PEY vs XTEN

Comparison between INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF (PEY, ETF) and BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF (XTEN, ETF).

PEY vs XTEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PEY(ETF)	XTEN(ETF)
Net Assets	$1B	$1B
Expense Ratio	0.54%	0.08%
Max Drawdown	75.62%	15.44%
Sharpe Ratio	0.90	0.06
5Y Beta	0.59	0.02
P/E Ratio	33.59	N/A
Forward P/E	11.58	N/A
PEG Ratio	-0.05	N/A
5Y Dividends CAGR	5.87%	N/A
5Y EPS CAGR	3.16%	N/A
Debt to Equity	-105.71%	N/A
P/S Ratio	0.74	N/A
P/B Ratio	1.66	N/A

Net Assets

PEY

$1B

XTEN

$1B

Expense Ratio

PEY

0.54%

Winner

XTEN

0.08%

Max Drawdown

PEY

75.62%

Winner

XTEN

15.44%

Sharpe Ratio

Winner

PEY

0.90

XTEN

0.06

5Y Beta

PEY

0.59

Winner

XTEN

0.02

P/E Ratio

PEY

33.59

XTEN

N/A

Forward P/E

PEY

11.58

XTEN

N/A

PEG Ratio

PEY

-0.05

XTEN

N/A

5Y Dividends CAGR

PEY

5.87%

XTEN

N/A

5Y EPS CAGR

PEY

3.16%

XTEN

N/A

Debt to Equity

PEY

-105.71%

XTEN

N/A

P/S Ratio

PEY

0.74

XTEN

N/A

P/B Ratio

PEY

1.66

XTEN

N/A

PEY vs XTEN - Historical Returns

Returns include dividend reinvestment.

Period	PEY	XTEN
1 month	+3.97%	-0.23%
3 months	+1.65%	-0.33%
6 months	+12.19%	-0.24%
1 year	+15.79%	+4.78%
5 years(CAGR)	+5.33%	N/A
10 years(CAGR)	+8.84%	N/A
Max(CAGR)	+6.26%	+1.66%

Winner

PEY

+3.97%

XTEN

-0.23%

Winner

PEY

+1.65%

XTEN

-0.33%

Winner

PEY

+12.19%

XTEN

-0.24%

Winner

PEY

+15.79%

XTEN

+4.78%

5Y(CAGR)

PEY

+5.33%

XTEN

N/A

10Y(CAGR)

PEY

+8.84%

XTEN

N/A

Max(CAGR)

Winner

PEY

+6.26%

XTEN

+1.66%

PEY vs XTEN - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	PEY	XTEN
2026	+9.93%	+0.24%
2025	+0.97%	+7.25%
2024	+4.01%	-1.73%
2023	+6.68%	+2.87%
2022	+1.58%	-2.94%
2021	+27.32%	N/A
2020	-3.45%	N/A
2019	+24.91%	N/A
2018	-7.73%	N/A
2017	+8.39%	N/A
2016	+32.58%	N/A
2015	+3.14%	N/A
2014	+19.53%	N/A
2013	+27.30%	N/A
2012	+5.91%	N/A
2011	+7.37%	N/A
2010	+19.01%	N/A
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 XTEN Drawdown Comparison

The maximum drawdown for PEY was -72.77%, occurring on Mar 9, 2009. Recovery took 1816 trading sessions.

The maximum drawdown for XTEN was -13.85%, occurring on Oct 19, 2023. Recovery took 332 trading sessions.

The current PEY drawdown is -1.30%. The current XTEN drawdown is -2.84%.

Rank	PEY	XTEN
#1	-72.77% Dec 27, 2006 - Mar 18, 2014	-13.85% Apr 6, 2023 - Aug 2, 2024
#2	-41.53% Jan 16, 2020 - Jan 14, 2021	-9.30% Sep 16, 2024 - Oct 14, 2025
#3	-17.91% Nov 25, 2024 - Feb 3, 2026	-7.65% Sep 15, 2022 - Dec 1, 2022
#4	-16.29% Sep 13, 2018 - Mar 18, 2019	-6.20% Jan 18, 2023 - Apr 4, 2023
#5	-15.96% Apr 20, 2022 - Dec 14, 2023	-4.39% Dec 15, 2022 - Jan 12, 2023
#6	-10.77% Dec 1, 2015 - Mar 3, 2016	-4.08% Feb 27, 2026 - Mar 27, 2026
#7	-10.42% Jan 26, 2018 - Sep 5, 2018	-2.31% Aug 5, 2024 - Sep 4, 2024
#8	-8.93% May 10, 2021 - Dec 31, 2021	-2.22% Oct 22, 2025 - Feb 12, 2026
#9	-8.85% Apr 23, 2015 - Oct 15, 2015	-1.63% Dec 7, 2022 - Dec 15, 2022
#10	-8.67% Jan 2, 2024 - Jul 16, 2024	-0.93% Dec 2, 2022 - Dec 7, 2022
#11	-8.08% Jul 28, 2005 - Jan 27, 2006	-0.88% Jan 12, 2023 - Jan 18, 2023
#12	-7.40% Feb 4, 2026 - Apr 20, 2026	-0.35% Sep 10, 2024 - Sep 16, 2024
#13	-6.65% Jul 26, 2019 - Sep 11, 2019	-0.31% Feb 17, 2026 - Feb 23, 2026
#14	-6.53% Dec 28, 2004 - Jun 17, 2005	-0.17% Oct 16, 2025 - Oct 20, 2025
#15	-6.32% Apr 30, 2019 - Jun 20, 2019	-0.16% Oct 14, 2025 - Oct 16, 2025

Correlation

Correlation between PEY and XTEN is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2004 - 2026)

PEY vs XTEN dividend yield comparison.

Year	PEY	XTEN
2026	1.42%	1.42%
2025	4.85%	4.05%
2024	4.44%	4.21%
2023	4.58%	3.71%
2022	4.22%	1.04%
2021	3.83%	0.00%
2020	4.30%	0.00%
2019	3.78%	0.00%
2018	4.33%	0.00%
2017	3.21%	0.00%
2016	3.12%	0.00%
2015	3.44%	0.00%
2014	3.23%	0.00%
2013	3.28%	0.00%
2012	4.33%	0.00%
2011	3.70%	0.00%
2010	3.96%	0.00%
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%