EPS vs PKW
Comparison between WISDOMTREE U.S. LARGECAP FUND (EPS, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).
5-Year PerformanceEPS has outperformed PKW, delivering a return of +12.8% compared to +10.4%
EPS vs PKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EPS
$1.60B
PKW
$1.60B
Expense Ratio
Winner
EPS
0.08%
PKW
0.62%
Max Drawdown
EPS
55.60%
Winner
PKW
55.28%
Sharpe Ratio
Winner
EPS
1.67
PKW
0.96
5Y Beta
EPS
0.91
Winner
PKW
0.82
P/E Ratio
EPS
23.94
Winner
PKW
16.85
Forward P/E
EPS
18.90
Winner
PKW
11.33
5Y Dividends CAGR
Winner
EPS
8.33%
PKW
4.77%
5Y EPS CAGR
Winner
EPS
24.84%
PKW
9.74%
Debt to Equity
Winner
EPS
35.07%
PKW
56.08%
P/S Ratio
EPS
3.07
Winner
PKW
1.18
P/B Ratio
EPS
4.46
Winner
PKW
2.29
EPS vs PKW - Holdings Comparison
EPS and PKW have 38 common holdings. Overlap is 3.87%
EPS's top 25 holdings weight is 50.87%. PKW's top 25 holdings weight is 60.10%.
| Rank | EPS | PKW |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.29% | CITIGROUP INC (C) - 5.53% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 6.37% | ADOBE INC (ADBE) - 5.15% |
| #3 | AMAZON.COM INC (AMZN) - 5.72% | WELLS FARGO & CO (WFC) - 4.77% |
| #4 | APPLE INC (AAPL) - 5.26% | n/a (JCI) - 4.53% |
| #5 | MICROSOFT CORP (MSFT) - 3.50% | MARATHON PETROLEUM CORP (MPC) - 3.72% |
| #6 | META PLATFORMS INC CLASS A (META) - 2.92% | GENERAL MOTORS CO (GM) - 3.59% |
| #7 | JPMORGAN CHASE & CO (JPM) - 2.14% | HCA HEALTHCARE INC (HCA) - 3.03% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.69% | AFLAC INC (AFL) - 2.71% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.67% | EBAY INC (EBAY) - 2.34% |
| #10 | BROADCOM INC (AVGO) - 1.63% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.24% |
| #11 | EXXON MOBIL CORP (XOM) - 1.26% | PAYPAL HOLDINGS INC (PYPL) - 2.16% |
| #12 | JOHNSON & JOHNSON (JNJ) - 1.17% | ELECTRONIC ARTS INC (EA) - 2.16% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.03% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.90% |
| #14 | ELI LILLY AND CO (LLY) - 0.95% | JABIL INC (JBL) - 1.73% |
| #15 | CISCO SYSTEMS INC (CSCO) - 0.91% | THE KROGER CO (KR) - 1.61% |
| #16 | MERCK & CO INC (MRK) - 0.85% | D.R. HORTON INC (DHI) - 1.56% |
| #17 | UNITEDHEALTH GROUP INC (UNH) - 0.79% | FISERV INC (FISV) - 1.56% |
| #18 | VISA INC CLASS A (V) - 0.78% | IQVIA HOLDINGS INC (IQV) - 1.49% |
| #19 | VERIZON COMMUNICATIONS INC (VZ) - 0.78% | M&T BANK CORP (MTB) - 1.40% |
| #20 | WALMART INC (WMT) - 0.73% | TAPESTRY INC (TPR) - 1.33% |
| #21 | THE GOLDMAN SACHS GROUP INC (GS) - 0.72% | NRG ENERGY INC (NRG) - 1.27% |
| #22 | APPLIED MATERIALS INC (AMAT) - 0.71% | AERCAP HOLDINGS NV (AER) - 1.23% |
| #23 | MORGAN STANLEY (MS) - 0.69% | JB HUNT TRANSPORT SERVICES INC (JBHT) - 1.08% |
| #24 | n/a (DELL) - 0.66% | SYNCHRONY FINANCIAL (SYF) - 1.01% |
| #25 | TESLA INC (TSLA) - 0.65% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 1.00% |
| Total Holdings | 486 | 228 |
EPS vs PKW - Historical Returns
Returns include dividend reinvestment.
1M
EPS
-1.17%
Winner
PKW
+2.07%
3M
Winner
EPS
+12.35%
PKW
+6.04%
6M
Winner
EPS
+8.10%
PKW
+2.72%
1Y
Winner
EPS
+24.96%
PKW
+16.22%
5Y(CAGR)
Winner
EPS
+12.82%
PKW
+10.43%
10Y(CAGR)
Winner
EPS
+15.11%
PKW
+13.03%
Max(CAGR)
Winner
EPS
+12.68%
PKW
+10.37%
EPS vs PKW - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | EPS | PKW |
|---|---|---|
| 2026 | +8.76% | +2.86% |
| 2025 | +17.52% | +17.82% |
| 2024 | +24.38% | +16.80% |
| 2023 | +23.19% | +17.54% |
| 2022 | -16.52% | -10.32% |
| 2021 | +29.19% | +34.49% |
| 2020 | +11.09% | +7.44% |
| 2019 | +32.16% | +33.50% |
| 2018 | -7.91% | -11.24% |
| 2017 | +25.33% | +17.10% |
| 2016 | +20.26% | +14.54% |
| 2015 | +2.89% | -4.08% |
| 2014 | +18.25% | +13.67% |
| 2013 | +34.14% | +42.23% |
| 2012 | +17.83% | +12.86% |
| 2011 | +6.72% | +8.67% |
| 2010 | +15.85% | +16.47% |
| 2009 | +29.05% | +29.66% |
| 2008 | -33.08% | -32.24% |
| 2007 | +5.86% | -1.83% |
| 2006 | N/A | -0.20% |
EPS vs PKW Drawdown Comparison
The maximum drawdown for EPS was -51.96%, occurring on Mar 6, 2009. Recovery took 816 trading sessions.
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The current EPS drawdown is -3.01%. The current PKW drawdown is -0.87%.
| Rank | EPS | PKW |
|---|---|---|
| #1 | -51.96% Oct 10, 2007 - Jan 5, 2011 | -54.59% Jun 4, 2007 - Feb 16, 2011 |
| #2 | -35.79% Feb 12, 2020 - Sep 2, 2020 | -40.91% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -23.56% Jan 4, 2022 - Dec 13, 2023 | -23.51% Nov 5, 2021 - Dec 13, 2023 |
| #4 | -18.98% Sep 20, 2018 - Apr 8, 2019 | -21.23% Jan 26, 2018 - Apr 16, 2019 |
| #5 | -17.65% Feb 19, 2025 - Jun 27, 2025 | -20.91% Nov 29, 2024 - Jul 1, 2025 |
| #6 | -16.33% Jul 7, 2011 - Jan 10, 2012 | -20.18% Feb 24, 2015 - Nov 14, 2016 |
| #7 | -12.83% Jun 23, 2015 - Mar 30, 2016 | -17.67% May 12, 2011 - Jan 18, 2012 |
| #8 | -10.72% Apr 2, 2012 - Aug 16, 2012 | -8.99% May 1, 2012 - Aug 16, 2012 |
| #9 | -10.31% Jul 13, 2007 - Oct 1, 2007 | -8.93% May 3, 2019 - Jul 3, 2019 |
| #10 | -10.19% Jan 26, 2018 - Aug 29, 2018 | -8.49% Sep 18, 2014 - Nov 6, 2014 |
| #11 | -8.98% Sep 2, 2020 - Nov 9, 2020 | -7.86% Feb 18, 2026 - Apr 17, 2026 |
| #12 | -8.39% Feb 2, 2026 - Apr 14, 2026 | -7.72% Jul 24, 2019 - Oct 24, 2019 |
| #13 | -7.84% May 3, 2019 - Jul 1, 2019 | -7.34% Dec 31, 2013 - Feb 26, 2014 |
| #14 | -7.82% Jul 16, 2024 - Aug 30, 2024 | -6.79% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -7.23% Oct 17, 2012 - Jan 2, 2013 | -6.41% Feb 22, 2007 - Apr 18, 2007 |
Correlation
Correlation between EPS and PKW is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2007 - 2026)
EPS vs PKW dividend yield comparison.
| Year | EPS | PKW |
|---|---|---|
| 2026 | 0.26% | 0.34% |
| 2025 | 1.26% | 0.99% |
| 2024 | 1.47% | 0.86% |
| 2023 | 1.73% | 1.17% |
| 2022 | 1.95% | 1.22% |
| 2021 | 1.51% | 0.72% |
| 2020 | 1.85% | 1.48% |
| 2019 | 1.70% | 1.30% |
| 2018 | 2.02% | 1.30% |
| 2017 | 3.87% | 0.65% |
| 2016 | 5.96% | 1.59% |
| 2015 | 6.46% | 1.14% |
| 2014 | 4.97% | 1.03% |
| 2013 | 4.89% | 0.62% |
| 2012 | 6.53% | 1.25% |
| 2011 | 5.85% | 0.85% |
| 2010 | 5.10% | 0.30% |
| 2009 | 5.79% | 1.29% |
| 2008 | 8.17% | 1.58% |
| 2007 | 4.24% | 0.27% |
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