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Upturn AI SWOT - About
Invesco Dynamic Biotechnology & Genome ETF (PBE)
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Upturn Advisory Summary
08/14/2025: PBE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -12.22% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.76 | 52 Weeks Range 54.41 - 72.65 | Updated Date 06/29/2025 |
52 Weeks Range 54.41 - 72.65 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco Dynamic Biotechnology & Genome ETF
ETF Overview
Overview
The Invesco Dynamic Biotechnology & Genome ETF (PBE) seeks to provide investment results corresponding to the price and yield of the Dynamic Biotechnology & Genome Intellidex Index. It invests primarily in US biotechnology and genome companies.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing ETFs.
Management Expertise
Invesco has a dedicated team of portfolio managers and analysts with expertise in biotechnology, genomics, and quantitative investing.
Investment Objective
Goal
The ETF aims to track the performance of the Dynamic Biotechnology & Genome Intellidex Index.
Investment Approach and Strategy
Strategy: The ETF employs a quantitative and rules-based approach to select and weight companies within the biotechnology and genome sectors.
Composition The ETF primarily holds stocks of US-based companies involved in biotechnology, genome research, and development.
Market Position
Market Share: PBE's market share in the biotech/genome ETF sector is moderate, representing a portion of the total AUM invested in similar funds.
Total Net Assets (AUM): 231156287.35
Competitors
Key Competitors
- ARK Genomic Revolution ETF (ARKG)
- iShares Biotechnology ETF (IBB)
- SPDR S&P Biotech ETF (XBI)
Competitive Landscape
The biotech/genome ETF market is competitive. PBE distinguishes itself with its Intellidex methodology, which uses a quantitative approach. ARKG is actively managed, IBB tracks a broad market-cap weighted index, and XBI tracks an equal-weighted index, offering different exposures and risk/return profiles.
Financial Performance
Historical Performance: Historical performance data can be obtained from financial data providers. (Past performance is not indicative of future results.)
Benchmark Comparison: Comparison to the Dynamic Biotechnology & Genome Intellidex Index would reveal tracking effectiveness.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
PBE's average daily trading volume generally reflects moderate liquidity.
Bid-Ask Spread
The typical bid-ask spread for PBE is tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
The biotechnology and genome sectors are influenced by factors like regulatory approvals, technological advancements, and healthcare spending trends.
Growth Trajectory
PBE's growth is dependent on the overall performance and investor interest in the biotechnology and genome sectors. Changes to strategy will be reported in the prospectus.
Moat and Competitive Advantages
Competitive Edge
PBE's advantage lies in its Dynamic Intellidex methodology, which uses a systematic and quantitative approach to select and weight holdings. This aims to identify companies with the highest growth potential within the biotechnology and genome sectors. This approach differs from traditional market-cap weighting or equal-weighting strategies. This methodology may potentially lead to outperformance during specific market cycles.
Risk Analysis
Volatility
The biotechnology and genome sectors are typically characterized by higher volatility due to regulatory risks, clinical trial outcomes, and competitive pressures.
Market Risk
PBE is subject to market risk, particularly related to the biotechnology and genome sectors, as well as regulatory and technological risks specific to these industries.
Investor Profile
Ideal Investor Profile
PBE is suited for investors seeking exposure to the biotechnology and genome sectors and are comfortable with potentially higher volatility.
Market Risk
PBE is suitable for long-term growth investors who have a higher risk tolerance and understand the dynamics of the biotech and genomics industries.
Summary
The Invesco Dynamic Biotechnology & Genome ETF (PBE) offers targeted exposure to the biotechnology and genome sectors through its Intellidex methodology. The ETF utilizes a quantitative approach to select high-growth companies. Its performance is influenced by regulatory developments, sector-specific news, and market sentiment. Investors should consider the higher volatility associated with these sectors and their risk tolerance before investing. PBE is ideal for long term growth oriented investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data may vary depending on the source and calculation methodology.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco Dynamic Biotechnology & Genome ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.S. biotechnology and genome companies. These companies are engaged principally in the research, development, manufacture and marketing and distribution of various biotechnological products, services and processes, etc. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.