PWV vs XHB
Comparison between INVESCO LARGE CAP VALUE ETF (PWV, ETF) and SPDR(R) S&P(R) HOMEBUILDERS ETF (XHB, ETF).
5-Year PerformancePWV has outperformed XHB, delivering a return of +12.4% compared to +6.6%
PWV vs XHB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PWV
$1.50B
XHB
$1.50B
Expense Ratio
PWV
0.55%
Winner
XHB
0.35%
Max Drawdown
Winner
PWV
50.70%
XHB
82.30%
Sharpe Ratio
Winner
PWV
2.09
XHB
0.21
5Y Beta
Winner
PWV
0.64
XHB
0.94
P/E Ratio
Winner
PWV
16.19
XHB
19.01
Forward P/E
Winner
PWV
13.39
XHB
17.00
PEG Ratio
PWV
0.28
XHB
N/A
5Y Dividends CAGR
PWV
7.51%
Winner
XHB
8.28%
5Y EPS CAGR
PWV
10.49%
Winner
XHB
11.56%
Debt to Equity
PWV
57.25%
Winner
XHB
-9.62%
P/S Ratio
PWV
1.39
Winner
XHB
1.27
P/B Ratio
PWV
2.27
Winner
XHB
2.22
PWV vs XHB - Holdings Comparison
PWV and XHB have 1 common holdings. Overlap is 0.00%
PWV's top 25 holdings weight is 66.47%. XHB's top 25 holdings weight is 84.35%.
| Rank | PWV | XHB |
|---|---|---|
| #1 | UNITEDHEALTH GROUP INC (UNH) - 4.29% | MODINE MANUFACTURING CO (MOD) - 3.86% |
| #2 | CISCO SYSTEMS INC (CSCO) - 3.90% | TOPBUILD CORP (BLD) - 3.83% |
| #3 | CITIGROUP INC (C) - 3.78% | MASCO CORP (MAS) - 3.78% |
| #4 | MORGAN STANLEY (MS) - 3.62% | OWENS-CORNING INC (OC) - 3.75% |
| #5 | BANK OF AMERICA CORP (BAC) - 3.41% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 3.68% |
| #6 | JPMORGAN CHASE & CO (JPM) - 3.36% | D.R. HORTON INC (DHI) - 3.53% |
| #7 | CHEVRON CORP (CVX) - 3.36% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 3.49% |
| #8 | EXXON MOBIL CORP (XOM) - 3.35% | JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 3.47% |
| #9 | THE GOLDMAN SACHS GROUP INC (GS) - 3.29% | MERITAGE HOMES CORP (MTH) - 3.41% |
| #10 | VERIZON COMMUNICATIONS INC (VZ) - 3.07% | TAYLOR MORRISON HOME CORP (TMHC) - 3.38% |
| #11 | THE WALT DISNEY CO (DIS) - 3.06% | LENNOX INTERNATIONAL INC (LII) - 3.38% |
| #12 | WELLS FARGO & CO (WFC) - 3.05% | INSTALLED BUILDING PRODUCTS INC (IBP) - 3.36% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.04% | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 3.30% |
| #14 | JOHNSON & JOHNSON (JNJ) - 2.96% | CARLISLE COMPANIES INC (CSL) - 3.26% |
| #15 | PEPSICO INC (PEP) - 2.96% | CAVCO INDUSTRIES INC (CVCO) - 3.25% |
| #16 | MARATHON PETROLEUM CORP (MPC) - 1.85% | PULTEGROUP INC (PHM) - 3.25% |
| #17 | VALERO ENERGY CORP (VLO) - 1.76% | WILLIAMS-SONOMA INC (WSM) - 3.24% |
| #18 | EBAY INC (EBAY) - 1.71% | TOLL BROTHERS INC (TOL) - 3.23% |
| #19 | PHILLIPS 66 (PSX) - 1.62% | KB HOME (KBH) - 3.17% |
| #20 | BANK OF NEW YORK MELLON CORP (BK) - 1.57% | SOMNIGROUP INTERNATIONAL INC (SGI) - 3.16% |
| #21 | TARGET CORP (TGT) - 1.54% | CHAMPION HOMES INC (SKY) - 3.15% |
| #22 | CVS HEALTH CORP (CVS) - 1.51% | LOWE'S COMPANIES INC (LOW) - 3.14% |
| #23 | ENERGY TRANSFER LP (ET) - 1.50% | NVR INC (NVR) - 3.12% |
| #24 | ALTRIA GROUP INC (MO) - 1.46% | ALLEGION PLC (ALLE) - 3.11% |
| #25 | BAKER HUGHES CO CLASS A (BKR) - 1.45% | THE HOME DEPOT INC (HD) - 3.05% |
| Total Holdings | 52 | 36 |
PWV vs XHB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PWV
+1.84%
XHB
-2.17%
3M
Winner
PWV
+3.18%
XHB
-15.63%
6M
Winner
PWV
+10.37%
XHB
-3.98%
1Y
Winner
PWV
+23.89%
XHB
+1.35%
5Y(CAGR)
Winner
PWV
+12.40%
XHB
+6.64%
10Y(CAGR)
PWV
+11.79%
Winner
XHB
+12.80%
Max(CAGR)
Winner
PWV
+10.10%
XHB
+5.09%
PWV vs XHB - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PWV | XHB |
|---|---|---|
| 2026 | +8.78% | -2.68% |
| 2025 | +19.47% | +0.28% |
| 2024 | +13.95% | +11.24% |
| 2023 | +10.50% | +57.98% |
| 2022 | -1.98% | -27.51% |
| 2021 | +30.66% | +51.99% |
| 2020 | -4.55% | +27.60% |
| 2019 | +29.16% | +40.05% |
| 2018 | -14.36% | -26.04% |
| 2017 | +16.04% | +30.60% |
| 2016 | +20.43% | +1.63% |
| 2015 | -4.84% | +1.58% |
| 2014 | +13.32% | +3.68% |
| 2013 | +29.72% | +22.32% |
| 2012 | +14.97% | +54.88% |
| 2011 | +5.30% | -2.21% |
| 2010 | +12.02% | +15.81% |
| 2009 | +15.26% | +24.66% |
| 2008 | -26.06% | -34.51% |
| 2007 | +5.32% | -46.38% |
| 2006 | +22.45% | -16.47% |
| 2005 | +8.65% | N/A |
PWV vs XHB Drawdown Comparison
The maximum drawdown for PWV was -49.06%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.
The maximum drawdown for XHB was -81.62%, occurring on Mar 9, 2009. Recovery took 2909 trading sessions.
The current PWV drawdown is -1.47%. The current XHB drawdown is -18.18%.
| Rank | PWV | XHB |
|---|---|---|
| #1 | -49.06% Oct 9, 2007 - May 6, 2010 | -81.62% Apr 5, 2006 - Oct 24, 2017 |
| #2 | -45.10% May 6, 2010 - Jul 18, 2013 | -49.57% Feb 20, 2020 - Jul 27, 2020 |
| #3 | -37.64% Feb 12, 2020 - Feb 23, 2021 | -39.45% Dec 10, 2021 - Aug 1, 2023 |
| #4 | -22.24% Jan 26, 2018 - Oct 25, 2019 | -33.52% Jan 22, 2018 - Oct 25, 2019 |
| #5 | -16.38% Jan 11, 2022 - Jul 31, 2023 | -30.53% Oct 18, 2024 - Apr 8, 2025 |
| #6 | -15.12% May 21, 2015 - Jul 8, 2016 | -18.22% Aug 1, 2023 - Dec 1, 2023 |
| #7 | -14.32% Nov 29, 2024 - Jun 23, 2025 | -12.09% Mar 28, 2024 - Jul 16, 2024 |
| #8 | -10.45% Jun 4, 2007 - Oct 5, 2007 | -11.65% May 7, 2021 - Nov 4, 2021 |
| #9 | -9.27% Jul 31, 2023 - Dec 1, 2023 | -10.61% Jul 31, 2024 - Aug 23, 2024 |
| #10 | -8.72% Sep 19, 2014 - Nov 18, 2014 | -9.71% Oct 15, 2020 - Nov 23, 2020 |
| #11 | -6.53% Jan 15, 2014 - Mar 6, 2014 | -8.56% Feb 22, 2006 - Mar 17, 2006 |
| #12 | -6.46% May 5, 2006 - Jul 28, 2006 | -6.71% Feb 11, 2021 - Mar 10, 2021 |
| #13 | -6.25% Jun 4, 2021 - Aug 12, 2021 | -6.02% Aug 24, 2020 - Oct 1, 2020 |
| #14 | -6.24% Feb 15, 2007 - Apr 16, 2007 | -5.96% Aug 23, 2024 - Sep 13, 2024 |
| #15 | -6.21% Jul 17, 2024 - Aug 23, 2024 | -5.13% Jan 22, 2021 - Feb 5, 2021 |
Correlation
Correlation between PWV and XHB is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2005 - 2026)
PWV vs XHB dividend yield comparison.
| Year | PWV | XHB |
|---|---|---|
| 2026 | 0.47% | 0.15% |
| 2025 | 2.12% | 0.78% |
| 2024 | 2.08% | 0.59% |
| 2023 | 2.16% | 0.77% |
| 2022 | 2.29% | 1.06% |
| 2021 | 1.89% | 0.51% |
| 2020 | 2.66% | 0.73% |
| 2019 | 2.24% | 0.89% |
| 2018 | 2.34% | 1.25% |
| 2017 | 1.55% | 0.72% |
| 2016 | 2.35% | 0.67% |
| 2015 | 2.42% | 0.50% |
| 2014 | 1.93% | 0.54% |
| 2013 | 1.82% | 0.29% |
| 2012 | 2.41% | 0.97% |
| 2011 | 2.21% | 0.89% |
| 2010 | 2.24% | 1.93% |
| 2009 | 2.19% | 0.98% |
| 2008 | 2.81% | 3.15% |
| 2007 | 2.28% | 1.53% |
| 2006 | 1.35% | 0.56% |
| 2005 | 1.28% | 0.00% |
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