PBUS vs IJK
Comparison between INVESCO MSCI USA ETF (PBUS, ETF) and ISHARES S&P MID-CAP 400 GROWTH ETF (IJK, ETF).
5-Year PerformancePBUS has outperformed IJK, delivering a return of +12.9% compared to +8.4%
PBUS vs IJK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PBUS
$11B
Winner
IJK
$11B
Expense Ratio
Winner
PBUS
0.04%
IJK
0.17%
Max Drawdown
Winner
PBUS
33.60%
IJK
54.57%
Sharpe Ratio
Winner
PBUS
1.38
IJK
1.23
5Y Beta
Winner
PBUS
0.98
IJK
1.07
P/E Ratio
Winner
PBUS
26.69
IJK
31.89
Forward P/E
PBUS
20.53
Winner
IJK
20.52
PEG Ratio
PBUS
N/A
IJK
0.09
5Y Dividends CAGR
Winner
PBUS
11.88%
IJK
6.39%
5Y EPS CAGR
Winner
PBUS
29.14%
IJK
19.35%
Debt to Equity
PBUS
46.94%
Winner
IJK
44.41%
P/S Ratio
PBUS
3.73
Winner
IJK
3.28
P/B Ratio
PBUS
5.60
Winner
IJK
4.68
PBUS vs IJK - Holdings Comparison
PBUS and IJK have 24 common holdings. Overlap is 0.65%
PBUS's top 25 holdings weight is 48.38%. IJK's top 25 holdings weight is 29.76%.
| Rank | PBUS | IJK |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.58% | TWILIO INC CLASS A (TWLO) - 1.68% |
| #2 | APPLE INC (AAPL) - 7.41% | CARPENTER TECHNOLOGY CORP (CRS) - 1.61% |
| #3 | MICROSOFT CORP (MSFT) - 4.26% | CURTISS-WRIGHT CORP (CW) - 1.48% |
| #4 | AMAZON.COM INC (AMZN) - 3.67% | ATI INC (ATI) - 1.39% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.08% | TECHNIPFMC PLC (FTI) - 1.38% |
| #6 | BROADCOM INC (AVGO) - 2.76% | NVENT ELECTRIC PLC (NVT) - 1.37% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.45% | WOODWARD INC (WWD) - 1.33% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.13% | EVERPURE INC CLASS A (P) - 1.29% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.67% | XPO INC (XPO) - 1.29% |
| #10 | TESLA INC (TSLA) - 1.63% | MASTEC INC (MTZ) - 1.28% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.45% | STERLING INFRASTRUCTURE INC (STRL) - 1.26% |
| #12 | ELI LILLY AND CO (LLY) - 1.44% | OKTA INC CLASS A (OKTA) - 1.25% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.39% | UNITED THERAPEUTICS CORP (UTHR) - 1.23% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.05% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.22% |
| #15 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.99% | RB GLOBAL INC (RBA) - 1.12% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.95% | RBC BEARINGS INC (RBC) - 1.04% |
| #17 | VISA INC CLASS A (V) - 0.92% | FABRINET (FN) - 1.04% |
| #18 | WALMART INC (WMT) - 0.74% | MKS INC (MKSI) - 1.04% |
| #19 | INTEL CORP (INTC) - 0.70% | TTM TECHNOLOGIES INC (TTMI) - 0.99% |
| #20 | ABBVIE INC (ABBV) - 0.69% | ROKU INC CLASS A (ROKU) - 0.98% |
| #21 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.29% | BWX TECHNOLOGIES INC (BWXT) - 0.93% |
| #22 | ARISTA NETWORKS INC (ANET) - 0.29% | COEUR MINING INC (CDE) - 0.91% |
| #23 | AMERICAN EXPRESS CO (AXP) - 0.29% | ITT INC (ITT) - 0.89% |
| #24 | MARVELL TECHNOLOGY INC (MRVL) - 0.28% | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.89% |
| #25 | ABBOTT LABORATORIES (ABT) - 0.27% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.87% |
| Total Holdings | 491 | 248 |
PBUS vs IJK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PBUS
+3.38%
IJK
+3.10%
3M
Winner
PBUS
+6.26%
IJK
+4.93%
6M
Winner
PBUS
+12.80%
IJK
+12.34%
1Y
PBUS
+23.37%
Winner
IJK
+27.94%
5Y(CAGR)
Winner
PBUS
+12.91%
IJK
+8.45%
10Y(CAGR)
Winner
PBUS
+15.36%
IJK
+11.28%
Max(CAGR)
Winner
PBUS
+15.36%
IJK
+8.79%
PBUS vs IJK - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | PBUS | IJK |
|---|---|---|
| 2026 | +13.77% | +19.56% |
| 2025 | +17.87% | +7.13% |
| 2024 | +25.98% | +16.51% |
| 2023 | +27.76% | +18.34% |
| 2022 | -19.92% | -18.96% |
| 2021 | +28.64% | +20.35% |
| 2020 | +20.46% | +21.93% |
| 2019 | +30.96% | +27.10% |
| 2018 | -4.76% | -11.46% |
| 2017 | +7.13% | +19.22% |
| 2016 | N/A | +16.58% |
| 2015 | N/A | +1.78% |
| 2014 | N/A | +8.56% |
| 2013 | N/A | +28.90% |
| 2012 | N/A | +16.30% |
| 2011 | N/A | -2.55% |
| 2010 | N/A | +28.48% |
| 2009 | N/A | +37.16% |
| 2008 | N/A | -36.84% |
| 2007 | N/A | +12.52% |
| 2006 | N/A | +4.12% |
| 2005 | N/A | +15.12% |
| 2004 | N/A | +13.84% |
| 2003 | N/A | +27.15% |
| 2002 | N/A | -18.87% |
| 2001 | N/A | -2.29% |
| 2000 | N/A | -2.70% |
PBUS vs IJK Drawdown Comparison
The maximum drawdown for PBUS was -33.15%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The maximum drawdown for IJK was -54.47%, occurring on Nov 20, 2008. Recovery took 610 trading sessions.
The current IJK drawdown is -0.10%.
| Rank | PBUS | IJK |
|---|---|---|
| #1 | -33.15% Feb 19, 2020 - Aug 5, 2020 | -54.47% Jun 5, 2008 - Nov 4, 2010 |
| #2 | -25.41% Dec 27, 2021 - Dec 13, 2023 | -46.34% Sep 1, 2000 - Nov 17, 2005 |
| #3 | -19.07% Feb 19, 2025 - Jun 26, 2025 | -39.25% Feb 20, 2020 - Aug 12, 2020 |
| #4 | -18.93% Sep 26, 2018 - Apr 5, 2019 | -29.23% Nov 16, 2021 - Feb 29, 2024 |
| #5 | -10.09% Jan 23, 2018 - Aug 16, 2018 | -25.75% Jul 7, 2011 - Sep 13, 2012 |
| #6 | -9.67% Sep 2, 2020 - Nov 13, 2020 | -25.63% Nov 25, 2024 - Dec 11, 2025 |
| #7 | -9.03% Jan 12, 2026 - Apr 15, 2026 | -23.95% Sep 14, 2018 - Nov 27, 2019 |
| #8 | -8.48% Jul 16, 2024 - Sep 19, 2024 | -18.46% Aug 17, 2015 - Jul 11, 2016 |
| #9 | -7.31% Apr 29, 2019 - Jun 24, 2019 | -17.20% Oct 9, 2007 - Jun 5, 2008 |
| #10 | -6.28% Jul 26, 2019 - Oct 28, 2019 | -13.98% May 8, 2006 - Jan 24, 2007 |
| #11 | -5.48% Mar 28, 2024 - May 14, 2024 | -10.81% Jul 3, 2014 - Nov 10, 2014 |
| #12 | -5.41% Sep 3, 2021 - Oct 20, 2021 | -10.36% Jul 13, 2007 - Oct 5, 2007 |
| #13 | -5.28% Feb 12, 2021 - Mar 15, 2021 | -9.92% Mar 2, 2026 - Apr 17, 2026 |
| #14 | -5.26% Oct 29, 2025 - Dec 11, 2025 | -9.77% Jan 26, 2018 - Jun 6, 2018 |
| #15 | -4.57% Nov 18, 2021 - Dec 23, 2021 | -9.33% Jul 16, 2024 - Oct 14, 2024 |
Correlation
Correlation between PBUS and IJK is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
PBUS vs IJK dividend yield comparison.
| Year | PBUS | IJK |
|---|---|---|
| 2026 | 0.52% | 0.20% |
| 2025 | 1.05% | 0.66% |
| 2024 | 1.20% | 0.79% |
| 2023 | 1.36% | 1.13% |
| 2022 | 1.71% | 1.08% |
| 2021 | 0.98% | 0.50% |
| 2020 | 1.35% | 0.70% |
| 2019 | 1.53% | 1.09% |
| 2018 | 2.33% | 1.13% |
| 2017 | 0.50% | 0.93% |
| 2016 | 0.00% | 1.15% |
| 2015 | 0.00% | 1.12% |
| 2014 | 0.00% | 0.91% |
| 2013 | 0.00% | 0.88% |
| 2012 | 0.00% | 0.99% |
| 2011 | 0.00% | 0.66% |
| 2010 | 0.00% | 0.57% |
| 2009 | 0.00% | 0.61% |
| 2008 | 0.00% | 0.80% |
| 2007 | 0.00% | 0.80% |
| 2006 | 0.00% | 0.38% |
| 2005 | 0.00% | 0.58% |
| 2004 | 0.00% | 0.43% |
| 2003 | 0.00% | 0.35% |
| 2002 | 0.00% | 0.26% |
| 2001 | 0.00% | 0.10% |
| 2000 | 0.00% | 0.38% |
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