YEAR vs PWV

Comparison between AB ULTRA SHORT INCOME ETF (YEAR, ETF) and INVESCO LARGE CAP VALUE ETF (PWV, ETF).

YEAR vs PWV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	YEAR(ETF)	PWV(ETF)
Net Assets	$1.50B	$1.50B
Expense Ratio	0.25%	0.55%
Max Drawdown	1.20%	50.70%
Sharpe Ratio	0.48	2.09
5Y Beta	0.00	0.64
P/E Ratio	N/A	16.19
Forward P/E	N/A	13.39
PEG Ratio	N/A	0.28
5Y Dividends CAGR	N/A	7.51%
5Y EPS CAGR	N/A	10.49%
Debt to Equity	N/A	57.25%
P/S Ratio	N/A	1.39
P/B Ratio	N/A	2.27

Net Assets

YEAR

$1.50B

PWV

$1.50B

Expense Ratio

Winner

YEAR

0.25%

PWV

0.55%

Max Drawdown

Winner

YEAR

1.20%

PWV

50.70%

Sharpe Ratio

YEAR

0.48

Winner

PWV

2.09

5Y Beta

Winner

YEAR

0.00

PWV

0.64

P/E Ratio

YEAR

N/A

PWV

16.19

Forward P/E

YEAR

N/A

PWV

13.39

PEG Ratio

YEAR

N/A

PWV

0.28

5Y Dividends CAGR

YEAR

N/A

PWV

7.51%

5Y EPS CAGR

YEAR

N/A

PWV

10.49%

Debt to Equity

YEAR

N/A

PWV

57.25%

P/S Ratio

YEAR

N/A

PWV

1.39

P/B Ratio

YEAR

N/A

PWV

2.27

YEAR vs PWV - Historical Returns

Returns include dividend reinvestment.

Period	YEAR	PWV
1 month	+0.29%	+1.84%
3 months	+0.66%	+3.18%
6 months	+1.57%	+10.37%
1 year	+4.03%	+23.89%
5 years(CAGR)	N/A	+12.40%
10 years(CAGR)	N/A	+11.79%
Max(CAGR)	+4.95%	+10.10%

YEAR

+0.29%

Winner

PWV

+1.84%

YEAR

+0.66%

Winner

PWV

+3.18%

YEAR

+1.57%

Winner

PWV

+10.37%

YEAR

+4.03%

Winner

PWV

+23.89%

5Y(CAGR)

YEAR

N/A

PWV

+12.40%

10Y(CAGR)

YEAR

N/A

PWV

+11.79%

Max(CAGR)

YEAR

+4.95%

Winner

PWV

+10.10%

YEAR vs PWV - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	YEAR	PWV
2026	+1.01%	+8.78%
2025	+4.65%	+19.47%
2024	+5.45%	+13.95%
2023	+5.87%	+10.50%
2022	+1.10%	-1.98%
2021	N/A	+30.66%
2020	N/A	-4.55%
2019	N/A	+29.16%
2018	N/A	-14.36%
2017	N/A	+16.04%
2016	N/A	+20.43%
2015	N/A	-4.84%
2014	N/A	+13.32%
2013	N/A	+29.72%
2012	N/A	+14.97%
2011	N/A	+5.30%
2010	N/A	+12.02%
2009	N/A	+15.26%
2008	N/A	-26.06%
2007	N/A	+5.32%
2006	N/A	+22.45%
2005	N/A	+8.65%

YEAR vs PWV Drawdown Comparison

The maximum drawdown for YEAR was -0.61%, occurring on Oct 20, 2022. Recovery took 41 trading sessions.

The maximum drawdown for PWV was -49.06%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.

The current YEAR drawdown is -0.02%. The current PWV drawdown is -1.47%.

Rank	YEAR	PWV
#1	-0.61% Sep 14, 2022 - Nov 10, 2022	-49.06% Oct 9, 2007 - May 6, 2010
#2	-0.55% Mar 13, 2023 - Apr 5, 2023	-45.10% May 6, 2010 - Jul 18, 2013
#3	-0.43% Jan 31, 2024 - Mar 7, 2024	-37.64% Feb 12, 2020 - Feb 23, 2021
#4	-0.42% May 6, 2024 - Jun 3, 2024	-22.24% Jan 26, 2018 - Oct 25, 2019
#5	-0.30% Apr 3, 2025 - Apr 22, 2025	-16.38% Jan 11, 2022 - Jul 31, 2023
#6	-0.28% May 4, 2023 - May 16, 2023	-15.12% May 21, 2015 - Jul 8, 2016
#7	-0.26% Sep 19, 2024 - Nov 4, 2024	-14.32% Nov 29, 2024 - Jun 23, 2025
#8	-0.24% Apr 4, 2024 - Apr 29, 2024	-10.45% Jun 4, 2007 - Oct 5, 2007
#9	-0.23% Feb 27, 2026 - Apr 2, 2026	-9.27% Jul 31, 2023 - Dec 1, 2023
#10	-0.22% Dec 6, 2023 - Dec 14, 2023	-8.72% Sep 19, 2014 - Nov 18, 2014
#11	-0.18% Aug 10, 2023 - Aug 29, 2023	-6.53% Jan 15, 2014 - Mar 6, 2014
#12	-0.18% Jun 18, 2024 - Jun 21, 2024	-6.46% May 5, 2006 - Jul 28, 2006
#13	-0.18% Apr 30, 2025 - May 23, 2025	-6.25% Jun 4, 2021 - Aug 12, 2021
#14	-0.17% Mar 3, 2023 - Mar 10, 2023	-6.24% Feb 15, 2007 - Apr 16, 2007
#15	-0.16% Sep 28, 2023 - Oct 6, 2023	-6.21% Jul 17, 2024 - Aug 23, 2024

Correlation

Correlation between YEAR and PWV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2005 - 2026)

YEAR vs PWV dividend yield comparison.

Year	YEAR	PWV
2026	1.32%	0.47%
2025	4.33%	2.12%
2024	5.16%	2.08%
2023	5.00%	2.16%
2022	1.19%	2.29%
2021	0.00%	1.89%
2020	0.00%	2.66%
2019	0.00%	2.24%
2018	0.00%	2.34%
2017	0.00%	1.55%
2016	0.00%	2.35%
2015	0.00%	2.42%
2014	0.00%	1.93%
2013	0.00%	1.82%
2012	0.00%	2.41%
2011	0.00%	2.21%
2010	0.00%	2.24%
2009	0.00%	2.19%
2008	0.00%	2.81%
2007	0.00%	2.28%
2006	0.00%	1.35%
2005	0.00%	1.28%