PBTP vs KRMA

Comparison between INVESCO 0-5 YR US TIPS ETF (PBTP, ETF) and GLOBAL X CONSCIOUS COMPANIES ETF (KRMA, ETF).

5-Year PerformanceKRMA has outperformed PBTP, delivering a return of +9.9% compared to +3.1%

PBTP vs KRMA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PBTP(ETF)	KRMA(ETF)
Net Assets	$116M	$116M
Expense Ratio	0.07%	0.35%
Max Drawdown	9.90%	36.16%
Sharpe Ratio	-0.69	1.19
5Y Beta	-0.01	0.93
P/E Ratio	N/A	23.89
Forward P/E	N/A	18.40
PEG Ratio	N/A	0.38
5Y Dividends CAGR	27.17%	24.01%
5Y EPS CAGR	N/A	23.12%
Debt to Equity	N/A	-3.26%
P/S Ratio	N/A	2.45
P/B Ratio	N/A	4.79

Net Assets

PBTP

$116M

Winner

KRMA

$116M

Expense Ratio

Winner

PBTP

0.07%

KRMA

0.35%

Max Drawdown

Winner

PBTP

9.90%

KRMA

36.16%

Sharpe Ratio

PBTP

-0.69

Winner

KRMA

1.19

5Y Beta

Winner

PBTP

-0.01

KRMA

0.93

P/E Ratio

PBTP

N/A

KRMA

23.89

Forward P/E

PBTP

N/A

KRMA

18.40

PEG Ratio

PBTP

N/A

KRMA

0.38

5Y Dividends CAGR

Winner

PBTP

27.17%

KRMA

24.01%

5Y EPS CAGR

PBTP

N/A

KRMA

23.12%

Debt to Equity

PBTP

N/A

KRMA

-3.26%

P/S Ratio

PBTP

N/A

KRMA

2.45

P/B Ratio

PBTP

N/A

KRMA

4.79

PBTP vs KRMA - Historical Returns

Returns include dividend reinvestment.

Period	PBTP	KRMA
1 month	+0.51%	+1.96%
3 months	+0.41%	+6.26%
6 months	+1.53%	+10.26%
1 year	+2.84%	+19.76%
5 years(CAGR)	+3.13%	+9.89%
10 years(CAGR)	+3.35%	+13.60%
Max(CAGR)	+3.35%	+13.58%

PBTP

+0.51%

Winner

KRMA

+1.96%

PBTP

+0.41%

Winner

KRMA

+6.26%

PBTP

+1.53%

Winner

KRMA

+10.26%

PBTP

+2.84%

Winner

KRMA

+19.76%

5Y(CAGR)

PBTP

+3.13%

Winner

KRMA

+9.89%

10Y(CAGR)

PBTP

+3.35%

Winner

KRMA

+13.60%

Max(CAGR)

PBTP

+3.35%

Winner

KRMA

+13.58%

PBTP vs KRMA - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	PBTP	KRMA
2026	+2.24%	+10.19%
2025	+5.90%	+14.39%
2024	+4.79%	+18.87%
2023	+4.57%	+22.70%
2022	-3.02%	-19.09%
2021	+5.41%	+29.42%
2020	+4.75%	+16.40%
2019	+4.74%	+30.21%
2018	+0.59%	-4.25%
2017	+0.04%	+22.74%
2016	N/A	+5.65%

PBTP vs KRMA Drawdown Comparison

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

The maximum drawdown for KRMA was -36.16%, occurring on Mar 23, 2020. Recovery took 125 trading sessions.

The current KRMA drawdown is -2.27%.

Rank	PBTP	KRMA
#1	-5.44% Mar 11, 2022 - Dec 14, 2023	-36.16% Feb 19, 2020 - Aug 17, 2020
#2	-5.35% Mar 5, 2020 - Jun 8, 2020	-26.12% Dec 29, 2021 - Jan 25, 2024
#3	-2.18% Nov 17, 2021 - Mar 1, 2022	-19.41% Dec 4, 2024 - Jul 1, 2025
#4	-1.04% Nov 15, 2018 - Jan 31, 2019	-17.48% Sep 21, 2018 - Mar 19, 2019
#5	-1.03% Apr 30, 2025 - Jun 26, 2025	-9.59% Jan 26, 2018 - Jul 25, 2018
#6	-1.00% Apr 3, 2025 - Apr 28, 2025	-8.92% Sep 2, 2020 - Oct 12, 2020
#7	-0.97% Aug 24, 2018 - Nov 15, 2018	-8.62% Jan 6, 2026 - Apr 15, 2026
#8	-0.81% Sep 24, 2024 - Jan 15, 2025	-8.36% Jul 16, 2024 - Sep 19, 2024
#9	-0.75% Jun 2, 2026 - Aug 20, 2026	-7.02% Jul 26, 2019 - Oct 30, 2019
#10	-0.68% Jan 31, 2024 - Mar 1, 2024	-6.95% Oct 12, 2020 - Nov 6, 2020
#11	-0.66% Mar 17, 2026 - Apr 7, 2026	-6.30% May 3, 2019 - Jun 19, 2019
#12	-0.63% Aug 3, 2021 - Aug 27, 2021	-6.01% Dec 14, 2020 - Feb 8, 2021
#13	-0.63% May 18, 2021 - Jul 2, 2021	-5.90% Oct 28, 2025 - Dec 10, 2025
#14	-0.60% Feb 12, 2021 - Mar 2, 2021	-5.70% Sep 2, 2021 - Oct 26, 2021
#15	-0.53% Oct 22, 2025 - Jan 7, 2026	-5.65% Mar 27, 2024 - May 15, 2024

Correlation

Correlation between PBTP and KRMA 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 KRMA dividend yield comparison.

Year	PBTP	KRMA
2026	2.77%	0.36%
2025	3.82%	2.59%
2024	2.59%	0.91%
2023	2.36%	1.16%
2022	5.33%	0.86%
2021	3.12%	1.07%
2020	1.25%	0.96%
2019	2.12%	1.52%
2018	2.33%	1.82%
2017	0.73%	1.21%
2016	0.00%	0.95%