PWV vs YEAR

Comparison between INVESCO LARGE CAP VALUE ETF (PWV, ETF) and AB ULTRA SHORT INCOME ETF (YEAR, ETF).

PWV vs YEAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PWV(ETF)	YEAR(ETF)
Net Assets	$1.50B	$1.50B
Expense Ratio	0.55%	0.25%
Max Drawdown	50.70%	1.20%
Sharpe Ratio	2.09	0.48
5Y Beta	0.64	0.00
P/E Ratio	16.19	N/A
Forward P/E	13.39	N/A
PEG Ratio	0.28	N/A
5Y Dividends CAGR	7.51%	N/A
5Y EPS CAGR	10.49%	N/A
Debt to Equity	57.25%	N/A
P/S Ratio	1.39	N/A
P/B Ratio	2.27	N/A

Net Assets

PWV

$1.50B

YEAR

$1.50B

Expense Ratio

PWV

0.55%

Winner

YEAR

0.25%

Max Drawdown

PWV

50.70%

Winner

YEAR

1.20%

Sharpe Ratio

Winner

PWV

2.09

YEAR

0.48

5Y Beta

PWV

0.64

Winner

YEAR

0.00

P/E Ratio

PWV

16.19

YEAR

N/A

Forward P/E

PWV

13.39

YEAR

N/A

PEG Ratio

PWV

0.28

YEAR

N/A

5Y Dividends CAGR

PWV

7.51%

YEAR

N/A

5Y EPS CAGR

PWV

10.49%

YEAR

N/A

Debt to Equity

PWV

57.25%

YEAR

N/A

P/S Ratio

PWV

1.39

YEAR

N/A

P/B Ratio

PWV

2.27

YEAR

N/A

PWV vs YEAR - Historical Returns

Returns include dividend reinvestment.

Period	PWV	YEAR
1 month	+1.84%	+0.29%
3 months	+3.18%	+0.66%
6 months	+10.37%	+1.57%
1 year	+23.89%	+4.03%
5 years(CAGR)	+12.40%	N/A
10 years(CAGR)	+11.79%	N/A
Max(CAGR)	+10.10%	+4.95%

Winner

PWV

+1.84%

YEAR

+0.29%

Winner

PWV

+3.18%

YEAR

+0.66%

Winner

PWV

+10.37%

YEAR

+1.57%

Winner

PWV

+23.89%

YEAR

+4.03%

5Y(CAGR)

PWV

+12.40%

YEAR

N/A

10Y(CAGR)

PWV

+11.79%

YEAR

N/A

Max(CAGR)

Winner

PWV

+10.10%

YEAR

+4.95%

PWV vs YEAR - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PWV	YEAR
2026	+8.78%	+1.01%
2025	+19.47%	+4.65%
2024	+13.95%	+5.45%
2023	+10.50%	+5.87%
2022	-1.98%	+1.10%
2021	+30.66%	N/A
2020	-4.55%	N/A
2019	+29.16%	N/A
2018	-14.36%	N/A
2017	+16.04%	N/A
2016	+20.43%	N/A
2015	-4.84%	N/A
2014	+13.32%	N/A
2013	+29.72%	N/A
2012	+14.97%	N/A
2011	+5.30%	N/A
2010	+12.02%	N/A
2009	+15.26%	N/A
2008	-26.06%	N/A
2007	+5.32%	N/A
2006	+22.45%	N/A
2005	+8.65%	N/A

PWV vs YEAR Drawdown Comparison

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

The maximum drawdown for YEAR was -0.61%, occurring on Oct 20, 2022. Recovery took 41 trading sessions.

The current PWV drawdown is -1.47%. The current YEAR drawdown is -0.02%.

Rank	PWV	YEAR
#1	-49.06% Oct 9, 2007 - May 6, 2010	-0.61% Sep 14, 2022 - Nov 10, 2022
#2	-45.10% May 6, 2010 - Jul 18, 2013	-0.55% Mar 13, 2023 - Apr 5, 2023
#3	-37.64% Feb 12, 2020 - Feb 23, 2021	-0.43% Jan 31, 2024 - Mar 7, 2024
#4	-22.24% Jan 26, 2018 - Oct 25, 2019	-0.42% May 6, 2024 - Jun 3, 2024
#5	-16.38% Jan 11, 2022 - Jul 31, 2023	-0.30% Apr 3, 2025 - Apr 22, 2025
#6	-15.12% May 21, 2015 - Jul 8, 2016	-0.28% May 4, 2023 - May 16, 2023
#7	-14.32% Nov 29, 2024 - Jun 23, 2025	-0.26% Sep 19, 2024 - Nov 4, 2024
#8	-10.45% Jun 4, 2007 - Oct 5, 2007	-0.24% Apr 4, 2024 - Apr 29, 2024
#9	-9.27% Jul 31, 2023 - Dec 1, 2023	-0.23% Feb 27, 2026 - Apr 2, 2026
#10	-8.72% Sep 19, 2014 - Nov 18, 2014	-0.22% Dec 6, 2023 - Dec 14, 2023
#11	-6.53% Jan 15, 2014 - Mar 6, 2014	-0.18% Aug 10, 2023 - Aug 29, 2023
#12	-6.46% May 5, 2006 - Jul 28, 2006	-0.18% Jun 18, 2024 - Jun 21, 2024
#13	-6.25% Jun 4, 2021 - Aug 12, 2021	-0.18% Apr 30, 2025 - May 23, 2025
#14	-6.24% Feb 15, 2007 - Apr 16, 2007	-0.17% Mar 3, 2023 - Mar 10, 2023
#15	-6.21% Jul 17, 2024 - Aug 23, 2024	-0.16% Sep 28, 2023 - Oct 6, 2023

Correlation

Correlation between PWV and YEAR is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2005 - 2026)

PWV vs YEAR dividend yield comparison.

Year	PWV	YEAR
2026	0.47%	1.32%
2025	2.12%	4.33%
2024	2.08%	5.16%
2023	2.16%	5.00%
2022	2.29%	1.19%
2021	1.89%	0.00%
2020	2.66%	0.00%
2019	2.24%	0.00%
2018	2.34%	0.00%
2017	1.55%	0.00%
2016	2.35%	0.00%
2015	2.42%	0.00%
2014	1.93%	0.00%
2013	1.82%	0.00%
2012	2.41%	0.00%
2011	2.21%	0.00%
2010	2.24%	0.00%
2009	2.19%	0.00%
2008	2.81%	0.00%
2007	2.28%	0.00%
2006	1.35%	0.00%
2005	1.28%	0.00%