PXI vs IBBQ
Comparison between INVESCO DORSEY WRIGHT ENERGY MOMENTUM ETF (PXI, ETF) and INVESCO NASDAQ BIOTECHNOLOGY ETF (IBBQ, ETF).
PXI is from the Energy sector, while IBBQ is from the Healthcare sector.
5-Year PerformancePXI has outperformed IBBQ, delivering a return of +20.4% compared to +5.7%
PXI vs IBBQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PXI
$73M
IBBQ
$73M
Expense Ratio
PXI
0.60%
Winner
IBBQ
0.19%
Max Drawdown
PXI
86.17%
Winner
IBBQ
38.42%
Sharpe Ratio
PXI
1.42
Winner
IBBQ
1.93
5Y Beta
PXI
0.79
Winner
IBBQ
0.74
P/E Ratio
PXI
4.30
Winner
IBBQ
-44.37
Forward P/E
Winner
PXI
13.23
IBBQ
16.58
5Y Dividends CAGR
PXI
31.03%
IBBQ
N/A
5Y EPS CAGR
PXI
N/A
IBBQ
16.81%
Debt to Equity
Winner
PXI
-110.38%
IBBQ
68.74%
P/S Ratio
Winner
PXI
1.17
IBBQ
7.10
P/B Ratio
Winner
PXI
2.63
IBBQ
5.18
PXI vs IBBQ - Holdings Comparison
PXI and IBBQ have 2 common holdings. Overlap is 0.06%
PXI's top 25 holdings weight is 72.24%. IBBQ's top 25 holdings weight is 60.46%.
| Rank | PXI | IBBQ |
|---|---|---|
| #1 | MARATHON PETROLEUM CORP (MPC) - 6.22% | VERTEX PHARMACEUTICALS INC (VRTX) - 7.87% |
| #2 | TARGA RESOURCES CORP (TRGP) - 5.96% | AMGEN INC (AMGN) - 7.85% |
| #3 | CHENIERE ENERGY INC (LNG) - 5.89% | GILEAD SCIENCES INC (GILD) - 7.23% |
| #4 | VALERO ENERGY CORP (VLO) - 3.81% | REGENERON PHARMACEUTICALS INC (REGN) - 4.82% |
| #5 | PERMIAN RESOURCES CORP CLASS A (PR) - 3.71% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 2.76% |
| #6 | HF SINCLAIR CORP (DINO) - 3.67% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 2.62% |
| #7 | DELEK US HOLDINGS INC REGISTERED SHS STOCK SETTLEMENT (DK) - 3.18% | BIOGEN INC (BIIB) - 2.05% |
| #8 | BAKER HUGHES CO CLASS A (BKR) - 2.96% | ILLUMINA INC (ILMN) - 1.99% |
| #9 | ARCHROCK INC (AROC) - 2.62% | MODERNA INC (MRNA) - 1.91% |
| #10 | CALUMET INC (CLMT) - 2.57% | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.77% |
| #11 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.56% | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.76% |
| #12 | KODIAK GAS SERVICES INC (KGS) - 2.42% | ARGENX SE ADR (ARGX) - 1.68% |
| #13 | DIAMONDBACK ENERGY INC (FANG) - 2.36% | INSMED INC (INSM) - 1.68% |
| #14 | PAR PACIFIC HOLDINGS INC (PARR) - 2.30% | INCYTE CORP (INCY) - 1.62% |
| #15 | SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 2.30% | UNITED THERAPEUTICS CORP (UTHR) - 1.59% |
| #16 | WEATHERFORD INTERNATIONAL PLC ORDINARY SHARES NEW (WFRD) - 2.24% | GUARDANT HEALTH INC (GH) - 1.52% |
| #17 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 2.11% | VIATRIS INC (VTRS) - 1.37% |
| #18 | CONOCOPHILLIPS (COP) - 2.01% | NEUROCRINE BIOSCIENCES INC (NBIX) - 1.22% |
| #19 | WILLIAMS COMPANIES INC (WMB) - 2.00% | ASCENDIS PHARMA AS (ASND) - 1.16% |
| #20 | PROPETRO HOLDING CORP (PUMP) - 1.99% | BRIDGEBIO PHARMA INC (BBIO) - 1.14% |
| #21 | CHEVRON CORP (CVX) - 1.92% | MEDPACE HOLDINGS INC (MEDP) - 1.06% |
| #22 | PBF ENERGY INC CLASS A (PBF) - 1.88% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 1.06% |
| #23 | PHILLIPS 66 (PSX) - 1.87% | EXELIXIS INC (EXEL) - 0.98% |
| #24 | OCEANEERING INTERNATIONAL INC (OII) - 1.86% | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.89% |
| #25 | DEVON ENERGY CORP (DVN) - 1.83% | AXSOME THERAPEUTICS INC (AXSM) - 0.86% |
| Total Holdings | 50 | 258 |
PXI vs IBBQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PXI
+8.68%
IBBQ
+6.92%
3M
PXI
+7.25%
Winner
IBBQ
+8.65%
6M
Winner
PXI
+22.27%
IBBQ
+10.81%
1Y
PXI
+43.59%
Winner
IBBQ
+50.50%
5Y(CAGR)
Winner
PXI
+20.35%
IBBQ
+5.69%
10Y(CAGR)
PXI
+6.71%
IBBQ
N/A
Max(CAGR)
PXI
+5.69%
Winner
IBBQ
+5.82%
PXI vs IBBQ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | PXI | IBBQ |
|---|---|---|
| 2026 | +30.13% | +15.20% |
| 2025 | +1.58% | +32.76% |
| 2024 | +0.95% | -2.37% |
| 2023 | +12.13% | +5.49% |
| 2022 | +40.47% | -10.89% |
| 2021 | +73.10% | -6.71% |
| 2020 | -35.87% | N/A |
| 2019 | -1.02% | N/A |
| 2018 | -28.80% | N/A |
| 2017 | -10.74% | N/A |
| 2016 | +31.80% | N/A |
| 2015 | -24.30% | N/A |
| 2014 | -17.49% | N/A |
| 2013 | +27.56% | N/A |
| 2012 | +10.48% | N/A |
| 2011 | +1.46% | N/A |
| 2010 | +35.56% | N/A |
| 2009 | +33.82% | N/A |
| 2008 | -47.31% | N/A |
| 2007 | +34.57% | N/A |
| 2006 | +8.41% | N/A |
PXI vs IBBQ Drawdown Comparison
The maximum drawdown for PXI was -85.08%, occurring on Mar 18, 2020. Recovery took 2939 trading sessions.
The maximum drawdown for IBBQ was -37.94%, occurring on Jun 13, 2022. Recovery took 1062 trading sessions.
The current PXI drawdown is -2.65%. The current IBBQ drawdown is -4.65%.
| Rank | PXI | IBBQ |
|---|---|---|
| #1 | -85.08% Jun 23, 2014 - Mar 2, 2026 | -37.94% Aug 9, 2021 - Oct 30, 2025 |
| #2 | -67.83% Jun 23, 2008 - Jul 21, 2011 | -8.34% Feb 24, 2026 - Apr 14, 2026 |
| #3 | -34.17% Jul 22, 2011 - Jan 15, 2013 | -6.82% Apr 17, 2026 - Jun 22, 2026 |
| #4 | -15.20% Jan 3, 2008 - Apr 7, 2008 | -6.32% Jul 7, 2026 - Jul 20, 2026 |
| #5 | -14.69% Jul 19, 2007 - Oct 15, 2007 | -4.66% Jul 1, 2021 - Aug 3, 2021 |
| #6 | -12.40% May 5, 2026 - Jul 2, 2026 | -3.73% Jan 22, 2026 - Feb 24, 2026 |
| #7 | -12.32% Dec 14, 2006 - Mar 22, 2007 | -3.65% Nov 28, 2025 - Dec 22, 2025 |
| #8 | -10.83% Mar 27, 2026 - May 4, 2026 | -3.53% Dec 24, 2025 - Jan 7, 2026 |
| #9 | -9.45% May 20, 2013 - Oct 11, 2013 | -3.00% Jan 7, 2026 - Jan 22, 2026 |
| #10 | -9.17% Feb 19, 2013 - May 17, 2013 | -2.38% Jun 11, 2021 - Jun 25, 2021 |
| #11 | -8.32% Nov 6, 2007 - Dec 24, 2007 | -2.06% Oct 31, 2025 - Nov 10, 2025 |
| #12 | -7.42% Dec 31, 2013 - Feb 25, 2014 | -1.85% Nov 18, 2025 - Nov 24, 2025 |
| #13 | -5.71% Apr 21, 2008 - May 6, 2008 | -1.32% Aug 5, 2021 - Aug 9, 2021 |
| #14 | -5.23% Oct 15, 2007 - Nov 6, 2007 | -0.71% Apr 15, 2026 - Apr 17, 2026 |
| #15 | -5.15% Apr 23, 2014 - Jun 4, 2014 | -0.48% Dec 22, 2025 - Dec 24, 2025 |
Correlation
Correlation between PXI and IBBQ is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.48
-101
Dividend Comparison (2006 - 2026)
PXI vs IBBQ dividend yield comparison.
| Year | PXI | IBBQ |
|---|---|---|
| 2026 | 0.48% | 0.22% |
| 2025 | 1.81% | 0.90% |
| 2024 | 1.52% | 1.14% |
| 2023 | 1.82% | 0.81% |
| 2022 | 3.14% | 0.76% |
| 2021 | 0.57% | 0.63% |
| 2020 | 1.72% | 0.00% |
| 2019 | 2.80% | 0.00% |
| 2018 | 0.92% | 0.00% |
| 2017 | 0.80% | 0.00% |
| 2016 | 0.73% | 0.00% |
| 2015 | 2.07% | 0.00% |
| 2014 | 1.15% | 0.00% |
| 2013 | 0.75% | 0.00% |
| 2012 | 1.33% | 0.00% |
| 2011 | 0.64% | 0.00% |
| 2010 | 0.57% | 0.00% |
| 2009 | 0.85% | 0.00% |
| 2008 | 0.73% | 0.00% |
| 2007 | 0.24% | 0.00% |
| 2006 | 0.09% | 0.00% |
Select Stocks to Compare
Popular: PXI vs SPYIBBQ vs SPY
More Comparisons
Compare with similar stocks