BAFE vs PKW
Comparison between BROWN ADVISORY FLEXIBLE EQUITY ETF (BAFE, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).
BAFE vs PKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BAFE
$1.60B
PKW
$1.60B
Expense Ratio
Winner
BAFE
0.54%
PKW
0.62%
Max Drawdown
Winner
BAFE
18.37%
PKW
55.28%
Sharpe Ratio
BAFE
0.69
Winner
PKW
0.96
5Y Beta
BAFE
0.95
Winner
PKW
0.82
P/E Ratio
BAFE
25.88
Winner
PKW
16.85
Forward P/E
BAFE
21.06
Winner
PKW
11.33
PEG Ratio
BAFE
0.78
PKW
N/A
5Y Dividends CAGR
BAFE
N/A
PKW
4.77%
5Y EPS CAGR
Winner
BAFE
23.15%
PKW
9.74%
Debt to Equity
BAFE
N/A
PKW
56.08%
P/S Ratio
BAFE
2.30
Winner
PKW
1.18
P/B Ratio
BAFE
4.56
Winner
PKW
2.29
BAFE vs PKW - Holdings Comparison
BAFE and PKW have 4 common holdings. Overlap is 3.89%
BAFE's top 25 holdings weight is 75.86%. PKW's top 25 holdings weight is 60.10%.
| Rank | BAFE | PKW |
|---|---|---|
| #1 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 6.43% | CITIGROUP INC (C) - 5.53% |
| #2 | MICROSOFT CORP (MSFT) - 5.31% | ADOBE INC (ADBE) - 5.15% |
| #3 | AMAZON.COM INC (AMZN) - 4.48% | WELLS FARGO & CO (WFC) - 4.77% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.16% | n/a (JCI) - 4.53% |
| #5 | ALPHABET INC CLASS C (GOOG) - 3.98% | MARATHON PETROLEUM CORP (MPC) - 3.72% |
| #6 | VISA INC CLASS A (V) - 3.91% | GENERAL MOTORS CO (GM) - 3.59% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.83% | HCA HEALTHCARE INC (HCA) - 3.03% |
| #8 | MASTERCARD INC CLASS A (MA) - 3.45% | AFLAC INC (AFL) - 2.71% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.29% | EBAY INC (EBAY) - 2.34% |
| #10 | UNITEDHEALTH GROUP INC (UNH) - 3.27% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.24% |
| #11 | KKR & CO INC ORDINARY SHARES (KKR) - 3.11% | PAYPAL HOLDINGS INC (PYPL) - 2.16% |
| #12 | UNITED RENTALS INC (URI) - 2.98% | ELECTRONIC ARTS INC (EA) - 2.16% |
| #13 | NVIDIA CORP (NVDA) - 2.68% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.90% |
| #14 | SUNCOR ENERGY INC (SU) - 2.59% | JABIL INC (JBL) - 1.73% |
| #15 | KLA CORP (KLAC) - 2.49% | THE KROGER CO (KR) - 1.61% |
| #16 | MARVELL TECHNOLOGY INC (MRVL) - 2.42% | D.R. HORTON INC (DHI) - 1.56% |
| #17 | ELEVANCE HEALTH INC (ELV) - 2.21% | FISERV INC (FISV) - 1.56% |
| #18 | ANALOG DEVICES INC (ADI) - 2.05% | IQVIA HOLDINGS INC (IQV) - 1.49% |
| #19 | EDWARDS LIFESCIENCES CORP (EW) - 2.00% | M&T BANK CORP (MTB) - 1.40% |
| #20 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 1.99% | TAPESTRY INC (TPR) - 1.33% |
| #21 | CHARLES SCHWAB CORP (SCHW) - 1.93% | NRG ENERGY INC (NRG) - 1.27% |
| #22 | CASH (n/a) - 1.92% | AERCAP HOLDINGS NV (AER) - 1.23% |
| #23 | AMER SPORTS INC (AS) - 1.87% | JB HUNT TRANSPORT SERVICES INC (JBHT) - 1.08% |
| #24 | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 1.76% | SYNCHRONY FINANCIAL (SYF) - 1.01% |
| #25 | BOOKING HOLDINGS INC (BKNG) - 1.75% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 1.00% |
| Total Holdings | 45 | 228 |
BAFE vs PKW - Historical Returns
Returns include dividend reinvestment.
1M
BAFE
+0.22%
Winner
PKW
+2.07%
3M
Winner
BAFE
+11.34%
PKW
+6.04%
6M
Winner
BAFE
+3.47%
PKW
+2.72%
1Y
BAFE
+11.98%
Winner
PKW
+16.22%
5Y(CAGR)
BAFE
N/A
PKW
+10.43%
10Y(CAGR)
BAFE
N/A
PKW
+13.03%
Max(CAGR)
BAFE
+8.40%
Winner
PKW
+10.37%
BAFE vs PKW - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | BAFE | PKW |
|---|---|---|
| 2026 | +3.87% | +2.86% |
| 2025 | +9.82% | +17.82% |
| 2024 | -0.51% | +16.80% |
| 2023 | N/A | +17.54% |
| 2022 | N/A | -10.32% |
| 2021 | N/A | +34.49% |
| 2020 | N/A | +7.44% |
| 2019 | N/A | +33.50% |
| 2018 | N/A | -11.24% |
| 2017 | N/A | +17.10% |
| 2016 | N/A | +14.54% |
| 2015 | N/A | -4.08% |
| 2014 | N/A | +13.67% |
| 2013 | N/A | +42.23% |
| 2012 | N/A | +12.86% |
| 2011 | N/A | +8.67% |
| 2010 | N/A | +16.47% |
| 2009 | N/A | +29.66% |
| 2008 | N/A | -32.24% |
| 2007 | N/A | -1.83% |
| 2006 | N/A | -0.20% |
BAFE vs PKW Drawdown Comparison
The maximum drawdown for BAFE was -18.37%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The current BAFE drawdown is -2.70%. The current PKW drawdown is -0.87%.
| Rank | BAFE | PKW |
|---|---|---|
| #1 | -18.37% Jan 30, 2025 - Jul 3, 2025 | -54.59% Jun 4, 2007 - Feb 16, 2011 |
| #2 | -12.73% Jan 9, 2026 - Apr 27, 2026 | -40.91% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -6.15% Oct 27, 2025 - Dec 11, 2025 | -23.51% Nov 5, 2021 - Dec 13, 2023 |
| #4 | -4.39% Dec 4, 2024 - Jan 23, 2025 | -21.23% Jan 26, 2018 - Apr 16, 2019 |
| #5 | -3.88% Sep 19, 2025 - Oct 27, 2025 | -20.91% Nov 29, 2024 - Jul 1, 2025 |
| #6 | -3.77% Jul 25, 2025 - Aug 28, 2025 | -20.18% Feb 24, 2015 - Nov 14, 2016 |
| #7 | -3.01% Jun 4, 2026 - Jun 10, 2026 | -17.67% May 12, 2011 - Jan 18, 2012 |
| #8 | -2.38% Dec 11, 2025 - Dec 24, 2025 | -8.99% May 1, 2012 - Aug 16, 2012 |
| #9 | -1.72% Jul 3, 2025 - Jul 24, 2025 | -8.93% May 3, 2019 - Jul 3, 2019 |
| #10 | -1.69% May 6, 2026 - May 27, 2026 | -8.49% Sep 18, 2014 - Nov 6, 2014 |
| #11 | -1.11% Aug 28, 2025 - Sep 4, 2025 | -7.86% Feb 18, 2026 - Apr 17, 2026 |
| #12 | -0.99% Dec 26, 2025 - Jan 5, 2026 | -7.72% Jul 24, 2019 - Oct 24, 2019 |
| #13 | -0.62% Jan 6, 2026 - Jan 9, 2026 | -7.34% Dec 31, 2013 - Feb 26, 2014 |
| #14 | -0.56% Apr 27, 2026 - Apr 30, 2026 | -6.79% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -0.55% Sep 9, 2025 - Sep 11, 2025 | -6.41% Feb 22, 2007 - Apr 18, 2007 |
Correlation
Correlation between BAFE and PKW is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2007 - 2026)
BAFE vs PKW dividend yield comparison.
| Year | BAFE | PKW |
|---|---|---|
| 2026 | 0.00% | 0.34% |
| 2025 | 0.30% | 0.99% |
| 2024 | 0.06% | 0.86% |
| 2023 | 0.00% | 1.17% |
| 2022 | 0.00% | 1.22% |
| 2021 | 0.00% | 0.72% |
| 2020 | 0.00% | 1.48% |
| 2019 | 0.00% | 1.30% |
| 2018 | 0.00% | 1.30% |
| 2017 | 0.00% | 0.65% |
| 2016 | 0.00% | 1.59% |
| 2015 | 0.00% | 1.14% |
| 2014 | 0.00% | 1.03% |
| 2013 | 0.00% | 0.62% |
| 2012 | 0.00% | 1.25% |
| 2011 | 0.00% | 0.85% |
| 2010 | 0.00% | 0.30% |
| 2009 | 0.00% | 1.29% |
| 2008 | 0.00% | 1.58% |
| 2007 | 0.00% | 0.27% |
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