FENY vs PKW
Comparison between FIDELITY MSCI ENERGY INDEX ETF (FENY, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).
5-Year PerformanceFENY has outperformed PKW, delivering a return of +23.1% compared to +11.1%
FENY vs PKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FENY
$1.70B
PKW
$1.70B
Expense Ratio
Winner
FENY
0.08%
PKW
0.62%
Max Drawdown
FENY
78.93%
Winner
PKW
55.28%
Sharpe Ratio
Winner
FENY
1.54
PKW
1.17
5Y Beta
Winner
FENY
0.52
PKW
0.82
P/E Ratio
Winner
FENY
15.66
PKW
17.27
Forward P/E
FENY
12.95
Winner
PKW
12.16
5Y Dividends CAGR
Winner
FENY
9.68%
PKW
4.77%
5Y EPS CAGR
Winner
FENY
25.10%
PKW
12.16%
Debt to Equity
FENY
N/A
PKW
26.96%
P/S Ratio
FENY
1.40
Winner
PKW
1.26
P/B Ratio
FENY
2.41
Winner
PKW
2.41
FENY vs PKW - Holdings Comparison
FENY and PKW have 10 common holdings. Overlap is 5.32%
FENY's top 25 holdings weight is 86.48%. PKW's top 25 holdings weight is 59.28%.
| Rank | FENY | PKW |
|---|---|---|
| #1 | EXXONMOBIL HOLDINGS CORP (XOM) - 21.74% | CITIGROUP INC (C) - 5.35% |
| #2 | CHEVRON CORP (CVX) - 14.14% | WELLS FARGO & CO (WFC) - 4.98% |
| #3 | CONOCOPHILLIPS (COP) - 5.80% | n/a (JCI) - 4.36% |
| #4 | MARATHON PETROLEUM CORP (MPC) - 3.84% | MARATHON PETROLEUM CORP (MPC) - 4.28% |
| #5 | VALERO ENERGY CORP (VLO) - 3.84% | ADOBE INC (ADBE) - 4.11% |
| #6 | WILLIAMS COMPANIES INC (WMB) - 3.55% | GENERAL MOTORS CO (GM) - 3.46% |
| #7 | PHILLIPS 66 (PSX) - 3.41% | HCA HEALTHCARE INC (HCA) - 2.94% |
| #8 | EOG RESOURCES INC (EOG) - 3.10% | AFLAC INC (AFL) - 2.82% |
| #9 | SLB LTD (SLB) - 2.76% | PAYPAL HOLDINGS INC (PYPL) - 2.58% |
| #10 | KINDER MORGAN INC CLASS P (KMI) - 2.51% | EBAY INC (EBAY) - 2.29% |
| #11 | TARGA RESOURCES CORP (TRGP) - 2.41% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.21% |
| #12 | ONEOK INC (OKE) - 2.30% | ELECTRONIC ARTS INC (EA) - 2.14% |
| #13 | BAKER HUGHES CO CLASS A (BKR) - 2.22% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.93% |
| #14 | CHENIERE ENERGY INC (LNG) - 2.22% | IQVIA HOLDINGS INC (IQV) - 1.57% |
| #15 | DEVON ENERGY CORP (DVN) - 1.99% | M&T BANK CORP (MTB) - 1.55% |
| #16 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.68% | THE KROGER CO (KR) - 1.45% |
| #17 | DIAMONDBACK ENERGY INC (FANG) - 1.51% | D.R. HORTON INC (DHI) - 1.44% |
| #18 | TECHNIPFMC PLC (n/a) - 1.26% | JABIL INC (JBL) - 1.42% |
| #19 | EQT CORP (EQT) - 1.24% | FISERV INC (FISV) - 1.33% |
| #20 | HALLIBURTON CO (HAL) - 1.14% | AERCAP HOLDINGS NV (AER) - 1.32% |
| #21 | TEXAS PACIFIC LAND CORP (TPL) - 1.00% | TAPESTRY INC (TPR) - 1.32% |
| #22 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.86% | NRG ENERGY INC (NRG) - 1.28% |
| #23 | OVINTIV INC (OVV) - 0.71% | JB HUNT TRANSPORT SERVICES INC (JBHT) - 1.10% |
| #24 | HF SINCLAIR CORP (DINO) - 0.63% | DOLLAR TREE INC (DLTR) - 1.03% |
| #25 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.62% | SOUTHWEST AIRLINES CO (LUV) - 1.02% |
| Total Holdings | 104 | 227 |
FENY vs PKW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FENY
+9.34%
PKW
+3.41%
3M
FENY
+1.84%
Winner
PKW
+7.41%
6M
Winner
FENY
+11.05%
PKW
+6.95%
1Y
Winner
FENY
+41.70%
PKW
+20.16%
5Y(CAGR)
Winner
FENY
+23.13%
PKW
+11.10%
10Y(CAGR)
FENY
+9.42%
Winner
PKW
+13.44%
Max(CAGR)
FENY
+5.56%
Winner
PKW
+10.69%
FENY vs PKW - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FENY | PKW |
|---|---|---|
| 2026 | +29.30% | +10.15% |
| 2025 | +5.86% | +17.82% |
| 2024 | +5.52% | +16.80% |
| 2023 | +4.14% | +17.54% |
| 2022 | +57.99% | -10.32% |
| 2021 | +55.08% | +34.49% |
| 2020 | -33.65% | +7.44% |
| 2019 | +6.75% | +33.50% |
| 2018 | -21.32% | -11.24% |
| 2017 | -3.58% | +17.10% |
| 2016 | +27.18% | +14.54% |
| 2015 | -23.35% | -4.08% |
| 2014 | -8.54% | +13.67% |
| 2013 | +3.69% | +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% |
FENY vs PKW Drawdown Comparison
The maximum drawdown for FENY was -74.36%, occurring on Mar 18, 2020. Recovery took 1969 trading sessions.
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The current FENY drawdown is -6.50%. The current PKW drawdown is -0.66%.
| Rank | FENY | PKW |
|---|---|---|
| #1 | -74.36% Jun 23, 2014 - Apr 18, 2022 | -54.59% Jun 4, 2007 - Feb 16, 2011 |
| #2 | -26.59% Jun 7, 2022 - Nov 1, 2022 | -40.91% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -21.47% Nov 22, 2024 - Jan 5, 2026 | -23.51% Nov 5, 2021 - Dec 13, 2023 |
| #4 | -18.50% Nov 15, 2022 - Sep 8, 2023 | -21.23% Jan 26, 2018 - Apr 16, 2019 |
| #5 | -14.95% Mar 27, 2026 - Jul 1, 2026 | -20.91% Nov 29, 2024 - Jul 1, 2025 |
| #6 | -13.42% Apr 5, 2024 - Nov 20, 2024 | -20.18% Feb 24, 2015 - Nov 14, 2016 |
| #7 | -13.04% Sep 14, 2023 - Mar 19, 2024 | -17.67% May 12, 2011 - Jan 18, 2012 |
| #8 | -9.43% Apr 18, 2022 - May 4, 2022 | -8.99% May 1, 2012 - Aug 16, 2012 |
| #9 | -8.49% May 6, 2022 - May 17, 2022 | -8.93% May 3, 2019 - Jul 3, 2019 |
| #10 | -8.04% Dec 31, 2013 - Mar 28, 2014 | -8.49% Sep 18, 2014 - Nov 6, 2014 |
| #11 | -5.08% Nov 8, 2022 - Nov 15, 2022 | -7.86% Feb 18, 2026 - Apr 17, 2026 |
| #12 | -3.60% Nov 22, 2013 - Dec 26, 2013 | -7.72% Jul 24, 2019 - Oct 24, 2019 |
| #13 | -3.51% Jan 5, 2026 - Jan 13, 2026 | -7.34% Dec 31, 2013 - Feb 26, 2014 |
| #14 | -2.96% May 17, 2022 - May 23, 2022 | -6.79% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -2.34% Mar 2, 2026 - Mar 12, 2026 | -6.41% Feb 22, 2007 - Apr 18, 2007 |
Correlation
Correlation between FENY and PKW is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2007 - 2026)
FENY vs PKW dividend yield comparison.
| Year | FENY | PKW |
|---|---|---|
| 2026 | 1.23% | 0.32% |
| 2025 | 3.18% | 0.99% |
| 2024 | 3.05% | 0.86% |
| 2023 | 3.33% | 1.17% |
| 2022 | 3.33% | 1.22% |
| 2021 | 3.69% | 0.72% |
| 2020 | 4.60% | 1.48% |
| 2019 | 6.43% | 1.30% |
| 2018 | 3.21% | 1.30% |
| 2017 | 2.94% | 0.65% |
| 2016 | 2.29% | 1.59% |
| 2015 | 3.05% | 1.14% |
| 2014 | 1.91% | 1.03% |
| 2013 | 0.32% | 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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