
P/E Ratio
Winner
PBP
27.62
LRND
33.42
Forward P/E
Winner
PBP
21.26
LRND
25.81
PEG Ratio
PBP
N/A
LRND
0.31
5Y Dividends CAGR
PBP
63.54%
LRND
N/A
5Y EPS CAGR
PBP
25.99%
Winner
LRND
36.89%
Debt to Equity
Winner
PBP
30.98%
LRND
44.98%
P/S Ratio
Winner
PBP
3.65
LRND
8.54
P/B Ratio
Winner
PBP
5.46
LRND
11.66
PBP vs LRND - Holdings Comparison
PBP and LRND have 61 common holdings. Overlap is 40.82%
PBP's top 25 holdings weight is 54.06%. LRND's top 25 holdings weight is 83.14%.
| Rank | PBP | LRND |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.56% | NVIDIA CORP (NVDA) - 15.09% |
| #2 | APPLE INC (AAPL) - 7.31% | APPLE INC (AAPL) - 13.53% |
| #3 | MICROSOFT CORP (MSFT) - 5.17% | MICROSOFT CORP (MSFT) - 10.09% |
| #4 | AMAZON.COM INC (AMZN) - 3.96% | ALPHABET INC CLASS A (GOOGL) - 8.71% |
| #5 | BROADCOM INC (AVGO) - 3.61% | ELI LILLY AND CO (LLY) - 5.22% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.33% | BROADCOM INC (AVGO) - 4.81% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.65% | AMAZON.COM INC (AMZN) - 4.10% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.06% | META PLATFORMS INC CLASS A (META) - 3.74% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.89% | CISCO SYSTEMS INC (CSCO) - 1.88% |
| #10 | TESLA INC (TSLA) - 1.88% | LAM RESEARCH CORP (LRCX) - 1.56% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% | APPLIED MATERIALS INC (AMAT) - 1.45% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.34% | PEPSICO INC (PEP) - 1.04% |
| #13 | ELI LILLY AND CO (LLY) - 1.33% | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 1.01% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.28% | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) - 0.98% |
| #15 | EXXON MOBIL CORP (XOM) - 0.99% | FIDELITY MSCI INFORMATION TECH ETF (FTEC) - 0.98% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.85% | QUALCOMM INC (QCOM) - 0.96% |
| #17 | VISA INC CLASS A (V) - 0.84% | AMGEN INC (AMGN) - 0.95% |
| #18 | INTEL CORP (INTC) - 0.80% | MARVELL TECHNOLOGY INC (MRVL) - 0.95% |
| #19 | CISCO SYSTEMS INC (CSCO) - 0.80% | VANGUARD CONSUMER DISCRETIONARY ETF (VCR) - 0.89% |
| #20 | WALMART INC (WMT) - 0.78% | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 0.89% |
| #21 | CATERPILLAR INC (CAT) - 0.67% | PALO ALTO NETWORKS INC (PANW) - 0.89% |
| #22 | COSTCO WHOLESALE CORP (COST) - 0.67% | FIDELITY MSCI CONSUMER DISCRET ETF (FDIS) - 0.89% |
| #23 | LAM RESEARCH CORP (LRCX) - 0.66% | EATON CORP PLC (ETN) - 0.87% |
| #24 | ORACLE CORP (ORCL) - 0.65% | DEERE & CO (DE) - 0.84% |
| #25 | MASTERCARD INC CLASS A (MA) - 0.61% | ARISTA NETWORKS INC (ANET) - 0.82% |
| Total Holdings | 499 | 109 |
PBP vs LRND - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PBP
+1.88%
LRND
-0.63%
3M
PBP
+4.50%
Winner
LRND
+14.42%
6M
PBP
+6.44%
Winner
LRND
+9.97%
1Y
PBP
+17.25%
Winner
LRND
+26.50%
5Y(CAGR)
PBP
+8.14%
Winner
LRND
+15.21%
10Y(CAGR)
PBP
+7.14%
LRND
N/A
Max(CAGR)
PBP
+5.23%
Winner
LRND
+15.21%
PBP vs LRND - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | PBP | LRND |
|---|---|---|
| 2026 | +5.09% | +9.02% |
| 2025 | +8.98% | +20.44% |
| 2024 | +19.86% | +22.47% |
| 2023 | +11.74% | +43.76% |
| 2022 | -12.23% | -19.33% |
| 2021 | +20.87% | N/A |
| 2020 | -3.82% | N/A |
| 2019 | +13.35% | N/A |
| 2018 | -6.07% | N/A |
| 2017 | +11.20% | N/A |
| 2016 | +6.99% | N/A |
| 2015 | +5.54% | N/A |
| 2014 | +5.12% | N/A |
| 2013 | +11.48% | N/A |
| 2012 | +2.90% | N/A |
| 2011 | +4.10% | N/A |
| 2010 | +4.09% | N/A |
| 2009 | +21.34% | N/A |
| 2008 | -28.92% | N/A |
| 2007 | +2.07% | N/A |
PBP vs LRND Drawdown Comparison
The maximum drawdown for PBP was -43.43%, occurring on Mar 9, 2009. Recovery took 1243 trading sessions.
The maximum drawdown for LRND was -25.44%, occurring on Oct 14, 2022. Recovery took 303 trading sessions.
The current PBP drawdown is -0.22%. The current LRND drawdown is -3.99%.
| Rank | PBP | LRND |
|---|---|---|
| #1 | -43.43% Apr 30, 2008 - Apr 10, 2013 | -25.44% Mar 29, 2022 - Jun 13, 2023 |
| #2 | -33.29% Feb 19, 2020 - Apr 6, 2021 | -21.06% Feb 19, 2025 - Jun 26, 2025 |
| #3 | -18.62% Apr 13, 2022 - Feb 23, 2024 | -13.83% Oct 29, 2025 - Apr 17, 2026 |
| #4 | -15.74% Sep 21, 2018 - Nov 7, 2019 | -11.98% Jul 10, 2024 - Nov 6, 2024 |
| #5 | -15.42% Feb 19, 2025 - Oct 20, 2025 | -9.75% Jul 28, 2023 - Nov 20, 2023 |
| #6 | -9.87% Dec 21, 2007 - Apr 30, 2008 | -9.20% Feb 9, 2022 - Mar 28, 2022 |
| #7 | -9.85% Jul 20, 2015 - Nov 27, 2015 | -6.75% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -8.53% Dec 1, 2015 - Jun 23, 2016 | -6.06% Mar 28, 2024 - May 15, 2024 |
| #9 | -8.04% Jan 26, 2018 - May 14, 2018 | -4.51% Dec 16, 2024 - Jan 23, 2025 |
| #10 | -7.58% Sep 17, 2014 - Apr 10, 2015 | -4.01% Nov 7, 2024 - Dec 4, 2024 |
| #11 | -6.46% Jan 3, 2022 - Mar 28, 2022 | -3.14% Jun 15, 2023 - Jul 13, 2023 |
| #12 | -5.46% Jul 23, 2024 - Aug 15, 2024 | -2.90% Oct 9, 2025 - Oct 24, 2025 |
| #13 | -5.23% Feb 25, 2026 - Apr 30, 2026 | -2.74% Jul 24, 2025 - Aug 12, 2025 |
| #14 | -4.94% Jan 15, 2014 - Feb 14, 2014 | -2.46% Sep 22, 2025 - Oct 6, 2025 |
| #15 | -3.90% May 21, 2013 - Oct 14, 2013 | -2.33% May 14, 2026 - May 28, 2026 |
Correlation
Correlation between PBP and LRND is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2008 - 2026)
PBP vs LRND dividend yield comparison.
| Year | PBP | LRND |
|---|---|---|
| 2026 | 4.48% | 0.09% |
| 2025 | 11.12% | 0.67% |
| 2024 | 9.36% | 0.97% |
| 2023 | 3.35% | 1.22% |
| 2022 | 1.33% | 1.32% |
| 2021 | 6.21% | 0.00% |
| 2020 | 1.41% | 0.00% |
| 2019 | 5.04% | 0.00% |
| 2018 | 2.59% | 0.00% |
| 2017 | 10.86% | 0.00% |
| 2016 | 2.56% | 0.00% |
| 2015 | 6.19% | 0.00% |
| 2014 | 4.96% | 0.00% |
| 2013 | 6.62% | 0.00% |
| 2012 | 4.38% | 0.00% |
| 2011 | 10.88% | 0.00% |
| 2010 | 7.91% | 0.00% |
| 2009 | 1.53% | 0.00% |
| 2008 | 2.38% | 0.00% |
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