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PBW vs NQP

Comparison between INVESCO WILDERHILL CLEAN ENERGY ETF (PBW, ETF) and Nuveen Pennsylvania Quality Municipal Income Fund (NQP, ETF).

5-Year PerformanceNQP has outperformed PBW, delivering a return of +1.8% compared to -11.9%

PBW vs NQP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PBW
$447M
NQP
$447M
Expense Ratio
PBW
0.64%
NQP
N/A
Max Drawdown
PBW
90.65%
Winner
NQP
52.80%
Sharpe Ratio
Winner
PBW
2.06
NQP
1.59
5Y Beta
PBW
1.59
Winner
NQP
0.14
P/E Ratio
PBW
-29.30
NQP
N/A
Forward P/E
PBW
18.58
NQP
N/A
5Y Dividends CAGR
PBW
-14.55%
Winner
NQP
9.08%
5Y EPS CAGR
PBW
17.62%
NQP
N/A
Debt to Equity
PBW
105.61%
NQP
N/A
P/S Ratio
PBW
0.81
NQP
N/A
P/B Ratio
PBW
3.07
NQP
N/A

PBW vs NQP - Historical Returns

Returns include dividend reinvestment.

1M
PBW
+2.95%
Winner
NQP
+3.66%
3M
Winner
PBW
+29.18%
NQP
+3.34%
6M
Winner
PBW
+27.61%
NQP
+4.31%
1Y
Winner
PBW
+126.08%
NQP
+16.81%
5Y(CAGR)
PBW
-11.91%
Winner
NQP
+1.80%
10Y(CAGR)
Winner
PBW
+9.68%
NQP
+3.13%
Max(CAGR)
PBW
-1.52%
Winner
NQP
+5.09%

PBW vs NQP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPBWNQP
2026+26.14%+3.66%
2025+47.45%+13.80%
2024-28.81%+2.62%
2023-17.97%+6.47%
2022-45.69%-21.77%
2021-30.10%+8.19%
2020+199.41%+7.04%
2019+60.55%+20.03%
2018-15.63%-2.21%
2017+38.77%+5.96%
2016-18.98%+0.25%
2015-8.61%+6.09%
2014-17.37%+18.12%
2013+54.06%-17.82%
2012-19.28%+8.75%
2011-51.25%+21.27%
2010-8.46%+7.77%
2009+21.29%+44.63%
2008-68.62%-26.11%
2007+60.80%-0.08%
2006+5.06%+3.60%
2005+3.72%-4.98%
2004N/A+6.42%
2003N/A+13.32%
2002N/A+5.30%
2001N/A+10.51%
2000N/A+10.51%
1999N/A-9.51%

PBW vs NQP Drawdown Comparison

The maximum drawdown for PBW was -89.01%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The maximum drawdown for NQP was -41.81%, occurring on Oct 10, 2008. Recovery took 380 trading sessions.

The current PBW drawdown is -66.27%. The current NQP drawdown is -0.50%.

RankPBWNQP
#1-89.01%
Feb 9, 2021 - Apr 8, 2025
-41.81%
Jan 29, 2008 - Jul 31, 2009
#2-87.01%
Dec 26, 2007 - Jan 7, 2021
-32.39%
Nov 30, 2021 - Apr 9, 2026
#3-31.07%
May 8, 2006 - Oct 5, 2007
-24.68%
Dec 3, 2012 - Feb 2, 2015
#4-18.89%
Mar 7, 2005 - Jul 26, 2005
-24.09%
Mar 4, 2020 - Dec 30, 2020
#5-17.63%
Sep 12, 2005 - Jan 19, 2006
-17.24%
Mar 24, 2004 - Oct 25, 2004
#6-14.44%
Nov 8, 2007 - Dec 10, 2007
-15.87%
Jul 13, 2016 - May 30, 2019
#7-8.99%
Jan 22, 2021 - Feb 8, 2021
-15.04%
Nov 8, 1999 - Jul 10, 2000
#8-8.26%
Feb 27, 2006 - Mar 29, 2006
-14.41%
Oct 18, 2010 - Jul 11, 2011
#9-6.79%
Jan 12, 2021 - Jan 21, 2021
-12.69%
Feb 9, 2005 - May 2, 2007
#10-5.03%
Aug 3, 2005 - Aug 29, 2005
-11.88%
Jun 16, 2003 - Jan 9, 2004
#11-4.98%
Apr 24, 2006 - May 5, 2006
-9.80%
Mar 4, 2002 - Jul 8, 2002
#12-4.64%
Dec 14, 2007 - Dec 19, 2007
-9.46%
Oct 1, 2002 - Apr 1, 2003
#13-4.20%
Jan 31, 2006 - Feb 24, 2006
-8.69%
May 7, 2007 - Jan 10, 2008
#14-4.02%
Oct 31, 2007 - Nov 6, 2007
-8.60%
Jul 25, 2000 - Jan 3, 2001
#15-3.92%
Oct 18, 2007 - Oct 26, 2007
-8.51%
Sep 7, 2001 - Feb 5, 2002

Correlation

Correlation between PBW and NQP is -0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.25
-101

Dividend Comparison (1999 - 2026)

PBW vs NQP dividend yield comparison.

YearPBWNQP
20260.08%2.59%
20250.79%7.87%
20242.84%6.69%
20233.68%3.07%
20224.21%4.89%
20211.71%4.51%
20200.44%4.38%
20191.45%4.23%
20182.04%5.34%
20171.28%5.34%
20162.68%5.67%
20151.53%6.10%
20142.96%6.22%
20132.18%6.90%
20123.96%5.96%
20112.33%6.04%
20100.00%6.61%
20090.00%5.67%
20080.00%7.26%
20070.00%5.00%
20060.27%4.75%
20050.00%6.72%
20040.00%6.88%
20030.00%5.92%
20020.00%6.18%
20010.00%6.12%
20000.00%6.87%
19990.00%1.21%

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