PBUS vs IAGG

Comparison between INVESCO MSCI USA ETF (PBUS, ETF) and ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG, ETF).

5-Year PerformancePBUS has outperformed IAGG, delivering a return of +12.9% compared to +0.9%

PBUS vs IAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PBUS(ETF)	IAGG(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.04%	0.07%
Max Drawdown	33.60%	15.86%
Sharpe Ratio	1.38	-0.66
5Y Beta	0.98	0.04
P/E Ratio	25.91	N/A
Forward P/E	20.60	N/A
5Y Dividends CAGR	11.88%	36.14%
5Y EPS CAGR	28.89%	N/A
Debt to Equity	51.12%	N/A
P/S Ratio	3.75	N/A
P/B Ratio	5.56	N/A

Net Assets

Winner

PBUS

$11B

IAGG

$11B

Expense Ratio

Winner

PBUS

0.04%

IAGG

0.07%

Max Drawdown

PBUS

33.60%

Winner

IAGG

15.86%

Sharpe Ratio

Winner

PBUS

1.38

IAGG

-0.66

5Y Beta

PBUS

0.98

Winner

IAGG

0.04

P/E Ratio

PBUS

25.91

IAGG

N/A

Forward P/E

PBUS

20.60

IAGG

N/A

5Y Dividends CAGR

PBUS

11.88%

Winner

IAGG

36.14%

5Y EPS CAGR

PBUS

28.89%

IAGG

N/A

Debt to Equity

PBUS

51.12%

IAGG

N/A

P/S Ratio

PBUS

3.75

IAGG

N/A

P/B Ratio

PBUS

5.56

IAGG

N/A

PBUS vs IAGG - Historical Returns

Returns include dividend reinvestment.

Period	PBUS	IAGG
1 month	+2.43%	-0.18%
3 months	+5.11%	+0.63%
6 months	+12.47%	+0.39%
1 year	+22.66%	+2.02%
5 years(CAGR)	+12.91%	+0.85%
10 years(CAGR)	+15.33%	+1.91%
Max(CAGR)	+15.33%	+2.46%

Winner

PBUS

+2.43%

IAGG

-0.18%

Winner

PBUS

+5.11%

IAGG

+0.63%

Winner

PBUS

+12.47%

IAGG

+0.39%

Winner

PBUS

+22.66%

IAGG

+2.02%

5Y(CAGR)

Winner

PBUS

+12.91%

IAGG

+0.85%

10Y(CAGR)

Winner

PBUS

+15.33%

IAGG

+1.91%

Max(CAGR)

Winner

PBUS

+15.33%

IAGG

+2.46%

PBUS vs IAGG - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	PBUS	IAGG
2026	+13.68%	+1.13%
2025	+17.87%	+3.18%
2024	+25.98%	+4.89%
2023	+27.76%	+7.70%
2022	-19.92%	-10.50%
2021	+28.64%	-1.82%
2020	+20.46%	+4.29%
2019	+30.96%	+7.93%
2018	-4.76%	+3.24%
2017	+7.13%	+2.38%
2016	N/A	+4.91%
2015	N/A	-0.09%

PBUS vs IAGG Drawdown Comparison

The maximum drawdown for PBUS was -33.15%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.

The maximum drawdown for IAGG was -13.88%, occurring on Oct 14, 2022. Recovery took 1027 trading sessions.

The current PBUS drawdown is -0.08%. The current IAGG drawdown is -0.70%.

Rank	PBUS	IAGG
#1	-33.15% Feb 19, 2020 - Aug 5, 2020	-13.88% Dec 31, 2020 - Feb 4, 2025
#2	-25.41% Dec 27, 2021 - Dec 13, 2023	-5.93% Mar 9, 2020 - Jul 30, 2020
#3	-19.07% Feb 19, 2025 - Jun 26, 2025	-3.93% Sep 7, 2016 - Oct 31, 2017
#4	-18.93% Sep 26, 2018 - Apr 5, 2019	-3.70% Dec 8, 2017 - Dec 18, 2018
#5	-10.09% Jan 23, 2018 - Aug 16, 2018	-2.32% Feb 27, 2026 - Mar 27, 2026
#6	-9.67% Sep 2, 2020 - Nov 13, 2020	-2.07% Aug 28, 2019 - Jan 29, 2020
#7	-9.03% Jan 12, 2026 - Apr 15, 2026	-1.67% Feb 28, 2025 - Apr 16, 2025
#8	-8.48% Jul 16, 2024 - Sep 19, 2024	-1.04% Dec 2, 2015 - Jan 14, 2016
#9	-7.31% Apr 29, 2019 - Jun 24, 2019	-0.94% Aug 4, 2020 - Sep 29, 2020
#10	-6.28% Jul 26, 2019 - Oct 28, 2019	-0.85% Apr 30, 2025 - May 30, 2025
#11	-5.48% Mar 28, 2024 - May 14, 2024	-0.83% Apr 5, 2016 - May 11, 2016
#12	-5.41% Sep 3, 2021 - Oct 20, 2021	-0.80% Jun 16, 2016 - Jun 27, 2016
#13	-5.28% Feb 12, 2021 - Mar 15, 2021	-0.75% Jul 3, 2019 - Jul 18, 2019
#14	-5.26% Oct 29, 2025 - Dec 11, 2025	-0.73% Feb 5, 2025 - Feb 28, 2025
#15	-4.57% Nov 18, 2021 - Dec 23, 2021	-0.71% Mar 28, 2019 - Apr 30, 2019

Correlation

Correlation between PBUS and IAGG is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2015 - 2026)

PBUS vs IAGG dividend yield comparison.

Year	PBUS	IAGG
2026	0.52%	1.43%
2025	1.05%	3.08%
2024	1.20%	4.28%
2023	1.36%	3.55%
2022	1.71%	2.27%
2021	0.98%	1.16%
2020	1.35%	1.95%
2019	1.53%	2.82%
2018	2.33%	3.02%
2017	0.50%	1.74%
2016	0.00%	1.56%
2015	0.00%	0.13%