PEY vs BBN
Comparison between INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF (PEY, ETF) and BlackRock Taxable Municipal Bond Trust (BBN, ETF).
5-Year PerformancePEY has outperformed BBN, delivering a return of +5.3% compared to -2.0%
PEY vs BBN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PEY vs BBN - Historical Returns
Returns include dividend reinvestment.
PEY vs BBN - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | PEY | BBN |
|---|---|---|
| 2026 | +9.93% | +1.32% |
| 2025 | +0.97% | +8.65% |
| 2024 | +4.01% | +5.90% |
| 2023 | +6.68% | +1.05% |
| 2022 | +1.58% | -30.35% |
| 2021 | +27.32% | +4.19% |
| 2020 | -3.45% | +15.34% |
| 2019 | +24.91% | +24.63% |
| 2018 | -7.73% | -2.70% |
| 2017 | +8.39% | +14.37% |
| 2016 | +32.58% | +9.49% |
| 2015 | +3.14% | +2.31% |
| 2014 | +19.53% | +25.88% |
| 2013 | +27.30% | -9.34% |
| 2012 | +5.91% | +14.55% |
| 2011 | +7.37% | +30.41% |
| 2010 | +19.01% | -10.94% |
| 2009 | +3.14% | N/A |
| 2008 | -36.98% | N/A |
| 2007 | -15.50% | N/A |
| 2006 | +12.37% | N/A |
| 2005 | +2.13% | N/A |
| 2004 | +3.49% | N/A |
PEY vs BBN Drawdown Comparison
The maximum drawdown for PEY was -72.77%, occurring on Mar 9, 2009. Recovery took 1816 trading sessions.
The maximum drawdown for BBN was -38.38%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The current PEY drawdown is -1.30%. The current BBN drawdown is -18.11%.
| Rank | PEY | BBN |
|---|---|---|
| #1 | -72.77% Dec 27, 2006 - Mar 18, 2014 | -38.38% Sep 15, 2021 - Oct 25, 2023 |
| #2 | -41.53% Jan 16, 2020 - Jan 14, 2021 | -22.76% Mar 6, 2020 - Jul 24, 2020 |
| #3 | -17.91% Nov 25, 2024 - Feb 3, 2026 | -17.90% Mar 6, 2013 - Jun 16, 2014 |
| #4 | -16.29% Sep 13, 2018 - Mar 18, 2019 | -17.43% Aug 10, 2016 - Aug 22, 2017 |
| #5 | -15.96% Apr 20, 2022 - Dec 14, 2023 | -15.13% Sep 17, 2010 - Jul 5, 2011 |
| #6 | -10.77% Dec 1, 2015 - Mar 3, 2016 | -12.99% Feb 2, 2015 - Jan 11, 2016 |
| #7 | -10.42% Jan 26, 2018 - Sep 5, 2018 | -11.77% Dec 29, 2020 - Aug 2, 2021 |
| #8 | -8.93% May 10, 2021 - Dec 31, 2021 | -11.60% Jan 4, 2018 - Jan 25, 2019 |
| #9 | -8.85% Apr 23, 2015 - Oct 15, 2015 | -7.66% Sep 4, 2019 - Jan 15, 2020 |
| #10 | -8.67% Jan 2, 2024 - Jul 16, 2024 | -6.45% Mar 12, 2012 - Apr 27, 2012 |
| #11 | -8.08% Jul 28, 2005 - Jan 27, 2006 | -6.16% Aug 1, 2012 - Mar 4, 2013 |
| #12 | -7.40% Feb 4, 2026 - Apr 20, 2026 | -5.79% Jul 5, 2011 - Aug 3, 2011 |
| #13 | -6.65% Jul 26, 2019 - Sep 11, 2019 | -5.55% Feb 26, 2020 - Mar 6, 2020 |
| #14 | -6.53% Dec 28, 2004 - Jun 17, 2005 | -5.21% May 13, 2016 - Jun 13, 2016 |
| #15 | -6.32% Apr 30, 2019 - Jun 20, 2019 | -5.21% Aug 7, 2020 - Sep 2, 2020 |
Correlation
Correlation between PEY and BBN is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
PEY vs BBN dividend yield comparison.
| Year | PEY | BBN |
|---|---|---|
| 2026 | 1.42% | 2.45% |
| 2025 | 4.85% | 7.01% |
| 2024 | 4.44% | 6.92% |
| 2023 | 4.58% | 7.16% |
| 2022 | 4.22% | 7.91% |
| 2021 | 3.83% | 5.45% |
| 2020 | 4.30% | 5.05% |
| 2019 | 3.78% | 5.66% |
| 2018 | 4.33% | 7.09% |
| 2017 | 3.21% | 6.82% |
| 2016 | 3.12% | 7.32% |
| 2015 | 3.44% | 7.54% |
| 2014 | 3.23% | 7.14% |
| 2013 | 3.28% | 8.26% |
| 2012 | 4.33% | 6.91% |
| 2011 | 3.70% | 6.86% |
| 2010 | 3.96% | 2.73% |
| 2009 | 4.54% | 0.00% |
| 2008 | 7.07% | 0.00% |
| 2007 | 4.90% | 0.00% |
| 2006 | 3.34% | 0.00% |
| 2005 | 3.28% | 0.00% |
| 2004 | 0.24% | 0.00% |
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