PSP vs FBOT
Comparison between INVESCO GLOBAL LISTED PRIVATE EQUITY ETF (PSP, ETF) and FIDELITY DISRUPTIVE AUTOMATION ETF (FBOT, ETF).
PSP vs FBOT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PSP
$217M
FBOT
$217M
Expense Ratio
PSP
1.80%
Winner
FBOT
0.50%
Max Drawdown
PSP
87.08%
Winner
FBOT
23.80%
Sharpe Ratio
PSP
-0.88
Winner
FBOT
0.81
5Y Beta
Winner
PSP
1.07
FBOT
1.20
P/E Ratio
PSP
N/A
FBOT
45.43
5Y Dividends CAGR
PSP
-1.18%
FBOT
N/A
Debt to Equity
PSP
N/A
FBOT
26.76%
P/S Ratio
PSP
N/A
FBOT
5.61
P/B Ratio
PSP
N/A
FBOT
7.16
PSP vs FBOT - Holdings Comparison
PSP and FBOT have 1 common holdings. Overlap is -0.40%
PSP's top 25 holdings weight is 77.99%. FBOT's top 25 holdings weight is 73.23%.
| Rank | PSP | FBOT |
|---|---|---|
| #1 | 3I GROUP ORD (n/a) - 5.75% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 6.76% |
| #2 | BLACKSTONE INC (BX) - 5.02% | TERADYNE INC (TER) - 5.60% |
| #3 | HAL TRUST (n/a) - 4.89% | DEERE & CO (DE) - 4.84% |
| #4 | KKR & CO INC ORDINARY SHARES (KKR) - 4.80% | NVIDIA CORP (NVDA) - 4.83% |
| #5 | TPG INC ORDINARY SHARES CLASS A (TPG) - 4.76% | AXON ENTERPRISE INC (AXON) - 4.27% |
| #6 | PARTNERS GROUP HOLDING AG (n/a) - 4.53% | THK CO LTD (n/a) - 3.54% |
| #7 | EQT AB ORDINARY SHARES (n/a) - 4.52% | SIEMENS AG (n/a) - 3.23% |
| #8 | SOFINA SA (n/a) - 4.52% | ALPHABET INC CLASS C (GOOG) - 3.20% |
| #9 | CVC CAPITAL PARTNERS PLC (n/a) - 4.35% | DAIFUKU CO LTD (n/a) - 3.18% |
| #10 | n/a (OWL) - 3.82% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 2.79% |
| #11 | ARES CAPITAL CORP (ARCC) - 3.29% | SMC CORP (n/a) - 2.59% |
| #12 | THE CARLYLE GROUP INC (CG) - 2.98% | KEYENCE CORP (n/a) - 2.58% |
| #13 | ONEX CORP SHS SUBORD.VOTING (n/a) - 2.68% | AIRTAC INTERNATIONAL GROUP (n/a) - 2.42% |
| #14 | ROSEBANK INDUSTRIES PLC ORDINARY SHARES (n/a) - 2.58% | EMERSON ELECTRIC CO (EMR) - 2.34% |
| #15 | n/a (GHC) - 2.37% | MISUMI GROUP INC (n/a) - 2.33% |
| #16 | n/a (BBUC) - 2.31% | AMAZON.COM INC (AMZN) - 2.16% |
| #17 | EURAZEO SE (n/a) - 1.89% | RENISHAW PLC (n/a) - 2.03% |
| #18 | SONAE SGPS SA (n/a) - 1.88% | SANDVIK AB (n/a) - 1.93% |
| #19 | HGCAPITAL TRUST ORD (n/a) - 1.81% | ROCKWELL AUTOMATION INC (ROK) - 1.92% |
| #20 | WENDEL SE (n/a) - 1.75% | CATERPILLAR INC (CAT) - 1.86% |
| #21 | BRIDGEPOINT GROUP PLC (n/a) - 1.67% | FANUC CORP (n/a) - 1.82% |
| #22 | n/a (STEP) - 1.62% | UBER TECHNOLOGIES INC (UBER) - 1.82% |
| #23 | HAMILTON LANE INC CLASS A (HLNE) - 1.50% | SHENZHEN INOVANCE TECHNOLOGY CO LTD CLASS A (n/a) - 1.74% |
| #24 | PANTHEON INTERNATIONAL ORD (n/a) - 1.50% | TESLA INC (TSLA) - 1.73% |
| #25 | SCHIEHALLION FUND ORD (n/a) - 1.20% | FIDELITY CASH CENTRAL FUND (n/a) - 1.72% |
| Total Holdings | 74 | 55 |
PSP vs FBOT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PSP
+2.66%
FBOT
-5.00%
3M
PSP
-5.15%
Winner
FBOT
+0.57%
6M
PSP
-13.84%
Winner
FBOT
+5.43%
1Y
PSP
-14.54%
Winner
FBOT
+21.26%
5Y(CAGR)
PSP
+0.01%
FBOT
N/A
10Y(CAGR)
PSP
+7.87%
FBOT
N/A
Max(CAGR)
PSP
+2.31%
Winner
FBOT
+13.62%
PSP vs FBOT - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PSP | FBOT |
|---|---|---|
| 2026 | -12.51% | +10.77% |
| 2025 | +6.33% | +20.00% |
| 2024 | +20.15% | +15.66% |
| 2023 | +35.90% | -1.03% |
| 2022 | -37.50% | N/A |
| 2021 | +27.83% | N/A |
| 2020 | +12.18% | N/A |
| 2019 | +35.73% | N/A |
| 2018 | -16.25% | N/A |
| 2017 | +23.68% | N/A |
| 2016 | +11.39% | N/A |
| 2015 | +1.60% | N/A |
| 2014 | -3.36% | N/A |
| 2013 | +35.89% | N/A |
| 2012 | +26.61% | N/A |
| 2011 | -21.99% | N/A |
| 2010 | +21.56% | N/A |
| 2009 | +25.88% | N/A |
| 2008 | -64.32% | N/A |
| 2007 | -14.55% | N/A |
| 2006 | +7.00% | N/A |
PSP vs FBOT Drawdown Comparison
The maximum drawdown for PSP was -85.44%, occurring on Mar 9, 2009. Recovery took 3392 trading sessions.
The maximum drawdown for FBOT was -23.61%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The current PSP drawdown is -16.02%. The current FBOT drawdown is -7.08%.
| Rank | PSP | FBOT |
|---|---|---|
| #1 | -85.44% Jun 4, 2007 - Nov 19, 2020 | -23.61% Jan 24, 2025 - Jun 27, 2025 |
| #2 | -47.15% Nov 5, 2021 - Nov 8, 2024 | -21.56% Jun 15, 2023 - Mar 1, 2024 |
| #3 | -22.95% Jan 23, 2025 - Jul 9, 2025 | -15.17% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -22.39% Jul 23, 2025 - Mar 27, 2026 | -14.37% Jul 16, 2024 - Oct 14, 2024 |
| #5 | -7.83% Feb 22, 2007 - Apr 16, 2007 | -11.23% Nov 3, 2025 - Jan 5, 2026 |
| #6 | -7.51% Sep 2, 2021 - Oct 21, 2021 | -10.32% Mar 7, 2024 - Jul 5, 2024 |
| #7 | -7.30% Nov 29, 2024 - Jan 23, 2025 | -8.66% Jun 4, 2026 - Jul 20, 2026 |
| #8 | -4.87% Apr 29, 2021 - May 27, 2021 | -4.83% May 11, 2026 - Jun 2, 2026 |
| #9 | -4.39% Feb 16, 2021 - Mar 16, 2021 | -4.56% Oct 6, 2025 - Oct 27, 2025 |
| #10 | -4.31% Aug 13, 2021 - Sep 2, 2021 | -4.03% Dec 11, 2024 - Jan 17, 2025 |
| #11 | -3.95% Jul 12, 2021 - Jul 22, 2021 | -3.73% Oct 14, 2024 - Nov 6, 2024 |
| #12 | -3.63% Nov 11, 2024 - Nov 22, 2024 | -3.61% Jan 27, 2026 - Feb 9, 2026 |
| #13 | -3.47% Jun 14, 2021 - Jul 12, 2021 | -3.36% Nov 11, 2024 - Dec 2, 2024 |
| #14 | -3.28% Mar 17, 2021 - Apr 1, 2021 | -3.32% Apr 27, 2026 - May 6, 2026 |
| #15 | -2.74% Jan 21, 2021 - Feb 2, 2021 | -3.06% Aug 13, 2025 - Aug 28, 2025 |
Correlation
Correlation between PSP and FBOT is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.55
-101
Dividend Comparison (2006 - 2026)
PSP vs FBOT dividend yield comparison.
| Year | PSP | FBOT |
|---|---|---|
| 2026 | 2.18% | 0.08% |
| 2025 | 5.87% | 0.81% |
| 2024 | 8.62% | 0.31% |
| 2023 | 3.96% | 0.20% |
| 2022 | 2.88% | 0.00% |
| 2021 | 10.34% | 0.00% |
| 2020 | 4.66% | 0.00% |
| 2019 | 5.87% | 0.00% |
| 2018 | 6.81% | 0.00% |
| 2017 | 10.18% | 0.00% |
| 2016 | 4.12% | 0.00% |
| 2015 | 6.23% | 0.00% |
| 2014 | 4.94% | 0.00% |
| 2013 | 13.48% | 0.00% |
| 2012 | 2.88% | 0.00% |
| 2011 | 7.87% | 0.00% |
| 2010 | 5.05% | 0.00% |
| 2009 | 3.36% | 0.00% |
| 2008 | 15.19% | 0.00% |
| 2007 | 4.29% | 0.00% |
| 2006 | 1.00% | 0.00% |
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