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PWB vs TIPX

Comparison between INVESCO LARGE CAP GROWTH ETF (PWB, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG 1-10 YEAR TIPS ETF (TIPX, ETF).

5-Year PerformancePWB has outperformed TIPX, delivering a return of +17.0% compared to +2.2%

PWB vs TIPX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PWB
$1.90B
TIPX
$1.90B
Expense Ratio
PWB
0.55%
Winner
TIPX
0.15%
Max Drawdown
PWB
52.98%
Winner
TIPX
16.71%
Sharpe Ratio
Winner
PWB
1.56
TIPX
0.23
5Y Beta
PWB
1.18
Winner
TIPX
0.01
P/E Ratio
PWB
42.64
TIPX
N/A
Forward P/E
PWB
28.90
TIPX
N/A
PEG Ratio
PWB
0.44
TIPX
N/A
5Y Dividends CAGR
PWB
-25.19%
Winner
TIPX
14.41%
5Y EPS CAGR
PWB
27.49%
TIPX
N/A
Debt to Equity
PWB
48.55%
TIPX
N/A
P/S Ratio
PWB
5.25
TIPX
N/A
P/B Ratio
PWB
11.68
TIPX
N/A

PWB vs TIPX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PWB
+3.33%
TIPX
-0.46%
3M
Winner
PWB
+16.09%
TIPX
+0.29%
6M
Winner
PWB
+20.50%
TIPX
+1.21%
1Y
Winner
PWB
+37.10%
TIPX
+4.60%
5Y(CAGR)
Winner
PWB
+16.97%
TIPX
+2.18%
10Y(CAGR)
Winner
PWB
+17.78%
TIPX
+2.90%
Max(CAGR)
Winner
PWB
+12.17%
TIPX
+2.27%

PWB vs TIPX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearPWBTIPX
2026+19.77%+1.29%
2025+24.92%+7.03%
2024+33.11%+3.25%
2023+32.25%+4.32%
2022-25.87%-7.43%
2021+20.63%+5.29%
2020+31.03%+8.13%
2019+24.71%+6.48%
2018+0.24%-0.21%
2017+29.93%+1.64%
2016+5.00%+2.89%
2015+7.96%-0.07%
2014+14.05%+0.56%
2013+33.83%-3.58%
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 TIPX Drawdown Comparison

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

The maximum drawdown for TIPX was -10.04%, occurring on Sep 30, 2022. Recovery took 634 trading sessions.

The current PWB drawdown is -5.68%. The current TIPX drawdown is -0.72%.

RankPWBTIPX
#1-52.58%
Oct 12, 2007 - Mar 26, 2012
-10.04%
Mar 8, 2022 - Sep 16, 2024
#2-32.36%
Feb 19, 2020 - Jul 2, 2020
-7.96%
Mar 5, 2020 - May 28, 2020
#3-31.41%
Dec 27, 2021 - Jan 24, 2024
-5.26%
Aug 15, 2014 - Jun 10, 2016
#4-22.10%
Feb 18, 2025 - Jun 2, 2025
-4.95%
Jun 5, 2013 - Jun 30, 2014
#5-20.50%
Oct 1, 2018 - Apr 5, 2019
-3.97%
Jul 6, 2016 - Mar 8, 2019
#6-13.94%
Jul 20, 2015 - Jul 8, 2016
-3.49%
Nov 17, 2021 - Mar 7, 2022
#7-13.46%
Feb 12, 2021 - Apr 15, 2021
-2.32%
Sep 24, 2024 - Feb 24, 2025
#8-12.18%
Apr 6, 2006 - Dec 11, 2006
-2.03%
Apr 3, 2025 - Jun 25, 2025
#9-12.11%
Jan 29, 2026 - Apr 13, 2026
-1.78%
Feb 11, 2021 - Apr 26, 2021
#10-10.04%
Jul 16, 2024 - Sep 19, 2024
-1.41%
Aug 28, 2019 - Jan 2, 2020
#11-9.98%
Jan 26, 2018 - May 21, 2018
-1.29%
Mar 17, 2026 - Apr 14, 2026
#12-9.63%
Sep 2, 2020 - Nov 5, 2020
-1.13%
Jun 30, 2014 - Aug 14, 2014
#13-9.53%
May 2, 2012 - Sep 6, 2012
-1.06%
Jun 10, 2021 - Jul 2, 2021
#14-9.16%
Jul 17, 2007 - Sep 21, 2007
-1.03%
Aug 3, 2021 - Sep 9, 2021
#15-8.75%
Oct 29, 2025 - Jan 6, 2026
-0.99%
Sep 9, 2021 - Oct 25, 2021

Correlation

Correlation between PWB and TIPX is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2005 - 2026)

PWB vs TIPX dividend yield comparison.

YearPWBTIPX
20260.00%2.15%
20250.00%3.78%
20240.08%3.57%
20230.37%3.56%
20220.31%6.08%
20210.04%4.26%
20200.21%1.73%
20190.58%2.53%
20180.97%1.90%
20170.54%2.84%
20160.82%1.04%
20150.67%0.06%
20140.43%1.52%
20130.42%0.25%
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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