PHO vs HIMU
Comparison between INVESCO WATER RESOURCES ETF (PHO, ETF) and iShares High Yield Muni Active ETF (HIMU, ETF).
PHO vs HIMU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PHO
$2.10B
HIMU
$2.10B
Expense Ratio
PHO
0.59%
Winner
HIMU
0.39%
Max Drawdown
PHO
55.80%
Winner
HIMU
8.64%
Sharpe Ratio
PHO
-0.43
Winner
HIMU
0.67
5Y Beta
PHO
0.73
Winner
HIMU
-0.03
P/E Ratio
PHO
23.84
HIMU
N/A
Forward P/E
PHO
19.04
HIMU
N/A
PEG Ratio
PHO
0.95
HIMU
N/A
5Y Dividends CAGR
PHO
18.44%
HIMU
N/A
5Y EPS CAGR
PHO
15.26%
HIMU
N/A
Debt to Equity
PHO
46.21%
HIMU
N/A
P/S Ratio
PHO
2.40
HIMU
N/A
P/B Ratio
PHO
3.12
HIMU
N/A
PHO vs HIMU - Historical Returns
Returns include dividend reinvestment.
1M
PHO
-2.97%
Winner
HIMU
+1.16%
3M
PHO
-5.74%
Winner
HIMU
+1.54%
6M
PHO
-7.46%
Winner
HIMU
+2.89%
1Y
PHO
-3.67%
Winner
HIMU
+6.69%
5Y(CAGR)
PHO
+5.18%
HIMU
N/A
10Y(CAGR)
PHO
+11.44%
HIMU
N/A
Max(CAGR)
Winner
PHO
+7.96%
HIMU
+2.99%
PHO vs HIMU - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PHO | HIMU |
|---|---|---|
| 2026 | -6.17% | +2.69% |
| 2025 | +8.35% | +1.13% |
| 2024 | +9.45% | N/A |
| 2023 | +18.88% | N/A |
| 2022 | -13.39% | N/A |
| 2021 | +33.29% | N/A |
| 2020 | +20.69% | N/A |
| 2019 | +38.21% | N/A |
| 2018 | -6.42% | N/A |
| 2017 | +22.55% | N/A |
| 2016 | +15.29% | N/A |
| 2015 | -15.22% | N/A |
| 2014 | +0.50% | N/A |
| 2013 | +23.97% | N/A |
| 2012 | +21.89% | N/A |
| 2011 | -11.75% | N/A |
| 2010 | +10.95% | N/A |
| 2009 | +13.91% | N/A |
| 2008 | -31.50% | N/A |
| 2007 | +17.56% | N/A |
| 2006 | +20.64% | N/A |
| 2005 | -1.72% | N/A |
PHO vs HIMU Drawdown Comparison
The maximum drawdown for PHO was -55.62%, occurring on Mar 9, 2009. Recovery took 1170 trading sessions.
The maximum drawdown for HIMU was -8.01%, occurring on Apr 11, 2025. Recovery took 157 trading sessions.
The current PHO drawdown is -10.77%. The current HIMU drawdown is -0.16%.
| Rank | PHO | HIMU |
|---|---|---|
| #1 | -55.62% Jun 5, 2008 - Jan 29, 2013 | -8.01% Mar 3, 2025 - Oct 15, 2025 |
| #2 | -34.92% Feb 14, 2020 - Oct 7, 2020 | -3.29% Feb 27, 2026 - May 28, 2026 |
| #3 | -29.70% Jun 20, 2014 - Apr 25, 2017 | -1.43% Feb 10, 2025 - Feb 25, 2025 |
| #4 | -28.60% Dec 31, 2021 - Dec 19, 2023 | -0.76% Nov 11, 2025 - Jan 7, 2026 |
| #5 | -19.38% Oct 10, 2007 - May 30, 2008 | -0.65% Jan 16, 2026 - Feb 4, 2026 |
| #6 | -19.19% Dec 3, 2024 - Aug 12, 2025 | -0.59% Oct 27, 2025 - Nov 11, 2025 |
| #7 | -18.31% May 9, 2006 - Jan 31, 2007 | -0.20% Feb 10, 2026 - Feb 12, 2026 |
| #8 | -17.89% Sep 20, 2018 - Feb 13, 2019 | -0.17% Feb 25, 2025 - Feb 27, 2025 |
| #9 | -13.79% Oct 21, 2025 - May 19, 2026 | -0.16% Jun 4, 2026 - Jun 5, 2026 |
| #10 | -10.10% Jul 19, 2007 - Sep 19, 2007 | -0.08% Feb 4, 2026 - Feb 10, 2026 |
| #11 | -9.51% Jan 26, 2018 - Aug 6, 2018 | -0.08% Oct 20, 2025 - Oct 23, 2025 |
| #12 | -8.59% May 21, 2013 - Jul 15, 2013 | -0.04% Feb 23, 2026 - Feb 27, 2026 |
| #13 | -8.20% Sep 2, 2021 - Nov 12, 2021 | -0.02% Feb 17, 2026 - Feb 19, 2026 |
| #14 | -7.90% Feb 23, 2007 - Apr 20, 2007 | -0.01% Jan 9, 2026 - Jan 13, 2026 |
| #15 | -7.80% Mar 20, 2013 - May 17, 2013 | N/A |
Correlation
Correlation between PHO and HIMU is 0.08 which considered as a very weak or no correlation - the stocks move independently of each other.
0.08
-101
Dividend Comparison (2005 - 2026)
PHO vs HIMU dividend yield comparison.
| Year | PHO | HIMU |
|---|---|---|
| 2026 | 0.16% | 2.16% |
| 2025 | 0.54% | 4.57% |
| 2024 | 0.45% | 0.00% |
| 2023 | 0.59% | 0.00% |
| 2022 | 0.49% | 0.00% |
| 2021 | 0.20% | 0.00% |
| 2020 | 0.39% | 0.00% |
| 2019 | 0.43% | 0.00% |
| 2018 | 0.46% | 0.00% |
| 2017 | 0.34% | 0.00% |
| 2016 | 0.47% | 0.00% |
| 2015 | 0.75% | 0.00% |
| 2014 | 0.59% | 0.00% |
| 2013 | 0.49% | 0.00% |
| 2012 | 0.87% | 0.00% |
| 2011 | 0.64% | 0.00% |
| 2010 | 0.54% | 0.00% |
| 2009 | 0.69% | 0.00% |
| 2008 | 0.55% | 0.00% |
| 2007 | 0.40% | 0.00% |
| 2006 | 0.82% | 0.00% |
| 2005 | 0.22% | 0.00% |
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