BLUX vs IPKW
Comparison between BLUEMONTE DYNAMIC TOTAL MARKET ETF (BLUX, ETF) and INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF (IPKW, ETF).
BLUX vs IPKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BLUX vs IPKW - Holdings Comparison
BLUX and IPKW have 0 common holdings. Overlap is 0.00%
BLUX's top 25 holdings weight is 99.84%. IPKW's top 25 holdings weight is 73.62%.
| Rank | BLUX | IPKW |
|---|---|---|
| #1 | STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 48.15% | MEITUAN CLASS B (n/a) - 5.75% |
| #2 | VANGUARD RUSSELL 2000 ETF (VTWO) - 31.02% | SHELL PLC (n/a) - 5.44% |
| #3 | ISHARES MORNINGSTAR SMALL-CAP VALUE ETF (ISCV) - 15.39% | MITSUBISHI CORP (n/a) - 5.03% |
| #4 | SCHWAB US SMALL-CAP ETF„¢ (SCHA) - 5.28% | ING GROEP NV (n/a) - 5.02% |
| #5 | N/A | STANDARD CHARTERED PLC (n/a) - 4.82% |
| #6 | N/A | SOCIETE GENERALE SA (n/a) - 4.64% |
| #7 | N/A | NOVARTIS AG REGISTERED SHARES (n/a) - 4.64% |
| #8 | N/A | SHIN-ETSU CHEMICAL CO LTD (n/a) - 3.91% |
| #9 | N/A | EQUINOR ASA (n/a) - 3.04% |
| #10 | N/A | VODAFONE GROUP PLC (n/a) - 2.80% |
| #11 | N/A | ARCELORMITTAL SA NEW REG.SHS EX-ARCELOR (n/a) - 2.72% |
| #12 | N/A | JD.COM INC ORDINARY SHARES CLASS A (n/a) - 2.65% |
| #13 | N/A | HONDA MOTOR CO LTD (n/a) - 2.60% |
| #14 | N/A | AIB GROUP PLC (n/a) - 2.38% |
| #15 | N/A | SOMPO HOLDINGS INC (n/a) - 2.10% |
| #16 | N/A | CANON INC (n/a) - 2.04% |
| #17 | N/A | IMPERIAL BRANDS PLC (n/a) - 2.02% |
| #18 | N/A | GEBERIT AG (n/a) - 1.96% |
| #19 | N/A | SEVEN & I HOLDINGS CO LTD (n/a) - 1.66% |
| #20 | N/A | BANCO DE SABADELL SA (n/a) - 1.62% |
| #21 | N/A | KYOCERA CORP (n/a) - 1.62% |
| #22 | N/A | n/a (n/a) - 1.56% |
| #23 | N/A | JAPAN POST HOLDINGS CO LTD (n/a) - 1.37% |
| #24 | N/A | CGI INC CLASS A (n/a) - 1.17% |
| #25 | N/A | A P MOLLER MAERSK AS CLASS B (n/a) - 1.06% |
| Total Holdings | 4 | 193 |
BLUX vs IPKW - Historical Returns
Returns include dividend reinvestment.
BLUX vs IPKW - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | BLUX | IPKW |
|---|---|---|
| 2026 | +16.25% | +10.66% |
| 2025 | +11.82% | +46.10% |
| 2024 | N/A | +11.33% |
| 2023 | N/A | +15.49% |
| 2022 | N/A | -13.61% |
| 2021 | N/A | +11.57% |
| 2020 | N/A | +15.28% |
| 2019 | N/A | +19.76% |
| 2018 | N/A | -21.98% |
| 2017 | N/A | +33.30% |
| 2016 | N/A | +13.54% |
| 2015 | N/A | +7.30% |
| 2014 | N/A | -0.62% |
BLUX vs IPKW Drawdown Comparison
The maximum drawdown for BLUX was -9.03%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.
The maximum drawdown for IPKW was -47.21%, occurring on Mar 23, 2020. Recovery took 718 trading sessions.
The current BLUX drawdown is -1.49%. The current IPKW drawdown is -1.20%.
| Rank | BLUX | IPKW |
|---|---|---|
| #1 | -9.03% Feb 9, 2026 - Apr 14, 2026 | -47.21% Jan 26, 2018 - Dec 2, 2020 |
| #2 | -6.12% Oct 27, 2025 - Dec 3, 2025 | -33.13% Jun 7, 2021 - May 14, 2024 |
| #3 | -3.55% Oct 6, 2025 - Oct 24, 2025 | -19.10% May 15, 2015 - Apr 19, 2016 |
| #4 | -3.25% Jun 2, 2026 - Jun 15, 2026 | -17.78% Mar 19, 2025 - May 16, 2025 |
| #5 | -3.02% Jul 25, 2025 - Aug 13, 2025 | -13.05% Apr 20, 2016 - Sep 6, 2016 |
| #6 | -2.89% Dec 11, 2025 - Jan 6, 2026 | -12.29% Jul 3, 2014 - Mar 19, 2015 |
| #7 | -2.75% Jan 22, 2026 - Feb 9, 2026 | -9.14% Feb 9, 2026 - May 6, 2026 |
| #8 | -2.65% May 14, 2026 - May 22, 2026 | -8.01% Oct 7, 2024 - Feb 6, 2025 |
| #9 | -2.57% Jul 6, 2026 - Aug 3, 2026 | -7.53% Jul 17, 2024 - Aug 19, 2024 |
| #10 | -1.99% Aug 14, 2026 - Aug 20, 2026 | -6.36% Sep 22, 2016 - Jan 4, 2017 |
| #11 | -1.75% Jan 15, 2026 - Jan 22, 2026 | -5.94% May 6, 2026 - Jul 29, 2026 |
| #12 | -1.69% Jun 15, 2026 - Jun 29, 2026 | -5.62% Nov 12, 2025 - Dec 10, 2025 |
| #13 | -1.66% Aug 13, 2025 - Aug 22, 2025 | -5.08% Mar 6, 2014 - May 12, 2014 |
| #14 | -1.47% Sep 22, 2025 - Oct 2, 2025 | -4.99% Jan 21, 2021 - Feb 8, 2021 |
| #15 | -1.24% Jul 10, 2025 - Jul 22, 2025 | -4.71% May 7, 2021 - May 27, 2021 |
Correlation
Correlation between BLUX and IPKW is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2014 - 2026)
BLUX vs IPKW dividend yield comparison.
| Year | BLUX | IPKW |
|---|---|---|
| 2026 | 0.43% | 1.66% |
| 2025 | 0.73% | 3.55% |
| 2024 | 0.00% | 4.12% |
| 2023 | 0.00% | 2.66% |
| 2022 | 0.00% | 3.77% |
| 2021 | 0.00% | 7.37% |
| 2020 | 0.00% | 1.45% |
| 2019 | 0.00% | 2.41% |
| 2018 | 0.00% | 2.61% |
| 2017 | 0.00% | 0.93% |
| 2016 | 0.00% | 2.82% |
| 2015 | 0.00% | 1.31% |
| 2014 | 0.00% | 1.41% |
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