PBTP vs VUSV
Comparison between INVESCO 0-5 YR US TIPS ETF (PBTP, ETF) and VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF ETF SHARES (VUSV, ETF).
PBTP vs VUSV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBTP
$68M
Winner
VUSV
$68M
Expense Ratio
Winner
PBTP
0.07%
VUSV
0.30%
Max Drawdown
PBTP
9.90%
Winner
VUSV
7.06%
Sharpe Ratio
PBTP
0.51
Winner
VUSV
1.78
5Y Beta
Winner
PBTP
-0.01
VUSV
0.74
P/E Ratio
PBTP
N/A
VUSV
24.25
Forward P/E
PBTP
N/A
VUSV
16.47
PEG Ratio
PBTP
N/A
VUSV
0.41
5Y Dividends CAGR
PBTP
25.87%
VUSV
N/A
5Y EPS CAGR
PBTP
N/A
VUSV
11.16%
Debt to Equity
PBTP
N/A
VUSV
67.36%
P/S Ratio
PBTP
N/A
VUSV
1.74
P/B Ratio
PBTP
N/A
VUSV
3.00
PBTP vs VUSV - Historical Returns
Returns include dividend reinvestment.
1M
PBTP
-0.19%
Winner
VUSV
+2.44%
3M
PBTP
+0.90%
Winner
VUSV
+9.03%
6M
PBTP
+2.00%
Winner
VUSV
+8.04%
1Y
PBTP
+4.50%
VUSV
N/A
5Y(CAGR)
PBTP
+3.33%
VUSV
N/A
10Y(CAGR)
PBTP
+3.39%
VUSV
N/A
Max(CAGR)
PBTP
+3.39%
Winner
VUSV
+27.46%
PBTP vs VUSV - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | PBTP | VUSV |
|---|---|---|
| 2026 | +1.93% | +8.03% |
| 2025 | +5.90% | +5.47% |
| 2024 | +4.79% | N/A |
| 2023 | +4.57% | N/A |
| 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 VUSV Drawdown Comparison
The maximum drawdown for PBTP was -5.44%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.
The maximum drawdown for VUSV was -7.06%, occurring on Mar 30, 2026. Recovery took 46 trading sessions.
The current PBTP drawdown is -0.23%. The current VUSV drawdown is -0.25%.
| Rank | PBTP | VUSV |
|---|---|---|
| #1 | -5.44% Mar 11, 2022 - Dec 14, 2023 | -7.06% Feb 11, 2026 - Apr 20, 2026 |
| #2 | -5.35% Mar 5, 2020 - Jun 8, 2020 | -2.03% Jan 15, 2026 - Feb 11, 2026 |
| #3 | -2.18% Nov 17, 2021 - Mar 1, 2022 | -1.93% Jun 4, 2026 - Jun 10, 2026 |
| #4 | -1.04% Nov 15, 2018 - Jan 31, 2019 | -1.78% Dec 11, 2025 - Dec 26, 2025 |
| #5 | -1.03% Apr 30, 2025 - Jun 26, 2025 | -1.59% May 6, 2026 - May 22, 2026 |
| #6 | -1.00% Apr 3, 2025 - Apr 28, 2025 | -1.34% Nov 18, 2025 - Nov 21, 2025 |
| #7 | -0.97% Aug 24, 2018 - Nov 15, 2018 | -1.12% Jan 6, 2026 - Jan 8, 2026 |
| #8 | -0.81% Sep 24, 2024 - Jan 15, 2025 | -0.96% Dec 26, 2025 - Jan 5, 2026 |
| #9 | -0.68% Jan 31, 2024 - Mar 1, 2024 | -0.91% Apr 30, 2026 - May 6, 2026 |
| #10 | -0.66% Mar 17, 2026 - Apr 7, 2026 | -0.80% Dec 5, 2025 - Dec 10, 2025 |
| #11 | -0.63% Aug 3, 2021 - Aug 27, 2021 | -0.62% May 26, 2026 - May 28, 2026 |
| #12 | -0.63% May 18, 2021 - Jul 2, 2021 | -0.60% Apr 20, 2026 - Apr 30, 2026 |
| #13 | -0.60% Feb 12, 2021 - Mar 2, 2021 | -0.52% Jun 2, 2026 - Jun 4, 2026 |
| #14 | -0.53% Oct 22, 2025 - Jan 7, 2026 | -0.37% Nov 28, 2025 - Dec 3, 2025 |
| #15 | -0.53% Sep 9, 2021 - Oct 14, 2021 | -0.32% Jan 9, 2026 - Jan 14, 2026 |
Correlation
Correlation between PBTP and VUSV is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2017 - 2026)
PBTP vs VUSV dividend yield comparison.
| Year | PBTP | VUSV |
|---|---|---|
| 2026 | 0.14% | 0.00% |
| 2025 | 3.82% | 0.20% |
| 2024 | 2.59% | 0.00% |
| 2023 | 2.36% | 0.00% |
| 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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