PBTP vs MAGG
Comparison between INVESCO 0-5 YR US TIPS ETF (PBTP, ETF) and MADISON AGGREGATE BOND ETF (MAGG, ETF).
PBTP vs MAGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBTP
$68M
Winner
MAGG
$68M
Expense Ratio
Winner
PBTP
0.07%
MAGG
0.36%
Max Drawdown
PBTP
9.90%
Winner
MAGG
6.32%
Sharpe Ratio
Winner
PBTP
0.51
MAGG
0.39
5Y Beta
Winner
PBTP
-0.01
MAGG
0.04
5Y Dividends CAGR
PBTP
25.87%
MAGG
N/A
PBTP vs MAGG - Historical Returns
Returns include dividend reinvestment.
1M
PBTP
-0.19%
Winner
MAGG
+0.55%
3M
Winner
PBTP
+0.90%
MAGG
+0.50%
6M
Winner
PBTP
+2.00%
MAGG
+1.02%
1Y
PBTP
+4.50%
Winner
MAGG
+4.90%
5Y(CAGR)
PBTP
+3.33%
MAGG
N/A
10Y(CAGR)
PBTP
+3.39%
MAGG
N/A
Max(CAGR)
PBTP
+3.39%
Winner
MAGG
+5.02%
PBTP vs MAGG - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | PBTP | MAGG |
|---|---|---|
| 2026 | +1.93% | +0.56% |
| 2025 | +5.90% | +7.45% |
| 2024 | +4.79% | +2.26% |
| 2023 | +4.57% | +4.42% |
| 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 MAGG Drawdown Comparison
The maximum drawdown for PBTP was -5.44%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.
The maximum drawdown for MAGG was -4.56%, occurring on Jan 14, 2025. Recovery took 138 trading sessions.
The current PBTP drawdown is -0.23%. The current MAGG drawdown is -1.16%.
| Rank | PBTP | MAGG |
|---|---|---|
| #1 | -5.44% Mar 11, 2022 - Dec 14, 2023 | -4.56% Sep 16, 2024 - Apr 4, 2025 |
| #2 | -5.35% Mar 5, 2020 - Jun 8, 2020 | -4.26% Aug 31, 2023 - Nov 22, 2023 |
| #3 | -2.18% Nov 17, 2021 - Mar 1, 2022 | -3.31% Dec 27, 2023 - Jun 13, 2024 |
| #4 | -1.04% Nov 15, 2018 - Jan 31, 2019 | -2.86% Feb 27, 2026 - May 19, 2026 |
| #5 | -1.03% Apr 30, 2025 - Jun 26, 2025 | -2.53% Apr 4, 2025 - Jun 24, 2025 |
| #6 | -1.00% Apr 3, 2025 - Apr 28, 2025 | -1.38% Oct 27, 2025 - Nov 24, 2025 |
| #7 | -0.97% Aug 24, 2018 - Nov 15, 2018 | -1.20% Jun 14, 2024 - Jul 10, 2024 |
| #8 | -0.81% Sep 24, 2024 - Jan 15, 2025 | -1.17% Nov 24, 2025 - Feb 2, 2026 |
| #9 | -0.68% Jan 31, 2024 - Mar 1, 2024 | -1.10% Jul 1, 2025 - Aug 1, 2025 |
| #10 | -0.66% Mar 17, 2026 - Apr 7, 2026 | -0.75% Sep 22, 2025 - Oct 10, 2025 |
| #11 | -0.63% Aug 3, 2021 - Aug 27, 2021 | -0.72% Aug 5, 2024 - Aug 14, 2024 |
| #12 | -0.63% May 18, 2021 - Jul 2, 2021 | -0.63% Feb 2, 2026 - Feb 12, 2026 |
| #13 | -0.60% Feb 12, 2021 - Mar 2, 2021 | -0.63% Jul 16, 2024 - Jul 30, 2024 |
| #14 | -0.53% Oct 22, 2025 - Jan 7, 2026 | -0.54% Aug 5, 2025 - Aug 26, 2025 |
| #15 | -0.53% Sep 9, 2021 - Oct 14, 2021 | -0.53% Oct 22, 2025 - Oct 27, 2025 |
Correlation
Correlation between PBTP and MAGG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2017 - 2026)
PBTP vs MAGG dividend yield comparison.
| Year | PBTP | MAGG |
|---|---|---|
| 2026 | 0.14% | 1.75% |
| 2025 | 3.82% | 4.80% |
| 2024 | 2.59% | 5.13% |
| 2023 | 2.36% | 1.49% |
| 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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