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PBE vs. TRUH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PBE vs. TRUH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Dynamic Biotechnology & Genome ETF (PBE) and VanEck Healthcare TruSector ETF (TRUH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


PBE

1D
-1.64%
1M
-2.64%
6M
10.64%
YTD
10.26%
1Y
39.36%
3Y*
13.77%
5Y*
3.98%
10Y*
8.19%
ALL TIME*
9.16%

TRUH

1D
-0.52%
1M
-0.28%
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$494.21K$657.50K$547.45K
$23.58K$32.63K$24.16K

PBE vs. TRUH - Yearly Performance Comparison


Correlation

The correlation between PBE and TRUH is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (All Time)
Calculated using the full available price history since Apr 2, 2026

0.70

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Return for Risk

PBE vs. TRUH — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

PBE
PBE Risk / Return Rank: 8585
Overall Rank
PBE Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
PBE Sortino Ratio Rank: 8989
Sortino Ratio Rank
PBE Omega Ratio Rank: 8484
Omega Ratio Rank
PBE Calmar Ratio Rank: 8787
Calmar Ratio Rank
PBE Martin Ratio Rank: 7676
Martin Ratio Rank

TRUH

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

PBE vs. TRUH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Dynamic Biotechnology & Genome ETF (PBE) and VanEck Healthcare TruSector ETF (TRUH). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PBETRUHDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.36

Calmar ratioReturn relative to maximum drawdown

3.42

Martin ratioReturn relative to average drawdown

9.57

PBE vs. TRUH - Sharpe Ratio Comparison


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Drawdowns

PBE vs. TRUH - Drawdown Comparison

The maximum PBE drawdown since its inception was -45.69%, which is greater than TRUH's maximum drawdown of -4.51%. Use the drawdown chart below to compare losses from any high point for PBE and TRUH.


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Drawdown Indicators


PBETRUHDifference

Max Drawdown

Largest peak-to-trough decline

-45.69%

-4.51%

-41.18%

Max Drawdown (1Y)

Largest decline over 1 year

-11.73%

Max Drawdown (3Y)

Largest decline over 3 years

-22.43%

Max Drawdown (5Y)

Largest decline over 5 years

-34.71%

Max Drawdown (10Y)

Largest decline over 10 years

-37.84%

Current Drawdown

Current decline from peak

-3.83%

-2.75%

-1.08%

Average Drawdown

Average peak-to-trough decline

-16.13%

-1.64%

-14.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.18%

Volatility

PBE vs. TRUH - Volatility Comparison


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Volatility by Period


PBETRUHDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.60%

Volatility (6M)

Calculated over the trailing 6-month period

13.56%

Volatility (1Y)

Calculated over the trailing 1-year period

18.83%

17.62%

+1.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.50%

17.62%

+4.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.73%

17.62%

+7.11%

PBE vs. TRUH - Expense Ratio Comparison

PBE has a 0.59% expense ratio, which is higher than TRUH's 0.10% expense ratio.


Dividends

PBE vs. TRUH - Dividend Comparison

PBE's dividend yield for the trailing twelve months is around 1.73%, more than TRUH's 0.30% yield.


PositionTTM20252024202320222021202020192018201720162015
PBE
Invesco Dynamic Biotechnology & Genome ETF
1.73%1.00%0.05%0.02%0.00%0.00%0.04%0.00%0.00%0.57%0.38%1.12%
TRUH
VanEck Healthcare TruSector ETF
0.30%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


PBE and TRUH have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, TRUH is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TRUH is cheaper with a 0.10% expense ratio, compared with 0.59% for PBE.

PBE has the higher dividend yield at 1.73%, compared with 0.30% for TRUH.

They also come from different issuers: Invesco and VanEck. Their fees differ too: 0.59% for PBE and 0.10% for TRUH.

Portfolio Optimizer

Find the right allocation for PBE and TRUH

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