PXH vs BBMC
Comparison between INVESCO RAFI EMERGING MARKETS ETF (PXH, ETF) and JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC, ETF).
5-Year PerformancePXH has outperformed BBMC, delivering a return of +9.6% compared to +7.7%
PXH vs BBMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PXH
$1.80B
Winner
BBMC
$1.90B
Expense Ratio
PXH
0.47%
Winner
BBMC
0.07%
Max Drawdown
PXH
64.04%
Winner
BBMC
30.54%
Sharpe Ratio
Winner
PXH
2.13
BBMC
1.70
5Y Beta
Winner
PXH
0.69
BBMC
1.03
P/E Ratio
PXH
N/A
BBMC
32.42
Forward P/E
PXH
N/A
BBMC
17.30
5Y Dividends CAGR
PXH
12.94%
Winner
BBMC
20.05%
5Y EPS CAGR
PXH
N/A
BBMC
10.04%
Debt to Equity
PXH
N/A
BBMC
40.30%
P/S Ratio
PXH
N/A
BBMC
1.71
P/B Ratio
PXH
N/A
BBMC
2.71
PXH vs BBMC - Holdings Comparison
PXH and BBMC have 1 common holdings. Overlap is -0.17%
PXH's top 25 holdings weight is 42.53%. BBMC's top 25 holdings weight is 16.82%.
| Rank | PXH | BBMC |
|---|---|---|
| #1 | n/a (n/a) - 5.95% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.84% |
| #2 | n/a (n/a) - 4.67% | CIENA CORP (CIEN) - 1.36% |
| #3 | TENCENT HOLDINGS LTD (n/a) - 3.00% | LUMENTUM HOLDINGS INC (LITE) - 1.14% |
| #4 | n/a (n/a) - 2.95% | COHERENT CORP (COHR) - 1.09% |
| #5 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.82% | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 0.98% |
| #6 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.51% | JABIL INC (JBL) - 0.67% |
| #7 | VALE SA (n/a) - 2.45% | TAPESTRY INC (TPR) - 0.60% |
| #8 | n/a (n/a) - 2.22% | QNITY ELECTRONICS INC (Q) - 0.58% |
| #9 | n/a (n/a) - 1.90% | TECHNIPFMC PLC (n/a) - 0.58% |
| #10 | BANK OF CHINA LTD CLASS H (n/a) - 1.47% | CASEY'S GENERAL STORES INC (CASY) - 0.58% |
| #11 | JD.COM INC ADR (JD) - 1.22% | NATERA INC (NTRA) - 0.55% |
| #12 | RELIANCE INDUSTRIES LTD (n/a) - 1.05% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.55% |
| #13 | PETROCHINA CO LTD CLASS H (n/a) - 0.99% | XPO INC (XPO) - 0.53% |
| #14 | CHINA PETROLEUM & CHEMICAL CORP CLASS H (n/a) - 0.96% | CURTISS-WRIGHT CORP (CW) - 0.53% |
| #15 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.88% | FABRINET (FN) - 0.47% |
| #16 | MEDIATEK INC (n/a) - 0.85% | MASTEC INC (MTZ) - 0.47% |
| #17 | BAIDU INC (n/a) - 0.84% | UNITED THERAPEUTICS CORP (UTHR) - 0.46% |
| #18 | n/a (n/a) - 0.83% | WILLIAMS-SONOMA INC (WSM) - 0.45% |
| #19 | CHINA MERCHANTS BANK CO LTD CLASS H (n/a) - 0.81% | NVENT ELECTRIC PLC (NVT) - 0.45% |
| #20 | BANK BRADESCO SA PARTICIPATING PREFERRED (n/a) - 0.80% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.45% |
| #21 | AGRICULTURAL BANK OF CHINA LTD CLASS H (n/a) - 0.77% | CARLISLE COMPANIES INC (CSL) - 0.30% |
| #22 | HDFC BANK LTD (n/a) - 0.74% | HOST HOTELS & RESORTS INC (HST) - 0.30% |
| #23 | XIAOMI CORP CLASS B (n/a) - 0.67% | DICK'S SPORTING GOODS INC (DKS) - 0.30% |
| #24 | n/a (n/a) - 0.60% | DECKERS OUTDOOR CORP (DECK) - 0.30% |
| #25 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.58% | SOMNIGROUP INTERNATIONAL INC (SGI) - 0.29% |
| Total Holdings | 458 | 519 |
PXH vs BBMC - Historical Returns
Returns include dividend reinvestment.
1M
PXH
+6.03%
Winner
BBMC
+6.10%
3M
PXH
+4.41%
Winner
BBMC
+4.81%
6M
PXH
+14.99%
Winner
BBMC
+16.71%
1Y
Winner
PXH
+39.89%
BBMC
+33.94%
5Y(CAGR)
Winner
PXH
+9.64%
BBMC
+7.74%
10Y(CAGR)
PXH
+11.11%
BBMC
N/A
Max(CAGR)
PXH
+3.80%
Winner
BBMC
+17.48%
PXH vs BBMC - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | PXH | BBMC |
|---|---|---|
| 2026 | +11.65% | +12.01% |
| 2025 | +32.33% | +12.44% |
| 2024 | +13.60% | +15.88% |
| 2023 | +13.38% | +19.07% |
| 2022 | -15.91% | -20.05% |
| 2021 | +8.12% | +19.73% |
| 2020 | -4.00% | +61.97% |
| 2019 | +15.53% | N/A |
| 2018 | -10.54% | N/A |
| 2017 | +24.12% | N/A |
| 2016 | +36.69% | N/A |
| 2015 | -21.91% | N/A |
| 2014 | -3.34% | N/A |
| 2013 | -9.11% | N/A |
| 2012 | +12.13% | N/A |
| 2011 | -20.56% | N/A |
| 2010 | +10.08% | N/A |
| 2009 | +60.24% | N/A |
| 2008 | -44.13% | N/A |
| 2007 | +1.04% | N/A |
PXH vs BBMC Drawdown Comparison
The maximum drawdown for PXH was -63.64%, occurring on Nov 20, 2008. Recovery took 866 trading sessions.
The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.
The current PXH drawdown is -0.41%. The current BBMC drawdown is -0.81%.
| Rank | PXH | BBMC |
|---|---|---|
| #1 | -63.64% Oct 29, 2007 - Apr 6, 2011 | -30.12% Nov 8, 2021 - Sep 19, 2024 |
| #2 | -49.58% Apr 7, 2011 - Jan 2, 2018 | -24.18% Nov 25, 2024 - Aug 28, 2025 |
| #3 | -40.40% Jan 26, 2018 - Feb 11, 2021 | -9.94% Jun 8, 2020 - Aug 5, 2020 |
| #4 | -29.62% Feb 16, 2022 - May 16, 2024 | -9.75% Feb 26, 2026 - Apr 16, 2026 |
| #5 | -17.73% Oct 7, 2024 - Jun 9, 2025 | -7.55% Sep 2, 2020 - Oct 5, 2020 |
| #6 | -10.24% Feb 25, 2026 - May 5, 2026 | -7.21% Apr 29, 2020 - May 20, 2020 |
| #7 | -9.29% Jun 10, 2021 - Feb 9, 2022 | -7.05% Apr 27, 2021 - Jun 25, 2021 |
| #8 | -8.97% May 17, 2024 - Sep 24, 2024 | -6.71% Mar 15, 2021 - Apr 16, 2021 |
| #9 | -6.09% Oct 12, 2007 - Oct 26, 2007 | -6.62% Jun 25, 2021 - Aug 27, 2021 |
| #10 | -5.49% Feb 17, 2021 - May 7, 2021 | -6.45% Oct 27, 2025 - Nov 28, 2025 |
| #11 | -4.78% Oct 6, 2025 - Oct 20, 2025 | -6.27% Feb 12, 2021 - Mar 12, 2021 |
| #12 | -4.18% May 7, 2021 - May 27, 2021 | -6.13% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -4.06% Nov 12, 2025 - Jan 2, 2026 | -5.49% Jan 20, 2021 - Feb 5, 2021 |
| #14 | -3.69% Jul 23, 2025 - Aug 12, 2025 | -4.82% Sep 2, 2021 - Oct 19, 2021 |
| #15 | -3.46% Jan 29, 2026 - Feb 11, 2026 | -4.15% Apr 17, 2020 - Apr 27, 2020 |
Correlation
Correlation between PXH and BBMC is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
PXH vs BBMC dividend yield comparison.
| Year | PXH | BBMC |
|---|---|---|
| 2026 | 0.32% | 0.19% |
| 2025 | 4.02% | 1.25% |
| 2024 | 4.43% | 1.31% |
| 2023 | 4.84% | 1.36% |
| 2022 | 5.33% | 1.48% |
| 2021 | 4.69% | 0.87% |
| 2020 | 2.79% | 0.69% |
| 2019 | 3.28% | 0.00% |
| 2018 | 3.30% | 0.00% |
| 2017 | 2.74% | 0.00% |
| 2016 | 1.97% | 0.00% |
| 2015 | 3.44% | 0.00% |
| 2014 | 3.19% | 0.00% |
| 2013 | 2.80% | 0.00% |
| 2012 | 2.08% | 0.00% |
| 2011 | 2.46% | 0.00% |
| 2010 | 1.05% | 0.00% |
| 2009 | 0.83% | 0.00% |
| 2008 | 2.79% | 0.00% |
| 2007 | 0.44% | 0.00% |
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