DFAR vs PKW

Comparison between DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).

DFAR vs PKW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFAR(ETF)	PKW(ETF)
Net Assets	$1.70B	$1.70B
Expense Ratio	0.19%	0.62%
Max Drawdown	34.66%	55.28%
Sharpe Ratio	0.93	1.17
5Y Beta	0.44	0.82
P/E Ratio	37.16	17.27
Forward P/E	35.54	12.16
5Y Dividends CAGR	N/A	4.77%
5Y EPS CAGR	8.26%	12.16%
Debt to Equity	44.77%	26.96%
P/S Ratio	7.43	1.26
P/B Ratio	2.66	2.41

Net Assets

DFAR

$1.70B

PKW

$1.70B

Expense Ratio

Winner

DFAR

0.19%

PKW

0.62%

Max Drawdown

Winner

DFAR

34.66%

PKW

55.28%

Sharpe Ratio

DFAR

0.93

Winner

PKW

1.17

5Y Beta

Winner

DFAR

0.44

PKW

0.82

P/E Ratio

DFAR

37.16

Winner

PKW

17.27

Forward P/E

DFAR

35.54

Winner

PKW

12.16

5Y Dividends CAGR

DFAR

N/A

PKW

4.77%

5Y EPS CAGR

DFAR

8.26%

Winner

PKW

12.16%

Debt to Equity

DFAR

44.77%

Winner

PKW

26.96%

P/S Ratio

DFAR

7.43

Winner

PKW

1.26

P/B Ratio

DFAR

2.66

Winner

PKW

2.41

DFAR vs PKW - Holdings Comparison

DFAR and PKW have 3 common holdings. Overlap is 0.20%

DFAR's top 25 holdings weight is 70.57%. PKW's top 25 holdings weight is 59.28%.

Rank	DFAR	PKW
#1	WELLTOWER INC (WELL) - 8.09%	CITIGROUP INC (C) - 5.35%
#2	PROLOGIS INC (PLD) - 6.40%	WELLS FARGO & CO (WFC) - 4.98%
#3	EQUINIX INC (EQIX) - 5.06%	n/a (JCI) - 4.36%
#4	SIMON PROPERTY GROUP INC (SPG) - 4.77%	MARATHON PETROLEUM CORP (MPC) - 4.28%
#5	REALTY INCOME CORP (O) - 4.43%	ADOBE INC (ADBE) - 4.11%
#6	DIGITAL REALTY TRUST INC (DLR) - 4.30%	GENERAL MOTORS CO (GM) - 3.46%
#7	AMERICAN TOWER CORP (AMT) - 3.93%	HCA HEALTHCARE INC (HCA) - 2.94%
#8	PUBLIC STORAGE (PSA) - 3.91%	AFLAC INC (AFL) - 2.82%
#9	VENTAS INC (VTR) - 3.34%	PAYPAL HOLDINGS INC (PYPL) - 2.58%
#10	IRON MOUNTAIN INC (IRM) - 2.79%	EBAY INC (EBAY) - 2.29%
#11	CROWN CASTLE INC (CCI) - 2.55%	CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.21%
#12	EXTRA SPACE STORAGE INC (EXR) - 2.37%	ELECTRONIC ARTS INC (EA) - 2.14%
#13	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.19%	AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.93%
#14	AVALONBAY COMMUNITIES INC (AVB) - 2.04%	IQVIA HOLDINGS INC (IQV) - 1.57%
#15	EQUITY RESIDENTIAL (EQR) - 1.82%	M&T BANK CORP (MTB) - 1.55%
#16	ESSEX PROPERTY TRUST INC (ESS) - 1.46%	THE KROGER CO (KR) - 1.45%
#17	SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.46%	D.R. HORTON INC (DHI) - 1.44%
#18	KIMCO REALTY CORP (KIM) - 1.30%	JABIL INC (JBL) - 1.42%
#19	INVITATION HOMES INC (INVH) - 1.29%	FISERV INC (FISV) - 1.33%
#20	MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.26%	AERCAP HOLDINGS NV (AER) - 1.32%
#21	HOST HOTELS & RESORTS INC (HST) - 1.21%	TAPESTRY INC (TPR) - 1.32%
#22	W.P. CAREY INC (WPC) - 1.20%	NRG ENERGY INC (NRG) - 1.28%
#23	HEALTHPEAK PROPERTIES INC (DOC) - 1.16%	JB HUNT TRANSPORT SERVICES INC (JBHT) - 1.10%
#24	SUN COMMUNITIES INC (SUI) - 1.15%	DOLLAR TREE INC (DLTR) - 1.03%
#25	OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.09%	SOUTHWEST AIRLINES CO (LUV) - 1.02%
Total Holdings	125	227

DFAR vs PKW - Historical Returns

Returns include dividend reinvestment.

Period	DFAR	PKW
1 month	+0.46%	+3.41%
3 months	+2.23%	+7.41%
6 months	+10.85%	+6.95%
1 year	+17.74%	+20.16%
5 years(CAGR)	+3.82%	+11.10%
10 years(CAGR)	N/A	+13.44%
Max(CAGR)	+3.82%	+10.69%

DFAR

+0.46%

Winner

PKW

+3.41%

DFAR

+2.23%

Winner

PKW

+7.41%

Winner

DFAR

+10.85%

PKW

+6.95%

DFAR

+17.74%

Winner

PKW

+20.16%

5Y(CAGR)

DFAR

+3.82%

Winner

PKW

+11.10%

10Y(CAGR)

DFAR

N/A

PKW

+13.44%

Max(CAGR)

DFAR

+3.82%

Winner

PKW

+10.69%

DFAR vs PKW - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DFAR	PKW
2026	+16.21%	+10.15%
2025	+2.24%	+17.82%
2024	+4.24%	+16.80%
2023	+11.20%	+17.54%
2022	-14.29%	-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%

DFAR vs PKW Drawdown Comparison

The maximum drawdown for DFAR was -32.25%, occurring on Oct 25, 2023. Recovery took 1000 trading sessions.

The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.

The current DFAR drawdown is -3.39%. The current PKW drawdown is -0.66%.

Rank	DFAR	PKW
#1	-32.25% Apr 20, 2022 - Apr 16, 2026	-54.59% Jun 4, 2007 - Feb 16, 2011
#2	-3.39% Jul 24, 2026 - Aug 6, 2026	-40.91% Jan 17, 2020 - Nov 24, 2020
#3	-3.26% Jun 12, 2026 - Jun 26, 2026	-23.51% Nov 5, 2021 - Dec 13, 2023
#4	-3.24% May 26, 2026 - Jun 9, 2026	-21.23% Jan 26, 2018 - Apr 16, 2019
#5	-2.71% Apr 20, 2026 - May 6, 2026	-20.91% Nov 29, 2024 - Jul 1, 2025
#6	-2.69% May 6, 2026 - May 20, 2026	-20.18% Feb 24, 2015 - Nov 14, 2016
#7	-2.33% Mar 4, 2022 - Mar 17, 2022	-17.67% May 12, 2011 - Jan 18, 2012
#8	-2.17% Jun 26, 2026 - Jul 16, 2026	-8.99% May 1, 2012 - Aug 16, 2012
#9	-2.14% Apr 6, 2022 - Apr 20, 2022	-8.93% May 3, 2019 - Jul 3, 2019
#10	-2.01% Feb 25, 2022 - Mar 3, 2022	-8.49% Sep 18, 2014 - Nov 6, 2014
#11	-1.70% Mar 29, 2022 - Apr 1, 2022	-7.86% Feb 18, 2026 - Apr 17, 2026
#12	-1.49% Mar 18, 2022 - Mar 25, 2022	-7.72% Jul 24, 2019 - Oct 24, 2019
#13	-1.03% Jul 17, 2026 - Jul 24, 2026	-7.34% Dec 31, 2013 - Feb 26, 2014
#14	-1.00% Apr 1, 2022 - Apr 6, 2022	-6.79% Oct 27, 2025 - Dec 11, 2025
#15	N/A	-6.41% Feb 22, 2007 - Apr 18, 2007

Correlation

Correlation between DFAR and PKW is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2007 - 2026)

DFAR vs PKW dividend yield comparison.

Year	DFAR	PKW
2026	0.69%	0.32%
2025	2.97%	0.99%
2024	2.89%	0.86%
2023	3.06%	1.17%
2022	1.69%	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%