PBPH vs AOK

Comparison between Portfolio Building Block World Pharma and Biotech Index ETF (PBPH, ETF) and ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF (AOK, ETF).

PBPH vs AOK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PBPH(ETF)	AOK(ETF)
Net Assets	$759M	$756M
Expense Ratio	0.13%	0.15%
Max Drawdown	11.10%	20.42%
Sharpe Ratio	0.21	1.12
5Y Beta	0.56	0.30
P/E Ratio	29.65	N/A
Forward P/E	16.93	N/A
5Y Dividends CAGR	N/A	14.05%
5Y EPS CAGR	15.86%	N/A
Debt to Equity	117.70%	N/A
P/S Ratio	5.43	N/A
P/B Ratio	6.50	N/A

Net Assets

Winner

PBPH

$759M

AOK

$756M

Expense Ratio

Winner

PBPH

0.13%

AOK

0.15%

Max Drawdown

Winner

PBPH

11.10%

AOK

20.42%

Sharpe Ratio

PBPH

0.21

Winner

AOK

1.12

5Y Beta

PBPH

0.56

Winner

AOK

0.30

P/E Ratio

PBPH

29.65

AOK

N/A

Forward P/E

PBPH

16.93

AOK

N/A

5Y Dividends CAGR

PBPH

N/A

AOK

14.05%

5Y EPS CAGR

PBPH

15.86%

AOK

N/A

Debt to Equity

PBPH

117.70%

AOK

N/A

P/S Ratio

PBPH

5.43

AOK

N/A

P/B Ratio

PBPH

6.50

AOK

N/A

PBPH vs AOK - Historical Returns

Returns include dividend reinvestment.

Period	PBPH	AOK
1 month	+2.95%	+0.26%
3 months	-0.45%	+1.68%
6 months	+4.78%	+3.17%
1 year	N/A	+10.85%
5 years(CAGR)	N/A	+3.51%
10 years(CAGR)	N/A	+5.02%
Max(CAGR)	+5.84%	+5.35%

Winner

PBPH

+2.95%

AOK

+0.26%

PBPH

-0.45%

Winner

AOK

+1.68%

Winner

PBPH

+4.78%

AOK

+3.17%

PBPH

N/A

AOK

+10.85%

5Y(CAGR)

PBPH

N/A

AOK

+3.51%

10Y(CAGR)

PBPH

N/A

AOK

+5.02%

Max(CAGR)

Winner

PBPH

+5.84%

AOK

+5.35%

PBPH vs AOK - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	PBPH	AOK
2026	+1.97%	+2.77%
2025	+0.76%	+11.44%
2024	N/A	+7.10%
2023	N/A	+10.30%
2022	N/A	-13.75%
2021	N/A	+5.03%
2020	N/A	+8.81%
2019	N/A	+13.65%
2018	N/A	-3.25%
2017	N/A	+9.60%
2016	N/A	+5.60%
2015	N/A	-1.07%
2014	N/A	+4.47%
2013	N/A	+6.05%
2012	N/A	+6.34%
2011	N/A	+4.24%
2010	N/A	+6.63%
2009	N/A	+8.46%
2008	N/A	+4.06%

PBPH vs AOK Drawdown Comparison

The maximum drawdown for PBPH was -11.10%, occurring on Apr 29, 2026. This drawdown has not yet recovered.

The maximum drawdown for AOK was -18.94%, occurring on Oct 14, 2022. Recovery took 674 trading sessions.

The current PBPH drawdown is -5.57%. The current AOK drawdown is -1.37%.

Rank	PBPH	AOK
#1	-11.10% Feb 17, 2026 - Apr 29, 2026	-18.94% Nov 5, 2021 - Jul 16, 2024
#2	-4.30% Nov 26, 2025 - Dec 23, 2025	-14.55% Feb 19, 2020 - Jun 8, 2020
#3	-2.20% Jan 7, 2026 - Jan 22, 2026	-10.84% Nov 25, 2008 - Dec 9, 2008
#4	-1.82% Jan 27, 2026 - Feb 2, 2026	-9.06% Dec 19, 2008 - May 8, 2009
#5	-1.52% Dec 24, 2025 - Jan 6, 2026	-6.42% Apr 24, 2015 - Jun 3, 2016
#6	-1.42% Feb 4, 2026 - Feb 6, 2026	-6.15% Jan 26, 2018 - Mar 15, 2019
#7	-1.28% Feb 2, 2026 - Feb 4, 2026	-5.02% Nov 14, 2008 - Nov 25, 2008
#8	-1.13% Feb 6, 2026 - Feb 12, 2026	-4.96% Feb 26, 2025 - May 13, 2025
#9	N/A	-4.50% Feb 25, 2026 - Apr 17, 2026
#10	N/A	-4.43% May 21, 2013 - Sep 18, 2013
#11	N/A	-3.79% May 8, 2009 - Jun 12, 2009
#12	N/A	-3.68% Jul 22, 2011 - Oct 28, 2011
#13	N/A	-3.64% Jun 12, 2009 - Aug 4, 2009
#14	N/A	-3.50% Dec 6, 2024 - Feb 26, 2025
#15	N/A	-3.41% Sep 7, 2016 - Feb 23, 2017

Correlation

Correlation between PBPH and AOK is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.37

-101

Dividend Comparison (2008 - 2026)

PBPH vs AOK dividend yield comparison.

Year	PBPH	AOK
2026	0.00%	1.10%
2025	0.09%	3.28%
2024	0.00%	3.23%
2023	0.00%	2.93%
2022	0.00%	2.25%
2021	0.00%	1.55%
2020	0.00%	2.10%
2019	0.00%	2.71%
2018	0.00%	2.68%
2017	0.00%	2.91%
2016	0.00%	2.14%
2015	0.00%	2.02%
2014	0.00%	2.08%
2013	0.00%	1.82%
2012	0.00%	2.05%
2011	0.00%	2.35%
2010	0.00%	1.78%
2009	0.00%	2.33%
2008	0.00%	0.44%