PBTP vs ACSI

Comparison between INVESCO 0-5 YR US TIPS ETF (PBTP, ETF) and AMERICAN CUSTOMER SATISFACTION ETF (ACSI, ETF).

5-Year PerformanceACSI has outperformed PBTP, delivering a return of +9.4% compared to +3.1%

PBTP vs ACSI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PBTP(ETF)	ACSI(ETF)
Net Assets	$116M	$116M
Expense Ratio	0.07%	0.65%
Max Drawdown	9.90%	34.49%
Sharpe Ratio	-0.69	1.22
5Y Beta	-0.01	0.75
P/E Ratio	N/A	18.54
Forward P/E	N/A	18.92
PEG Ratio	N/A	0.32
5Y Dividends CAGR	27.17%	1.97%
5Y EPS CAGR	N/A	16.22%
Debt to Equity	N/A	-70.65%
P/S Ratio	N/A	0.14
P/B Ratio	N/A	3.56

Net Assets

PBTP

$116M

Winner

ACSI

$116M

Expense Ratio

Winner

PBTP

0.07%

ACSI

0.65%

Max Drawdown

Winner

PBTP

9.90%

ACSI

34.49%

Sharpe Ratio

PBTP

-0.69

Winner

ACSI

1.22

5Y Beta

Winner

PBTP

-0.01

ACSI

0.75

P/E Ratio

PBTP

N/A

ACSI

18.54

Forward P/E

PBTP

N/A

ACSI

18.92

PEG Ratio

PBTP

N/A

ACSI

0.32

5Y Dividends CAGR

Winner

PBTP

27.17%

ACSI

1.97%

5Y EPS CAGR

PBTP

N/A

ACSI

16.22%

Debt to Equity

PBTP

N/A

ACSI

-70.65%

P/S Ratio

PBTP

N/A

ACSI

0.14

P/B Ratio

PBTP

N/A

ACSI

3.56

PBTP vs ACSI - Historical Returns

Returns include dividend reinvestment.

Period	PBTP	ACSI
1 month	+0.51%	+2.69%
3 months	+0.41%	+7.18%
6 months	+1.53%	+15.65%
1 year	+2.84%	+19.46%
5 years(CAGR)	+3.13%	+9.37%
10 years(CAGR)	+3.35%	+13.39%
Max(CAGR)	+3.35%	+13.39%

PBTP

+0.51%

Winner

ACSI

+2.69%

PBTP

+0.41%

Winner

ACSI

+7.18%

PBTP

+1.53%

Winner

ACSI

+15.65%

PBTP

+2.84%

Winner

ACSI

+19.46%

5Y(CAGR)

PBTP

+3.13%

Winner

ACSI

+9.37%

10Y(CAGR)

PBTP

+3.35%

Winner

ACSI

+13.39%

Max(CAGR)

PBTP

+3.35%

Winner

ACSI

+13.39%

PBTP vs ACSI - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	PBTP	ACSI
2026	+2.24%	+16.50%
2025	+5.90%	+11.36%
2024	+4.79%	+22.91%
2023	+4.57%	+22.03%
2022	-3.02%	-21.71%
2021	+5.41%	+25.14%
2020	+4.75%	+22.69%
2019	+4.74%	+24.16%
2018	+0.59%	-5.23%
2017	+0.04%	+15.17%
2016	N/A	+9.03%

PBTP vs ACSI Drawdown Comparison

The maximum drawdown for PBTP was -5.44%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.

The maximum drawdown for ACSI was -34.49%, occurring on Mar 23, 2020. Recovery took 121 trading sessions.

The current ACSI drawdown is -0.67%.

Rank	PBTP	ACSI
#1	-5.44% Mar 11, 2022 - Dec 14, 2023	-34.49% Feb 20, 2020 - Aug 12, 2020
#2	-5.35% Mar 5, 2020 - Jun 8, 2020	-24.86% Jan 3, 2022 - May 7, 2024
#3	-2.18% Nov 17, 2021 - Mar 1, 2022	-18.88% Sep 21, 2018 - May 3, 2019
#4	-1.04% Nov 15, 2018 - Jan 31, 2019	-15.27% Jan 30, 2025 - Jul 3, 2025
#5	-1.03% Apr 30, 2025 - Jun 26, 2025	-9.12% Sep 2, 2020 - Oct 12, 2020
#6	-1.00% Apr 3, 2025 - Apr 28, 2025	-8.52% Jan 23, 2018 - Jun 21, 2018
#7	-0.97% Aug 24, 2018 - Nov 15, 2018	-7.76% Jan 12, 2026 - Apr 15, 2026
#8	-0.81% Sep 24, 2024 - Jan 15, 2025	-7.25% Jul 26, 2019 - Nov 25, 2019
#9	-0.75% Jun 2, 2026 - Aug 20, 2026	-7.13% Jul 16, 2024 - Aug 30, 2024
#10	-0.68% Jan 31, 2024 - Mar 1, 2024	-6.60% Nov 18, 2021 - Jan 3, 2022
#11	-0.66% Mar 17, 2026 - Apr 7, 2026	-6.14% May 3, 2019 - Jun 20, 2019
#12	-0.63% Aug 3, 2021 - Aug 27, 2021	-6.06% Oct 12, 2020 - Nov 5, 2020
#13	-0.63% May 18, 2021 - Jul 2, 2021	-5.35% Aug 24, 2021 - Oct 20, 2021
#14	-0.60% Feb 12, 2021 - Mar 2, 2021	-5.29% Oct 27, 2025 - Dec 5, 2025
#15	-0.53% Oct 22, 2025 - Jan 7, 2026	-4.60% Dec 11, 2024 - Jan 28, 2025

Correlation

Correlation between PBTP and ACSI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2016 - 2026)

PBTP vs ACSI dividend yield comparison.

Year	PBTP	ACSI
2026	2.77%	0.00%
2025	3.82%	0.91%
2024	2.59%	0.69%
2023	2.36%	1.01%
2022	5.33%	0.81%
2021	3.12%	0.31%
2020	1.25%	0.82%
2019	2.12%	1.64%
2018	2.33%	1.59%
2017	0.73%	1.20%
2016	0.00%	0.18%