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PBE
+9.92 · +13.70%
$82.32 · NYSE ARCA

Invesco Dynamic Biotechnology & Genome ETF (PBE) ETF Analysis | Health

Invesco · United States
AUM:$259.3M
#– of – in Health ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 23.3% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.58% — moderate cost. Consider how fees compound over long holding periods.

What is PBE?

The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index was composed of common stocks of U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
PBE delivered 23.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.58%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 48.6% of the ETF — a moderate level of name concentration.
ETF Information
AUM$259.3M
Expense Ratio0.58%
Dividend Yield1.00%
Holdings30
Inception DateJun 2005
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta1.08
CategoryHealth
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+17.6%
1Y
+42.6%
3Y
+58.2%
5Y
+24.8%
OpenBook InsightIf you had invested £10,000 in PBE 5 years ago, it would have grown to £12,478 — a gain of £2,478.

Annual Returns

Calendar year performance

PBE delivered positive returns in 3 of the last 5 calendar years.
YearPBE
2026 YTD+17.1%
2025+23.8%
2024-0.1%
2023+4.6%
2022-11.1%
CAGR 4yr+3.6%
3/5 positive yearsAvg return: +6.9%Worst year: -11.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
18.6%
Low
Momentum
+7.4%
30-day change
Support Level
90.16
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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