FTSL vs PKW
Comparison between FIRST TRUST SENIOR LOAN FUND (FTSL, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).
5-Year PerformancePKW has outperformed FTSL, delivering a return of +11.2% compared to +5.2%
FTSL vs PKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FTSL vs PKW - Historical Returns
Returns include dividend reinvestment.
FTSL vs PKW - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FTSL | PKW |
|---|---|---|
| 2026 | +1.43% | +10.51% |
| 2025 | +6.00% | +17.82% |
| 2024 | +8.32% | +16.80% |
| 2023 | +10.96% | +17.54% |
| 2022 | -2.44% | -10.32% |
| 2021 | +4.05% | +34.49% |
| 2020 | +2.82% | +7.44% |
| 2019 | +10.16% | +33.50% |
| 2018 | -1.40% | -11.24% |
| 2017 | +2.64% | +17.10% |
| 2016 | +7.28% | +14.54% |
| 2015 | +0.16% | -4.08% |
| 2014 | +1.32% | +13.67% |
| 2013 | +1.79% | +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% |
FTSL vs PKW Drawdown Comparison
The maximum drawdown for FTSL was -22.67%, occurring on Mar 23, 2020. Recovery took 198 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 -0.33%.
| Rank | FTSL | PKW |
|---|---|---|
| #1 | -22.67% Jan 29, 2020 - Nov 9, 2020 | -54.59% Jun 4, 2007 - Feb 16, 2011 |
| #2 | -6.96% Jan 24, 2022 - Feb 1, 2023 | -40.91% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -4.61% Oct 22, 2018 - Feb 20, 2019 | -23.51% Nov 5, 2021 - Dec 13, 2023 |
| #4 | -4.29% Jul 21, 2015 - Apr 21, 2016 | -21.23% Jan 26, 2018 - Apr 16, 2019 |
| #5 | -2.66% Mar 25, 2025 - Apr 28, 2025 | -20.91% Nov 29, 2024 - Jul 1, 2025 |
| #6 | -2.54% Dec 2, 2014 - Feb 5, 2015 | -20.18% Feb 24, 2015 - Nov 14, 2016 |
| #7 | -2.33% Jan 16, 2026 - May 5, 2026 | -17.67% May 12, 2011 - Jan 18, 2012 |
| #8 | -2.06% Jul 28, 2014 - Nov 24, 2014 | -8.99% May 1, 2012 - Aug 16, 2012 |
| #9 | -1.83% May 31, 2013 - Oct 22, 2013 | -8.93% May 3, 2019 - Jul 3, 2019 |
| #10 | -1.54% Feb 7, 2023 - Apr 3, 2023 | -8.49% Sep 18, 2014 - Nov 6, 2014 |
| #11 | -1.21% Sep 17, 2019 - Nov 11, 2019 | -7.86% Feb 18, 2026 - Apr 17, 2026 |
| #12 | -1.09% Jul 31, 2024 - Aug 19, 2024 | -7.72% Jul 24, 2019 - Oct 24, 2019 |
| #13 | -0.98% Jun 9, 2016 - Jul 8, 2016 | -7.34% Dec 31, 2013 - Feb 26, 2014 |
| #14 | -0.97% Jul 30, 2019 - Sep 10, 2019 | -6.79% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -0.93% Oct 24, 2016 - Dec 7, 2016 | -6.41% Feb 22, 2007 - Apr 18, 2007 |
Correlation
Correlation between FTSL and PKW is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
FTSL vs PKW dividend yield comparison.
| Year | FTSL | PKW |
|---|---|---|
| 2026 | 3.65% | 0.32% |
| 2025 | 6.59% | 0.99% |
| 2024 | 7.56% | 0.86% |
| 2023 | 7.59% | 1.17% |
| 2022 | 4.77% | 1.22% |
| 2021 | 3.17% | 0.72% |
| 2020 | 3.48% | 1.48% |
| 2019 | 4.44% | 1.30% |
| 2018 | 4.29% | 1.30% |
| 2017 | 3.64% | 0.65% |
| 2016 | 3.70% | 1.59% |
| 2015 | 3.95% | 1.14% |
| 2014 | 3.75% | 1.03% |
| 2013 | 2.64% | 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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