PBUS vs. BLGR

Last updated Jun 4, 2026

PBUS (Invesco PureBeta MSCI USA ETF) and BLGR (Bluemonte Large Cap Growth ETF) are both Large Cap Growth Equities funds. Their correlation of 0.95 suggests significant overlap in exposure. PBUS charges 0.04%/yr vs 0.24%/yr for BLGR.

Performance

PBUS vs. BLGR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco PureBeta MSCI USA ETF (PBUS) and Bluemonte Large Cap Growth ETF (BLGR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with PBUS having a 10.82% return and BLGR slightly lower at 10.51%.

PBUS

• 1D: -0.64%
• 1M: 5.14%
• YTD: 10.82%
• 6M: 10.68%
• 1Y: 27.65%
• 3Y*: 22.61%
• 5Y*: 13.48%
• 10Y*: —

BLGR

• 1D: -0.96%
• 1M: 6.35%
• YTD: 10.51%
• 6M: 10.19%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

PBUS vs. BLGR - Yearly Performance Comparison

	2026 (YTD)	2025
PBUS Invesco PureBeta MSCI USA ETF	10.82%	14.06%
BLGR Bluemonte Large Cap Growth ETF	10.51%	16.11%

Correlation

The correlation between PBUS and BLGR is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 24, 2025	0.95

PBUS vs. BLGR - Sectors Allocation Comparison

Sectors	PBUS	BLGR
Technology	35.4%	48.1%
Financial Services	11.6%	8.2%
Communication Services	11.3%	15.8%
Consumer Cyclical	10.1%	10.7%
Healthcare	8.6%	6.7%
Industrials	8.6%	6.1%
Consumer Defensive	4.8%	1.8%
Energy	3.6%	0.6%
Utilities	2.3%	0.6%
Real Estate	1.9%	0.7%
Basic Materials	1.8%	0.8%

Return for Risk

PBUS vs. BLGR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PBUS

PBUS Risk / Return Rank: 68
PBUS Sharpe Ratio Rank: 70
PBUS Sortino Ratio Rank: 68
PBUS Omega Ratio Rank: 69
PBUS Calmar Ratio Rank: 62
PBUS Martin Ratio Rank: 73

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PBUS vs. BLGR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco PureBeta MSCI USA ETF (PBUS) and Bluemonte Large Cap Growth ETF (BLGR). 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.

	PBUS	BLGR	Difference
Sharpe ratio: Return per unit of total volatility	2.30	—	—
Sortino ratio: Return per unit of downside risk	3.15	—	—
Omega ratio: Gain probability vs. loss probability	1.41	—	—
Calmar ratio: Return relative to maximum drawdown	3.08	—	—
Martin ratio: Return relative to average drawdown	13.93	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	PBUS	BLGR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.30	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.80	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.80	1.96	-1.17

Drawdowns

PBUS vs. BLGR - Drawdown Comparison

The maximum PBUS drawdown since its inception was -33.15%, which is greater than BLGR's maximum drawdown of -14.08%. Use the drawdown chart below to compare losses from any high point for PBUS and BLGR.

Drawdown Indicators

	PBUS	BLGR	Difference
Max Drawdown Largest peak-to-trough decline	-33.15%	-14.08%	-19.07%
Max Drawdown (1Y) Largest decline over 1 year	-9.02%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-19.07%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-25.40%	—	—
Current Drawdown Current decline from peak	-0.64%	-1.23%	+0.59%
Average Drawdown Average peak-to-trough decline	-5.13%	-2.43%	-2.70%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.99%	—	—

Volatility

Volatility by Period

	PBUS	BLGR	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.94%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.13%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	12.06%	15.41%	-3.35%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.05%	15.41%	+1.64%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.33%	15.41%	+3.92%

PBUS vs. BLGR - Expense Ratio Comparison

PBUS has a 0.04% expense ratio, which is lower than BLGR's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

PBUS vs. BLGR - Dividend Comparison

PBUS's dividend yield for the trailing twelve months is around 0.98%, more than BLGR's 0.23% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
BLGR Bluemonte Large Cap Growth ETF	0.23%	0.17%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
PBUS Invesco PureBeta MSCI USA ETF	0.98%	1.05%	1.20%	1.36%	1.71%	0.98%	1.35%	1.53%	2.33%	0.50%

Frequently Asked Questions

Can I hold both PBUS and BLGR in my portfolio?

With a correlation of 0.95, PBUS and BLGR move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, PBUS or BLGR?

On fees, PBUS is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, PBUS or BLGR?

PBUS is cheaper with a 0.04% expense ratio, compared with 0.24% for BLGR.

Which ETF pays a higher dividend yield, PBUS or BLGR?

PBUS has the higher dividend yield at 0.98%, compared with 0.23% for BLGR.

What is the main difference between PBUS and BLGR?

They also come from different issuers: Invesco and Bluemonte. Their fees differ too: 0.04% for PBUS and 0.24% for BLGR.