PXE vs IHD

Comparison between INVESCO ENERGY EXPLORATION & PRODUCTION ETF (PXE, ETF) and Voya Emerging Markets High Dividend Equity Fund (IHD, ETF).

5-Year PerformancePXE has outperformed IHD, delivering a return of +17.8% compared to +10.1%

PXE vs IHD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PXE(ETF)	IHD(ETF)
Net Assets	$134M	$134M
Expense Ratio	0.61%	N/A
Max Drawdown	86.34%	77.82%
Sharpe Ratio	1.14	2.26
5Y Beta	0.77	0.64
P/E Ratio	25.00	N/A
Forward P/E	9.00	N/A
PEG Ratio	-0.17	N/A
5Y Dividends CAGR	15.92%	-0.14%
P/S Ratio	1.16	N/A
P/B Ratio	1.60	N/A

Net Assets

PXE

$134M

IHD

$134M

Expense Ratio

PXE

0.61%

IHD

N/A

Max Drawdown

PXE

86.34%

Winner

IHD

77.82%

Sharpe Ratio

PXE

1.14

Winner

IHD

2.26

5Y Beta

PXE

0.77

Winner

IHD

0.64

P/E Ratio

PXE

25.00

IHD

N/A

Forward P/E

PXE

9.00

IHD

N/A

PEG Ratio

PXE

-0.17

IHD

N/A

5Y Dividends CAGR

Winner

PXE

15.92%

IHD

-0.14%

P/S Ratio

PXE

1.16

IHD

N/A

P/B Ratio

PXE

1.60

IHD

N/A

PXE vs IHD - Historical Returns

Returns include dividend reinvestment.

Period	PXE	IHD
1 month	-7.27%	+8.18%
3 months	+2.95%	+23.65%
6 months	+18.92%	+31.82%
1 year	+37.16%	+51.84%
5 years(CAGR)	+17.82%	+10.12%
10 years(CAGR)	+8.15%	+11.94%
Max(CAGR)	+6.16%	+4.49%

PXE

-7.27%

Winner

IHD

+8.18%

PXE

+2.95%

Winner

IHD

+23.65%

PXE

+18.92%

Winner

IHD

+31.82%

PXE

+37.16%

Winner

IHD

+51.84%

5Y(CAGR)

Winner

PXE

+17.82%

IHD

+10.12%

10Y(CAGR)

PXE

+8.15%

Winner

IHD

+11.94%

Max(CAGR)

Winner

PXE

+6.16%

IHD

+4.49%

PXE vs IHD - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PXE	IHD
2026	+27.52%	+27.41%
2025	-4.38%	+38.14%
2024	-2.40%	+8.90%
2023	+13.54%	+12.99%
2022	+51.36%	-17.91%
2021	+91.28%	+7.09%
2020	-36.28%	+0.64%
2019	-4.67%	+20.16%
2018	-24.75%	-11.36%
2017	-0.67%	+28.27%
2016	+13.29%	+17.18%
2015	-19.90%	-19.00%
2014	-17.40%	-2.10%
2013	+26.19%	-14.40%
2012	+18.11%	+22.18%
2011	-2.62%	-28.91%
2010	+34.32%	N/A
2009	+13.12%	N/A
2008	-45.42%	N/A
2007	+40.41%	N/A
2006	+7.89%	N/A
2005	+4.46%	N/A

PXE vs IHD Drawdown Comparison

The maximum drawdown for PXE was -83.99%, occurring on Mar 23, 2020. Recovery took 1997 trading sessions.

The maximum drawdown for IHD was -48.76%, occurring on Jan 20, 2016. Recovery took 2432 trading sessions.

The current PXE drawdown is -10.35%. The current IHD drawdown is -2.37%.

Rank	PXE	IHD
#1	-83.99% Jun 23, 2014 - May 26, 2022	-48.76% May 10, 2011 - Jan 7, 2021
#2	-68.18% Jun 18, 2008 - Jan 29, 2013	-36.21% Jun 10, 2021 - May 13, 2025
#3	-37.67% Apr 5, 2024 - Mar 12, 2026	-11.14% Feb 20, 2026 - Apr 14, 2026
#4	-33.35% Jun 7, 2022 - Mar 18, 2024	-7.77% Jan 20, 2021 - Feb 11, 2021
#5	-20.22% Apr 21, 2006 - Jul 31, 2006	-6.77% Feb 19, 2021 - May 7, 2021
#6	-17.86% Dec 26, 2007 - Apr 9, 2008	-6.16% Oct 27, 2025 - Dec 26, 2025
#7	-16.91% Aug 9, 2006 - Dec 5, 2006	-5.15% Oct 7, 2025 - Oct 27, 2025
#8	-16.20% Jul 13, 2007 - Oct 16, 2007	-4.17% May 11, 2026 - May 26, 2026
#9	-14.87% Jan 31, 2006 - Apr 19, 2006	-3.08% May 7, 2021 - May 20, 2021
#10	-13.89% Mar 27, 2026 - Apr 17, 2026	-2.50% Jan 28, 2026 - Feb 9, 2026
#11	-12.29% Dec 5, 2006 - Mar 22, 2007	-2.37% Jun 3, 2026 - Jun 5, 2026
#12	-12.16% May 20, 2013 - Oct 16, 2013	-1.93% Jul 23, 2025 - Aug 7, 2025
#13	-10.93% Mar 12, 2013 - May 17, 2013	-1.79% Apr 22, 2026 - May 4, 2026
#14	-10.00% Nov 6, 2007 - Dec 21, 2007	-1.72% Jun 11, 2025 - Jun 24, 2025
#15	-9.55% Nov 3, 2005 - Dec 5, 2005	-1.69% Jul 3, 2025 - Jul 23, 2025

Correlation

Correlation between PXE and IHD is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (2005 - 2026)

PXE vs IHD dividend yield comparison.

Year	PXE	IHD
2026	0.28%	3.51%
2025	2.98%	10.53%
2024	2.54%	12.57%
2023	2.78%	10.21%
2022	3.03%	13.95%
2021	1.86%	10.14%
2020	4.10%	9.92%
2019	1.70%	9.14%
2018	1.29%	10.15%
2017	1.54%	8.31%
2016	6.62%	11.74%
2015	2.58%	14.00%
2014	2.05%	11.12%
2013	1.73%	11.03%
2012	2.14%	10.39%
2011	1.27%	9.18%
2010	0.52%	0.00%
2009	0.52%	0.00%
2008	0.56%	0.00%
2007	0.22%	0.00%
2006	0.34%	0.00%
2005	0.10%	0.00%