PBE vs. ARKG
Compare and contrast key facts about Invesco Dynamic Biotechnology & Genome ETF (PBE) and ARK Genomic Revolution Multi-Sector ETF (ARKG).
PBE and ARKG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PBE is a passively managed fund by Invesco that tracks the performance of the Dynamic Biotech & Genome Intellidex Index (AMEX). It was launched on Jun 23, 2005. ARKG is an actively managed fund by ARK. It was launched on Oct 31, 2014.
Performance
PBE vs. ARKG - Performance Comparison
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PBE vs. ARKG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PBE Invesco Dynamic Biotechnology & Genome ETF | -3.05% | 24.84% | 1.10% | 3.71% | -10.83% | 1.54% | 25.66% | 18.65% | -0.19% | 22.28% |
ARKG ARK Genomic Revolution Multi-Sector ETF | -6.49% | 23.04% | -28.24% | 16.22% | -53.90% | -33.92% | 180.40% | 44.00% | -1.26% | 46.61% |
Returns By Period
In the year-to-date period, PBE achieves a -3.05% return, which is significantly higher than ARKG's -6.49% return. Over the past 10 years, PBE has outperformed ARKG with an annualized return of 7.57%, while ARKG has yielded a comparatively lower 4.95% annualized return.
PBE
- 1D
- 0.48%
- 1M
- -2.08%
- YTD
- -3.05%
- 6M
- 11.75%
- 1Y
- 29.63%
- 3Y*
- 8.69%
- 5Y*
- 1.61%
- 10Y*
- 7.57%
ARKG
- 1D
- 2.54%
- 1M
- -9.43%
- YTD
- -6.49%
- 6M
- -6.10%
- 1Y
- 34.11%
- 3Y*
- -3.42%
- 5Y*
- -21.16%
- 10Y*
- 4.95%
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PBE vs. ARKG - Expense Ratio Comparison
PBE has a 0.59% expense ratio, which is lower than ARKG's 0.75% expense ratio.
Return for Risk
PBE vs. ARKG — Risk / Return Rank
PBE
ARKG
PBE vs. ARKG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Dynamic Biotechnology & Genome ETF (PBE) and ARK Genomic Revolution Multi-Sector ETF (ARKG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PBE | ARKG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 0.77 | +0.55 |
Sortino ratioReturn per unit of downside risk | 1.93 | 1.38 | +0.55 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.16 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 1.11 | +1.18 |
Martin ratioReturn relative to average drawdown | 6.73 | 2.98 | +3.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PBE | ARKG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 0.77 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | -0.47 | +0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.12 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.08 | +0.24 |
Correlation
The correlation between PBE and ARKG is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PBE vs. ARKG - Dividend Comparison
PBE's dividend yield for the trailing twelve months is around 1.09%, while ARKG has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBE Invesco Dynamic Biotechnology & Genome ETF | 1.09% | 1.00% | 0.05% | 0.02% | 0.00% | 0.00% | 0.04% | 0.00% | 0.00% | 0.57% | 0.38% | 1.12% |
ARKG ARK Genomic Revolution Multi-Sector ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.62% | 0.85% | 3.14% | 0.82% | 1.34% | 0.00% | 0.00% |
Drawdowns
PBE vs. ARKG - Drawdown Comparison
The maximum PBE drawdown since its inception was -45.69%, smaller than the maximum ARKG drawdown of -83.59%. Use the drawdown chart below to compare losses from any high point for PBE and ARKG.
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Drawdown Indicators
| PBE | ARKG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.69% | -83.59% | +37.90% |
Max Drawdown (1Y)Largest decline over 1 year | -11.73% | -27.51% | +15.78% |
Max Drawdown (5Y)Largest decline over 5 years | -34.71% | -80.18% | +45.47% |
Max Drawdown (10Y)Largest decline over 10 years | -37.84% | -83.59% | +45.75% |
Current DrawdownCurrent decline from peak | -7.10% | -75.76% | +68.66% |
Average DrawdownAverage peak-to-trough decline | -16.33% | -35.32% | +18.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.99% | 10.24% | -6.25% |
Volatility
PBE vs. ARKG - Volatility Comparison
The current volatility for Invesco Dynamic Biotechnology & Genome ETF (PBE) is 7.35%, while ARK Genomic Revolution Multi-Sector ETF (ARKG) has a volatility of 13.41%. This indicates that PBE experiences smaller price fluctuations and is considered to be less risky than ARKG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PBE | ARKG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.35% | 13.41% | -6.06% |
Volatility (6M)Calculated over the trailing 6-month period | 13.72% | 31.90% | -18.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.69% | 44.84% | -22.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.70% | 45.39% | -22.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.15% | 40.94% | -15.79% |