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PWB vs HDEF

Comparison between INVESCO LARGE CAP GROWTH ETF (PWB, ETF) and XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF (HDEF, ETF).

5-Year PerformancePWB has outperformed HDEF, delivering a return of +15.6% compared to +12.2%

PWB vs HDEF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PWB
$2.30B
HDEF
$2.30B
Expense Ratio
PWB
0.55%
Winner
HDEF
0.09%
Max Drawdown
PWB
52.98%
Winner
HDEF
38.17%
Sharpe Ratio
PWB
1.12
Winner
HDEF
1.17
5Y Beta
PWB
1.23
Winner
HDEF
0.39
P/E Ratio
PWB
36.43
HDEF
N/A
Forward P/E
PWB
25.46
HDEF
N/A
PEG Ratio
PWB
0.27
HDEF
N/A
5Y Dividends CAGR
PWB
-25.19%
Winner
HDEF
12.60%
5Y EPS CAGR
PWB
26.62%
HDEF
N/A
Debt to Equity
PWB
3.23%
HDEF
N/A
P/S Ratio
PWB
7.04
HDEF
N/A
P/B Ratio
PWB
11.83
HDEF
N/A

PWB vs HDEF - Historical Returns

Returns include dividend reinvestment.

1M
PWB
-1.77%
Winner
HDEF
+3.65%
3M
PWB
+1.27%
Winner
HDEF
+5.36%
6M
Winner
PWB
+15.17%
HDEF
+4.60%
1Y
Winner
PWB
+32.16%
HDEF
+18.49%
5Y(CAGR)
Winner
PWB
+15.57%
HDEF
+12.21%
10Y(CAGR)
Winner
PWB
+17.55%
HDEF
+9.03%
Max(CAGR)
Winner
PWB
+12.10%
HDEF
+8.18%

PWB vs HDEF - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearPWBHDEF
2026+21.09%+13.08%
2025+24.92%+33.36%
2024+33.11%+3.36%
2023+32.25%+17.51%
2022-25.87%-3.03%
2021+20.63%+6.01%
2020+31.03%-2.76%
2019+24.71%+25.44%
2018+0.24%-13.77%
2017+29.93%+9.90%
2016+5.00%+13.43%
2015+7.96%-4.66%
2014+14.05%N/A
2013+33.83%N/A
2012+17.97%N/A
2011-0.70%N/A
2010+12.60%N/A
2009+30.14%N/A
2008-41.42%N/A
2007+12.42%N/A
2006+3.53%N/A
2005+6.67%N/A

PWB vs HDEF Drawdown Comparison

The maximum drawdown for PWB was -52.58%, occurring on Mar 9, 2009. Recovery took 1121 trading sessions.

The maximum drawdown for HDEF was -36.42%, occurring on Mar 23, 2020. Recovery took 255 trading sessions.

The current PWB drawdown is -7.44%.

RankPWBHDEF
#1-52.58%
Oct 12, 2007 - Mar 26, 2012
-36.42%
Jan 2, 2020 - Jan 6, 2021
#2-32.36%
Feb 19, 2020 - Jul 2, 2020
-23.69%
Feb 9, 2022 - Apr 6, 2023
#3-31.41%
Dec 27, 2021 - Jan 24, 2024
-17.55%
Jan 22, 2018 - Oct 24, 2019
#4-22.10%
Feb 18, 2025 - Jun 2, 2025
-14.95%
Aug 18, 2015 - Aug 10, 2016
#5-20.50%
Oct 1, 2018 - Apr 5, 2019
-11.15%
Sep 26, 2024 - Mar 5, 2025
#6-13.94%
Jul 20, 2015 - Jul 8, 2016
-10.60%
Mar 18, 2025 - Apr 22, 2025
#7-13.73%
Jun 22, 2026 - Jul 29, 2026
-9.31%
Jun 15, 2021 - Jan 12, 2022
#8-13.46%
Feb 12, 2021 - Apr 15, 2021
-8.79%
Jul 26, 2023 - Dec 13, 2023
#9-12.18%
Apr 6, 2006 - Dec 11, 2006
-8.02%
Feb 27, 2026 - Jul 17, 2026
#10-12.11%
Jan 29, 2026 - Apr 13, 2026
-6.39%
May 8, 2023 - Jun 15, 2023
#11-10.04%
Jul 16, 2024 - Sep 19, 2024
-5.63%
Dec 9, 2016 - Jan 10, 2017
#12-9.98%
Jan 26, 2018 - May 21, 2018
-5.46%
Dec 27, 2023 - Mar 20, 2024
#13-9.63%
Sep 2, 2020 - Nov 5, 2020
-4.72%
Jan 8, 2021 - Mar 16, 2021
#14-9.53%
May 2, 2012 - Sep 6, 2012
-4.35%
Nov 2, 2017 - Jan 9, 2018
#15-9.16%
Jul 17, 2007 - Sep 21, 2007
-4.24%
May 17, 2024 - Jul 12, 2024

Correlation

Correlation between PWB and HDEF is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2005 - 2026)

PWB vs HDEF dividend yield comparison.

YearPWBHDEF
20260.00%2.51%
20250.00%3.88%
20240.08%4.53%
20230.37%4.38%
20220.31%5.41%
20210.04%4.76%
20200.21%3.93%
20190.58%4.20%
20180.97%3.55%
20170.54%3.38%
20160.82%9.52%
20150.67%1.87%
20140.43%0.00%
20130.42%0.00%
20121.12%0.00%
20110.89%0.00%
20100.64%0.00%
20090.60%0.00%
20080.71%0.00%
20070.19%0.00%
20060.12%0.00%
20050.02%0.00%

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