PBTP vs SPDV
Comparison between INVESCO 0-5 YR US TIPS ETF (PBTP, ETF) and AAM S&P 500 HIGH DIVIDEND VALUE ETF (SPDV, ETF).
5-Year PerformanceSPDV has outperformed PBTP, delivering a return of +10.3% compared to +3.1%
PBTP vs SPDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PBTP vs SPDV - Historical Returns
Returns include dividend reinvestment.
PBTP vs SPDV - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | PBTP | SPDV |
|---|---|---|
| 2026 | +1.84% | +16.22% |
| 2025 | +5.90% | +10.63% |
| 2024 | +4.79% | +12.97% |
| 2023 | +4.57% | +5.19% |
| 2022 | -3.02% | -3.20% |
| 2021 | +5.41% | +31.52% |
| 2020 | +4.75% | -5.75% |
| 2019 | +4.74% | +20.27% |
| 2018 | +0.59% | -7.08% |
| 2017 | +0.04% | +3.65% |
PBTP vs SPDV Drawdown Comparison
The maximum drawdown for PBTP was -5.44%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.
The maximum drawdown for SPDV was -43.82%, occurring on Mar 23, 2020. Recovery took 266 trading sessions.
The current PBTP drawdown is -0.32%.
| Rank | PBTP | SPDV |
|---|---|---|
| #1 | -5.44% Mar 11, 2022 - Dec 14, 2023 | -43.82% Jan 17, 2020 - Feb 8, 2021 |
| #2 | -5.35% Mar 5, 2020 - Jun 8, 2020 | -21.32% Apr 20, 2022 - Mar 11, 2024 |
| #3 | -2.18% Nov 17, 2021 - Mar 1, 2022 | -18.62% Nov 29, 2024 - Aug 22, 2025 |
| #4 | -1.04% Nov 15, 2018 - Jan 31, 2019 | -18.50% Sep 21, 2018 - Oct 29, 2019 |
| #5 | -1.03% Apr 30, 2025 - Jun 26, 2025 | -9.85% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -1.00% Apr 3, 2025 - Apr 28, 2025 | -9.60% Jun 8, 2021 - Jan 4, 2022 |
| #7 | -0.97% Aug 24, 2018 - Nov 15, 2018 | -6.37% Mar 28, 2024 - Jul 16, 2024 |
| #8 | -0.81% Sep 24, 2024 - Jan 15, 2025 | -5.99% Jul 30, 2024 - Aug 23, 2024 |
| #9 | -0.75% Jun 2, 2026 - Jun 23, 2026 | -5.80% Feb 11, 2026 - May 22, 2026 |
| #10 | -0.68% Jan 31, 2024 - Mar 1, 2024 | -5.24% Oct 3, 2025 - Dec 10, 2025 |
| #11 | -0.66% Mar 17, 2026 - Apr 7, 2026 | -5.14% Jan 14, 2022 - Mar 29, 2022 |
| #12 | -0.63% Aug 3, 2021 - Aug 27, 2021 | -4.90% Mar 15, 2021 - Apr 21, 2021 |
| #13 | -0.63% May 18, 2021 - Jul 2, 2021 | -3.56% May 10, 2021 - May 17, 2021 |
| #14 | -0.60% Feb 12, 2021 - Mar 2, 2021 | -3.45% Oct 16, 2024 - Nov 7, 2024 |
| #15 | -0.53% Oct 22, 2025 - Jan 7, 2026 | -3.42% Aug 30, 2024 - Sep 19, 2024 |
Correlation
Correlation between PBTP and SPDV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2017 - 2026)
PBTP vs SPDV dividend yield comparison.
| Year | PBTP | SPDV |
|---|---|---|
| 2026 | 2.78% | 1.56% |
| 2025 | 3.82% | 3.85% |
| 2024 | 2.59% | 3.54% |
| 2023 | 2.36% | 3.95% |
| 2022 | 5.33% | 3.73% |
| 2021 | 3.12% | 3.08% |
| 2020 | 1.25% | 3.90% |
| 2019 | 2.12% | 3.54% |
| 2018 | 2.33% | 3.63% |
| 2017 | 0.73% | 0.28% |
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