FLDR vs PKW

Comparison between FIDELITY LOW DURATION BOND FACTOR ETF (FLDR, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).

5-Year PerformancePKW has outperformed FLDR, delivering a return of +10.4% compared to +3.7%

FLDR vs PKW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FLDR(ETF)	PKW(ETF)
Net Assets	$1.60B	$1.60B
Expense Ratio	0.15%	0.62%
Max Drawdown	12.31%	55.28%
Sharpe Ratio	1.08	0.96
5Y Beta	0.01	0.82
P/E Ratio	N/A	16.85
Forward P/E	N/A	11.33
5Y Dividends CAGR	49.50%	4.77%
5Y EPS CAGR	N/A	9.74%
Debt to Equity	N/A	56.08%
P/S Ratio	N/A	1.18
P/B Ratio	N/A	2.29

Net Assets

FLDR

$1.60B

PKW

$1.60B

Expense Ratio

Winner

FLDR

0.15%

PKW

0.62%

Max Drawdown

Winner

FLDR

12.31%

PKW

55.28%

Sharpe Ratio

Winner

FLDR

1.08

PKW

0.96

5Y Beta

Winner

FLDR

0.01

PKW

0.82

P/E Ratio

FLDR

N/A

PKW

16.85

Forward P/E

FLDR

N/A

PKW

11.33

5Y Dividends CAGR

Winner

FLDR

49.50%

PKW

4.77%

5Y EPS CAGR

FLDR

N/A

PKW

9.74%

Debt to Equity

FLDR

N/A

PKW

56.08%

P/S Ratio

FLDR

N/A

PKW

1.18

P/B Ratio

FLDR

N/A

PKW

2.29

FLDR vs PKW - Historical Returns

Returns include dividend reinvestment.

Period	FLDR	PKW
1 month	+0.47%	+2.07%
3 months	+1.17%	+6.04%
6 months	+1.84%	+2.72%
1 year	+4.64%	+16.22%
5 years(CAGR)	+3.72%	+10.43%
10 years(CAGR)	+3.22%	+13.03%
Max(CAGR)	+3.22%	+10.37%

FLDR

+0.47%

Winner

PKW

+2.07%

FLDR

+1.17%

Winner

PKW

+6.04%

FLDR

+1.84%

Winner

PKW

+2.72%

FLDR

+4.64%

Winner

PKW

+16.22%

5Y(CAGR)

FLDR

+3.72%

Winner

PKW

+10.43%

10Y(CAGR)

FLDR

+3.22%

Winner

PKW

+13.03%

Max(CAGR)

FLDR

+3.22%

Winner

PKW

+10.37%

FLDR vs PKW - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	FLDR	PKW
2026	+1.69%	+2.86%
2025	+5.39%	+17.82%
2024	+5.78%	+16.80%
2023	+6.34%	+17.54%
2022	-0.31%	-10.32%
2021	-0.16%	+34.49%
2020	+1.98%	+7.44%
2019	+4.34%	+33.50%
2018	+0.94%	-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%

FLDR vs PKW Drawdown Comparison

The maximum drawdown for FLDR was -12.23%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.

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

The current PKW drawdown is -0.87%.

Rank	FLDR	PKW
#1	-12.23% Mar 5, 2020 - Jun 12, 2020	-54.59% Jun 4, 2007 - Feb 16, 2011
#2	-2.33% Aug 3, 2021 - Jan 12, 2023	-40.91% Jan 17, 2020 - Nov 24, 2020
#3	-1.06% Oct 23, 2018 - Feb 8, 2019	-23.51% Nov 5, 2021 - Dec 13, 2023
#4	-0.76% Apr 3, 2025 - May 16, 2025	-21.23% Jan 26, 2018 - Apr 16, 2019
#5	-0.68% Mar 13, 2023 - Apr 5, 2023	-20.91% Nov 29, 2024 - Jul 1, 2025
#6	-0.53% Dec 11, 2020 - Jul 8, 2021	-20.18% Feb 24, 2015 - Nov 14, 2016
#7	-0.47% Feb 27, 2026 - Apr 8, 2026	-17.67% May 12, 2011 - Jan 18, 2012
#8	-0.28% Oct 11, 2023 - Nov 1, 2023	-8.99% May 1, 2012 - Aug 16, 2012
#9	-0.28% Sep 4, 2019 - Sep 24, 2019	-8.93% May 3, 2019 - Jul 3, 2019
#10	-0.27% Oct 2, 2024 - Oct 30, 2024	-8.49% Sep 18, 2014 - Nov 6, 2014
#11	-0.24% Mar 28, 2024 - Apr 29, 2024	-7.86% Feb 18, 2026 - Apr 17, 2026
#12	-0.23% Sep 29, 2023 - Oct 11, 2023	-7.72% Jul 24, 2019 - Oct 24, 2019
#13	-0.22% Sep 3, 2020 - Dec 11, 2020	-7.34% Dec 31, 2013 - Feb 26, 2014
#14	-0.22% Sep 11, 2018 - Oct 11, 2018	-6.79% Oct 27, 2025 - Dec 11, 2025
#15	-0.21% Dec 6, 2024 - Jan 2, 2025	-6.41% Feb 22, 2007 - Apr 18, 2007

Correlation

Correlation between FLDR and PKW is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2007 - 2026)

FLDR vs PKW dividend yield comparison.

Year	FLDR	PKW
2026	1.68%	0.34%
2025	4.66%	0.99%
2024	5.50%	0.86%
2023	5.28%	1.17%
2022	2.09%	1.22%
2021	0.51%	0.72%
2020	1.22%	1.48%
2019	2.69%	1.30%
2018	1.38%	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%