PBW vs SOR
Comparison between INVESCO WILDERHILL CLEAN ENERGY ETF (PBW, ETF) and Source Capital Inc (SOR, ETF).
5-Year PerformanceSOR has outperformed PBW, delivering a return of +9.1% compared to -14.3%
PBW vs SOR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PBW vs SOR - Historical Returns
Returns include dividend reinvestment.
PBW vs SOR - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PBW | SOR |
|---|---|---|
| 2026 | +2.17% | +4.27% |
| 2025 | +47.45% | +12.70% |
| 2024 | -28.81% | +21.04% |
| 2023 | -17.97% | +14.33% |
| 2022 | -45.69% | -6.78% |
| 2021 | -30.10% | +20.81% |
| 2020 | +199.41% | +6.91% |
| 2019 | +60.55% | +20.90% |
| 2018 | -15.63% | -11.01% |
| 2017 | +37.24% | +18.05% |
| 2016 | -20.62% | +11.69% |
| 2015 | -9.63% | -1.07% |
| 2014 | -19.01% | +14.62% |
| 2013 | +51.09% | +31.34% |
| 2012 | -21.57% | +17.49% |
| 2011 | -51.99% | -6.87% |
| 2010 | -8.46% | +29.92% |
| 2009 | +21.29% | +51.89% |
| 2008 | -68.62% | -48.98% |
| 2007 | +60.80% | -4.79% |
| 2006 | +4.84% | -0.98% |
| 2005 | +3.72% | +11.54% |
| 2004 | N/A | +27.27% |
| 2003 | N/A | +19.56% |
| 2002 | N/A | -6.69% |
| 2001 | N/A | +26.33% |
| 2000 | N/A | +27.08% |
| 1999 | N/A | +0.79% |
PBW vs SOR 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 SOR was -65.48%, occurring on Nov 21, 2008. Recovery took 1230 trading sessions.
The current PBW drawdown is -72.68%. The current SOR drawdown is -2.38%.
| Rank | PBW | SOR |
|---|---|---|
| #1 | -89.01% Feb 9, 2021 - Apr 8, 2025 | -65.48% May 11, 2006 - Mar 30, 2011 |
| #2 | -87.57% Dec 26, 2007 - Feb 8, 2021 | -39.11% Feb 13, 2020 - Nov 24, 2020 |
| #3 | -31.10% May 8, 2006 - Oct 10, 2007 | -38.76% May 13, 2002 - Jan 16, 2004 |
| #4 | -18.89% Mar 7, 2005 - Jul 26, 2005 | -30.78% Jul 7, 2011 - Jan 2, 2013 |
| #5 | -17.63% Sep 12, 2005 - Jan 19, 2006 | -19.01% Aug 22, 2001 - Nov 19, 2001 |
| #6 | -14.44% Nov 8, 2007 - Dec 10, 2007 | -18.01% Jan 26, 2018 - Oct 28, 2019 |
| #7 | -8.26% Feb 27, 2006 - Mar 29, 2006 | -17.47% Jan 3, 2022 - Nov 14, 2023 |
| #8 | -5.03% Aug 3, 2005 - Aug 29, 2005 | -13.41% Jun 23, 2015 - Apr 13, 2016 |
| #9 | -4.98% Apr 24, 2006 - May 5, 2006 | -13.16% Jul 1, 2014 - Nov 12, 2014 |
| #10 | -4.64% Dec 14, 2007 - Dec 19, 2007 | -11.23% Nov 22, 1999 - May 17, 2000 |
| #11 | -4.20% Jan 31, 2006 - Feb 24, 2006 | -9.47% Feb 5, 2001 - May 3, 2001 |
| #12 | -4.02% Oct 31, 2007 - Nov 6, 2007 | -9.41% Mar 19, 2004 - Jun 29, 2004 |
| #13 | -3.92% Oct 18, 2007 - Oct 26, 2007 | -9.37% Apr 5, 2011 - Jul 1, 2011 |
| #14 | -3.13% Dec 10, 2007 - Dec 13, 2007 | -9.18% Feb 20, 2026 - Mar 27, 2026 |
| #15 | -2.34% Jan 24, 2006 - Jan 26, 2006 | -8.30% Dec 31, 2004 - Mar 14, 2005 |
Correlation
Correlation between PBW and SOR is -0.23 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2000 - 2026)
PBW vs SOR dividend yield comparison.
| Year | PBW | SOR |
|---|---|---|
| 2026 | 0.82% | 3.56% |
| 2025 | 0.79% | 5.46% |
| 2024 | 2.84% | 11.86% |
| 2023 | 3.68% | 7.22% |
| 2022 | 4.21% | 5.74% |
| 2021 | 1.71% | 11.09% |
| 2020 | 0.44% | 4.11% |
| 2019 | 1.45% | 2.58% |
| 2018 | 2.04% | 12.90% |
| 2017 | 0.34% | 4.24% |
| 2016 | 0.54% | 98.00% |
| 2015 | 0.31% | 6.04% |
| 2014 | 0.59% | 5.88% |
| 2013 | 0.44% | 4.47% |
| 2012 | 0.79% | 6.64% |
| 2011 | 0.47% | 6.38% |
| 2010 | 0.00% | 4.52% |
| 2009 | 0.00% | 4.66% |
| 2008 | 0.00% | 12.37% |
| 2007 | 0.00% | 6.72% |
| 2006 | 0.05% | 7.01% |
| 2005 | 0.00% | 7.42% |
| 2004 | 0.00% | 5.59% |
| 2003 | 0.00% | 5.89% |
| 2002 | 0.00% | 8.70% |
| 2001 | 0.00% | 7.54% |
| 2000 | 0.00% | 14.35% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks