PBTP vs BAMD
Comparison between INVESCO 0-5 YR US TIPS ETF (PBTP, ETF) and Brookstone Dividend Stock ETF (BAMD, ETF).
PBTP vs BAMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PBTP
$95M
BAMD
$95M
Expense Ratio
Winner
PBTP
0.07%
BAMD
0.89%
Max Drawdown
Winner
PBTP
9.90%
BAMD
18.02%
Sharpe Ratio
PBTP
-0.32
Winner
BAMD
0.85
5Y Beta
Winner
PBTP
-0.00
BAMD
0.44
P/E Ratio
PBTP
N/A
BAMD
17.04
Forward P/E
PBTP
N/A
BAMD
15.77
PEG Ratio
PBTP
N/A
BAMD
0.10
5Y Dividends CAGR
PBTP
27.17%
BAMD
N/A
5Y EPS CAGR
PBTP
N/A
BAMD
15.82%
Debt to Equity
PBTP
N/A
BAMD
-199.13%
P/S Ratio
PBTP
N/A
BAMD
2.65
P/B Ratio
PBTP
N/A
BAMD
3.41
PBTP vs BAMD - Historical Returns
Returns include dividend reinvestment.
1M
PBTP
+0.41%
Winner
BAMD
+3.77%
3M
PBTP
+0.35%
Winner
BAMD
+6.92%
6M
PBTP
+1.72%
Winner
BAMD
+11.45%
1Y
PBTP
+3.15%
Winner
BAMD
+13.02%
5Y(CAGR)
PBTP
+3.15%
BAMD
N/A
10Y(CAGR)
PBTP
+3.34%
BAMD
N/A
Max(CAGR)
PBTP
+3.34%
Winner
BAMD
+15.44%
PBTP vs BAMD - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | PBTP | BAMD |
|---|---|---|
| 2026 | +1.84% | +13.89% |
| 2025 | +5.90% | -1.17% |
| 2024 | +4.79% | +17.97% |
| 2023 | +4.57% | +10.73% |
| 2022 | -3.02% | N/A |
| 2021 | +5.41% | N/A |
| 2020 | +4.75% | N/A |
| 2019 | +4.74% | N/A |
| 2018 | +0.59% | N/A |
| 2017 | +0.04% | N/A |
PBTP vs BAMD Drawdown Comparison
The maximum drawdown for PBTP was -5.44%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.
The maximum drawdown for BAMD was -15.91%, occurring on Apr 8, 2025. Recovery took 384 trading sessions.
The current PBTP drawdown is -0.32%. The current BAMD drawdown is -0.97%.
| Rank | PBTP | BAMD |
|---|---|---|
| #1 | -5.44% Mar 11, 2022 - Dec 14, 2023 | -15.91% Nov 26, 2024 - Jun 11, 2026 |
| #2 | -5.35% Mar 5, 2020 - Jun 8, 2020 | -6.13% Jan 8, 2024 - Mar 20, 2024 |
| #3 | -2.18% Nov 17, 2021 - Mar 1, 2022 | -5.72% Mar 28, 2024 - May 7, 2024 |
| #4 | -1.04% Nov 15, 2018 - Jan 31, 2019 | -4.87% Oct 17, 2023 - Nov 3, 2023 |
| #5 | -1.03% Apr 30, 2025 - Jun 26, 2025 | -3.52% May 17, 2024 - Jul 11, 2024 |
| #6 | -1.00% Apr 3, 2025 - Apr 28, 2025 | -2.99% Sep 29, 2023 - Oct 16, 2023 |
| #7 | -0.97% Aug 24, 2018 - Nov 15, 2018 | -2.82% Aug 1, 2024 - Aug 14, 2024 |
| #8 | -0.81% Sep 24, 2024 - Jan 15, 2025 | -2.76% Nov 3, 2023 - Nov 14, 2023 |
| #9 | -0.75% Jun 2, 2026 - Jun 23, 2026 | -2.41% Oct 16, 2024 - Nov 6, 2024 |
| #10 | -0.68% Jan 31, 2024 - Mar 1, 2024 | -2.12% Dec 14, 2023 - Dec 28, 2023 |
| #11 | -0.66% Mar 17, 2026 - Apr 7, 2026 | -1.94% Sep 30, 2024 - Oct 15, 2024 |
| #12 | -0.63% Aug 3, 2021 - Aug 27, 2021 | -1.52% Jul 17, 2024 - Jul 26, 2024 |
| #13 | -0.63% May 18, 2021 - Jul 2, 2021 | -1.47% Nov 11, 2024 - Nov 21, 2024 |
| #14 | -0.60% Feb 12, 2021 - Mar 2, 2021 | -1.46% Jun 16, 2026 - Jul 2, 2026 |
| #15 | -0.53% Oct 22, 2025 - Jan 7, 2026 | -1.36% Sep 4, 2024 - Sep 13, 2024 |
Correlation
Correlation between PBTP and BAMD is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2017 - 2026)
PBTP vs BAMD dividend yield comparison.
| Year | PBTP | BAMD |
|---|---|---|
| 2026 | 2.78% | 1.49% |
| 2025 | 3.82% | 3.86% |
| 2024 | 2.59% | 4.21% |
| 2023 | 2.36% | 0.70% |
| 2022 | 5.33% | 0.00% |
| 2021 | 3.12% | 0.00% |
| 2020 | 1.25% | 0.00% |
| 2019 | 2.12% | 0.00% |
| 2018 | 2.33% | 0.00% |
| 2017 | 0.73% | 0.00% |
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