IYE vs PKW
Comparison between ISHARES U.S. ENERGY ETF (IYE, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).
5-Year PerformanceIYE has outperformed PKW, delivering a return of +18.0% compared to +10.4%
IYE vs PKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYE
$1.60B
PKW
$1.60B
Expense Ratio
Winner
IYE
0.38%
PKW
0.62%
Max Drawdown
IYE
78.21%
Winner
PKW
55.28%
Sharpe Ratio
Winner
IYE
1.08
PKW
0.96
5Y Beta
Winner
IYE
0.54
PKW
0.82
P/E Ratio
IYE
21.57
Winner
PKW
16.85
Forward P/E
IYE
12.00
Winner
PKW
11.33
PEG Ratio
IYE
0.75
PKW
N/A
5Y Dividends CAGR
Winner
IYE
10.09%
PKW
4.77%
5Y EPS CAGR
Winner
IYE
20.12%
PKW
9.74%
Debt to Equity
Winner
IYE
50.34%
PKW
56.08%
P/S Ratio
IYE
1.59
Winner
PKW
1.18
P/B Ratio
IYE
2.35
Winner
PKW
2.29
IYE vs PKW - Holdings Comparison
IYE and PKW have 4 common holdings. Overlap is 4.34%
IYE's top 25 holdings weight is 94.54%. PKW's top 25 holdings weight is 60.10%.
| Rank | IYE | PKW |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 21.87% | CITIGROUP INC (C) - 5.53% |
| #2 | CHEVRON CORP (CVX) - 15.44% | ADOBE INC (ADBE) - 5.15% |
| #3 | CONOCOPHILLIPS (COP) - 6.30% | WELLS FARGO & CO (WFC) - 4.77% |
| #4 | WILLIAMS COMPANIES INC (WMB) - 4.20% | n/a (JCI) - 4.53% |
| #5 | SLB LTD (SLB) - 4.02% | MARATHON PETROLEUM CORP (MPC) - 3.72% |
| #6 | MARATHON PETROLEUM CORP (MPC) - 3.77% | GENERAL MOTORS CO (GM) - 3.59% |
| #7 | VALERO ENERGY CORP (VLO) - 3.71% | HCA HEALTHCARE INC (HCA) - 3.03% |
| #8 | EOG RESOURCES INC (EOG) - 3.63% | AFLAC INC (AFL) - 2.71% |
| #9 | PHILLIPS 66 (PSX) - 3.48% | EBAY INC (EBAY) - 2.34% |
| #10 | BAKER HUGHES CO CLASS A (BKR) - 2.98% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.24% |
| #11 | KINDER MORGAN INC CLASS P (KMI) - 2.85% | PAYPAL HOLDINGS INC (PYPL) - 2.16% |
| #12 | TARGA RESOURCES CORP (TRGP) - 2.56% | ELECTRONIC ARTS INC (EA) - 2.16% |
| #13 | ONEOK INC (OKE) - 2.52% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.90% |
| #14 | DEVON ENERGY CORP (DVN) - 2.33% | JABIL INC (JBL) - 1.73% |
| #15 | CHENIERE ENERGY INC (LNG) - 2.31% | THE KROGER CO (KR) - 1.61% |
| #16 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.85% | D.R. HORTON INC (DHI) - 1.56% |
| #17 | DIAMONDBACK ENERGY INC (FANG) - 1.78% | FISERV INC (FISV) - 1.56% |
| #18 | HALLIBURTON CO (HAL) - 1.55% | IQVIA HOLDINGS INC (IQV) - 1.49% |
| #19 | EQT CORP (EQT) - 1.46% | M&T BANK CORP (MTB) - 1.40% |
| #20 | FIRST SOLAR INC (FSLR) - 1.28% | TAPESTRY INC (TPR) - 1.33% |
| #21 | TECHNIPFMC PLC (FTI) - 1.26% | NRG ENERGY INC (NRG) - 1.27% |
| #22 | TEXAS PACIFIC LAND CORP (TPL) - 1.04% | AERCAP HOLDINGS NV (AER) - 1.23% |
| #23 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.94% | JB HUNT TRANSPORT SERVICES INC (JBHT) - 1.08% |
| #24 | OVINTIV INC (OVV) - 0.76% | SYNCHRONY FINANCIAL (SYF) - 1.01% |
| #25 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 0.65% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 1.00% |
| Total Holdings | 40 | 228 |
IYE vs PKW - Historical Returns
Returns include dividend reinvestment.
1M
IYE
-7.65%
Winner
PKW
+2.07%
3M
IYE
-7.85%
Winner
PKW
+6.04%
6M
Winner
IYE
+23.48%
PKW
+2.72%
1Y
Winner
IYE
+29.81%
PKW
+16.22%
5Y(CAGR)
Winner
IYE
+18.05%
PKW
+10.43%
10Y(CAGR)
IYE
+7.78%
Winner
PKW
+13.03%
Max(CAGR)
IYE
+7.98%
Winner
PKW
+10.37%
IYE vs PKW - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYE | PKW |
|---|---|---|
| 2026 | +20.40% | +2.86% |
| 2025 | +6.06% | +17.82% |
| 2024 | +5.01% | +16.80% |
| 2023 | +1.78% | +17.54% |
| 2022 | +55.61% | -10.32% |
| 2021 | +53.06% | +34.49% |
| 2020 | -34.05% | +7.44% |
| 2019 | +7.69% | +33.50% |
| 2018 | -20.69% | -11.24% |
| 2017 | -3.06% | +17.10% |
| 2016 | +25.79% | +14.54% |
| 2015 | -22.56% | -4.08% |
| 2014 | -8.39% | +13.67% |
| 2013 | +22.67% | +42.23% |
| 2012 | +1.63% | +12.86% |
| 2011 | +2.91% | +8.67% |
| 2010 | +15.56% | +16.47% |
| 2009 | +13.70% | +29.66% |
| 2008 | -37.19% | -32.24% |
| 2007 | +43.70% | -1.83% |
| 2006 | +17.98% | -0.20% |
| 2005 | +41.97% | N/A |
| 2004 | +35.76% | N/A |
| 2003 | +28.42% | N/A |
| 2002 | -12.56% | N/A |
| 2001 | -9.66% | N/A |
| 2000 | +7.84% | N/A |
IYE vs PKW Drawdown Comparison
The maximum drawdown for IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 1983 trading sessions.
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The current IYE drawdown is -12.14%. The current PKW drawdown is -0.87%.
| Rank | IYE | PKW |
|---|---|---|
| #1 | -73.74% Jun 23, 2014 - May 6, 2022 | -54.59% Jun 4, 2007 - Feb 16, 2011 |
| #2 | -55.61% May 20, 2008 - Jul 19, 2013 | -40.91% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -37.40% May 18, 2001 - Feb 17, 2004 | -23.51% Nov 5, 2021 - Dec 13, 2023 |
| #4 | -25.60% Jun 7, 2022 - Oct 28, 2022 | -21.23% Jan 26, 2018 - Apr 16, 2019 |
| #5 | -20.37% Nov 22, 2024 - Jan 5, 2026 | -20.91% Nov 29, 2024 - Jul 1, 2025 |
| #6 | -18.82% Nov 15, 2022 - Mar 21, 2024 | -20.18% Feb 24, 2015 - Nov 14, 2016 |
| #7 | -16.18% Jan 3, 2008 - Apr 15, 2008 | -17.67% May 12, 2011 - Jan 18, 2012 |
| #8 | -15.79% Sep 29, 2005 - Jan 13, 2006 | -8.99% May 1, 2012 - Aug 16, 2012 |
| #9 | -15.40% May 10, 2006 - Jul 31, 2006 | -8.93% May 3, 2019 - Jul 3, 2019 |
| #10 | -14.46% Mar 4, 2005 - Jun 16, 2005 | -8.49% Sep 18, 2014 - Nov 6, 2014 |
| #11 | -14.10% Mar 9, 2001 - Apr 26, 2001 | -7.86% Feb 18, 2026 - Apr 17, 2026 |
| #12 | -13.79% Mar 27, 2026 - Jun 18, 2026 | -7.72% Jul 24, 2019 - Oct 24, 2019 |
| #13 | -12.60% Apr 5, 2024 - Nov 20, 2024 | -7.34% Dec 31, 2013 - Feb 26, 2014 |
| #14 | -12.57% Jul 19, 2007 - Sep 18, 2007 | -6.79% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -12.22% Aug 2, 2006 - Nov 8, 2006 | -6.41% Feb 22, 2007 - Apr 18, 2007 |
Correlation
Correlation between IYE and PKW is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2000 - 2026)
IYE vs PKW dividend yield comparison.
| Year | IYE | PKW |
|---|---|---|
| 2026 | 1.06% | 0.34% |
| 2025 | 2.85% | 0.99% |
| 2024 | 2.75% | 0.86% |
| 2023 | 2.99% | 1.17% |
| 2022 | 3.37% | 1.22% |
| 2021 | 2.98% | 0.72% |
| 2020 | 4.75% | 1.48% |
| 2019 | 6.60% | 1.30% |
| 2018 | 3.16% | 1.30% |
| 2017 | 2.66% | 0.65% |
| 2016 | 2.11% | 1.59% |
| 2015 | 3.39% | 1.14% |
| 2014 | 2.05% | 1.03% |
| 2013 | 1.54% | 0.62% |
| 2012 | 1.67% | 1.25% |
| 2011 | 1.40% | 0.85% |
| 2010 | 1.28% | 0.30% |
| 2009 | 1.47% | 1.29% |
| 2008 | 3.07% | 1.58% |
| 2007 | 2.47% | 0.27% |
| 2006 | 3.15% | 0.00% |
| 2005 | 2.78% | 0.00% |
| 2004 | 3.53% | 0.00% |
| 2003 | 4.44% | 0.00% |
| 2002 | 5.25% | 0.00% |
| 2001 | 3.89% | 0.00% |
| 2000 | 1.45% | 0.00% |
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