SOR vs PBW
Comparison between Source Capital Inc (SOR, ETF) and INVESCO WILDERHILL CLEAN ENERGY ETF (PBW, ETF).
5-Year PerformanceSOR has outperformed PBW, delivering a return of +9.1% compared to -14.3%
SOR vs PBW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SOR vs PBW - Historical Returns
Returns include dividend reinvestment.
SOR vs PBW - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SOR | PBW |
|---|---|---|
| 2026 | +4.27% | +2.17% |
| 2025 | +12.70% | +47.45% |
| 2024 | +21.04% | -28.81% |
| 2023 | +14.33% | -17.97% |
| 2022 | -6.78% | -45.69% |
| 2021 | +20.81% | -30.10% |
| 2020 | +6.91% | +199.41% |
| 2019 | +20.90% | +60.55% |
| 2018 | -11.01% | -15.63% |
| 2017 | +18.05% | +37.24% |
| 2016 | +11.69% | -20.62% |
| 2015 | -1.07% | -9.63% |
| 2014 | +14.62% | -19.01% |
| 2013 | +31.34% | +51.09% |
| 2012 | +17.49% | -21.57% |
| 2011 | -6.87% | -51.99% |
| 2010 | +29.92% | -8.46% |
| 2009 | +51.89% | +21.29% |
| 2008 | -48.98% | -68.62% |
| 2007 | -4.79% | +60.80% |
| 2006 | -0.98% | +4.84% |
| 2005 | +11.54% | +3.72% |
| 2004 | +27.27% | N/A |
| 2003 | +19.56% | N/A |
| 2002 | -6.69% | N/A |
| 2001 | +26.33% | N/A |
| 2000 | +27.08% | N/A |
| 1999 | +0.79% | N/A |
SOR vs PBW Drawdown Comparison
The maximum drawdown for SOR was -65.48%, occurring on Nov 21, 2008. Recovery took 1230 trading sessions.
The maximum drawdown for PBW was -89.01%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current SOR drawdown is -2.38%. The current PBW drawdown is -72.68%.
| Rank | SOR | PBW |
|---|---|---|
| #1 | -65.48% May 11, 2006 - Mar 30, 2011 | -89.01% Feb 9, 2021 - Apr 8, 2025 |
| #2 | -39.11% Feb 13, 2020 - Nov 24, 2020 | -87.57% Dec 26, 2007 - Feb 8, 2021 |
| #3 | -38.76% May 13, 2002 - Jan 16, 2004 | -31.10% May 8, 2006 - Oct 10, 2007 |
| #4 | -30.78% Jul 7, 2011 - Jan 2, 2013 | -18.89% Mar 7, 2005 - Jul 26, 2005 |
| #5 | -19.01% Aug 22, 2001 - Nov 19, 2001 | -17.63% Sep 12, 2005 - Jan 19, 2006 |
| #6 | -18.01% Jan 26, 2018 - Oct 28, 2019 | -14.44% Nov 8, 2007 - Dec 10, 2007 |
| #7 | -17.47% Jan 3, 2022 - Nov 14, 2023 | -8.26% Feb 27, 2006 - Mar 29, 2006 |
| #8 | -13.41% Jun 23, 2015 - Apr 13, 2016 | -5.03% Aug 3, 2005 - Aug 29, 2005 |
| #9 | -13.16% Jul 1, 2014 - Nov 12, 2014 | -4.98% Apr 24, 2006 - May 5, 2006 |
| #10 | -11.23% Nov 22, 1999 - May 17, 2000 | -4.64% Dec 14, 2007 - Dec 19, 2007 |
| #11 | -9.47% Feb 5, 2001 - May 3, 2001 | -4.20% Jan 31, 2006 - Feb 24, 2006 |
| #12 | -9.41% Mar 19, 2004 - Jun 29, 2004 | -4.02% Oct 31, 2007 - Nov 6, 2007 |
| #13 | -9.37% Apr 5, 2011 - Jul 1, 2011 | -3.92% Oct 18, 2007 - Oct 26, 2007 |
| #14 | -9.18% Feb 20, 2026 - Mar 27, 2026 | -3.13% Dec 10, 2007 - Dec 13, 2007 |
| #15 | -8.30% Dec 31, 2004 - Mar 14, 2005 | -2.34% Jan 24, 2006 - Jan 26, 2006 |
Correlation
Correlation between SOR and PBW is -0.23 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2000 - 2026)
SOR vs PBW dividend yield comparison.
| Year | SOR | PBW |
|---|---|---|
| 2026 | 3.56% | 0.82% |
| 2025 | 5.46% | 0.79% |
| 2024 | 11.86% | 2.84% |
| 2023 | 7.22% | 3.68% |
| 2022 | 5.74% | 4.21% |
| 2021 | 11.09% | 1.71% |
| 2020 | 4.11% | 0.44% |
| 2019 | 2.58% | 1.45% |
| 2018 | 12.90% | 2.04% |
| 2017 | 4.24% | 0.34% |
| 2016 | 98.00% | 0.54% |
| 2015 | 6.04% | 0.31% |
| 2014 | 5.88% | 0.59% |
| 2013 | 4.47% | 0.44% |
| 2012 | 6.64% | 0.79% |
| 2011 | 6.38% | 0.47% |
| 2010 | 4.52% | 0.00% |
| 2009 | 4.66% | 0.00% |
| 2008 | 12.37% | 0.00% |
| 2007 | 6.72% | 0.00% |
| 2006 | 7.01% | 0.05% |
| 2005 | 7.42% | 0.00% |
| 2004 | 5.59% | 0.00% |
| 2003 | 5.89% | 0.00% |
| 2002 | 8.70% | 0.00% |
| 2001 | 7.54% | 0.00% |
| 2000 | 14.35% | 0.00% |
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