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GAM vs PKW

Comparison between General American Investors Co. Inc (GAM, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).

5-Year PerformanceGAM has outperformed PKW, delivering a return of +15.5% compared to +11.0%

GAM vs PKW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GAM
$1.70B
PKW
$1.70B
Expense Ratio
GAM
N/A
PKW
0.62%
Max Drawdown
GAM
72.30%
Winner
PKW
55.28%
Sharpe Ratio
Winner
GAM
1.75
PKW
0.89
5Y Beta
Winner
GAM
0.70
PKW
0.82
P/E Ratio
GAM
N/A
PKW
17.77
Forward P/E
GAM
N/A
PKW
11.93
5Y Dividends CAGR
Winner
GAM
34.85%
PKW
4.77%
5Y EPS CAGR
GAM
N/A
PKW
10.00%
Debt to Equity
GAM
N/A
PKW
51.36%
P/S Ratio
GAM
N/A
PKW
1.24
P/B Ratio
GAM
N/A
PKW
2.37

GAM vs PKW - Historical Returns

Returns include dividend reinvestment.

1M
GAM
+1.78%
Winner
PKW
+3.96%
3M
GAM
+0.40%
Winner
PKW
+3.39%
6M
Winner
GAM
+6.89%
PKW
+5.70%
1Y
Winner
GAM
+25.37%
PKW
+16.10%
5Y(CAGR)
Winner
GAM
+15.48%
PKW
+11.00%
10Y(CAGR)
Winner
GAM
+15.33%
PKW
+13.16%
Max(CAGR)
GAM
+9.42%
Winner
PKW
+10.53%

GAM vs PKW - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearGAMPKW
2026+9.76%+6.69%
2025+29.65%+17.82%
2024+30.52%+16.80%
2023+27.38%+17.54%
2022-15.26%-10.32%
2021+21.86%+34.49%
2020+5.56%+7.44%
2019+39.98%+33.50%
2018-10.01%-11.24%
2017+21.62%+17.10%
2016+11.46%+14.54%
2015-4.24%-4.08%
2014+10.87%+13.67%
2013+30.81%+42.23%
2012+18.00%+12.86%
2011-6.07%+8.67%
2010+14.92%+16.47%
2009+27.34%+29.66%
2008-47.19%-32.24%
2007+9.03%-1.83%
2006+15.90%-0.20%
2005+18.07%N/A
2004+8.59%N/A
2003+23.21%N/A
2002-27.67%N/A
2001+9.57%N/A
2000+11.23%N/A
1999+7.80%N/A

GAM vs PKW Drawdown Comparison

The maximum drawdown for GAM was -66.58%, occurring on Mar 9, 2009. Recovery took 1398 trading sessions.

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

The current GAM drawdown is -1.01%. The current PKW drawdown is -0.58%.

RankGAMPKW
#1-66.58%
Oct 16, 2007 - May 7, 2013
-54.59%
Jun 4, 2007 - Feb 16, 2011
#2-41.78%
Feb 12, 2020 - Dec 1, 2020
-40.91%
Jan 17, 2020 - Nov 24, 2020
#3-35.04%
Jan 15, 2002 - Jun 17, 2005
-23.51%
Nov 5, 2021 - Dec 13, 2023
#4-26.99%
May 29, 2001 - Jan 4, 2002
-21.23%
Jan 26, 2018 - Apr 16, 2019
#5-26.06%
Nov 8, 2021 - Nov 20, 2023
-20.91%
Nov 29, 2024 - Jul 1, 2025
#6-22.29%
May 19, 2015 - Dec 8, 2016
-20.18%
Feb 24, 2015 - Nov 14, 2016
#7-22.16%
Sep 21, 2018 - Apr 23, 2019
-17.67%
May 12, 2011 - Jan 18, 2012
#8-14.90%
Jan 22, 2025 - May 16, 2025
-8.99%
May 1, 2012 - Aug 16, 2012
#9-14.62%
Feb 6, 2001 - May 22, 2001
-8.93%
May 3, 2019 - Jul 3, 2019
#10-14.56%
Jul 13, 2007 - Oct 9, 2007
-8.49%
Sep 18, 2014 - Nov 6, 2014
#11-10.02%
Mar 23, 2000 - Aug 31, 2000
-7.86%
Feb 18, 2026 - Apr 17, 2026
#12-9.52%
Jan 19, 2000 - Mar 21, 2000
-7.72%
Jul 24, 2019 - Oct 24, 2019
#13-9.22%
May 5, 2006 - Oct 25, 2006
-7.34%
Dec 31, 2013 - Feb 26, 2014
#14-9.20%
Sep 3, 2014 - Nov 13, 2014
-6.79%
Oct 27, 2025 - Dec 11, 2025
#15-8.67%
Feb 25, 2026 - Apr 14, 2026
-6.41%
Feb 22, 2007 - Apr 18, 2007

Correlation

Correlation between GAM and PKW is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2000 - 2026)

GAM vs PKW dividend yield comparison.

YearGAMPKW
20260.00%0.33%
202511.32%0.99%
20248.82%0.86%
20236.17%1.17%
20224.15%1.22%
20211.38%0.72%
20206.72%1.48%
20196.49%1.30%
20189.67%1.30%
20179.56%0.65%
201610.20%1.59%
20153.60%1.14%
201410.00%1.03%
20135.97%0.62%
20127.19%1.25%
20112.01%0.85%
20101.60%0.30%
20091.49%1.29%
20083.77%1.58%
200716.57%0.27%
20068.45%0.00%
20056.14%0.00%
20043.22%0.00%
20031.82%0.00%
20022.60%0.00%
200118.64%0.00%
200016.97%0.00%

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