PWV vs BWX

Comparison between INVESCO LARGE CAP VALUE ETF (PWV, ETF) and SPDR(R) BLOOMBERG INTERNATIONAL TREASURY BOND ETF (BWX, ETF).

5-Year PerformancePWV has outperformed BWX, delivering a return of +13.6% compared to -4.4%

PWV vs BWX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PWV(ETF)	BWX(ETF)
Net Assets	$1.50B	$1.50B
Expense Ratio	0.55%	0.35%
Max Drawdown	50.70%	35.95%
Sharpe Ratio	2.37	-0.77
5Y Beta	0.62	0.01
P/E Ratio	16.47	N/A
Forward P/E	13.64	N/A
PEG Ratio	0.38	N/A
5Y Dividends CAGR	7.51%	13.39%
5Y EPS CAGR	9.20%	N/A
Debt to Equity	56.71%	N/A
P/S Ratio	1.40	N/A
P/B Ratio	2.33	N/A

Net Assets

PWV

$1.50B

BWX

$1.50B

Expense Ratio

PWV

0.55%

Winner

BWX

0.35%

Max Drawdown

PWV

50.70%

Winner

BWX

35.95%

Sharpe Ratio

Winner

PWV

2.37

BWX

-0.77

5Y Beta

PWV

0.62

Winner

BWX

0.01

P/E Ratio

PWV

16.47

BWX

N/A

Forward P/E

PWV

13.64

BWX

N/A

PEG Ratio

PWV

0.38

BWX

N/A

5Y Dividends CAGR

PWV

7.51%

Winner

BWX

13.39%

5Y EPS CAGR

PWV

9.20%

BWX

N/A

Debt to Equity

PWV

56.71%

BWX

N/A

P/S Ratio

PWV

1.40

BWX

N/A

P/B Ratio

PWV

2.33

BWX

N/A

PWV vs BWX - Historical Returns

Returns include dividend reinvestment.

Period	PWV	BWX
1 month	+5.16%	-0.70%
3 months	+12.34%	+0.02%
6 months	+15.48%	-1.37%
1 year	+28.56%	-3.77%
5 years(CAGR)	+13.56%	-4.44%
10 years(CAGR)	+12.23%	-1.26%
Max(CAGR)	+10.36%	+0.52%

Winner

PWV

+5.16%

BWX

-0.70%

Winner

PWV

+12.34%

BWX

+0.02%

Winner

PWV

+15.48%

BWX

-1.37%

Winner

PWV

+28.56%

BWX

-3.77%

5Y(CAGR)

Winner

PWV

+13.56%

BWX

-4.44%

10Y(CAGR)

Winner

PWV

+12.23%

BWX

-1.26%

Max(CAGR)

Winner

PWV

+10.36%

BWX

+0.52%

PWV vs BWX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PWV	BWX
2026	+15.45%	-1.46%
2025	+19.47%	+8.27%
2024	+13.95%	-5.03%
2023	+10.50%	+5.34%
2022	-1.98%	-18.75%
2021	+30.66%	-9.16%
2020	-4.55%	+9.62%
2019	+29.16%	+5.62%
2018	-14.36%	-2.40%
2017	+16.04%	+11.31%
2016	+20.43%	+0.66%
2015	-4.84%	-6.28%
2014	+13.32%	-1.91%
2013	+29.72%	-3.28%
2012	+14.97%	+4.56%
2011	+5.30%	+4.00%
2010	+12.02%	+3.73%
2009	+15.26%	+6.31%
2008	-26.06%	+3.55%
2007	+5.32%	+3.97%
2006	+22.45%	N/A
2005	+8.65%	N/A

PWV vs BWX Drawdown Comparison

The maximum drawdown for PWV was -49.06%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.

The maximum drawdown for BWX was -34.05%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current BWX drawdown is -23.81%.

Rank	PWV	BWX
#1	-49.06% Oct 9, 2007 - May 6, 2010	-34.05% Jan 5, 2021 - Oct 20, 2022
#2	-45.10% May 6, 2010 - Jul 18, 2013	-23.01% Mar 14, 2008 - Sep 8, 2009
#3	-37.64% Feb 12, 2020 - Feb 23, 2021	-15.41% Jul 1, 2014 - Mar 3, 2020
#4	-22.24% Jan 26, 2018 - Oct 25, 2019	-13.37% Mar 9, 2020 - Jul 27, 2020
#5	-16.38% Jan 11, 2022 - Jul 31, 2023	-12.97% Dec 1, 2009 - Oct 1, 2010
#6	-15.12% May 21, 2015 - Jul 8, 2016	-9.13% Oct 17, 2012 - May 6, 2014
#7	-14.32% Nov 29, 2024 - Jun 23, 2025	-8.63% Nov 4, 2010 - Apr 27, 2011
#8	-10.45% Jun 4, 2007 - Oct 5, 2007	-8.10% Aug 23, 2011 - Sep 11, 2012
#9	-9.27% Jul 31, 2023 - Dec 1, 2023	-4.57% Nov 26, 2007 - Jan 14, 2008
#10	-8.72% Sep 19, 2014 - Nov 18, 2014	-3.41% May 2, 2011 - Jun 3, 2011
#11	-6.53% Jan 15, 2014 - Mar 6, 2014	-3.37% Jun 7, 2011 - Aug 9, 2011
#12	-6.46% May 5, 2006 - Jul 28, 2006	-2.68% Oct 14, 2010 - Nov 4, 2010
#13	-6.25% Jun 4, 2021 - Aug 12, 2021	-1.78% Aug 6, 2020 - Oct 21, 2020
#14	-6.24% Feb 15, 2007 - Apr 16, 2007	-1.69% Oct 8, 2009 - Nov 9, 2009
#15	-6.21% Jul 17, 2024 - Aug 23, 2024	-1.47% Feb 1, 2008 - Feb 27, 2008

Correlation

Correlation between PWV and BWX is -0.18 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.18

-101

Dividend Comparison (2005 - 2026)

PWV vs BWX dividend yield comparison.

Year	PWV	BWX
2026	0.44%	0.97%
2025	2.12%	2.19%
2024	2.08%	1.99%
2023	2.16%	1.62%
2022	2.29%	1.23%
2021	1.89%	0.93%
2020	2.66%	0.95%
2019	2.24%	1.16%
2018	2.34%	1.07%
2017	1.55%	0.46%
2016	2.35%	0.00%
2015	2.42%	0.00%
2014	1.93%	1.77%
2013	1.82%	1.88%
2012	2.41%	1.80%
2011	2.21%	3.35%
2010	2.24%	1.08%
2009	2.19%	0.87%
2008	2.81%	2.98%
2007	2.28%	0.59%
2006	1.35%	0.00%
2005	1.28%	0.00%