PBTP vs NVBW
Comparison between INVESCO 0-5 YR US TIPS ETF (PBTP, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF (NVBW, ETF).
PBTP vs NVBW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBTP
$95M
Winner
NVBW
$95M
Expense Ratio
Winner
PBTP
0.07%
NVBW
0.74%
Max Drawdown
PBTP
9.90%
Winner
NVBW
8.41%
Sharpe Ratio
PBTP
-0.32
Winner
NVBW
1.20
5Y Beta
Winner
PBTP
-0.00
NVBW
0.38
5Y Dividends CAGR
PBTP
27.17%
NVBW
N/A
PBTP vs NVBW - Historical Returns
Returns include dividend reinvestment.
1M
PBTP
+0.41%
Winner
NVBW
+0.68%
3M
PBTP
+0.35%
Winner
NVBW
+3.58%
6M
PBTP
+1.72%
Winner
NVBW
+5.56%
1Y
PBTP
+3.15%
Winner
NVBW
+10.18%
5Y(CAGR)
PBTP
+3.15%
NVBW
N/A
10Y(CAGR)
PBTP
+3.34%
NVBW
N/A
Max(CAGR)
PBTP
+3.34%
Winner
NVBW
+10.04%
PBTP vs NVBW - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | PBTP | NVBW |
|---|---|---|
| 2026 | +1.84% | +5.71% |
| 2025 | +5.90% | +9.47% |
| 2024 | +4.79% | +9.21% |
| 2023 | +4.57% | +12.73% |
| 2022 | -3.02% | +0.54% |
| 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 NVBW Drawdown Comparison
The maximum drawdown for PBTP was -5.44%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.
The maximum drawdown for NVBW was -8.41%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The current PBTP drawdown is -0.32%. The current NVBW drawdown is -0.14%.
| Rank | PBTP | NVBW |
|---|---|---|
| #1 | -5.44% Mar 11, 2022 - Dec 14, 2023 | -8.41% Feb 19, 2025 - Jun 3, 2025 |
| #2 | -5.35% Mar 5, 2020 - Jun 8, 2020 | -7.20% Sep 14, 2023 - Dec 28, 2023 |
| #3 | -2.18% Nov 17, 2021 - Mar 1, 2022 | -4.03% Feb 2, 2026 - Apr 14, 2026 |
| #4 | -1.04% Nov 15, 2018 - Jan 31, 2019 | -3.66% Feb 2, 2023 - Apr 3, 2023 |
| #5 | -1.03% Apr 30, 2025 - Jun 26, 2025 | -2.87% Nov 30, 2022 - Jan 13, 2023 |
| #6 | -1.00% Apr 3, 2025 - Apr 28, 2025 | -2.15% Nov 1, 2022 - Nov 10, 2022 |
| #7 | -0.97% Aug 24, 2018 - Nov 15, 2018 | -1.92% Nov 3, 2025 - Nov 26, 2025 |
| #8 | -0.81% Sep 24, 2024 - Jan 15, 2025 | -1.88% Jul 31, 2023 - Aug 30, 2023 |
| #9 | -0.75% Jun 2, 2026 - Jun 23, 2026 | -1.56% Jul 31, 2024 - Aug 13, 2024 |
| #10 | -0.68% Jan 31, 2024 - Mar 1, 2024 | -1.46% Jun 4, 2026 - Jun 15, 2026 |
| #11 | -0.66% Mar 17, 2026 - Apr 7, 2026 | -1.40% May 1, 2023 - May 17, 2023 |
| #12 | -0.63% Aug 3, 2021 - Aug 27, 2021 | -1.28% Dec 5, 2024 - Jan 17, 2025 |
| #13 | -0.63% May 18, 2021 - Jul 2, 2021 | -1.21% Jan 17, 2023 - Jan 23, 2023 |
| #14 | -0.60% Feb 12, 2021 - Mar 2, 2021 | -1.19% Jan 9, 2026 - Jan 27, 2026 |
| #15 | -0.53% Oct 22, 2025 - Jan 7, 2026 | -1.17% Apr 19, 2023 - Apr 28, 2023 |
Correlation
Correlation between PBTP and NVBW is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
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