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PBW vs PFLD

Comparison between INVESCO WILDERHILL CLEAN ENERGY ETF (PBW, ETF) and AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF (PFLD, ETF).

5-Year PerformancePFLD has outperformed PBW, delivering a return of +1.0% compared to -14.3%

PBW vs PFLD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PBW
$413M
PFLD
$411M
Expense Ratio
PBW
0.64%
Winner
PFLD
0.45%
Max Drawdown
PBW
90.65%
Winner
PFLD
33.54%
Sharpe Ratio
Winner
PBW
0.74
PFLD
0.31
5Y Beta
PBW
1.64
Winner
PFLD
0.14
P/E Ratio
PBW
-19.50
PFLD
N/A
Forward P/E
PBW
15.72
PFLD
N/A
5Y Dividends CAGR
PBW
-6.98%
Winner
PFLD
-4.42%
5Y EPS CAGR
PBW
20.47%
PFLD
N/A
Debt to Equity
PBW
183.93%
PFLD
N/A
P/S Ratio
PBW
0.54
PFLD
N/A
P/B Ratio
PBW
2.22
PFLD
N/A

PBW vs PFLD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PBW
+3.73%
PFLD
+0.62%
3M
PBW
-26.04%
Winner
PFLD
+1.00%
6M
PBW
-3.49%
Winner
PFLD
+1.55%
1Y
Winner
PBW
+30.71%
PFLD
+5.12%
5Y(CAGR)
PBW
-14.29%
Winner
PFLD
+0.98%
10Y(CAGR)
PBW
+7.37%
PFLD
N/A
Max(CAGR)
PBW
-3.05%
Winner
PFLD
+2.22%

PBW vs PFLD - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearPBWPFLD
2026+2.17%+2.90%
2025+47.45%+0.80%
2024-28.81%+5.48%
2023-17.97%+7.49%
2022-45.69%-12.51%
2021-30.10%+4.81%
2020+199.41%+4.70%
2019+60.55%+1.04%
2018-15.63%N/A
2017+37.24%N/A
2016-20.62%N/A
2015-9.63%N/A
2014-19.01%N/A
2013+51.09%N/A
2012-21.57%N/A
2011-51.99%N/A
2010-8.46%N/A
2009+21.29%N/A
2008-68.62%N/A
2007+60.80%N/A
2006+4.84%N/A
2005+3.72%N/A

PBW vs PFLD 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 PFLD was -33.20%, occurring on Mar 18, 2020. Recovery took 190 trading sessions.

The current PBW drawdown is -72.68%.

RankPBWPFLD
#1-89.01%
Feb 9, 2021 - Apr 8, 2025
-33.20%
Feb 11, 2020 - Nov 10, 2020
#2-87.57%
Dec 26, 2007 - Feb 8, 2021
-15.51%
Nov 4, 2021 - Sep 11, 2024
#3-31.10%
May 8, 2006 - Oct 10, 2007
-6.41%
Mar 3, 2025 - Jan 27, 2026
#4-18.89%
Mar 7, 2005 - Jul 26, 2005
-2.85%
Nov 8, 2024 - Feb 26, 2025
#5-17.63%
Sep 12, 2005 - Jan 19, 2006
-2.23%
Feb 23, 2026 - Apr 17, 2026
#6-14.44%
Nov 8, 2007 - Dec 10, 2007
-1.61%
Jan 22, 2021 - Mar 10, 2021
#7-8.26%
Feb 27, 2006 - Mar 29, 2006
-1.38%
Dec 31, 2020 - Jan 19, 2021
#8-5.03%
Aug 3, 2005 - Aug 29, 2005
-1.31%
Sep 19, 2024 - Oct 15, 2024
#9-4.98%
Apr 24, 2006 - May 5, 2006
-1.12%
Apr 26, 2021 - Jun 2, 2021
#10-4.64%
Dec 14, 2007 - Dec 19, 2007
-0.99%
Sep 22, 2021 - Oct 28, 2021
#11-4.20%
Jan 31, 2006 - Feb 24, 2006
-0.75%
Oct 16, 2024 - Nov 8, 2024
#12-4.02%
Oct 31, 2007 - Nov 6, 2007
-0.72%
Aug 6, 2021 - Sep 22, 2021
#13-3.92%
Oct 18, 2007 - Oct 26, 2007
-0.71%
May 7, 2026 - May 28, 2026
#14-3.13%
Dec 10, 2007 - Dec 13, 2007
-0.67%
Mar 16, 2021 - Mar 22, 2021
#15-2.34%
Jan 24, 2006 - Jan 26, 2006
-0.64%
Jul 9, 2021 - Aug 2, 2021

Correlation

Correlation between PBW and PFLD is -0.00 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.00
-101

Dividend Comparison (2006 - 2026)

PBW vs PFLD dividend yield comparison.

YearPBWPFLD
20260.82%3.09%
20250.79%6.52%
20242.84%7.09%
20233.68%7.09%
20224.21%5.76%
20211.71%4.52%
20200.44%4.79%
20191.45%0.82%
20182.04%0.00%
20170.34%0.00%
20160.54%0.00%
20150.31%0.00%
20140.59%0.00%
20130.44%0.00%
20120.79%0.00%
20110.47%0.00%
20060.05%0.00%

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