PBUS vs SPHY
Comparison between INVESCO MSCI USA ETF (PBUS, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF).
5-Year PerformancePBUS has outperformed SPHY, delivering a return of +12.6% compared to +4.3%
PBUS vs SPHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PBUS vs SPHY - Historical Returns
Returns include dividend reinvestment.
PBUS vs SPHY - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | PBUS | SPHY |
|---|---|---|
| 2026 | +10.04% | +1.97% |
| 2025 | +17.87% | +8.31% |
| 2024 | +25.98% | +8.81% |
| 2023 | +27.76% | +12.80% |
| 2022 | -19.92% | -10.48% |
| 2021 | +28.64% | +5.74% |
| 2020 | +20.46% | +6.44% |
| 2019 | +30.96% | +13.55% |
| 2018 | -4.76% | -2.69% |
| 2017 | +7.13% | +6.73% |
| 2016 | N/A | +11.15% |
| 2015 | N/A | -3.64% |
| 2014 | N/A | +6.53% |
| 2013 | N/A | -1.34% |
| 2012 | N/A | +7.21% |
PBUS vs SPHY Drawdown Comparison
The maximum drawdown for PBUS was -33.15%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.
The current PBUS drawdown is -1.11%. The current SPHY drawdown is -0.21%.
| Rank | PBUS | SPHY |
|---|---|---|
| #1 | -33.15% Feb 19, 2020 - Aug 5, 2020 | -21.97% Feb 14, 2020 - Oct 8, 2020 |
| #2 | -25.41% Dec 27, 2021 - Dec 13, 2023 | -15.29% Dec 28, 2021 - Dec 14, 2023 |
| #3 | -19.07% Feb 19, 2025 - Jun 26, 2025 | -8.30% Apr 16, 2015 - Apr 25, 2016 |
| #4 | -18.93% Sep 26, 2018 - Apr 5, 2019 | -7.23% May 2, 2013 - Feb 24, 2014 |
| #5 | -10.09% Jan 23, 2018 - Aug 16, 2018 | -4.86% Feb 26, 2025 - May 12, 2025 |
| #6 | -9.67% Sep 2, 2020 - Nov 13, 2020 | -4.21% Dec 29, 2017 - Feb 15, 2019 |
| #7 | -9.03% Jan 12, 2026 - Apr 15, 2026 | -4.17% Oct 24, 2016 - Jan 18, 2017 |
| #8 | -8.48% Jul 16, 2024 - Sep 19, 2024 | -2.48% Aug 21, 2014 - Jan 14, 2015 |
| #9 | -7.31% Apr 29, 2019 - Jun 24, 2019 | -2.41% Feb 20, 2026 - Apr 8, 2026 |
| #10 | -6.28% Jul 26, 2019 - Oct 28, 2019 | -2.36% Nov 9, 2021 - Dec 23, 2021 |
| #11 | -5.48% Mar 28, 2024 - May 14, 2024 | -2.29% Mar 27, 2024 - May 3, 2024 |
| #12 | -5.41% Sep 3, 2021 - Oct 20, 2021 | -2.28% Jan 29, 2013 - Apr 16, 2013 |
| #13 | -5.28% Feb 12, 2021 - Mar 15, 2021 | -2.07% Sep 17, 2012 - Oct 11, 2012 |
| #14 | -5.26% Oct 29, 2025 - Dec 11, 2025 | -1.99% Mar 1, 2017 - Apr 10, 2017 |
| #15 | -4.57% Nov 18, 2021 - Dec 23, 2021 | -1.84% Feb 27, 2015 - Apr 15, 2015 |
Correlation
Correlation between PBUS and SPHY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2012 - 2026)
PBUS vs SPHY dividend yield comparison.
| Year | PBUS | SPHY |
|---|---|---|
| 2026 | 0.53% | 3.55% |
| 2025 | 1.05% | 7.38% |
| 2024 | 1.20% | 7.80% |
| 2023 | 1.36% | 7.30% |
| 2022 | 1.71% | 6.47% |
| 2021 | 0.98% | 5.13% |
| 2020 | 1.35% | 5.63% |
| 2019 | 1.53% | 5.73% |
| 2018 | 2.33% | 4.09% |
| 2017 | 0.50% | 4.41% |
| 2016 | 0.00% | 4.27% |
| 2015 | 0.00% | 4.29% |
| 2014 | 0.00% | 3.98% |
| 2013 | 0.00% | 4.41% |
| 2012 | 0.00% | 2.17% |
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