PBP vs MCI
Comparison between INVESCO S&P 500 BUYWRITE ETF (PBP, ETF) and Barings Corporate Investors (MCI, ETF).
5-Year PerformanceMCI has outperformed PBP, delivering a return of +11.8% compared to +8.0%
PBP vs MCI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PBP vs MCI - Historical Returns
Returns include dividend reinvestment.
PBP vs MCI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PBP | MCI |
|---|---|---|
| 2026 | +8.92% | +0.23% |
| 2025 | +8.98% | -2.24% |
| 2024 | +19.86% | +25.47% |
| 2023 | +11.74% | +44.43% |
| 2022 | -12.23% | -5.06% |
| 2021 | +20.87% | +28.28% |
| 2020 | -3.82% | -15.03% |
| 2019 | +13.35% | +20.89% |
| 2018 | -6.07% | +2.87% |
| 2017 | +11.20% | +6.96% |
| 2016 | +6.99% | -3.80% |
| 2015 | +5.54% | +19.34% |
| 2014 | +5.12% | +14.78% |
| 2013 | +11.48% | +2.90% |
| 2012 | +2.90% | -4.33% |
| 2011 | +4.10% | +24.49% |
| 2010 | +4.09% | +31.19% |
| 2009 | +21.34% | +44.56% |
| 2008 | -28.92% | -27.72% |
| 2007 | +2.07% | -6.42% |
| 2006 | N/A | +23.05% |
| 2005 | N/A | +15.14% |
| 2004 | N/A | +35.66% |
| 2003 | N/A | +28.22% |
| 2002 | N/A | -0.10% |
| 2001 | N/A | -0.01% |
| 2000 | N/A | +18.33% |
| 1999 | N/A | +15.71% |
PBP vs MCI Drawdown Comparison
The maximum drawdown for PBP was -43.43%, occurring on Mar 9, 2009. Recovery took 1243 trading sessions.
The maximum drawdown for MCI was -57.11%, occurring on Mar 9, 2009. Recovery took 887 trading sessions.
The current PBP drawdown is -0.51%. The current MCI drawdown is -19.60%.
| Rank | PBP | MCI |
|---|---|---|
| #1 | -43.43% Apr 30, 2008 - Apr 10, 2013 | -57.11% Feb 7, 2007 - Aug 16, 2010 |
| #2 | -33.29% Feb 19, 2020 - Apr 6, 2021 | -44.64% Feb 14, 2020 - Aug 11, 2021 |
| #3 | -18.62% Apr 13, 2022 - Feb 23, 2024 | -27.99% Feb 20, 2025 - Aug 4, 2026 |
| #4 | -15.74% Sep 21, 2018 - Nov 7, 2019 | -24.09% Aug 15, 2016 - Feb 22, 2019 |
| #5 | -15.42% Feb 19, 2025 - Oct 20, 2025 | -22.89% Aug 27, 2001 - Aug 21, 2003 |
| #6 | -9.87% Dec 21, 2007 - Apr 30, 2008 | -20.91% Jan 18, 2022 - Jun 13, 2023 |
| #7 | -9.85% Jul 20, 2015 - Nov 27, 2015 | -20.24% May 26, 2011 - Oct 6, 2011 |
| #8 | -8.53% Dec 1, 2015 - Jun 23, 2016 | -20.21% Jan 17, 2012 - Jan 16, 2013 |
| #9 | -8.04% Jan 26, 2018 - May 14, 2018 | -19.37% Feb 16, 2000 - May 26, 2000 |
| #10 | -7.58% Sep 17, 2014 - Apr 10, 2015 | -17.12% May 22, 2013 - Nov 17, 2014 |
| #11 | -6.46% Jan 3, 2022 - Mar 28, 2022 | -13.04% Mar 7, 2001 - May 15, 2001 |
| #12 | -5.46% Jul 23, 2024 - Aug 15, 2024 | -12.54% Feb 14, 2005 - Jun 17, 2005 |
| #13 | -5.23% Feb 25, 2026 - Apr 30, 2026 | -12.46% Dec 5, 2011 - Jan 17, 2012 |
| #14 | -4.94% Jan 15, 2014 - Feb 14, 2014 | -12.18% Dec 17, 1999 - Feb 16, 2000 |
| #15 | -3.90% May 21, 2013 - Oct 14, 2013 | -11.79% Nov 18, 2010 - Feb 15, 2011 |
Correlation
Correlation between PBP and MCI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
PBP vs MCI dividend yield comparison.
| Year | PBP | MCI |
|---|---|---|
| 2026 | 7.19% | 2.20% |
| 2025 | 11.12% | 8.82% |
| 2024 | 9.36% | 8.29% |
| 2023 | 3.35% | 7.70% |
| 2022 | 1.33% | 7.31% |
| 2021 | 6.21% | 6.01% |
| 2020 | 1.41% | 7.28% |
| 2019 | 5.04% | 7.12% |
| 2018 | 2.59% | 8.16% |
| 2017 | 10.86% | 7.86% |
| 2016 | 2.56% | 7.75% |
| 2015 | 6.19% | 6.96% |
| 2014 | 4.96% | 7.55% |
| 2013 | 6.62% | 8.04% |
| 2012 | 4.38% | 10.47% |
| 2011 | 10.88% | 7.50% |
| 2010 | 7.91% | 7.07% |
| 2009 | 1.53% | 8.61% |
| 2008 | 2.38% | 11.22% |
| 2007 | 0.00% | 8.51% |
| 2006 | 0.00% | 7.11% |
| 2005 | 0.00% | 7.62% |
| 2004 | 0.00% | 7.58% |
| 2003 | 0.00% | 6.46% |
| 2002 | 0.00% | 7.39% |
| 2001 | 0.00% | 9.08% |
| 2000 | 0.00% | 12.55% |
| 1999 | 0.00% | 6.83% |
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