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SUB vs PBUS

Comparison between ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (SUB, ETF) and INVESCO MSCI USA ETF (PBUS, ETF).

5-Year PerformancePBUS has outperformed SUB, delivering a return of +13.0% compared to +1.5%

SUB vs PBUS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SUB
$11B
Winner
PBUS
$11B
Expense Ratio
SUB
0.07%
Winner
PBUS
0.04%
Max Drawdown
Winner
SUB
11.72%
PBUS
33.60%
Sharpe Ratio
SUB
-0.65
Winner
PBUS
1.61
5Y Beta
Winner
SUB
0.01
PBUS
0.99
P/E Ratio
SUB
N/A
PBUS
29.36
Forward P/E
SUB
N/A
PBUS
21.90
5Y Dividends CAGR
Winner
SUB
19.04%
PBUS
7.55%
5Y EPS CAGR
SUB
N/A
PBUS
26.16%
Debt to Equity
SUB
N/A
PBUS
34.78%
P/S Ratio
SUB
N/A
PBUS
3.80
P/B Ratio
SUB
N/A
PBUS
5.70

SUB vs PBUS - Historical Returns

Returns include dividend reinvestment.

1M
SUB
+0.29%
Winner
PBUS
+0.42%
3M
SUB
+0.18%
Winner
PBUS
+9.39%
6M
SUB
+1.21%
Winner
PBUS
+8.53%
1Y
SUB
+3.08%
Winner
PBUS
+24.36%
5Y(CAGR)
SUB
+1.45%
Winner
PBUS
+13.01%
10Y(CAGR)
SUB
+1.49%
Winner
PBUS
+15.03%
Max(CAGR)
SUB
+1.59%
Winner
PBUS
+15.03%

SUB vs PBUS - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearSUBPBUS
2026+0.80%+8.37%
2025+3.55%+17.87%
2024+2.26%+25.98%
2023+2.83%+27.76%
2022-2.02%-19.92%
2021+0.17%+28.64%
2020+2.58%+20.46%
2019+3.00%+30.96%
2018+1.88%-4.76%
2017+0.83%+7.13%
2016+0.01%N/A
2015+0.71%N/A
2014+0.54%N/A
2013+0.77%N/A
2012+0.41%N/A
2011+3.85%N/A
2010+0.55%N/A
2009+4.28%N/A
2008+1.68%N/A

SUB vs PBUS Drawdown Comparison

The maximum drawdown for SUB was -9.46%, occurring on Mar 19, 2020. Recovery took 51 trading sessions.

The maximum drawdown for PBUS was -33.15%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.

The current SUB drawdown is -0.07%. The current PBUS drawdown is -2.61%.

RankSUBPBUS
#1-9.46%
Mar 6, 2020 - May 19, 2020
-33.15%
Feb 19, 2020 - Aug 5, 2020
#2-6.40%
Jan 16, 2009 - Sep 12, 2011
-25.41%
Dec 27, 2021 - Dec 13, 2023
#3-4.92%
Jan 13, 2009 - Jan 16, 2009
-19.07%
Feb 19, 2025 - Jun 26, 2025
#4-4.35%
Jul 22, 2021 - Dec 13, 2023
-18.93%
Sep 26, 2018 - Apr 5, 2019
#5-2.43%
Mar 1, 2013 - Oct 24, 2013
-10.09%
Jan 23, 2018 - Aug 16, 2018
#6-1.71%
Aug 24, 2016 - May 23, 2017
-9.67%
Sep 2, 2020 - Nov 13, 2020
#7-1.46%
Jan 17, 2012 - Mar 1, 2013
-9.03%
Jan 12, 2026 - Apr 15, 2026
#8-1.25%
Sep 7, 2017 - Nov 29, 2018
-8.48%
Jul 16, 2024 - Sep 19, 2024
#9-1.23%
Apr 4, 2025 - May 29, 2025
-7.31%
Apr 29, 2019 - Jun 24, 2019
#10-0.92%
Oct 2, 2024 - Jan 27, 2025
-6.28%
Jul 26, 2019 - Oct 28, 2019
#11-0.87%
Jan 30, 2015 - Oct 2, 2015
-5.48%
Mar 28, 2024 - May 14, 2024
#12-0.80%
Feb 23, 2026 - Mar 24, 2026
-5.41%
Sep 3, 2021 - Oct 20, 2021
#13-0.77%
Aug 15, 2019 - Nov 27, 2019
-5.28%
Feb 12, 2021 - Mar 15, 2021
#14-0.75%
Sep 12, 2011 - Dec 2, 2011
-5.26%
Oct 29, 2025 - Dec 11, 2025
#15-0.68%
Dec 27, 2023 - May 8, 2024
-4.57%
Nov 18, 2021 - Dec 23, 2021

Correlation

Correlation between SUB and PBUS is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2008 - 2026)

SUB vs PBUS dividend yield comparison.

YearSUBPBUS
20261.06%0.28%
20252.42%1.05%
20242.10%1.20%
20231.73%1.36%
20220.86%1.71%
20210.72%0.98%
20201.23%1.35%
20191.58%1.53%
20181.32%2.33%
20170.95%0.50%
20160.75%0.00%
20150.77%0.00%
20140.76%0.00%
20130.84%0.00%
20120.99%0.00%
20111.27%0.00%
20101.28%0.00%
20091.44%0.00%
20080.33%0.00%

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