IMCB vs PKW
Comparison between ISHARES MORNINGSTAR MID-CAP ETF (IMCB, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).
5-Year PerformancePKW has outperformed IMCB, delivering a return of +10.4% compared to +9.1%
IMCB vs PKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IMCB
$1.60B
PKW
$1.60B
Expense Ratio
Winner
IMCB
0.04%
PKW
0.62%
Max Drawdown
IMCB
59.59%
Winner
PKW
55.28%
Sharpe Ratio
Winner
IMCB
1.43
PKW
0.96
5Y Beta
IMCB
0.86
Winner
PKW
0.82
P/E Ratio
IMCB
25.86
Winner
PKW
16.85
Forward P/E
IMCB
17.48
Winner
PKW
11.33
PEG Ratio
IMCB
0.16
PKW
N/A
5Y Dividends CAGR
Winner
IMCB
13.10%
PKW
4.77%
5Y EPS CAGR
Winner
IMCB
13.64%
PKW
9.74%
Debt to Equity
IMCB
64.01%
Winner
PKW
56.08%
P/S Ratio
IMCB
1.88
Winner
PKW
1.18
P/B Ratio
IMCB
3.43
Winner
PKW
2.29
IMCB vs PKW - Holdings Comparison
IMCB and PKW have 37 common holdings. Overlap is 6.96%
IMCB's top 25 holdings weight is 20.31%. PKW's top 25 holdings weight is 60.10%.
| Rank | IMCB | PKW |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.83% | CITIGROUP INC (C) - 5.53% |
| #2 | MARVELL TECHNOLOGY INC (MRVL) - 1.69% | ADOBE INC (ADBE) - 5.15% |
| #3 | WESTERN DIGITAL CORP (WDC) - 1.61% | WELLS FARGO & CO (WFC) - 4.77% |
| #4 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.59% | n/a (JCI) - 4.53% |
| #5 | CORNING INC (GLW) - 0.88% | MARATHON PETROLEUM CORP (MPC) - 3.72% |
| #6 | n/a (DELL) - 0.85% | GENERAL MOTORS CO (GM) - 3.59% |
| #7 | VERTIV HOLDINGS CO CLASS A (VRT) - 0.80% | HCA HEALTHCARE INC (HCA) - 3.03% |
| #8 | NEWMONT CORP (NEM) - 0.77% | AFLAC INC (AFL) - 2.71% |
| #9 | HOWMET AEROSPACE INC (HWM) - 0.74% | EBAY INC (EBAY) - 2.34% |
| #10 | QUANTA SERVICES INC (PWR) - 0.70% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.24% |
| #11 | BANK OF NEW YORK MELLON CORP (BNY) - 0.67% | PAYPAL HOLDINGS INC (PYPL) - 2.16% |
| #12 | FREEPORT-MCMORAN INC (FCX) - 0.66% | ELECTRONIC ARTS INC (EA) - 2.16% |
| #13 | CUMMINS INC (CMI) - 0.66% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.90% |
| #14 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.63% | JABIL INC (JBL) - 1.73% |
| #15 | FORTINET INC (FTNT) - 0.61% | THE KROGER CO (KR) - 1.61% |
| #16 | U.S. BANCORP (USB) - 0.60% | D.R. HORTON INC (DHI) - 1.56% |
| #17 | n/a (JCI) - 0.59% | FISERV INC (FISV) - 1.56% |
| #18 | ELEVANCE HEALTH INC (ELV) - 0.58% | IQVIA HOLDINGS INC (IQV) - 1.49% |
| #19 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.58% | M&T BANK CORP (MTB) - 1.40% |
| #20 | WILLIAMS COMPANIES INC (WMB) - 0.58% | TAPESTRY INC (TPR) - 1.33% |
| #21 | CSX CORP (CSX) - 0.57% | NRG ENERGY INC (NRG) - 1.27% |
| #22 | EMERSON ELECTRIC CO (EMR) - 0.56% | AERCAP HOLDINGS NV (AER) - 1.23% |
| #23 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 0.53% | JB HUNT TRANSPORT SERVICES INC (JBHT) - 1.08% |
| #24 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 0.52% | SYNCHRONY FINANCIAL (SYF) - 1.01% |
| #25 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.51% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 1.00% |
| Total Holdings | 406 | 228 |
IMCB vs PKW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IMCB
+3.48%
PKW
+2.07%
3M
Winner
IMCB
+14.43%
PKW
+6.04%
6M
Winner
IMCB
+14.26%
PKW
+2.72%
1Y
Winner
IMCB
+23.55%
PKW
+16.22%
5Y(CAGR)
IMCB
+9.06%
Winner
PKW
+10.43%
10Y(CAGR)
Winner
IMCB
+13.69%
PKW
+13.03%
Max(CAGR)
Winner
IMCB
+13.87%
PKW
+10.37%
IMCB vs PKW - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCB | PKW |
|---|---|---|
| 2026 | +14.45% | +2.86% |
| 2025 | +10.31% | +17.82% |
| 2024 | +15.66% | +16.80% |
| 2023 | +16.65% | +17.54% |
| 2022 | -15.81% | -10.32% |
| 2021 | +25.60% | +34.49% |
| 2020 | +18.08% | +7.44% |
| 2019 | +37.64% | +33.50% |
| 2018 | -7.56% | -11.24% |
| 2017 | +23.78% | +17.10% |
| 2016 | +19.86% | +14.54% |
| 2015 | +2.93% | -4.08% |
| 2014 | +21.96% | +13.67% |
| 2013 | +34.62% | +42.23% |
| 2012 | +20.38% | +12.86% |
| 2011 | +4.88% | +8.67% |
| 2010 | +30.65% | +16.47% |
| 2009 | +41.10% | +29.66% |
| 2008 | -34.99% | -32.24% |
| 2007 | +5.11% | -1.83% |
| 2006 | +17.24% | -0.20% |
| 2005 | +15.34% | N/A |
| 2004 | +14.81% | N/A |
IMCB vs PKW Drawdown Comparison
The maximum drawdown for IMCB was -57.17%, occurring on Nov 20, 2008. Recovery took 833 trading sessions.
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The current IMCB drawdown is -0.84%. The current PKW drawdown is -0.87%.
| Rank | IMCB | PKW |
|---|---|---|
| #1 | -57.17% Jul 13, 2007 - Nov 2, 2010 | -54.59% Jun 4, 2007 - Feb 16, 2011 |
| #2 | -40.99% Feb 20, 2020 - Oct 8, 2020 | -40.91% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -25.14% Nov 16, 2021 - Mar 1, 2024 | -23.51% Nov 5, 2021 - Dec 13, 2023 |
| #4 | -23.16% Jul 7, 2011 - Jan 25, 2012 | -21.23% Jan 26, 2018 - Apr 16, 2019 |
| #5 | -19.79% Nov 25, 2024 - Jul 22, 2025 | -20.91% Nov 29, 2024 - Jul 1, 2025 |
| #6 | -18.02% Sep 28, 2018 - Feb 15, 2019 | -20.18% Feb 24, 2015 - Nov 14, 2016 |
| #7 | -15.89% May 22, 2015 - Apr 18, 2016 | -17.67% May 12, 2011 - Jan 18, 2012 |
| #8 | -10.93% May 9, 2006 - Oct 12, 2006 | -8.99% May 1, 2012 - Aug 16, 2012 |
| #9 | -10.61% Apr 2, 2012 - Sep 6, 2012 | -8.93% May 3, 2019 - Jul 3, 2019 |
| #10 | -9.31% Sep 5, 2014 - Oct 31, 2014 | -8.49% Sep 18, 2014 - Nov 6, 2014 |
| #11 | -8.84% Jan 26, 2018 - Aug 3, 2018 | -7.86% Feb 18, 2026 - Apr 17, 2026 |
| #12 | -8.05% Feb 26, 2026 - Apr 17, 2026 | -7.72% Jul 24, 2019 - Oct 24, 2019 |
| #13 | -8.02% Mar 7, 2005 - Jun 16, 2005 | -7.34% Dec 31, 2013 - Feb 26, 2014 |
| #14 | -7.99% Oct 3, 2005 - Nov 22, 2005 | -6.79% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -7.86% May 21, 2013 - Jul 12, 2013 | -6.41% Feb 22, 2007 - Apr 18, 2007 |
Correlation
Correlation between IMCB and PKW is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2004 - 2026)
IMCB vs PKW dividend yield comparison.
| Year | IMCB | PKW |
|---|---|---|
| 2026 | 0.55% | 0.34% |
| 2025 | 1.42% | 0.99% |
| 2024 | 1.43% | 0.86% |
| 2023 | 1.55% | 1.17% |
| 2022 | 1.70% | 1.22% |
| 2021 | 1.62% | 0.72% |
| 2020 | 4.47% | 1.48% |
| 2019 | 5.30% | 1.30% |
| 2018 | 7.22% | 1.30% |
| 2017 | 5.25% | 0.65% |
| 2016 | 7.16% | 1.59% |
| 2015 | 5.90% | 1.14% |
| 2014 | 5.60% | 1.03% |
| 2013 | 4.77% | 0.62% |
| 2012 | 5.37% | 1.25% |
| 2011 | 5.34% | 0.85% |
| 2010 | 5.45% | 0.30% |
| 2009 | 5.27% | 1.29% |
| 2008 | 7.22% | 1.58% |
| 2007 | 4.34% | 0.27% |
| 2006 | 5.10% | 0.00% |
| 2005 | 4.20% | 0.00% |
| 2004 | 1.45% | 0.00% |
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