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Invesco Dynamic Biotechnology & Genome ETF(PBE)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PBE
10/28/2026: PBE (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Invesco Dynamic Biotechnology & Genome ETF (PBE) offers targeted exposure to the biotechnology and genomics sector through a proprietary, multi-factor quantitative strategy. Its primary strength lies in its systematic approach to picking growth-oriented companies, though this comes with higher volatility and expense ratios compared to standard benchmarks. The fund is best used as a thematic satellite holding within a diversified growth-focused portfolio. Key risks include sector-specific regulatory challenges, clinical trial failures, and interest-rate sensitivity. It is most suitable for investors with a high risk tolerance who prioritize thematic growth over income and have a long-term investment horizon.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The focus on innovative biotech and genomics aligns well with growth-oriented investment goals. |
| Momentum investor | Strong fit while signal remains positive | The fund's methodology incorporates momentum factors, making it attractive when the biotech sector is trending upward. |
| Value investor | Weak fit | The biotech sector is generally characterized by high valuation multiples and speculative growth, often clashing with traditional value investing principles. |
| Dividend/Income investor | Weak fit | Biotechnology companies rarely pay dividends, as they typically reinvest all capital into research and development. |
| Low-risk investor | Weak fit | The high volatility and clinical failure risks inherent in biotech make this unsuitable for low-risk investors. |
Investor Profile
Ideal Investor Profile
The ideal investor for PBE is a growth-focused individual with a high risk tolerance who wants targeted exposure to innovation in the biotech sector and believes in the efficacy of quantitative factor-based investing.
Suitability
Best suited for long-term investors looking to diversify a portfolio with a thematic growth component rather than active traders or income seekers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The biotech sector is prone to sharp price swings based on clinical trial data and regulatory decisions. |
| Market risk | High | General market downturns often disproportionately impact growth-heavy sectors like biotechnology. |
| Concentration | Medium / high | The fund is restricted to a specific industry, limiting diversification across the broader economy. |
| Tracking/expense | Medium | The expense ratio is higher than plain-vanilla index funds, creating a higher hurdle for long-term performance. |
| Liquidity | Medium | Lower trading volume compared to major ETFs can lead to wider execution spreads. |
| Business/sector quality | High | Success in this sector often depends on the binary outcome of regulatory approvals for pharmaceutical products. |
Risk Analysis
Volatility
PBE is inherently volatile, with historical beta consistently above 1.0, reflecting its sensitivity to market sentiment in the innovation sector.
Market Risk
The primary risk is clinical failure and regulatory headwinds, which can cause individual stocks to drop significantly, impacting the overall portfolio value.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Biotechnology and Genomic Equities | 98.5 | The fund holds a diversified basket of biotechnology and genomics firms that are selected based on quantitative growth and quality factors. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small portion of the portfolio is held in cash to manage liquidity and daily transaction requirements. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 40.59% | Avg. Invested days 73 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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