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PWB vs HTRB

Comparison between INVESCO LARGE CAP GROWTH ETF (PWB, ETF) and HARTFORD TOTAL RETURN BOND ETF (HTRB, ETF).

5-Year PerformancePWB has outperformed HTRB, delivering a return of +17.4% compared to +0.4%

PWB vs HTRB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PWB
$2.20B
HTRB
$2.20B
Expense Ratio
PWB
0.55%
Winner
HTRB
0.29%
Max Drawdown
PWB
52.98%
Winner
HTRB
26.85%
Sharpe Ratio
Winner
PWB
1.71
HTRB
0.35
5Y Beta
PWB
1.20
Winner
HTRB
0.04
P/E Ratio
PWB
45.47
HTRB
N/A
Forward P/E
PWB
31.60
HTRB
N/A
PEG Ratio
PWB
0.51
HTRB
N/A
5Y Dividends CAGR
PWB
-25.19%
Winner
HTRB
-3.29%
5Y EPS CAGR
PWB
24.91%
HTRB
N/A
Debt to Equity
PWB
2.31%
HTRB
N/A
P/S Ratio
PWB
7.49
HTRB
N/A
P/B Ratio
PWB
13.33
HTRB
N/A

PWB vs HTRB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PWB
+4.17%
HTRB
+0.79%
3M
Winner
PWB
+24.43%
HTRB
+1.02%
6M
Winner
PWB
+24.81%
HTRB
+0.69%
1Y
Winner
PWB
+42.75%
HTRB
+4.83%
5Y(CAGR)
Winner
PWB
+17.38%
HTRB
+0.36%
10Y(CAGR)
Winner
PWB
+18.28%
HTRB
+2.21%
Max(CAGR)
Winner
PWB
+12.37%
HTRB
+2.21%

PWB vs HTRB - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearPWBHTRB
2026+25.11%+0.61%
2025+24.92%+7.27%
2024+33.11%+2.79%
2023+32.25%+6.64%
2022-25.87%-14.11%
2021+20.63%-1.01%
2020+31.03%+8.64%
2019+24.71%+10.21%
2018+0.24%-0.88%
2017+29.93%+1.02%
2016+5.00%N/A
2015+7.96%N/A
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 HTRB Drawdown Comparison

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

The maximum drawdown for HTRB was -19.48%, occurring on Oct 21, 2022. Recovery took 1035 trading sessions.

The current PWB drawdown is -4.36%. The current HTRB drawdown is -1.29%.

RankPWBHTRB
#1-52.58%
Oct 12, 2007 - Mar 26, 2012
-19.48%
Sep 14, 2021 - Oct 28, 2025
#2-32.36%
Feb 19, 2020 - Jul 2, 2020
-10.48%
Mar 6, 2020 - Jun 8, 2020
#3-31.41%
Dec 27, 2021 - Jan 24, 2024
-3.76%
Jan 4, 2021 - Aug 2, 2021
#4-22.10%
Feb 18, 2025 - Jun 2, 2025
-2.82%
Feb 27, 2026 - May 19, 2026
#5-20.50%
Oct 1, 2018 - Apr 5, 2019
-2.58%
Dec 29, 2017 - Jan 30, 2019
#6-13.94%
Jul 20, 2015 - Jul 8, 2016
-1.80%
Aug 27, 2019 - Oct 4, 2019
#7-13.46%
Feb 12, 2021 - Apr 15, 2021
-1.58%
Jul 3, 2019 - Aug 1, 2019
#8-12.18%
Apr 6, 2006 - Dec 11, 2006
-1.13%
Oct 28, 2025 - Feb 5, 2026
#9-12.11%
Jan 29, 2026 - Apr 13, 2026
-1.13%
Oct 4, 2019 - Nov 27, 2019
#10-10.04%
Jul 16, 2024 - Sep 19, 2024
-1.10%
Aug 10, 2020 - Nov 17, 2020
#11-9.98%
Jan 26, 2018 - May 21, 2018
-0.99%
Aug 4, 2021 - Sep 14, 2021
#12-9.63%
Sep 2, 2020 - Nov 5, 2020
-0.80%
Mar 27, 2019 - Apr 25, 2019
#13-9.53%
May 2, 2012 - Sep 6, 2012
-0.65%
Feb 28, 2020 - Mar 3, 2020
#14-9.16%
Jul 17, 2007 - Sep 21, 2007
-0.61%
Jun 8, 2020 - Jul 6, 2020
#15-8.75%
Oct 29, 2025 - Jan 6, 2026
-0.61%
Nov 3, 2017 - Dec 27, 2017

Correlation

Correlation between PWB and HTRB is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66
-101

Dividend Comparison (2005 - 2026)

PWB vs HTRB dividend yield comparison.

YearPWBHTRB
20260.00%1.71%
20250.00%4.66%
20240.08%4.45%
20230.37%3.87%
20220.31%3.08%
20210.04%4.22%
20200.21%4.79%
20190.58%6.30%
20180.97%2.37%
20170.54%0.96%
20160.82%0.00%
20150.67%0.00%
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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