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PWB vs TAGG

Comparison between INVESCO LARGE CAP GROWTH ETF (PWB, ETF) and T. ROWE PRICE QM U.S. BOND ETF (TAGG, ETF).

5-Year PerformancePWB has outperformed TAGG, delivering a return of +17.0% compared to +0.2%

PWB vs TAGG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PWB
$1.90B
TAGG
$1.90B
Expense Ratio
PWB
0.55%
Winner
TAGG
0.08%
Max Drawdown
PWB
52.98%
Winner
TAGG
21.31%
Sharpe Ratio
Winner
PWB
1.56
TAGG
0.14
5Y Beta
PWB
1.18
Winner
TAGG
0.02
P/E Ratio
PWB
42.64
TAGG
N/A
Forward P/E
PWB
28.90
TAGG
N/A
PEG Ratio
PWB
0.44
TAGG
N/A
5Y Dividends CAGR
PWB
-25.19%
TAGG
N/A
5Y EPS CAGR
PWB
27.49%
TAGG
N/A
Debt to Equity
PWB
48.55%
TAGG
N/A
P/S Ratio
PWB
5.25
TAGG
N/A
P/B Ratio
PWB
11.68
TAGG
N/A

PWB vs TAGG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PWB
+3.33%
TAGG
-0.21%
3M
Winner
PWB
+16.09%
TAGG
-1.09%
6M
Winner
PWB
+20.50%
TAGG
+0.28%
1Y
Winner
PWB
+37.10%
TAGG
+4.53%
5Y(CAGR)
Winner
PWB
+16.97%
TAGG
+0.18%
10Y(CAGR)
PWB
+17.78%
TAGG
N/A
Max(CAGR)
Winner
PWB
+12.17%
TAGG
+0.18%

PWB vs TAGG - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearPWBTAGG
2026+19.77%-0.08%
2025+24.92%+7.35%
2024+33.11%+2.10%
2023+32.25%+5.30%
2022-25.87%-12.04%
2021+20.63%+0.01%
2020+31.03%N/A
2019+24.71%N/A
2018+0.24%N/A
2017+29.93%N/A
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 TAGG Drawdown Comparison

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

The maximum drawdown for TAGG was -17.27%, occurring on Oct 20, 2022. Recovery took 987 trading sessions.

The current PWB drawdown is -5.68%. The current TAGG drawdown is -2.26%.

RankPWBTAGG
#1-52.58%
Oct 12, 2007 - Mar 26, 2012
-17.27%
Nov 9, 2021 - Oct 16, 2025
#2-32.36%
Feb 19, 2020 - Jul 2, 2020
-3.19%
Feb 27, 2026 - May 19, 2026
#3-31.41%
Dec 27, 2021 - Jan 24, 2024
-1.08%
Oct 27, 2025 - Nov 26, 2025
#4-22.10%
Feb 18, 2025 - Jun 2, 2025
-1.01%
Oct 1, 2021 - Nov 5, 2021
#5-20.50%
Oct 1, 2018 - Apr 5, 2019
-0.88%
Nov 26, 2025 - Jan 14, 2026
#6-13.94%
Jul 20, 2015 - Jul 8, 2016
-0.62%
Jan 14, 2026 - Feb 5, 2026
#7-13.46%
Feb 12, 2021 - Apr 15, 2021
-0.21%
Nov 5, 2021 - Nov 9, 2021
#8-12.18%
Apr 6, 2006 - Dec 11, 2006
-0.19%
Oct 22, 2025 - Oct 27, 2025
#9-12.11%
Jan 29, 2026 - Apr 13, 2026
-0.17%
Feb 10, 2026 - Feb 12, 2026
#10-10.04%
Jul 16, 2024 - Sep 19, 2024
-0.15%
Feb 17, 2026 - Feb 23, 2026
#11-9.98%
Jan 26, 2018 - May 21, 2018
-0.14%
Feb 6, 2026 - Feb 10, 2026
#12-9.63%
Sep 2, 2020 - Nov 5, 2020
-0.07%
Feb 23, 2026 - Feb 26, 2026
#13-9.53%
May 2, 2012 - Sep 6, 2012
-0.07%
Oct 16, 2025 - Oct 20, 2025
#14-9.16%
Jul 17, 2007 - Sep 21, 2007
N/A
#15-8.75%
Oct 29, 2025 - Jan 6, 2026
N/A

Correlation

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

0.76
-101

Dividend Comparison (2005 - 2026)

PWB vs TAGG dividend yield comparison.

YearPWBTAGG
20260.00%1.87%
20250.00%4.36%
20240.08%4.36%
20230.37%3.48%
20220.31%3.67%
20210.04%0.33%
20200.21%0.00%
20190.58%0.00%
20180.97%0.00%
20170.54%0.00%
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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