DTD vs PKW
Comparison between WISDOMTREE U.S. TOTAL DIVIDEND FUND (DTD, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).
5-Year PerformanceDTD has outperformed PKW, delivering a return of +12.1% compared to +10.5%
DTD vs PKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DTD
$1.60B
PKW
$1.60B
Expense Ratio
Winner
DTD
0.28%
PKW
0.62%
Max Drawdown
DTD
60.19%
Winner
PKW
55.28%
Sharpe Ratio
Winner
DTD
1.79
PKW
0.96
5Y Beta
Winner
DTD
0.67
PKW
0.82
P/E Ratio
DTD
21.86
Winner
PKW
16.85
Forward P/E
DTD
17.34
Winner
PKW
11.33
5Y Dividends CAGR
Winner
DTD
5.15%
PKW
4.77%
5Y EPS CAGR
Winner
DTD
16.82%
PKW
9.74%
Debt to Equity
DTD
N/A
PKW
56.08%
P/S Ratio
DTD
2.49
Winner
PKW
1.18
P/B Ratio
DTD
3.55
Winner
PKW
2.29
DTD vs PKW - Holdings Comparison
DTD and PKW have 79 common holdings. Overlap is 4.16%
DTD's top 25 holdings weight is 38.66%. PKW's top 25 holdings weight is 60.10%.
| Rank | DTD | PKW |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 3.48% | CITIGROUP INC (C) - 5.53% |
| #2 | MICROSOFT CORP (MSFT) - 3.15% | ADOBE INC (ADBE) - 5.15% |
| #3 | JPMORGAN CHASE & CO (JPM) - 2.74% | WELLS FARGO & CO (WFC) - 4.77% |
| #4 | APPLE INC (AAPL) - 2.16% | n/a (JCI) - 4.53% |
| #5 | BROADCOM INC (AVGO) - 2.02% | MARATHON PETROLEUM CORP (MPC) - 3.72% |
| #6 | EXXON MOBIL CORP (XOM) - 1.78% | GENERAL MOTORS CO (GM) - 3.59% |
| #7 | JOHNSON & JOHNSON (JNJ) - 1.68% | HCA HEALTHCARE INC (HCA) - 3.03% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.49% | AFLAC INC (AFL) - 2.71% |
| #9 | CHEVRON CORP (CVX) - 1.49% | EBAY INC (EBAY) - 2.34% |
| #10 | MORGAN STANLEY (MS) - 1.44% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.24% |
| #11 | ALPHABET INC CLASS A (GOOGL) - 1.37% | PAYPAL HOLDINGS INC (PYPL) - 2.16% |
| #12 | ABBVIE INC (ABBV) - 1.37% | ELECTRONIC ARTS INC (EA) - 2.16% |
| #13 | ALPHABET INC CLASS C (GOOG) - 1.27% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.90% |
| #14 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.27% | JABIL INC (JBL) - 1.73% |
| #15 | PROCTER & GAMBLE CO (PG) - 1.19% | THE KROGER CO (KR) - 1.61% |
| #16 | COCA-COLA CO (KO) - 1.16% | D.R. HORTON INC (DHI) - 1.56% |
| #17 | CISCO SYSTEMS INC (CSCO) - 1.15% | FISERV INC (FISV) - 1.56% |
| #18 | MERCK & CO INC (MRK) - 1.12% | IQVIA HOLDINGS INC (IQV) - 1.49% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 1.10% | M&T BANK CORP (MTB) - 1.40% |
| #20 | UNITEDHEALTH GROUP INC (UNH) - 1.10% | TAPESTRY INC (TPR) - 1.33% |
| #21 | ELI LILLY AND CO (LLY) - 1.07% | NRG ENERGY INC (NRG) - 1.27% |
| #22 | VERIZON COMMUNICATIONS INC (VZ) - 1.05% | AERCAP HOLDINGS NV (AER) - 1.23% |
| #23 | BANK OF AMERICA CORP (BAC) - 1.02% | JB HUNT TRANSPORT SERVICES INC (JBHT) - 1.08% |
| #24 | TEXAS INSTRUMENTS INC (TXN) - 1.00% | SYNCHRONY FINANCIAL (SYF) - 1.01% |
| #25 | THE HOME DEPOT INC (HD) - 0.99% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 1.00% |
| Total Holdings | 820 | 228 |
DTD vs PKW - Historical Returns
Returns include dividend reinvestment.
1M
DTD
+0.13%
Winner
PKW
+3.06%
3M
Winner
DTD
+8.31%
PKW
+6.78%
6M
Winner
DTD
+8.94%
PKW
+3.12%
1Y
Winner
DTD
+20.19%
PKW
+16.28%
5Y(CAGR)
Winner
DTD
+12.09%
PKW
+10.49%
10Y(CAGR)
DTD
+12.34%
Winner
PKW
+13.65%
Max(CAGR)
DTD
+9.64%
Winner
PKW
+10.42%
DTD vs PKW - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DTD | PKW |
|---|---|---|
| 2026 | +9.43% | +3.85% |
| 2025 | +14.42% | +17.82% |
| 2024 | +18.30% | +16.80% |
| 2023 | +11.07% | +17.54% |
| 2022 | -4.21% | -10.32% |
| 2021 | +27.75% | +34.49% |
| 2020 | +2.16% | +7.44% |
| 2019 | +28.19% | +33.50% |
| 2018 | -6.73% | -11.24% |
| 2017 | +16.55% | +17.10% |
| 2016 | +18.19% | +14.54% |
| 2015 | -1.38% | -4.08% |
| 2014 | +15.16% | +13.67% |
| 2013 | +24.96% | +42.23% |
| 2012 | +11.95% | +12.86% |
| 2011 | +7.63% | +8.67% |
| 2010 | +14.84% | +16.47% |
| 2009 | +16.64% | +29.66% |
| 2008 | -33.95% | -32.24% |
| 2007 | +1.13% | -1.83% |
| 2006 | +15.50% | -0.20% |
DTD vs PKW Drawdown Comparison
The maximum drawdown for DTD was -58.17%, occurring on Mar 9, 2009. Recovery took 1210 trading sessions.
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The current DTD drawdown is -1.16%.
| Rank | DTD | PKW |
|---|---|---|
| #1 | -58.17% Oct 9, 2007 - Jul 27, 2012 | -54.59% Jun 4, 2007 - Feb 16, 2011 |
| #2 | -37.28% Feb 12, 2020 - Dec 17, 2020 | -40.91% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -17.57% Sep 21, 2018 - Apr 4, 2019 | -23.51% Nov 5, 2021 - Dec 13, 2023 |
| #4 | -16.15% Apr 20, 2022 - Jul 19, 2023 | -21.23% Jan 26, 2018 - Apr 16, 2019 |
| #5 | -14.41% Nov 29, 2024 - Jun 30, 2025 | -20.91% Nov 29, 2024 - Jul 1, 2025 |
| #6 | -12.64% May 18, 2015 - Mar 29, 2016 | -20.18% Feb 24, 2015 - Nov 14, 2016 |
| #7 | -10.39% Jan 26, 2018 - Aug 27, 2018 | -17.67% May 12, 2011 - Jan 18, 2012 |
| #8 | -9.84% Jul 26, 2023 - Dec 13, 2023 | -8.99% May 1, 2012 - Aug 16, 2012 |
| #9 | -9.31% Jul 13, 2007 - Oct 5, 2007 | -8.93% May 3, 2019 - Jul 3, 2019 |
| #10 | -7.09% Oct 18, 2012 - Jan 2, 2013 | -8.49% Sep 18, 2014 - Nov 6, 2014 |
| #11 | -6.35% May 3, 2019 - Jun 20, 2019 | -7.86% Feb 18, 2026 - Apr 17, 2026 |
| #12 | -6.31% Jan 4, 2022 - Mar 29, 2022 | -7.72% Jul 24, 2019 - Oct 24, 2019 |
| #13 | -6.30% Sep 19, 2014 - Oct 31, 2014 | -7.34% Dec 31, 2013 - Feb 26, 2014 |
| #14 | -6.30% Feb 11, 2026 - Apr 17, 2026 | -6.79% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -5.97% May 21, 2013 - Jul 11, 2013 | -6.41% Feb 22, 2007 - Apr 18, 2007 |
Correlation
Correlation between DTD and PKW is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2006 - 2026)
DTD vs PKW dividend yield comparison.
| Year | DTD | PKW |
|---|---|---|
| 2026 | 0.67% | 0.34% |
| 2025 | 1.99% | 0.99% |
| 2024 | 2.07% | 0.86% |
| 2023 | 2.43% | 1.17% |
| 2022 | 2.62% | 1.22% |
| 2021 | 2.04% | 0.72% |
| 2020 | 2.73% | 1.48% |
| 2019 | 2.50% | 1.30% |
| 2018 | 2.93% | 1.30% |
| 2017 | 2.36% | 0.65% |
| 2016 | 2.66% | 1.59% |
| 2015 | 2.81% | 1.14% |
| 2014 | 2.42% | 1.03% |
| 2013 | 2.38% | 0.62% |
| 2012 | 3.07% | 1.25% |
| 2011 | 2.81% | 0.85% |
| 2010 | 2.87% | 0.30% |
| 2009 | 2.76% | 1.29% |
| 2008 | 4.60% | 1.58% |
| 2007 | 2.77% | 0.27% |
| 2006 | 1.04% | 0.00% |
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